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 S&P 500 | COM | 451 | $726,268 | 1,452 | 0.00 | 0.00 | 583 | 67.09 | 06-30-2024 |
| Amgen Inc | COM | 452 | $682,525 | 2,184 | 0.00 | 0.00 | 485 | 28.55 | 06-30-2024 |
| AT&T Inc | COM | 453 | $664,856 | 34,791 | 0.00 | 0.00 | 3,448 | 11.00 | 06-30-2024 |
| iShares Core S&P Mid-Cap ETF | COM | 454 | $649,865 | 11,105 | 0.00 | 0.00 | -533 | -4.58 | 06-30-2024 |
