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 |
|---|---|---|---|---|---|---|---|---|---|
| DIMENSIONAL U.S. CORE EQUITY 2 ETF | ETF | 351 | $682,263 | 21,162 | 0.00 | 0.00 | 350 | 1.68 | 06-30-2024 |
| MEDTRONIC PLC SHS | Stock | 352 | $678,859 | 8,625 | 0.00 | 0.00 | -464 | -5.11 | 06-30-2024 |
| 3M CO COM | Stock | 353 | $675,388 | 6,609 | 0.00 | 0.00 | 15 | 0.23 | 06-30-2024 |
| ARES MANAGEMENT CORPORATION CL A COM STK | Stock | 354 | $672,096 | 5,043 | 0.00 | 0.00 | -749 | -12.93 | 06-30-2024 |
