Blueprint Investment Partners LLC Top Holdings and 13F Report (2024) → Wall Street Legend Warns: 'A Strange Day Is Coming to America' (From Chaikin Analytics) (Ad) About Blueprint Investment Partners LLCInvestment ActivityBlueprint Investment Partners LLC has $506.14 million in total holdings as of March 31, 2024.Blueprint Investment Partners LLC owns shares of 137 different stocks, but just 25 companies or ETFs make up 80% of its holdings.Approximately 34.38% of the portfolio was purchased this quarter.About 12.10% of the portfolio was sold this quarter.This quarter, Blueprint Investment Partners LLC has purchased 136 new stocks and bought additional shares in 68 stocks.Blueprint Investment Partners LLC sold shares of 44 stocks and completely divested from 20 stocks this quarter.Largest Holdings Blueprint Growth Instl $87,855,078SPDR Portfolio S&P 1500 Composite Stock Market ETF $49,231,290Tidal Tr Ii Blueprint Chesapea Ke Multi $33,589,427SPDR Portfolio Developed World ex-US ETF $31,320,377iShares Core U.S. REIT ETF $22,155,969 Largest New Holdings this Quarter Blueprint Growth Instl $87,855,078 HoldingSchwab Value Advantage Money Fund $4,691,592 HoldingSchwab Value Advantage Money Fund - Ultra Shares $4,424,002 HoldingVanguard 500 Index Adm $900,593 HoldingApollo Diversified Real Estate Fund Class I Inst $621,977 Holding Largest Purchases this Quarter Blueprint Growth Instl 6,408,102 shares (about $87.86M)SPDR Portfolio Developed World ex-US ETF 334,627 shares (about $11.99M)SPDR Bloomberg Barclays 1-3 Month T-Bill ETF 107,279 shares (about $9.85M)ClearShares Ultra-Short Maturity ETF 82,562 shares (about $8.27M)iShares Core MSCI Emerging Markets ETF 158,356 shares (about $8.17M) Largest Sales this Quarter Apple 46,244 shares (about $7.93M)SPDR Portfolio Emerging Markets ETF 191,702 shares (about $6.94M)SPDR Portfolio S&P 1500 Composite Stock Market ETF 106,981 shares (about $6.86M)iShares 1-3 Year Treasury Bond ETF 73,037 shares (about $5.97M)SPDR Bloomberg Barclays International Treasury Bond ETF 159,626 shares (about $3.55M) Sector Allocation Over TimeMap of 500 Largest Holdings ofBlueprint Investment Partners LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBlueprint Growth Instl$87,855,078$87,855,078 ▲New Holding6,408,10217.4%COMSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$49,231,290$6,862,833 ▼-12.2%767,4409.7%ETFTidal Tr Ii Blueprint Chesapea Ke Multi$33,589,427$681,368 ▼-2.0%1,291,6826.6%COMSPDWSPDR Portfolio Developed World ex-US ETF$31,320,377$11,993,038 ▲62.1%873,8946.2%ETFUSRTiShares Core U.S. REIT ETF$22,155,969$4,342,047 ▲24.4%411,8204.4%ETFNVDANVIDIA$20,389,750$2,483,888 ▼-10.9%22,5664.0%Computer and TechnologyGOVTiShares U.S. Treasury Bond ETF$19,961,694$5,802,277 ▲41.0%876,6663.9%ETFIVViShares Core S&P 500 ETF$15,913,284$3,428,916 ▼-17.7%30,2683.1%ETFMSFTMicrosoft$14,772,301$69,000 ▲0.5%35,1112.9%Computer and TechnologyFYTFirst Trust Small Cap Value AlphaDEX Fund$14,087,200$86,657 ▲0.6%259,2892.8%ETFBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$13,255,558$9,848,216 ▲289.0%144,3962.6%ETFOPERClearShares Ultra-Short Maturity ETF$10,494,447$8,268,213 ▲371.4%104,7922.1%ETFIEMGiShares Core MSCI Emerging Markets ETF$9,217,487$8,171,191 ▲781.0%178,6331.8%ETFAMZNAmazon.com$6,755,131$35,535 ▲0.5%37,4491.3%Retail/WholesaleSPEMSPDR Portfolio Emerging Markets ETF$6,721,855$6,937,729 ▼-50.8%185,7371.3%ETFSHViShares Short Treasury Bond ETF$6,632,068$6,422,263 ▲3,061.1%59,9971.3%ETFSCHBSchwab US Broad Market ETF$6,526,061$7,692 ▲0.1%106,8971.3%ETFBRK.BBerkshire Hathaway$5,581,561$65,601 ▲1.2%13,2731.1%FinanceGOOGLAlphabet$5,109,886$87,841 ▼-1.7%33,8561.0%Computer and TechnologyEFAiShares MSCI EAFE ETF$4,749,034$81,617 ▼-1.7%59,4670.9%FinanceSchwab Value Advantage Money Fund$4,691,592$4,691,592 ▲New Holding4,691,5920.9%COMSchwab Value Advantage Money Fund - Ultra Shares$4,424,002$4,424,002 ▲New Holding4,424,0020.9%COMMETAMeta Platforms$4,123,286$282,623 ▼-6.4%8,4910.8%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$3,801,861$1,146,493 ▲43.2%75,7790.8%ETFJPMJPMorgan Chase & Co.$3,793,879$189,894 ▲5.3%18,9400.7%FinanceMPLXMplx$3,757,735$75,972 ▲2.1%90,4170.7%Oils/EnergySPYSPDR S&P 500 ETF Trust$3,683,259$52,312 ▲1.4%7,0410.7%FinanceBWXSPDR Bloomberg Barclays International Treasury Bond ETF$3,679,263$3,550,093 ▼-49.1%165,4340.7%FinanceIAUiShares Gold Trust$3,659,827$448,709 ▲14.0%87,1180.7%FinanceAAPLApple$3,653,477$7,930,129 ▼-68.5%21,3050.7%Computer and TechnologyVUGVanguard Growth ETF$3,594,401$128,740 ▲3.7%10,4420.7%ETFPGProcter & Gamble$2,491,341$1,027,917 ▲70.2%15,3540.5%Consumer StaplesLLYEli Lilly and Company$2,384,141$109,714 ▼-4.4%3,0640.5%MedicalVTVVanguard Value ETF$2,266,119$53,746 ▲2.4%13,9140.4%ETFSPMDSPDR Portfolio S&P 400 Mid Cap ETF$2,238,251$45,500 ▲2.1%41,9610.4%ETFVTIVanguard Total Stock Market Index Fund ETF Shares$2,215,3180.0%8,5230.4%ETFAVGOBroadcom$2,184,175$168,422 ▼-7.2%1,6470.4%Computer and TechnologySPSMSPDR Portfolio S&P 600 Small Cap ETF$2,136,891$268,962 ▲14.4%49,6480.4%ETFGOOGAlphabet$2,071,192$239,353 ▼-10.4%13,6030.4%Computer and TechnologyIEIiShares 3-7 Year Treasury Bond ETF$2,031,539$211,816 ▼-9.4%17,5420.4%ETFVVisa$1,943,087$571,595 ▲41.7%6,9620.4%Business ServicesXOMExxon Mobil$1,915,431$1,456,741 ▲317.6%16,4780.4%Oils/EnergyITOTiShares Core S&P Total U.S. Stock Market ETF$1,910,955$287,341 ▼-13.1%16,5730.4%ETFSCHFSchwab International Equity ETF$1,818,214$175,122 ▲10.7%46,5970.4%ETFHDHome Depot$1,609,969$560,440 ▲53.4%4,1970.3%Retail/WholesaleMAMastercard$1,576,927$434,931 ▲38.1%3,2740.3%Business ServicesIEFAiShares Core MSCI EAFE ETF$1,543,256$14,844 ▼-1.0%20,7930.3%ETFAGGiShares Core U.S. Aggregate Bond ETF$1,504,946$673,631 ▼-30.9%15,3660.3%FinanceMRKMerck & Co., Inc.$1,393,649$841,653 ▲152.5%10,5610.3%MedicalWMTWalmart$1,319,702$1,059,035 ▲406.3%21,9320.3%Retail/WholesaleABBVAbbVie$1,293,820$522,263 ▲67.7%7,1050.3%MedicalCOSTCostco Wholesale$1,244,230$5,129 ▲0.4%1,6980.2%Retail/WholesaleKOCoca-Cola$1,240,975$647,896 ▲109.2%20,2840.2%Consumer StaplesCRMSalesforce$1,170,686$244,257 ▲26.4%3,8870.2%Computer and TechnologyLinde PLC$947,212$158,333 ▲20.1%2,0400.2%COMBACBank of America$903,785$453,333 ▲100.6%23,8340.2%FinanceVanguard 500 Index Adm$900,593$900,593 ▲New Holding1,8570.2%COMAMDAdvanced Micro Devices$899,020$180,309 ▲25.1%4,9810.2%Computer and TechnologyABTAbbott Laboratories$871,317$574,551 ▲193.6%7,6660.2%MedicalSHYiShares 1-3 Year Treasury Bond ETF$865,641$5,972,964 ▼-87.3%10,5850.2%ManufacturingNFLXNetflix$846,618$176,126 ▲26.3%1,3940.2%Consumer DiscretionaryLOWLowe's Companies$746,358$271,032 ▲57.0%2,9300.1%Retail/WholesaleBIBLInspire 100 ETF$730,869$296,387 ▼-28.9%18,7830.1%ETFIJHiShares Core S&P Mid-Cap ETF$706,892$576,848 ▲443.6%11,6380.1%ETFTMOThermo Fisher Scientific$706,751$455,668 ▲181.5%1,2160.1%MedicalTXNTexas Instruments$698,809$320,396 ▲84.7%4,0110.1%Computer and TechnologyCVXChevron$681,727$233,974 ▲52.3%4,3210.1%Oils/EnergySPXLDirexion Daily S&P 500 Bull 3X$677,387$13,403 ▲2.0%5,0540.1%ETFFLOTiShares Floating Rate Bond ETF$648,564$802,918 ▼-55.3%12,7020.1%ETFVZVerizon Communications$647,191$43,177 ▲7.1%15,4240.1%Computer and TechnologyDISWalt Disney$645,451$248,759 ▲62.7%5,2750.1%Consumer DiscretionaryIBMInternational Business Machines$629,597$50,605 ▲8.7%3,2970.1%Computer and TechnologyApollo Diversified Real Estate Fund Class I Inst$621,977$621,977 ▲New Holding24,6420.1%COMCOMDirexion Auspice Broad Commodity Strategy ETF$603,999$130,326 ▼-17.7%21,3420.1%ETFBLKBlackRock$603,598$54,190 ▲9.9%7240.1%FinanceMSMorgan Stanley$586,425$323,207 ▲122.8%6,2270.1%FinanceDHRDanaher$557,486$277,494 ▲99.1%2,2320.1%Multi-Sector ConglomeratesTAT&T$551,636$158,928 ▲40.5%31,3430.1%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$546,631$160,254 ▲41.5%4,9460.1%ETFADBEAdobe$491,480$620,657 ▼-55.8%9740.1%Computer and TechnologyAMGNAmgen$483,102$124,259 ▼-20.5%1,6990.1%MedicalFVDFirst Trust Value Line Dividend Index Fund$474,588$7,095 ▲1.5%11,2380.1%ETFCMCSAComcast$474,071$110,725 ▼-18.9%10,9350.1%Consumer DiscretionaryPEPPepsiCo$467,584$467,584 ▲New Holding2,6710.1%Consumer StaplesCATCaterpillar$459,030$64,895 ▲16.5%1,2520.1%Industrial ProductsGEGeneral Electric$452,744$54,245 ▼-10.7%2,5790.1%TransportationECLEcolab$448,407$58,648 ▼-11.6%1,9420.1%Basic MaterialsWFCWells Fargo & Company$445,712$90,649 ▲25.5%7,6900.1%FinanceSchwab Government Money Fund - Investor Shares$441,954$441,954 ▲New Holding441,9540.1%COMAXPAmerican Express$440,234$17,536 ▼-3.8%1,9330.1%FinanceUNPUnion Pacific$439,230$106,733 ▲32.1%1,7860.1%TransportationEAGGiShares ESG Aware U.S. Aggregate Bond ETF$428,575$512,201 ▼-54.4%9,1070.1%ETFGWWW.W. Grainger$428,283$101,730 ▼-19.2%4210.1%Industrial ProductsACNAccenture$427,041$215,947 ▼-33.6%1,2320.1%Business ServicesQCOMQUALCOMM$418,651$41,662 ▲11.1%2,4720.1%Computer and TechnologyVOOVanguard S&P 500 ETF$417,804$82,215 ▲24.5%8690.1%ETFMCDMcDonald's$399,075$4,513 ▼-1.1%1,4150.1%Retail/WholesaleORCLOracle$397,257$38,193 ▲10.6%3,1620.1%Computer and TechnologyADPAutomatic Data Processing$394,589$394,589 ▲New Holding1,5800.1%Business ServicesCVSCVS Health$376,786$166,539 ▲79.2%4,7240.1%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. 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