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 |
|---|---|---|---|---|---|---|---|---|---|
| iShares Core S&P Total US Stock Market | Stock/ETF | Liquidated | $0 | 0 | 0.00 | 16,012 | +Inf | 12-31-2023 | |
| Schwab International Equity | Stock | 252 | $1,556,348 | 42,109 | 0.00 | 42,109 | +Inf | 12-31-2023 | |
| Pepsico Incorporated | Stock/ETF | Liquidated | $0 | 0 | 0.00 | 8,282 | +Inf | 12-31-2023 | |
| iShares Core MSCI EAFE ETF | Stock | 254 | $1,476,857 | 20,993 | 0.00 | 20,993 | +Inf | 12-31-2023 |
