Fund HoldingsBlueprint Investment Partners LLC

Total Portfolio Value
$551.47M
Total Bought
$457.52M
Total Sold
$369.16M
Net Transaction
+$88.37M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
TIDAL TR II
BLUE CH ASSE ETF
03,223,950+3,223,950079,95414.50%+79,954
SPDR SER TR
ST STR PR SP1500
0729,286+729,286051,0949.26%+51,094
SPDR INDEX SHS FDS
ST STR PO EX ETF
0957,417+957,417035,9616.52%+35,961
ISHARES TR
US TREAS BD ETF
01,281,172+1,281,172030,0435.45%+30,043
ISHARES TR0380,665+380,665023,4384.25%+23,438
ISHARES INC
CORE MSCI EMKT
0357,681+357,681020,5343.72%+20,534
FIRST TR EXCHANGE-TRADED ALP
SML CAP VAL ALPH
0255,990+255,990014,2212.58%+14,221
SPDR SER TR
ST INTL BBG ETF
0590,198+590,198013,7872.50%+13,787
ISHARES TR023,566+23,566013,5942.46%+13,594
ISHARES TR098,043+98,043010,8461.97%+10,846
SPDR INDEX SHS FDS
ST PORT MARK ETF
0230,919+230,91909,5321.73%+9,532
SPDR SER TR
ST LON TREAS ETF
0282,737+282,73708,2191.49%+8,219
SCHWAB STRATEGIC TR0107,706+107,70607,1651.30%+7,165
BERKSHIRE HATHAWAY INC DEL013,962+13,96206,4261.17%+6,426
ISHARES TR051,863+51,86305,6341.02%+5,634
INVESCO EXCH TRADED FD TR II0227,584+227,58405,4961.00%+5,496
ETF OPPORTUNITIES TRUST0176,448+176,44804,9550.90%+4,955
GLOBAL X FDS
DATA CTR DIG ETF
0265,998+265,99804,6870.85%+4,687
VANGUARD INDEX FDS011,836+11,83604,5440.82%+4,544
META PLATFORMS INC(META)07,684+7,68404,3980.80%+4,398
SPROTT PHYSICAL GOLD TR(PHYS)0193,514+193,51403,9440.72%+3,944
VANGUARD TAX-MANAGED FDS073,975+73,97503,9070.71%+3,907
ISHARES GOLD TR(IAU)073,305+73,30503,6430.66%+3,643
TWO RDS SHARED TR
CONDCTR GBL EQTY
0252,051+252,05103,4210.62%+3,421
ALPHABET INC(GOOG)019,778+19,77803,2800.59%+3,280
MPLX LP(MPLX)068,927+68,92703,0640.56%+3,064
ISHARES TR036,388+36,38803,0430.55%+3,043
ISHARES TR025,171+25,17103,0110.55%+3,011
VANGUARD INDEX FDS017,148+17,14802,9930.54%+2,993
SPDR SER TR
ST STR P400MID
051,749+51,74902,8300.51%+2,830
ETF OPPORTUNITIES TRUST
IDX DY FI IN ETF
0116,425+116,42502,7870.51%+2,787
SPDR SER TR
ST STR SP600 SML
057,996+57,99602,6390.48%+2,639
SPROTT PHYSICAL SILVER TR(PSLV)0252,149+252,14902,6350.48%+2,635
SPDR S&P 500 ETF TR(SPY)04,557+4,55702,6140.47%+2,614
SCHWAB STRATEGIC TR031,994+31,99402,1710.39%+2,171
SCHWAB STRATEGIC TR044,948+44,94801,8480.34%+1,848
ISHARES TR012,686+12,68601,5940.29%+1,594
PIMCO ETF TR
INTER MUN BD ACT
029,962+29,96201,5870.29%+1,587
ALPS ETF TR
ALERIAN MLP
032,224+32,22401,5190.28%+1,519
ISHARES TR
CORE MSCI EAFE
018,793+18,79301,4670.27%+1,467
UNITEDHEALTH GROUP INC(UNH)6413,058+2,4173271,7880.32%+1,462
APPLE INC(AAPL)62,01562,211+19613,06214,4952.63%+1,434
VISA INC(V)05,152+5,15201,4170.26%+1,417
DIREXION SHS ETF TR
DA 500 BU 3X ETF
08,484+8,48401,3910.25%+1,391
TESLA INC(TSLA)5,5229,265+3,7431,0932,4240.44%+1,331
VANGUARD INDEX FDS04,575+4,57501,2960.23%+1,296
JOHNSON & JOHNSON(JNJ)07,872+7,87201,2760.23%+1,276
MASTERCARD INCORPORATED(MA)02,527+2,52701,2480.23%+1,248
PROSHARES TR
PSHS ULT S&P 500
013,811+13,81101,2450.23%+1,245
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
024,258+24,25801,2310.22%+1,231
ALPHABET INC(GOOG)07,286+7,28601,2180.22%+1,218
SPDR SER TR
ST STR BLO 1 ETF
012,416+12,41601,1400.21%+1,140
VANGUARD INDEX FDS02,044+2,04401,0790.20%+1,079
J P MORGAN EXCHANGE TRADED F
CORE PLUS BD ETF
019,985+19,98509640.17%+964
ISHARES TR029,094+29,09408800.16%+880
ISHARES TR08,514+8,51408620.16%+862
ETF SER SOLUTIONS
CLEARSHS ULTRA
08,050+8,05008060.15%+806
VANGUARD WHITEHALL FDS06,276+6,27608050.15%+805
GLOBAL X FDS
GLB X MLP ENRG I
014,458+14,45807870.14%+787
FIRST TR EXCHNG TRADED FD VI
FT LADD BUFF ETF
025,883+25,88307740.14%+774
WISDOMTREE TR(WT)017,516+17,51607710.14%+771
LINDE PLC(LIN)01,605+1,60507650.14%+765
VANGUARD SPECIALIZED FUNDS03,634+3,63407200.13%+720
ISHARES TR011,222+11,22206990.13%+699
ISHARES TR06,497+6,49706900.13%+690
INVESCO QQQ TR01,305+1,30506370.12%+637
NORTHERN LTS FD TR IV
INSPIRE 100 ETF
015,490+15,49006300.11%+630
MCDONALDS CORP(MCD)02,025+2,02506170.11%+617
ABBOTT LABS05,226+5,22605960.11%+596
ISHARES TR03,120+3,12005920.11%+592
GE AEROSPACE(GE)03,050+3,05005750.10%+575
ISHARES TR
MSCI USA MMENTM
02,800+2,80005680.10%+568
ACCENTURE PLC IRELAND
SHS CLASS A
01,545+1,54505460.10%+546
ISHARES TR06,524+6,52405420.10%+542
SALESFORCE INC(CRM)02,900+2,90007940.14%+794
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
02,932+2,93205250.10%+525
ISHARES TR05,314+5,31405210.09%+521
ABBVIE INC(ABBV)06,779+6,77901,3390.24%+1,339
FIRST TR VALUE LINE DIVID IN
SHS
011,334+11,33405160.09%+516
ISHARES TR04,287+4,28705010.09%+501
WISDOMTREE TR(WT)09,964+9,96405000.09%+500
UNION PAC CORP(UNP)02,017+2,01704970.09%+497
BROADCOM INC(AVGO)1,83019,908+18,0782,9383,4340.62%+496
DUKE ENERGY CORP NEW(DUK)03,987+3,98704600.08%+460
SELECT SECTOR SPDR TR
ST STR TECHN ETF
02,002+2,00204520.08%+452
CISCO SYS INC(CSCO)08,242+8,24204390.08%+439
PEPSICO INC(PEP)1,9654,484+2,5193247620.14%+438
VANGUARD WORLD FD
INF TECH ETF
0733+73304300.08%+430
ISHARES TR04,235+4,23504150.08%+415
CAMBRIA ETF TR011,711+11,71104050.07%+405
ISHARES TR
CORE UNIVRSL USD
08,245+8,24503890.07%+389
INTUIT(INTU)0599+59903720.07%+372
VANGUARD INTL EQUITY INDEX F07,750+7,75003710.07%+371
ISHARES TR
INTL EQTY FACTOR
011,500+11,50003610.07%+361
GILEAD SCIENCES INC(GILD)04,234+4,23403550.06%+355
MORGAN STANLEY(MS)03,214+3,21403350.06%+335
MEDTRONIC PLC(MDT)03,712+3,71203340.06%+334
AMERICAN TOWER CORP NEW(AMT)01,436+1,43603340.06%+334
VANGUARD MUN BD FDS06,325+6,32503230.06%+323
CITIGROUP INC(C)05,121+5,12103210.06%+321
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