$1.28 Billion is the total value of Blueprint Investment Partners LLC's 820 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AXP | Exit | American Express Colarge value | $0 | – | -1,669 | -100.0% | -0.16% | – |
| AMZN | Exit | Amazon.com Inclarge core | $0 | – | -131 | -100.0% | -0.34% | – |
| SPSM | Exit | SPDR Portfolio SmallCapsmall blend | $0 | – | -12,019 | -100.0% | -0.34% | – |
| SPMD | Exit | SPDR Portfolio S&P 400 Mid Capmid-cap blend | $0 | – | -10,739 | -100.0% | -0.34% | – |
| AAPL | Exit | Apple Inclarge core | $0 | – | -11,786 | -100.0% | -1.24% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-16
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR SER TR PORTFOLI SP1500 | 19 | Q2 2024 | 25.8% |
| SPDR SERIES TRUST | 19 | Q2 2024 | 11.8% |
| ISHARES TRUST CRE U S REIT ETF | 19 | Q2 2024 | 10.6% |
| SCHWABUSBROADMARKETETF | 19 | Q2 2024 | 9.5% |
| SPDR SP Emerging Markets ETF | 19 | Q2 2024 | 8.2% |
| iShares US Treasury Bond ETF | 19 | Q2 2024 | 15.8% |
| SCHWAB STRATEGIC TR | 19 | Q2 2024 | 3.8% |
| PROCTER & GAMBLE CO | 19 | Q2 2024 | 0.9% |
| ATTINC | 19 | Q2 2024 | 0.4% |
| ISHARES TR | 18 | Q2 2024 | 4.2% |
View Blueprint Investment Partners LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-14 |
| 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 |
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.