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 |
|---|---|---|---|---|---|---|---|---|---|
| Intuit Inc | Stock/ETF | Liquidated | $0 | 0 | 0.00 | 872 | +Inf | 12-31-2023 | |
| Gilead Sciences Inc | Stock | 602 | $394,680 | 4,872 | 0.00 | 4,872 | +Inf | 12-31-2023 | |
| Exxon Mobil Corporation | Stock | 603 | $394,577 | 3,946 | 0.00 | 3,946 | +Inf | 12-31-2023 | |
| iShares Treasury Floating Rate Bond | Stock/ETF | Liquidated | $0 | 0 | 0.00 | 7,743 | +Inf | 12-31-2023 |
