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 |
|---|---|---|---|---|---|---|---|---|---|
| Visa Inc | COM | 251 | $1,995,513 | 7,603 | 0.00 | 0.00 | 641 | 9.21 | 06-30-2024 |
| iShares Core S&P Total US Stock Market | COM | 252 | $1,775,740 | 14,950 | 0.00 | 0.00 | -1,623 | -9.79 | 06-30-2024 |
| Vanguard Total Stock Market | COM | 253 | $1,775,121 | 6,636 | 0.00 | 0.00 | -1,887 | -22.14 | 06-30-2024 |
| Schwab International Equity | COM | 254 | $1,743,461 | 45,379 | 0.00 | 0.00 | -1,218 | -2.61 | 06-30-2024 |
