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 |
|---|---|---|---|---|---|---|---|---|---|
| Vanguard 500 Index Adm | COM | Liquidated | $0 | 0 | 0.00 | 1,857 | +Inf | 06-30-2024 | |
| Abbott Laboratories | COM | Liquidated | $0 | 0 | 0.00 | 7,666 | +Inf | 06-30-2024 | |
| Chevron Corp | COM | 403 | $860,129 | 5,499 | 0.00 | 0.00 | 1,178 | 27.26 | 06-30-2024 |
| iShares Core US Aggregate Bond ETF | COM | 404 | $857,711 | 8,836 | 0.00 | 0.00 | -6,530 | -42.50 | 06-30-2024 |
