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 |
|---|---|---|---|---|---|---|---|---|---|
| Morgan Stanley | Stock | 801 | $260,724 | 2,795 | 0.00 | 2,795 | +Inf | 12-31-2023 | |
| iShares Core S&P Small-Cap ETF | Stock/ETF | Liquidated | $0 | 0 | 0.00 | 2,606 | +Inf | 12-31-2023 | |
| Danaher Corp | Stock | 803 | $259,434 | 1,121 | 0.00 | 1,121 | +Inf | 12-31-2023 | |
| Johnson & Johnson | Stock | 804 | $258,856 | 1,651 | 0.00 | 1,651 | +Inf | 12-31-2023 |
