Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BLUEPRINT INVESTMENT PARTNERS LLC | 08-14-2024 | 06-30-2024 | 124 | 462,040,518 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Berkshire Hathaway Inc Class B | COM | 101 | $5,805,850 | 14,272 | 0.00 | 0.00 | 999 | 7.53 | 06-30-2024 |
| Schwab Value Advantage Money Fund | COM | Liquidated | $0 | 0 | 0.00 | 4,691,592 | +Inf | 06-30-2024 | |
| Vanguard Growth ETF | COM | 103 | $4,512,719 | 12,066 | 0.00 | 0.00 | 1,624 | 15.55 | 06-30-2024 |
| Meta Platforms Inc | COM | 104 | $4,470,261 | 8,866 | 0.00 | 0.00 | 375 | 4.42 | 06-30-2024 |
