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 |
|---|---|---|---|---|---|---|---|---|---|
| Costco Wholesale Corp | COM | 301 | $1,535,426 | 1,806 | 0.00 | 0.00 | 108 | 6.36 | 06-30-2024 |
| Walmart Inc | COM | 302 | $1,489,146 | 21,993 | 0.00 | 0.00 | 61 | 0.28 | 06-30-2024 |
| Merck & Co Inc | COM | 303 | $1,472,719 | 11,896 | 0.00 | 0.00 | 1,335 | 12.64 | 06-30-2024 |
| iShares Core MSCI EAFE ETF | COM | 304 | $1,448,587 | 19,942 | 0.00 | 0.00 | -851 | -4.09 | 06-30-2024 |
