Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q3 2016 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
APPLE INC COM | 23 | Q2 2024 | 6.1% |
AMAZON COM INC COM | 23 | Q2 2024 | 6.8% |
MICROSOFT CORP COM | 23 | Q2 2024 | 5.3% |
VANGUARD SMALL-CAP INDEX FUND | 23 | Q2 2024 | 9.0% |
SHERWIN WILLIAMS CO COM | 23 | Q2 2024 | 6.1% |
SPDR PORTFOLIO TOTAL STOCK MARKET ETF | 23 | Q2 2024 | 5.7% |
VISA INC COM CL A | 23 | Q2 2024 | 3.7% |
BERKSHIRE HATHAWAY INC DEL CL B NEW | 23 | Q2 2024 | 9.4% |
SPDR S&P 500 ETF TRUST | 23 | Q2 2024 | 1.8% |
WALMART INC COM | 23 | Q2 2024 | 2.5% |
View Strategic Blueprint, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-07-26 |
13F-HR | 2024-04-23 |
13F-HR | 2024-01-25 |
13F-HR | 2023-10-18 |
13F-HR | 2023-10-18 |
13F-HR | 2023-04-28 |
13F-HR | 2023-01-26 |
13F-HR | 2022-11-08 |
13F-HR | 2022-08-12 |
13F-HR | 2022-08-12 |
View Strategic Blueprint, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.