Blueprint Investment Partners LLC Reduced Holdings in Q4 2024

Blueprint Investment Partners LLC

  • $529 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-681K
- 71.18%
$34.13 - $37.35 $23.3M - $25.5M
276K $9.42M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-821K
- 64.09%
$22.39 - $23.45 $18.4M - $19.3M
460K $10.6M
BWX
Spdr Bloomberg International T

ETFs
-397K
- 67.23%
$21.39 - $23.3 $8.49M - $9.25M
193K $4.14M
IEMG
Ishares Inc

ETFs
-120K
- 33.62%
N/A
237K $12.7M
USRT
Ishares Core U.S. Reit ETF

ETFs
-80.3K
- 21.1%
$55.97 - $62.75 $4.5M - $5.04M
300K $17.2M
VPN
Global X Fds Data Ctr Reits &

ETFs
-199K
- 74.96%
N/A
66.6K $1.06M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-58.8K
- 25.48%
$38.37 - $42.82 $2.26M - $2.52M
172K $6.6M
VEA
Vanguard Ftse Developed Market

ETFs
-39.8K
- 53.82%
$47.57 - $52.44 $1.89M - $2.09M
34.2K $1.63M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-23.7K
- 65.24%
$75.1 - $82.99 $1.78M - $1.97M
12.7K $956K
XOM
Exxon Mobil Corp

Energy
-10.7K
- 61.76%
$105.51 - $125.37 $1.13M - $1.34M
6.62K $712K
SPMD
Spdr Portfolio

ETFs
-18.2K
- 35.14%
$54.13 - $59.56 $984K - $1.08M
33.6K $1.84M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-18.6K
- 32.13%
$44.33 - $49.55 $826K - $923K
39.4K $1.77M
KO
Coca Cola CO

Consumer Defensive
-11.2K
- 73.41%
$61.74 - $71.71 $689K - $800K
4.04K $251K
LLY
Eli Lilly & CO

Healthcare
-327
- 6.65%
$727.2 - $932.06 $238K - $305K
4.59K $3.54M
IDV
Ishares Tr

ETFs
-20.2K
- 69.51%
$27.03 - $29.92 $547K - $605K
8.87K $242K
PG
Procter & Gamble CO

Consumer Defensive
-3.23K
- 21.96%
$161.05 - $179.7 $520K - $580K
11.5K $1.92M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
-11.5K
- 65.73%
$40.41 - $45.12 $465K - $519K
6K $243K
ABBV
Abb Vie Inc.

Healthcare
-1.93K
- 28.5%
$164.99 - $203.87 $319K - $394K
4.85K $861K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-565
- 41.98%
$501.29 - $612.85 $283K - $346K
781 $406K
SUB
Ishares Short Term National Mu

ETFs
-3.8K
- 58.47%
$104.94 - $106.2 $399K - $403K
2.7K $284K
AMD
Advanced Micro Devices Inc

Technology
-1.52K
- 46.99%
$118.88 - $172.8 $180K - $262K
1.71K $206K
JNJ
Johnson & Johnson

Healthcare
-1.23K
- 15.56%
$143.34 - $165.86 $176K - $203K
6.65K $961K
AMGN
Amgen Inc

Healthcare
-731
- 44.85%
$258.78 - $328.31 $189K - $240K
899 $234K
VTV
Vanguard Value ETF

ETFs
-1.17K
- 6.79%
$168.32 - $181.87 $196K - $212K
16K $2.71M
LMT
Lockheed Martin Corp

Industrials
-386
- 42.98%
$479.66 - $614.62 $185K - $237K
512 $248K
VZ
Verizon Communications Inc

Communication Services
-3.56K
- 15.81%
$39.6 - $45.21 $141K - $161K
19K $759K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-2.01K
- 15.83%
$124.26 - $134.12 $250K - $269K
10.7K $1.37M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-1.93K
- 45.67%
$87.1 - $98.49 $168K - $190K
2.3K $200K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-866
- 3.44%
$115.08 - $119.55 $99.7K - $104K
24.3K $2.81M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-384
- 29.43%
$481.22 - $538.17 $185K - $207K
921 $470K
GE
General Electric CO

Industrials
-523
- 17.15%
$159.95 - $194.23 $83.7K - $102K
2.53K $421K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-1.1K
- 12.94%
$96.64 - $101.23 $106K - $112K
7.41K $718K
NEE
Nextera Energy Inc

Utilities
-592
- 7.5%
$69.77 - $85.43 $41.3K - $50.6K
7.3K $523K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-193
- 9.44%
$521.84 - $558.82 $101K - $108K
1.85K $997K
TXN
Texas Instruments Inc

Technology
-315
- 11.02%
N/A
2.54K $495K
RTX
Raytheon Technologies Corp

Industrials
-213
- 4.67%
$114.45 - $127.21 $24.4K - $27.1K
4.35K $503K
SO
Southern CO

Utilities
-250
- 7.86%
$81.5 - $94.15 $20.4K - $23.5K
2.93K $241K
VTI
Vanguard Total Stock Market Et

ETFs
-185
- 4.04%
$280.04 - $302.45 $51.8K - $56K
4.39K $1.27M
ECL
Ecolab Inc.

Basic Materials
-4
- 0.4%
$234.32 - $261.43 $937 - $1.05K
984 $230K
VIG
Vanguard Dividend Appreciation

ETFs
-81
- 2.23%
N/A
3.55K $647K
VB
Vanguard Small Cap ETF

ETFs
-32
- 2.92%
$233.76 - $261.58 $7.48K - $8.37K
1.06K $255K
CGV
Two Rds Shared Tr Conductor Gl
-172K
- 68.09%
N/A
80.4K $0
Linde PLC
-736
- 45.86%
N/A
869 $0
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-92
- 0.29%
$46.48 - $51.32 $4.28K - $4.72K
32.1K $1.55M
MLPX
Global X Mlp & Energy Infrastr

ETFs
-295
- 2.04%
$54.89 - $64.32 $16.2K - $19K
14.2K $855K
VUG
Vanguard Growth ETF

ETFs
-174
- 1.47%
$378.79 - $428.11 $65.9K - $74.5K
11.7K $4.79M
Activity Summary
Buys All Purchases 145 New Holdings 57 Increased Positions 88 Sells All Sells 47 Reductions 47 Sold out 0 Options Calls 0 Puts 0
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