Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| STRATEGIC BLUEPRINT LLC | 04-23-2024 | 03-31-2024 | 607 | 1,408,326,174 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| METLIFE INC COM | Stock | 501 | $394,468 | 5,323 | 0.00 | 0.00 | 151 | 2.92 | 03-31-2024 |
| GALLAGHER ARTHUR J & CO COM | Stock | 502 | $392,391 | 1,569 | 0.00 | 0.00 | 183 | 13.20 | 03-31-2024 |
| ISHARES ESG ADVANCED MSCI EAFE ETF | ETF | 503 | $390,657 | 5,734 | 0.00 | 0.00 | 190 | 3.43 | 03-31-2024 |
| WISDOMTREE JAPAN SMALLCAP DIVIDEND FUND | ETF | Liquidated | $0 | 0 | 0.00 | 5,186 | +Inf | 03-31-2024 |
