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 |
|---|---|---|---|---|---|---|---|---|---|
| SPDR S&P 600 SMALL CAP GROWTH ETF | ETF | 551 | $353,257 | 4,114 | 0.00 | 0.00 | 12 | 0.29 | 06-30-2024 |
| CONSUMER STAPLES SELECT SECTOR SPDR FUND | ETF | 552 | $352,394 | 4,602 | 0.00 | 0.00 | -699 | -13.19 | 06-30-2024 |
| ISHARES ESG MSCI USA LEADERS ETF | ETF | 553 | $351,430 | 3,607 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| EQUIFAX INC COM | Stock | 554 | $349,142 | 1,440 | 0.00 | 0.00 | -56 | -3.74 | 06-30-2024 |
