Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| STRATEGIC BLUEPRINT LLC | 07-26-2024 | 06-30-2024 | 625 | 1,471,878,480 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF | ETF | 101 | $3,611,130 | 41,555 | 0.00 | 0.00 | 595 | 1.45 | 06-30-2024 |
| CHEVRON CORP NEW COM | Stock | 102 | $3,588,211 | 22,940 | 0.00 | 0.00 | 169 | 0.74 | 06-30-2024 |
| AVANTIS CORE FIXED INCOME ETF | ETF | 103 | $3,552,844 | 87,122 | 0.00 | 0.00 | 1,502 | 1.75 | 06-30-2024 |
| SCHWAB US TIPS ETF | ETF | 104 | $3,547,769 | 68,213 | 0.00 | 0.00 | 8,373 | 13.99 | 06-30-2024 |
