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Blueprint Investment Partners LLC

Q1 2025 · 13F-HR

Blueprint Investment Partners LLCholdings as filed

Filed 2025-05-12 · accession 0002054129-25-000003

$547.5M
Reported value
96
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
88636J873TFPNTIDAL TR II$72.8M13.3%3,237,400CommonNONE
78464A805SPTMSPDR SER TR$42.7M7.80%628,256CommonNONE
464287457SHYISHARES TR$37.6M6.86%453,914CommonNONE
78463X889SPDWSPDR INDEX SHS FDS$25.3M4.62%695,206CommonNONE
46429B267GOVTISHARES TR$19.0M3.48%828,571CommonNONE
67066G104NVDANVIDIA CORPORATION$18.3M3.35%169,293CommonNONE
464288521USRTISHARES TR$18.2M3.33%316,758CommonNONE
53656F599HEGDLISTED FD TR$15.8M2.89%721,866CommonNONE
46429B747STIPISHARES TR$15.2M2.78%147,365CommonNONE
464287200IVVISHARES TR$13.9M2.55%24,824CommonNONE
78468R663BILSPDR SER TR$13.5M2.47%147,532CommonNONE
037833100AAPLAPPLE INC$13.5M2.46%60,646CommonNONE
33737M409FYTFIRST TR EXCHANGE-TRADED ALP$13.1M2.39%263,584CommonNONE
46434G103IEMGISHARES INC$11.8M2.15%218,366CommonNONE
78464A516BWXSPDR SER TR$9.5M1.73%433,331CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$9.5M1.73%17,784CommonNONE
55336V100MPLXMPLX LP$9.2M1.67%171,274CommonNONE
464288679SHVISHARES TR$9.2M1.67%82,972CommonNONE
464288158SUBISHARES TR$7.8M1.42%73,469CommonNONE
464288661IEIISHARES TR$7.3M1.33%61,447CommonNONE
023135106AMZNAMAZON COM INC$7.1M1.29%37,214CommonNONE
92206C102VGSHVANGUARD SCOTTSDALE FDS$6.9M1.26%117,412CommonNONE
808524102SCHBSCHWAB STRATEGIC TR$6.6M1.20%305,996CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$6.2M1.13%11,106CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$5.8M1.07%23,784CommonNONE
85207H104PHYSSPROTT PHYSICAL GOLD TR$5.6M1.02%231,083CommonNONE
85207K107PSLVSPROTT PHYSICAL SILVER TR$5.2M0.95%449,485CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$5.1M0.93%230,336CommonNONE
594918104MSFTMICROSOFT CORP$5.1M0.92%13,462CommonNONE
78463X509SPEMSPDR INDEX SHS FDS$4.6M0.84%116,399CommonNONE
464285204IAUISHARES GOLD TR$4.3M0.79%73,734CommonNONE
88160R101TSLATESLA INC$4.3M0.79%16,647CommonNONE
26923N678ETF OPPORTUNITIES TRUST$4.2M0.76%161,530CommonNONE
26922A453OPERETF SER SOLUTIONS$4.1M0.75%41,220CommonNONE
922908744VTVVANGUARD INDEX FDS$4.1M0.74%23,513CommonNONE
922908736VUGVANGUARD INDEX FDS$4.0M0.73%10,745CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$3.9M0.71%76,018CommonNONE
92826C839VVISA INC$3.8M0.70%10,866CommonNONE
38173M102GBDCGOLUB CAP BDC INC$3.8M0.69%248,161CommonNONE
02079K305GOOGLALPHABET INC$3.7M0.68%24,103CommonNONE
11135F101AVGOBROADCOM INC$3.3M0.60%19,743CommonNONE
26923N660DYFIETF OPPORTUNITIES TRUST$3.2M0.59%139,462CommonNONE
46641Q654JMSTJ P MORGAN EXCHANGE TRADED F$3.2M0.58%62,224CommonNONE
33740F755BUFRFIRST TR EXCHNG TRADED FD VI$3.1M0.57%104,253CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$2.8M0.52%11,366CommonNONE
742718109PGPROCTER AND GAMBLE CO$2.7M0.50%16,074CommonNONE
478160104JNJJOHNSON & JOHNSON$2.1M0.39%12,812CommonNONE
931142103WMTWALMART INC$1.9M0.35%21,978CommonNONE
02079K107GOOGALPHABET INC$1.8M0.33%11,727CommonNONE
718172109PMPHILIP MORRIS INTL INC$1.8M0.32%11,100CommonNONE
00162Q452AMLPALPS ETF TR$1.7M0.31%32,232CommonNONE
922020805VTIPVANGUARD MALVERN FDS$1.6M0.29%32,124CommonNONE
69344A107PULSPGIM ETF TR$1.5M0.27%29,400CommonNONE
33734H106FVDFIRST TR VALUE LINE DIVID IN$1.4M0.26%32,418CommonNONE
46432F842IEFAISHARES TR$1.4M0.25%18,359CommonNONE
30231G102XOMEXXON MOBIL CORP$1.4M0.25%11,668CommonNONE
060505104BACBANK AMERICA CORP$1.4M0.25%32,705CommonNONE
38149W630GPIQGOLDMAN SACHS ETF TR$1.3M0.24%29,900CommonNONE
46429B697USMVISHARES TR$1.2M0.22%13,009CommonNONE
46641Q670JCPBJ P MORGAN EXCHANGE TRADED F$1.2M0.22%25,161CommonNONE
464287531IDGTISHARES TR$1.2M0.22%15,997CommonNONE
97717Y527USFRWISDOMTREE TR$1.1M0.21%22,551CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$1.1M0.21%57,317CommonNONE
191216100KOCOCA COLA CO$1.1M0.20%15,596CommonNONE
17275R102CSCOCISCO SYS INC$1.1M0.20%17,529CommonNONE
464287465EFAISHARES TR$1.1M0.19%13,006CommonNONE
72201R866MUNIPIMCO ETF TR$1.0M0.19%19,750CommonNONE
06738C778DJPBARCLAYS BANK PLC$1.0M0.18%28,399CommonNONE
00206R102TAT&T INC$986,6530.18%34,889CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$959,4550.18%21,152CommonNONE
74347R107SSOPROSHARES TR$942,1400.17%11,381CommonNONE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$916,5540.17%18,103CommonNONE
78464A854SPYMSPDR SER TR$837,9140.15%12,742CommonNONE
949746101WMT2WELLS FARGO CO NEW$824,2930.15%11,482CommonNONE
78464A847SPMDSPDR SER TR$768,7070.14%15,020CommonNONE
78468R853SPSMSPDR SER TR$751,5570.14%18,439CommonNONE
37954Y293MLPXGLOBAL X FDS$744,5350.14%11,668CommonNONE
02209S103MOALTRIA GROUP INC$727,6460.13%12,123CommonNONE
97717X594IHDGWISDOMTREE TR$713,1280.13%16,432CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$679,0570.12%15,003CommonNONE
746729300PVALPUTNAM ETF TRUST$657,0320.12%17,254CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$639,7230.12%12,843CommonNONE
67092P730NCLONUSHARES ETF TR$601,6190.11%23,988CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$552,8250.10%19,772CommonNONE
26922A198PFLDETF SER SOLUTIONS$545,7430.10%27,017CommonNONE
66538H534BIBLNORTHERN LTS FD TR IV$485,1110.09%12,630CommonNONE
37954Y483QYLDGLOBAL X FDS$477,1310.09%28,691CommonNONE
067901108ABXBARRICK GOLD CORP$468,6790.09%24,109CommonNONE
46140H106DBAINVESCO DB MULTI-SECTOR COMM$465,6390.09%17,678CommonNONE
882927684TSLGTHEMES ETF TR$413,8110.08%87,858CommonNONE
31613E103FETHFIDELITY ETHEREUM FD$412,6330.08%22,610CommonNONE
132061706EYLDCAMBRIA ETF TR$378,1740.07%11,911CommonNONE
37954Y236DTCRGLOBAL X FDS$358,8420.07%22,069CommonNONE
46434V274INTFISHARES TR$354,6600.06%11,500CommonNONE
25434V815DFSVDIMENSIONAL ETF TRUST$338,9310.06%12,040CommonNONE
46140H304DBEINVESCO DB MULTI-SECTOR COMM$233,9650.04%11,937CommonNONE

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.