Blueprint Investment Partners

Blueprint Investment Partners as of Dec. 31, 2022

Portfolio Holdings for Blueprint Investment Partners

Blueprint Investment Partners holds 227 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
SPDR Blmbg 1-3 Mth T-Bill ETF Etf (BIL) 11.1 $52M 571k 91.47
ClearShares Ultra-Short Maturity ETF Etf (OPER) 8.1 $38M 383k 100.11
iShares 0-3 Month Treasury Bond ETF Etf (SGOV) 5.1 $24M 239k 100.14
iShares Short Treasury Bond ETF Etf (SHV) 4.9 $23M 211k 109.92
SPDR Port S&P 1500 Comps Stk Mkt ETF Etf (SPTM) 2.6 $12M 256k 47.29
SPDR Portfolio Developed Wld ex-US ETF Etf (SPDW) 2.4 $11M 376k 29.69
Vanguard FTSE Developed Markets ETF Etf (VEA) 2.2 $10M 244k 41.97
SPDR Blmbg Intl Trs Bd ETF Etf (BWX) 2.0 $9.5M 426k 22.43
iShares Treasury Floating Rate Bond ETF Etf (FLOT) 2.0 $9.5M 188k 50.36
Vanguard Value ETF Etf (VTV) 1.8 $8.7M 62k 140.37
iShares Core S&P 500 ETF Etf (IVV) 1.8 $8.4M 22k 384.20
iShares Core MSCI Total Intl Stk ETF Etf (IXUS) 1.8 $8.3M 143k 57.88
ClearShares OCIO ETF Etf (OCIO) 1.7 $8.1M 81k 99.45
JPMorgan Ultra-Short Income ETF Etf (JPST) 1.4 $6.6M 131k 50.13
Energy Select Sector SPDR ETF Etf (XLE) 1.4 $6.4M 73k 87.47
iShares 1-3 Year Treasury Bond ETF Etf (SHY) 1.3 $6.3M 78k 81.17
SPDR S&P 500 ETF Trust Etf (SPY) 1.3 $6.2M 16k 382.42
MPLX LP Partnership Units Stock (MPLX) 1.3 $6.0M 184k 32.84
Schwab US Dividend Equity ETF Etf (SCHD) 1.2 $5.9M 78k 75.54
Berkshire Hathaway Inc Class B Stock (BRK.B) 1.2 $5.9M 19k 308.90
iShares MSCI USA Min Vol Factor ETF Etf (USMV) 1.2 $5.7M 79k 72.10
Vanguard High Dividend Yield ETF Etf (VYM) 1.1 $5.1M 47k 108.21
Schwab International Equity ETF Etf (SCHF) 1.0 $4.8M 149k 32.21
iShares Core MSCI EAFE ETF Etf (IEFA) 1.0 $4.8M 78k 61.64
Vanguard Total Stock Market ETF Etf (VTI) 1.0 $4.8M 25k 191.19
Vanguard S&P 500 ETF Etf (VOO) 0.9 $4.2M 12k 351.35
Vanguard Growth ETF Etf (VUG) 0.9 $4.1M 19k 213.11
First Trust Value Line Dividend ETF Etf (FVD) 0.8 $3.8M 95k 39.91
First Trust Small Cap Val AlphaDEX ETF Etf (FYT) 0.8 $3.7M 83k 45.02
iShares Core US REIT ETF Etf (USRT) 0.8 $3.6M 72k 49.45
UnitedHealth Group Stock (UNH) 0.7 $3.5M 6.5k 530.20
Johnson & Johnson Stock (JNJ) 0.7 $3.4M 19k 176.65
SPDR Portfolio Emerging Markets ETF Etf (SPEM) 0.6 $3.1M 93k 32.96
JPMorgan Chase & Co Stock (JPM) 0.6 $3.0M 22k 134.10
Schwab 1000 ETF Etf (SCHK) 0.6 $3.0M 81k 36.93
iShares Cohen & Steers REIT ETF Etf (ICF) 0.6 $2.9M 53k 54.84
PepsiCo Stock (PEP) 0.6 $2.9M 16k 180.66
Vanguard Short-Term Bond ETF Etf (BSV) 0.6 $2.9M 38k 75.28
Schwab US Broad Market ETF Etf (SCHB) 0.6 $2.8M 64k 44.81
iShares Intermediate Govt/Crdt Bd ETF Etf (GVI) 0.6 $2.8M 27k 102.46
Exxon Mobil Corp Stock (XOM) 0.6 $2.8M 25k 110.30
Vanguard Total Bond Market ETF Etf (BND) 0.6 $2.6M 37k 71.84
iShares US Treasury Bond ETF Etf (GOVT) 0.5 $2.6M 114k 22.72
PGIM Ultra Short Bond ETF Etf (PULS) 0.5 $2.4M 49k 49.10
Chevron Corp Stock (CVX) 0.5 $2.4M 13k 179.49
Eli Lilly and Stock (LLY) 0.5 $2.4M 6.4k 365.83
SPDR Portfolio TIPS ETF Etf (SPIP) 0.5 $2.2M 87k 25.76
International Business Machines Corp Stock (IBM) 0.5 $2.1M 15k 140.89
Invesco S&P 500 Equal Weight ETF Etf (RSP) 0.4 $2.1M 15k 141.25
Merck & Co Stock (MRK) 0.4 $2.0M 18k 110.95
Coca-Cola Stock (KO) 0.4 $2.0M 31k 63.61
iShares Core S&P Small-Cap ETF Etf (IJR) 0.4 $2.0M 21k 94.64
Visa Inc Class A Stock (V) 0.4 $2.0M 9.4k 207.75
Vanguard FTSE Emerging Markets ETF Etf (VWO) 0.4 $1.9M 50k 38.98
SPDR Portfolio S&P 500 Value ETF Etf (SPYV) 0.4 $1.9M 49k 38.89
Vanguard Short-Term Treasury ETF Etf (VGSH) 0.4 $1.9M 33k 57.82
Home Depot Stock (HD) 0.4 $1.9M 6.0k 315.86
iShares Core International Aggt Bd ETF Etf (IAGG) 0.4 $1.8M 39k 47.55
Vanguard Short-Term Corporate Bond ETF Etf (VCSH) 0.4 $1.8M 25k 75.19
AbbVie Stock (ABBV) 0.4 $1.8M 11k 161.61
Automatic Data Processing Stock (ADP) 0.4 $1.8M 7.5k 238.84
McDonald's Corp Stock (MCD) 0.4 $1.8M 6.7k 263.52
Microsoft Corp Stock (MSFT) 0.4 $1.8M 7.3k 239.82
Procter & Gamble Stock (PG) 0.3 $1.6M 11k 151.56
First Trust Financials AlphaDEX ETF Etf (FXO) 0.3 $1.6M 39k 40.96
iShares Core S&P Mid-Cap ETF Etf (IJH) 0.3 $1.6M 6.5k 241.89
Apple Stock (AAPL) 0.3 $1.5M 12k 129.93
Mastercard Inc Class A Stock (MA) 0.3 $1.5M 4.2k 347.74
Amgen Stock (AMGN) 0.3 $1.4M 5.3k 262.63
Lowe's Companies Stock (LOW) 0.3 $1.3M 6.5k 199.24
Schwab US TIPS ETF Etf (SCHP) 0.3 $1.2M 24k 51.79
Walmart Stock (WMT) 0.3 $1.2M 8.7k 141.79
NVIDIA Corp Stock (NVDA) 0.2 $1.2M 8.0k 146.15
United Parcel Service Inc Class B Stock (UPS) 0.2 $1.1M 6.5k 173.85
Linde Stock 0.2 $1.1M 3.4k 326.17
iShares Core MSCI Emerging Markets ETF Etf (IEMG) 0.2 $1.1M 23k 46.70
Altria Group Stock (MO) 0.2 $1.1M 23k 45.71
ConocoPhillips Stock (COP) 0.2 $1.0M 8.5k 118.00
BlackRock Stock 0.2 $989k 1.4k 708.62
Gilead Sciences Stock (GILD) 0.2 $979k 11k 85.85
Pfizer Stock (PFE) 0.2 $973k 19k 51.24
iShares Core S&P Total US Stock Mkt ETF Etf (ITOT) 0.2 $962k 11k 84.80
Fidelity Quality Factor ETF Etf (FQAL) 0.2 $947k 21k 44.40
iShares MSCI India ETF Etf (INDA) 0.2 $936k 22k 41.74
Costco Wholesale Corp Stock (COST) 0.2 $921k 2.0k 456.48
ProShares Ultra VIX Short-Term Futures Etf 0.2 $892k 130k 6.86
Direxion Auspice Broad Cmdty Strat ETF Etf (COM) 0.2 $875k 30k 29.42
Philip Morris International Stock (PM) 0.2 $872k 8.6k 101.21
Hubbell Stock (HUBB) 0.2 $869k 3.7k 234.68
NextEra Energy Stock (NEE) 0.2 $813k 9.7k 83.60
Bristol-Myers Squibb Stock (BMY) 0.2 $779k 11k 71.95
Cisco Systems Stock (CSCO) 0.2 $772k 16k 47.64
Morgan Stanley Stock (MS) 0.2 $764k 9.0k 85.02
Starbucks Corp Stock (SBUX) 0.2 $756k 7.6k 99.20
iShares 3-7 Year Treasury Bond ETF Etf (IEI) 0.2 $754k 6.6k 114.89
Caterpillar Stock (CAT) 0.2 $752k 3.1k 239.56
Raytheon Technologies Corp Stock (RTX) 0.2 $745k 7.4k 100.92
Schwab US REIT ETF Etf (SCHH) 0.2 $736k 38k 19.29
Kellogg Stock (K) 0.2 $728k 10k 71.24
W.W. Grainger Stock (GWW) 0.2 $718k 1.3k 556.10
iShares MSCI South Korea ETF Etf (EWY) 0.2 $716k 13k 56.48
Honeywell International Stock (HON) 0.2 $709k 3.3k 214.28
Lockheed Martin Corp Stock (LMT) 0.1 $699k 1.4k 486.47
CVS Health Corp Stock (CVS) 0.1 $695k 7.5k 93.20
Marsh & McLennan Companies Stock (MMC) 0.1 $692k 4.2k 165.48
Thermo Fisher Scientific Stock (TMO) 0.1 $678k 1.2k 550.78
Johnson Controls International Stock (JCI) 0.1 $672k 11k 64.00
General Mills Stock (GIS) 0.1 $666k 7.9k 83.85
Broadcom Stock (AVGO) 0.1 $617k 1.1k 559.13
Bank of America Corp Stock (BAC) 0.1 $616k 19k 33.12
First Trust Dorsey Wright Focus 5 ETF Etf (FV) 0.1 $614k 13k 46.55
Charles Schwab Corp Stock (SCHW) 0.1 $596k 7.2k 83.26
iShares Core US Aggregate Bond ETF Etf (AGG) 0.1 $590k 6.1k 96.99
Oracle Corp Stock (ORCL) 0.1 $589k 7.2k 81.74
Wells Fargo & Co Stock (WFC) 0.1 $587k 14k 41.29
Expeditors International of Washington Stock (EXPD) 0.1 $587k 5.6k 103.91
At&t Stock (T) 0.1 $575k 31k 18.41
Agilent Technologies Stock (A) 0.1 $549k 3.7k 149.65
Equinix Stock (EQIX) 0.1 $538k 822.00 655.03
AstraZeneca Stock (AZN) 0.1 $534k 7.9k 67.80
Mondelez International Inc Class A Stock (MDLZ) 0.1 $532k 8.0k 66.65
Mettler-Toledo International Stock (MTD) 0.1 $529k 366.00 1445.45
Goldman Sachs Group Stock (GS) 0.1 $529k 1.5k 343.47
Novo Nordisk A/S Stock (NVO) 0.1 $526k 3.9k 135.35
Abbott Laboratories Stock (ABT) 0.1 $526k 4.8k 109.80
Colgate-Palmolive Stock (CL) 0.1 $513k 6.5k 78.79
iShares TIPS Bond ETF Etf (TIP) 0.1 $511k 4.8k 106.44
iShares MSCI EAFE ETF Etf (EFA) 0.1 $504k 7.7k 65.64
VICI Properties Inc Ordinary Shares Stock (VICI) 0.1 $492k 15k 32.40
Nike Inc Class B Stock (NKE) 0.1 $464k 4.0k 117.02
First Trust NASDAQ ABA Community Bk ETF Etf (QABA) 0.1 $447k 8.5k 52.59
SPDR Portfolio S&P 400 Mid Cap ETF Etf (SPMD) 0.1 $444k 10k 42.50
SLB Stock (SLB) 0.1 $441k 8.2k 53.46
Xylem Stock (XYL) 0.1 $431k 3.9k 110.57
Oneok Stock (OKE) 0.1 $428k 6.5k 65.70
T-Mobile US Stock (TMUS) 0.1 $426k 3.0k 140.00
TotalEnergies SE Stock (TTE) 0.1 $420k 6.8k 62.08
Halliburton Stock (HAL) 0.1 $408k 10k 39.35
BP Stock (BP) 0.1 $407k 12k 34.93
Trane Technologies PLC Class A Stock (TT) 0.1 $406k 2.4k 168.09
General Electric Stock (GE) 0.1 $405k 4.8k 83.79
Shell PLC ADR Representing - Ordinary Shares Stock (SHEL) 0.1 $405k 7.1k 56.95
Netflix Stock (NFLX) 0.1 $396k 1.3k 294.88
Canadian National Railway Stock (CNI) 0.1 $389k 3.3k 118.88
iShares MSCI Mexico ETF Etf (EWW) 0.1 $386k 7.8k 49.45
Waters Corp Stock (WAT) 0.1 $385k 1.1k 342.58
Schwab Emerging Markets Equity ETF Etf (SCHE) 0.1 $384k 16k 23.67
General Dynamics Corp Stock (GD) 0.1 $371k 1.5k 248.11
SPDR Portfolio S&P 600 Sm Cap ETF Etf (SPSM) 0.1 $370k 10k 36.97
Carlisle Companies Stock (CSL) 0.1 $359k 1.5k 235.65
Comcast Corp Class A Stock (CMCSA) 0.1 $351k 10k 34.97
Accenture PLC Class A Stock (ACN) 0.1 $331k 1.2k 266.84
Texas Instruments Stock (TXN) 0.1 $330k 2.0k 165.18
Union Pacific Corp Stock (UNP) 0.1 $328k 1.6k 207.07
American Express Stock (AXP) 0.1 $328k 2.2k 147.75
Alphabet Inc Class C Stock (GOOG) 0.1 $323k 3.6k 88.73
iShares MSCI Turkey ETF Etf (TUR) 0.1 $317k 8.6k 37.00
Bunge Stock 0.1 $316k 3.2k 99.77
Valero Energy Corp Stock (VLO) 0.1 $313k 2.5k 126.84
ASML Holding NV Stock (ASML) 0.1 $309k 566.00 546.40
Emerson Electric Stock (EMR) 0.1 $296k 3.1k 96.04
Steel Dynamics Stock (STLD) 0.1 $290k 3.0k 97.70
Dollar General Corp Stock (DG) 0.1 $284k 1.2k 246.35
iShares International Equity Factor ETF Etf (INTF) 0.1 $283k 12k 24.60
Kimberly-Clark Corp Stock (KMB) 0.1 $281k 2.1k 135.78
iShares Select Dividend ETF Etf (DVY) 0.1 $279k 2.3k 120.60
Mitsubishi UFJ Financial Group Stock (MUFG) 0.1 $277k 42k 6.67
Reliance Steel & Aluminum Stock (RS) 0.1 $275k 1.4k 202.44
AmerisourceBergen Corp Stock (COR) 0.1 $274k 1.7k 165.72
Boeing Stock (BA) 0.1 $271k 1.4k 190.49
MetLife Stock (MET) 0.1 $270k 3.7k 72.37
Quest Diagnostics Stock (DGX) 0.1 $269k 1.7k 156.44
Amazon.com Stock (AMZN) 0.1 $262k 3.1k 84.01
Range Resources Corp Stock (RRC) 0.1 $257k 10k 25.02
Hewlett Packard Enterprise Stock (HPE) 0.1 $256k 16k 15.96
Rio Tinto Stock (RIO) 0.1 $255k 3.6k 71.19
United Therapeutics Corp Stock (UTHR) 0.1 $254k 913.00 278.09
Travelers Companies Stock (TRV) 0.1 $253k 1.4k 187.50
Novartis Stock (NVS) 0.1 $251k 2.8k 90.72
Cheniere Energy Stock (LNG) 0.1 $250k 1.7k 149.96
Murphy USA Stock (MUSA) 0.1 $250k 893.00 279.54
Service Corp International Stock (SCI) 0.1 $249k 3.6k 69.14
Alphabet Inc Class A Stock (GOOGL) 0.1 $249k 2.8k 88.23
Anheuser-Busch InBev SA Stock (BUD) 0.1 $246k 4.1k 60.04
Sanofi SA Stock (SNY) 0.1 $246k 5.1k 48.43
Booking Holdings Stock (BKNG) 0.1 $244k 121.00 2015.28
American Financial Group Stock (AFG) 0.1 $242k 1.8k 137.28
Sysco Corp Stock (SYY) 0.1 $242k 3.2k 76.45
Schwab Short-Term US Treasury ETF Etf (SCHO) 0.1 $241k 5.0k 48.24
HF Sinclair Corp Stock (DINO) 0.1 $241k 4.6k 51.89
Enbridge Stock (ENB) 0.1 $239k 6.1k 39.10
IDEXX Laboratories Stock (IDXX) 0.1 $237k 581.00 407.96
Leidos Holdings Stock (LDOS) 0.1 $237k 2.3k 105.19
Unilever Stock (UL) 0.0 $236k 4.7k 50.34
Baker Hughes Co Class A Stock (BKR) 0.0 $236k 8.0k 29.53
iShares MSCI Taiwan ETF Etf (EWT) 0.0 $235k 5.8k 40.16
H&R Block Stock (HRB) 0.0 $231k 6.3k 36.51
Abb Stock (ABBNY) 0.0 $230k 7.6k 30.46
KBR Stock (KBR) 0.0 $229k 4.3k 52.80
BHP Group Stock (BHP) 0.0 $229k 3.7k 62.05
HSBC Holdings Stock (HSBC) 0.0 $229k 7.3k 31.16
Sap Se Stock (SAP) 0.0 $228k 2.2k 103.19
Matador Resources Stock (MTDR) 0.0 $224k 3.9k 57.24
Regions Financial Corp Stock (RF) 0.0 $222k 10k 21.56
Mercedes-Benz Group Stock (MBGYY) 0.0 $220k 14k 16.35
Aspen Technology Stock (AZPN) 0.0 $218k 1.1k 205.40
Toyota Motor Corp Stock (TM) 0.0 $218k 1.6k 136.58
iShares MSCI Thailand ETF Etf (THD) 0.0 $217k 2.9k 75.19
Toronto-Dominion Bank Stock (TD) 0.0 $217k 3.3k 64.76
Microchip Technology Stock (MCHP) 0.0 $216k 3.1k 70.25
Diageo Stock (DEO) 0.0 $216k 1.2k 178.19
Cullen/Frost Bankers Stock (CFR) 0.0 $216k 1.6k 133.70
Aecom Stock (ACM) 0.0 $215k 2.5k 84.93
BJ's Wholesale Club Holdings Stock (BJ) 0.0 $213k 3.2k 66.16
Royal Bank of Canada Stock (RY) 0.0 $213k 2.3k 94.02
Sony Group Corp Stock (SONY) 0.0 $212k 2.8k 76.28
HCA Healthcare Stock (HCA) 0.0 $204k 852.00 239.96
American International Group Stock (AIG) 0.0 $203k 3.2k 63.24
Inspire International ETF Etf (WWJD) 0.0 $202k 7.7k 26.07
Inspire 100 ETF Etf (BIBL) 0.0 $201k 6.7k 29.94
Shopify Inc Registered Shs -A- Subord Vtg Stock (SHOP) 0.0 $201k 5.8k 34.71
PBF Energy Inc Class A Stock (PBF) 0.0 $201k 4.9k 40.78
Host Hotels & Resorts Stock (HST) 0.0 $192k 12k 16.05
Huntington Bancshares Stock (HBAN) 0.0 $189k 13k 14.10
Southwestern Energy Stock 0.0 $165k 28k 5.85
Global X Renewable Energy Producers ETF Etf (RNRG) 0.0 $158k 12k 13.12
Ford Motor Stock (F) 0.0 $138k 12k 11.63