MondegarAI
Blueprint Investment Partners LLC

Q3 2024 · 13F-HR

Blueprint Investment Partners LLCholdings as filed

Filed 2024-11-13 · accession 0001794467-24-000004

$551.5M
Reported value
164
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
88636J873TFPNTIDAL TR II$80.0M14.5%3,223,950CommonNONE
78464A805SPTMSPDR SER TR$51.1M9.26%729,286CommonNONE
78463X889SPDWSPDR INDEX SHS FDS$36.0M6.52%957,417CommonNONE
46429B267GOVTISHARES TR$30.0M5.45%1,281,172CommonNONE
464288521USRTISHARES TR$23.4M4.25%380,665CommonNONE
67066G104NVDANVIDIA CORPORATION$22.6M4.09%185,905CommonNONE
46434G103IEMGISHARES INC$20.5M3.72%357,681CommonNONE
037833100AAPLAPPLE INC$14.5M2.63%62,211CommonNONE
33737M409FYTFIRST TR EXCHANGE-TRADED ALP$14.2M2.58%255,990CommonNONE
78464A516BWXSPDR SER TR$13.8M2.50%590,198CommonNONE
464287200IVVISHARES TR$13.6M2.46%23,566CommonNONE
594918104MSFTMICROSOFT CORP$12.8M2.33%29,856CommonNONE
464288679SHVISHARES TR$10.8M1.97%98,043CommonNONE
78463X509SPEMSPDR INDEX SHS FDS$9.5M1.73%230,919CommonNONE
78464A664SPTLSPDR SER TR$8.2M1.49%282,737CommonNONE
808524102SCHBSCHWAB STRATEGIC TR$7.2M1.30%107,706CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$6.4M1.17%13,962CommonNONE
023135106AMZNAMAZON COM INC$6.4M1.16%34,221CommonNONE
464288414MUBISHARES TR$5.6M1.02%51,863CommonNONE
46138E537PZAINVESCO EXCH TRADED FD TR II$5.5M1.00%227,584CommonNONE
26923N678ETF OPPORTUNITIES TRUST$5.0M0.90%176,448CommonNONE
37954Y236DTCRGLOBAL X FDS$4.7M0.85%265,998CommonNONE
922908736VUGVANGUARD INDEX FDS$4.5M0.82%11,836CommonNONE
30303M102METAMETA PLATFORMS INC$4.4M0.80%7,684CommonNONE
532457108LLYELI LILLY & CO$4.4M0.79%4,917CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$4.0M0.73%19,072CommonNONE
85207H104PHYSSPROTT PHYSICAL GOLD TR$3.9M0.72%193,514CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$3.9M0.71%73,975CommonNONE
464285204IAUISHARES GOLD TR$3.6M0.66%73,305CommonNONE
11135F101AVGOBROADCOM INC$3.4M0.62%19,908CommonNONE
90214Q584CGVTWO RDS SHARED TR$3.4M0.62%252,051CommonNONE
02079K305GOOGLALPHABET INC$3.3M0.59%19,778CommonNONE
55336V100MPLXMPLX LP$3.1M0.56%68,927CommonNONE
464287465EFAISHARES TR$3.0M0.55%36,388CommonNONE
464288661IEIISHARES TR$3.0M0.55%25,171CommonNONE
922908744VTVVANGUARD INDEX FDS$3.0M0.54%17,148CommonNONE
78464A847SPMDSPDR SER TR$2.8M0.51%51,749CommonNONE
26923N660DYFIETF OPPORTUNITIES TRUST$2.8M0.51%116,425CommonNONE
78468R853SPSMSPDR SER TR$2.6M0.48%57,996CommonNONE
85207K107PSLVSPROTT PHYSICAL SILVER TR$2.6M0.48%252,149CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$2.6M0.47%4,557CommonNONE
742718109PGPROCTER AND GAMBLE CO$2.5M0.46%14,696CommonNONE
88160R101TSLATESLA INC$2.4M0.44%9,265CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$2.2M0.39%31,994CommonNONE
30231G102XOMEXXON MOBIL CORP$2.0M0.37%17,321CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$1.8M0.34%44,948CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$1.8M0.32%3,058CommonNONE
931142103WMTWALMART INC$1.7M0.31%21,407CommonNONE
464287150ITOTISHARES TR$1.6M0.29%12,686CommonNONE
72201R866MUNIPIMCO ETF TR$1.6M0.29%29,962CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$1.6M0.28%1,750CommonNONE
00162Q452AMLPALPS ETF TR$1.5M0.28%32,224CommonNONE
46432F842IEFAISHARES TR$1.5M0.27%18,793CommonNONE
92826C839VVISA INC$1.4M0.26%5,152CommonNONE
25459W862SPXLDIREXION SHS ETF TR$1.4M0.25%8,484CommonNONE
00287Y109ABBVABBVIE INC$1.3M0.24%6,779CommonNONE
922908769VTIVANGUARD INDEX FDS$1.3M0.23%4,575CommonNONE
478160104JNJJOHNSON & JOHNSON$1.3M0.23%7,872CommonNONE
57636Q104MAMASTERCARD INCORPORATED$1.2M0.23%2,527CommonNONE
74347R107SSOPROSHARES TR$1.2M0.23%13,811CommonNONE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$1.2M0.22%24,258CommonNONE
02079K107GOOGALPHABET INC$1.2M0.22%7,286CommonNONE
437076102HDHOME DEPOT INC$1.2M0.21%2,876CommonNONE
78468R663BILSPDR SER TR$1.1M0.21%12,416CommonNONE
191216100KOCOCA COLA CO$1.1M0.20%15,196CommonNONE
922908363VOOVANGUARD INDEX FDS$1.1M0.20%2,044CommonNONE
64110L106NFLXNETFLIX INC$1.0M0.18%1,428CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$1.0M0.18%22,547CommonNONE
060505104BACBANK AMERICA CORP$983,1120.18%24,776CommonNONE
46641Q670JCPBJ P MORGAN EXCHANGE TRADED F$964,0760.17%19,985CommonNONE
68389X105ORCLORACLE CORP$892,1050.16%5,235CommonNONE
464288448IDVISHARES TR$879,5120.16%29,094CommonNONE
464287226AGGISHARES TR$862,2130.16%8,514CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$832,5950.15%1,346CommonNONE
26922A453OPERETF SER SOLUTIONS$806,1630.15%8,050CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$804,5890.15%6,276CommonNONE
79466L302CRMSALESFORCE INC$793,7590.14%2,900CommonNONE
37954Y293MLPXGLOBAL X FDS$786,9300.14%14,458CommonNONE
548661107LOWLOWES COS INC$775,7140.14%2,864CommonNONE
33740F755BUFRFIRST TR EXCHNG TRADED FD VI$773,6430.14%25,883CommonNONE
97717W315DEMWISDOMTREE TR$770,8790.14%17,516CommonNONE
G54950103LINLINDE PLC$765,3800.14%1,605CommonNONE
713448108PEPPEPSICO INC$762,4630.14%4,484CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$719,8080.13%3,634CommonNONE
464287507IJHISHARES TR$699,3550.13%11,222CommonNONE
464288158SUBISHARES TR$689,9160.13%6,497CommonNONE
00206R102TAT&T INC$684,4640.12%31,112CommonNONE
718172109PMPHILIP MORRIS INTL INC$669,8850.12%5,518CommonNONE
65339F101NEENEXTERA ENERGY INC$667,3640.12%7,895CommonNONE
46090E103QQQINVESCO QQQ TR$636,9300.12%1,305CommonNONE
66538H534BIBLNORTHERN LTS FD TR IV$629,9980.11%15,490CommonNONE
580135101MCDMCDONALDS CORP$616,6040.11%2,025CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$610,6540.11%2,762CommonNONE
002824100ABTABBOTT LABS$595,8160.11%5,226CommonNONE
464287598IWDISHARES TR$592,1760.11%3,120CommonNONE
882508104TXNTEXAS INSTRS INC$590,5130.11%2,859CommonNONE
369604301GEGE AEROSPACE$575,2460.10%3,050CommonNONE
46432F396MTUMISHARES TR$567,7980.10%2,800CommonNONE
75513E101RTXRTX CORPORATION$552,4900.10%4,560CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$546,1450.10%1,545CommonNONE
464287457SHYISHARES TR$542,4710.10%6,524CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$528,9940.10%3,224CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$525,3810.10%2,932CommonNONE
031162100AMGNAMGEN INC$525,1440.10%1,630CommonNONE
539830109LMTLOCKHEED MARTIN CORP$525,0640.10%898CommonNONE
464287440IEFISHARES TR$521,4100.09%5,314CommonNONE
33734H106FVDFIRST TR VALUE LINE DIVID IN$515,5610.09%11,334CommonNONE
464287804IJRISHARES TR$501,4080.09%4,287CommonNONE
97717Y527USFRWISDOMTREE TR$500,3920.09%9,964CommonNONE
907818108UNPUNION PAC CORP$497,1500.09%2,017CommonNONE
149123101CATCATERPILLAR INC$468,2390.08%1,197CommonNONE
235851102DHRDANAHER CORPORATION$463,5830.08%1,667CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$459,7250.08%3,987CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$451,9720.08%2,002CommonNONE
17275R102CSCOCISCO SYS INC$438,6510.08%8,242CommonNONE
92204A702VGTVANGUARD WORLD FD$429,9190.08%733CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$427,9810.08%864CommonNONE
464287432TLTISHARES TR$415,4480.08%4,235CommonNONE
132061706EYLDCAMBRIA ETF TR$405,2010.07%11,711CommonNONE
166764100CVXCHEVRON CORP NEW$400,1100.07%2,717CommonNONE
46434V613IUSBISHARES TR$388,5270.07%8,245CommonNONE
461202103INTUINTUIT$371,9790.07%599CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$370,8410.07%7,750CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$365,1810.07%7,058CommonNONE
46434V274INTFISHARES TR$361,4450.07%11,500CommonNONE
375558103GILDGILEAD SCIENCES INC$354,9790.06%4,234CommonNONE
025816109AXPAMERICAN EXPRESS CO$349,2430.06%1,288CommonNONE
872590104TMUST-MOBILE US INC$348,9550.06%1,691CommonNONE
617446448MSMORGAN STANLEY$335,0430.06%3,214CommonNONE
G5960L103MDTMEDTRONIC PLC$334,1910.06%3,712CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$333,9560.06%1,436CommonNONE
00724F101ADBEADOBE INC$328,7900.06%635CommonNONE
09247X101BLKCHFBLACKROCK INC$328,5300.06%346CommonNONE
922907746VTEBVANGUARD MUN BD FDS$323,3340.06%6,325CommonNONE
172967424CCITIGROUP INC$320,5580.06%5,121CommonNONE
20030N101CMCSACOMCAST CORP NEW$316,2820.06%7,572CommonNONE
02209S103MOALTRIA GROUP INC$310,5780.06%6,085CommonNONE
438516106HONHONEYWELL INTL INC$300,2730.05%1,453CommonNONE
747525103QCOMQUALCOMM INC$289,0570.05%1,700CommonNONE
842587107SOSOUTHERN CO$286,6820.05%3,179CommonNONE
949746101WMT2WELLS FARGO CO NEW$279,7380.05%4,952CommonNONE
025072703AVDEAMERICAN CENTY ETF TR$275,9630.05%4,117CommonNONE
525327102LDOSLEIDOS HOLDINGS INC$274,9810.05%1,687CommonNONE
922908751VBVANGUARD INDEX FDS$259,8370.05%1,095CommonNONE
679580100ODFLOLD DOMINION FREIGHT LINE IN$256,0470.05%1,289CommonNONE
194162103CLCOLGATE PALMOLIVE CO$255,1650.05%2,458CommonNONE
132061201SYLDCAMBRIA ETF TR$254,8870.05%3,522CommonNONE
278865100ECLECOLAB INC$252,2660.05%988CommonNONE
66538H419WWJDNORTHERN LTS FD TR IV$249,4940.05%7,724CommonNONE
717081103PFEPFIZER INC$244,3720.04%8,444CommonNONE
824348106SHWSHERWIN WILLIAMS CO$239,6890.04%628CommonNONE
369550108GDGENERAL DYNAMICS CORP$234,8090.04%777CommonNONE
78468R788SPYDSPDR SER TR$231,9020.04%5,080CommonNONE
58933Y105MRKMERCK & CO INC$228,8180.04%2,015CommonNONE
78467V848TOTLSSGA ACTIVE ETF TR$225,9200.04%5,457CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$222,4050.04%1,444CommonNONE
03524A108BUDANHEUSER BUSCH INBEV SA/NV$221,2100.04%3,337CommonNONE
855244109SBUXSTARBUCKS CORP$219,1580.04%2,248CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$212,0860.04%2,718CommonNONE
609207105MDLZMONDELEZ INTL INC$207,9700.04%2,823CommonNONE
46432F339QUALISHARES TR$202,9580.04%1,132CommonNONE
37954Y707YLCOUSDGLOBAL X FDS$129,5620.02%12,188CommonNONE
87975H100TIXTTELUS INTL CDA INC$43,0100.01%11,000CommonNONE
55003A108LVLULULUS FASHION LOUNGE HOLDING$31,0860.01%19,429CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.