Blueprint Investment Partners

Latest statistics and disclosures from Blueprint Investment Partners's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are SPTM, USRT, SPDW, SPEM, SCHB, and represent 49.21% of Blueprint Investment Partners's stock portfolio.
  • Added to shares of these 10 stocks: SPTM (+$23M), USRT (+$14M), SPDW (+$12M), SPEM (+$8.0M), SCHB (+$7.0M), FQAL (+$6.3M), IXUS (+$5.2M), OPER, SPIP, IEMG.
  • Started 15 new stock positions in F, IBM, HPE, CAT, AAPL, ABBV, BIL, BRK.B, XYL, CMCSA. CSCO, AMZN, AMGN, LOW, INTC.
  • Reduced shares in these 3 stocks: IUSB, , .
  • Sold out of its positions in ADBE, IUSB, CRM.
  • Blueprint Investment Partners was a net buyer of stock by $126M.
  • Blueprint Investment Partners has $129M in assets under management (AUM), dropping by 105060.65%.
  • Central Index Key (CIK): 0001794467

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Portfolio Holdings for Blueprint Investment Partners

Companies in the Blueprint Investment Partners portfolio as of the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdrseriestrustportfolisp1500compstketf Equity (SPTM) 17.7 $23M +121598% 463k 49.19
iSharesCoreUSREITETF Equity (USRT) 10.6 $14M +99154% 259k 52.40
Spdrindexsharesfundsportfoliodevlpdetf Equity (SPDW) 9.3 $12M +100406% 337k 35.36
Spdrindexsharesfundsportfolioemgmketf Equity (SPEM) 6.2 $8.0M +100961% 183k 43.78
Schwabusbroadmarketetf Equity (SCHB) 5.4 $7.0M +82848% 72k 96.71
FidelityQualityFactorETF Equity (FQAL) 4.9 $6.3M +119893% 138k 45.37
iSharesCoreMSCITotalIntlStkETF Equity (IXUS) 4.0 $5.2M +97286% 74k 70.28
ClearSharesUltraShortMaturityETF Equity (OPER) 3.9 $5.0M +165556% 50k 100.07
Spdrseriestrustportflitipsetf Equity (SPIP) 3.9 $5.0M +103450% 163k 30.55
Isharescoremsciemergingetf Equity (IEMG) 2.9 $3.7M +99167% 58k 64.37
Charlesschwabusreitetf Equity (SCHH) 2.1 $2.8M +115429% 67k 41.09
Schwabinternationalequityet Equity (SCHF) 1.7 $2.2M +81642% 57k 37.63
Isharestipsbdetf Equity (TIP) 1.7 $2.1M +105931% 17k 125.49
iSharesCoreInternationalAggtBdETF Equity (IAGG) 1.6 $2.1M +23699% 38k 54.86

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iShareCoreSPTotalUSStockMktETF Equity (ITOT) 1.6 $2.0M +81096% 22k 91.59
MicrosoftCorp Equity (MSFT) 1.5 $1.9M +137416% 8.3k 235.73
Isharesgoldetf Equity 1.3 $1.7M +57290% 105k 16.26
Isharestrustustreasbdetf Equity (GOVT) 1.2 $1.6M +41527% 61k 26.19
Schwabshorttermustreasury Equity (SCHO) 1.2 $1.5M +331377% 30k 51.32
SPDRBlmbgBarclays13MthTBillETF Equity (BIL) 1.2 $1.5M NEW 16k 91.51
Schwabustipsetf Equity (SCHP) 1.0 $1.3M +92204% 21k 61.14
Schwabintermediatetermustr Equity (SCHR) 0.9 $1.2M +66745% 21k 56.41
Schwabemergingmarketsequity Equity (SCHE) 0.9 $1.1M +77217% 35k 31.79
Apple Equity (AAPL) 0.8 $988k NEW 8.1k 122.13
AlphabetIncClassA Equity (GOOGL) 0.7 $881k 427.00 2063.23
Spdrftseblombergintltretf Equity (BWX) 0.7 $866k +63136% 30k 29.14
ThermoFisherScientific Equity (TMO) 0.5 $670k +146800% 1.5k 456.09
Facebook Equity (FB) 0.5 $670k +113700% 2.3k 294.38
HomeDepot Equity (HD) 0.5 $603k +197400% 2.0k 305.32
ProcterGambleCo Equity (PG) 0.4 $573k +84500% 4.2k 135.46
iShares13YearTreasuryBond Equity (SHY) 0.4 $573k +110600% 6.6k 86.27
AlphabetIncClassC Equity (GOOG) 0.4 $558k 270.00 2066.67
VanguardTotalStockMarket Equity (VTI) 0.4 $541k +87200% 2.6k 206.57
Accenture Equity (ACN) 0.4 $496k +89700% 1.8k 276.17
iSharesCoreUSAggregateBond Equity (AGG) 0.4 $496k +43460% 4.4k 113.87
BlackRock Equity (BLK) 0.4 $465k 617.00 753.65
Waltdisneyco Equity (DIS) 0.3 $421k +113850% 2.3k 184.73
3MCompany Equity (MMM) 0.3 $418k +108350% 2.2k 192.72
Att Equity (T) 0.3 $410k +104069% 14k 30.28
CiscoSystems Equity (CSCO) 0.3 $389k NEW 7.5k 51.70
Visa Equity (V) 0.3 $373k +176200% 1.8k 211.57
Mastercard Equity (MA) 0.3 $347k +97600% 977.00 355.17
TexasInstruments Equity (TXN) 0.3 $337k +178300% 1.8k 188.90
MarshMclennanCompanies Equity (MMC) 0.3 $334k +137100% 2.7k 121.72
Expeditor InternationalWash Equity (EXPD) 0.2 $308k +95300% 2.9k 107.62
CocaColaCo Equity (KO) 0.2 $302k +143350% 5.7k 52.63
PayPalHoldings Equity (PYPL) 0.2 $301k +123900% 1.2k 242.74
Cummins Equity (CMI) 0.2 $294k +113500% 1.1k 258.80
JohnsonControlsInternational Equity (JCI) 0.2 $294k +98340% 4.9k 59.73
AgilentTechnologies Equity (A) 0.2 $281k +110350% 2.2k 127.21
Tesla Equity (TSLA) 0.2 $281k +41900% 420.00 669.05
IntelCorp Equity (INTC) 0.2 $280k NEW 4.4k 63.94
BerkshireHathawayIncClassB Equity (BRK.B) 0.2 $270k NEW 1.1k 255.44
Comcastcorpclassa Equity (CMCSA) 0.2 $270k NEW 5.0k 54.18
Amazoncom Equity (AMZN) 0.2 $266k NEW 86.00 3093.02
Amgen Equity (AMGN) 0.2 $262k NEW 1.1k 248.81
InternationalBusinessMachines Equity (IBM) 0.2 $255k NEW 1.9k 133.09
Ecolab Equity (ECL) 0.2 $247k +115500% 1.2k 213.67
Nvidiacorp Equity (NVDA) 0.2 $233k +43500% 436.00 534.40
LowesCompanies Equity (LOW) 0.2 $228k NEW 1.2k 190.48
Caterpillar Equity (CAT) 0.2 $218k NEW 941.00 231.67
LeidosHoldings Equity (LDOS) 0.2 $217k +112400% 2.3k 96.44
Xylem Equity (XYL) 0.2 $212k NEW 2.0k 105.42
AbbVie Equity (ABBV) 0.2 $210k NEW 1.9k 108.02
PepsicoIncorporated Equity (PEP) 0.2 $203k +71750% 1.4k 141.27
HewlettPackardEnterpriseCo Equity (HPE) 0.1 $170k NEW 11k 15.77
Fordmotorco Equity (F) 0.1 $153k NEW 13k 12.24

Past Filings by Blueprint Investment Partners

SEC 13F filings are viewable for Blueprint Investment Partners going back to 2019