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 MSCI KLD 400 SOCIAL ETF | ETF | 301 | $838,981 | 8,079 | 0.00 | 0.00 | -55 | -0.68 | 06-30-2024 |
| ARK 21SHARES BITCOIN ETF BEN OF INT | ETF | 302 | $829,946 | 13,837 | 0.00 | 0.00 | 2,544 | 22.53 | 06-30-2024 |
| SPDR SSGA US LARGE CAP LOW VOLATILITY INDEX ETF | ETF | 303 | $823,725 | 5,399 | 0.00 | 0.00 | -487 | -8.27 | 06-30-2024 |
| ORACLE CORP COM | Stock | 304 | $817,906 | 5,793 | 0.00 | 0.00 | 68 | 1.19 | 06-30-2024 |
