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 |
|---|---|---|---|---|---|---|---|---|---|
| SPDR Portfolio SmallCap | Stock/ETF | Liquidated | $0 | 0 | 0.00 | 21,017 | +Inf | 12-31-2023 | |
| Salesforce Inc | Stock | 352 | $809,418 | 3,076 | 0.00 | 3,076 | +Inf | 12-31-2023 | |
| Johnson Controls International | Stock/ETF | Liquidated | $0 | 0 | 0.00 | 11,489 | +Inf | 12-31-2023 | |
| Expeditors International of Wash | Stock/ETF | Liquidated | $0 | 0 | 0.00 | 6,420 | +Inf | 12-31-2023 |
