Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BLUEPRINT INVESTMENT PARTNERS LLC | 02-13-2024 | 12-31-2023 | 136 | 363,070,615 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Alphabet Inc Class A | Stock | 101 | $4,810,644 | 34,438 | 0.00 | 34,438 | +Inf | 12-31-2023 | |
| Berkshire Hathaway Inc Class B | Stock | 102 | $4,678,309 | 13,117 | 0.00 | 13,117 | +Inf | 12-31-2023 | |
| iShares MSCI EAFE ETF | Stock | 103 | $4,557,846 | 60,489 | 0.00 | 60,489 | +Inf | 12-31-2023 | |
| iShares US Treasury Bond ETF | Stock/ETF | Liquidated | $0 | 0 | 0.00 | 168,209 | +Inf | 12-31-2023 |
