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
EXPEDITORS INTL WASH INC COM Stock 801 $209,587 1,724 0.00 0.00 61 3.67 03-31-2024
INVESCO S&P 500 LOW VOLATILITY ETF ETF Liquidated $0 0 0.00 0.00 -548 -14.08 03-31-2024
VANGUARD INTERMEDIATE-TERM BOND ETF ETF Liquidated $0 0 0.00 0.00 -774 -21.11 12-31-2023
FORTIVE CORP COM Stock Liquidated $209,042 2,430 0.00 0.00 2,430 +Inf 03-31-2024
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