$127 Million is the total value of Blueprint Investment Partners LLC's 60 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
PGHY | Exit | Invesco Global Short Term Hi Yld Bd ETFbond | $0 | – | -9,753 | -100.0% | -0.13% | – |
AGGY | Exit | WisdomTree Yield Enhanced US Aggt Bd ETFbond | $0 | – | -4,119 | -100.0% | -0.14% | – |
EAGG | Exit | iShares ESG US Aggregate Bond ETFbond | $0 | – | -12,204 | -100.0% | -0.44% | – |
VEA | Exit | Vanguard FTSE Developed Marketsequity | $0 | – | -21,510 | -100.0% | -0.53% | – |
SPTL | Exit | SPDR Portfolio Long Term Treasury ETFbond | $0 | – | -89,561 | -100.0% | -2.68% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR/A filed 2021-02-24
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SPDR SER TR PORTFOLI SP1500 | 16 | Q3 2023 | 25.8% |
SPDR SERIES TRUST | 16 | Q3 2023 | 11.8% |
ISHARES TRUST CRE U S REIT ETF | 16 | Q3 2023 | 10.6% |
SCHWABUSBROADMARKETETF | 16 | Q3 2023 | 9.5% |
SPDR SP Emerging Markets ETF | 16 | Q3 2023 | 8.2% |
iShares US Treasury Bond ETF | 16 | Q3 2023 | 15.8% |
SPDRSERIESTRUSTPORTFLITIPSETF | 16 | Q3 2023 | 6.3% |
SCHWAB STRATEGIC TR | 16 | Q3 2023 | 3.8% |
Schwab US REIT ETF | 16 | Q3 2023 | 2.3% |
SCHWAB STRATEGIC TR | 16 | Q3 2023 | 2.5% |
View Blueprint Investment Partners LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-05-13 |
13F-HR | 2024-02-13 |
13F-HR | 2023-11-15 |
13F-HR | 2023-08-15 |
13F-HR | 2023-05-12 |
13F-HR | 2023-02-14 |
13F-HR | 2022-11-09 |
13F-HR | 2022-08-09 |
13F-HR | 2022-05-16 |
13F-HR | 2022-02-15 |
View Blueprint Investment Partners 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.