Blueprint Investment Partners

Blueprint Investment Partners as of March 31, 2023

Portfolio Holdings for Blueprint Investment Partners

Blueprint Investment Partners holds 228 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
ClearShares Ultra-Short Maturity ETF Etf (OPER) 7.5 $33M 327k 100.12
SPDR Portfolio Developed Wld ex-US ETF Etf (SPDW) 5.1 $22M 690k 32.12
SPDR Blmbg 1-3 Mth T-Bill ETF Etf (BIL) 4.5 $20M 217k 91.82
SPDR Port S&P 1500 Comps Stk Mkt ETF Etf (SPTM) 4.1 $18M 354k 50.43
Vanguard FTSE Developed Markets ETF Etf (VEA) 3.6 $16M 351k 45.17
iShares Core S&P 500 ETF Etf (IVV) 3.4 $15M 36k 411.08
iShares Gold Trust Etf 3.1 $14M 364k 37.37
iShares Short Treasury Bond ETF Etf (SHV) 2.6 $11M 101k 110.50
NVIDIA Corp Stock (NVDA) 2.1 $9.2M 33k 277.77
First Trust Small Cap Val AlphaDEX ETF Etf (FYT) 2.0 $9.0M 196k 45.69
Apple Stock (AAPL) 2.0 $8.7M 53k 164.90
Microsoft Corp Stock (MSFT) 1.9 $8.2M 29k 288.30
Vanguard Value ETF Etf (VTV) 1.8 $8.0M 58k 138.11
iShares US Treasury Bond ETF Etf (GOVT) 1.7 $7.3M 312k 23.38
iShares Floating Rate Bond ETF Etf (FLOT) 1.5 $6.4M 127k 50.39
Vanguard Total Stock Market ETF Etf (VTI) 1.3 $5.9M 29k 204.10
iShares MSCI USA Min Vol Factor ETF Etf (USMV) 1.3 $5.8M 80k 72.74
Schwab US Dividend Equity ETF Etf (SCHD) 1.3 $5.8M 79k 73.16
iShares Core MSCI Total Intl Stk ETF Etf (IXUS) 1.3 $5.6M 91k 61.95
Schwab International Equity ETF Etf (SCHF) 1.3 $5.5M 158k 34.80
Vanguard Growth ETF Etf (VUG) 1.2 $5.2M 21k 249.44
iShares Core MSCI EAFE ETF Etf (IEFA) 1.2 $5.2M 78k 66.85
iShares 0-3 Month Treasury Bond ETF Etf (SGOV) 1.2 $5.0M 50k 100.58
SPDR Portfolio TIPS ETF Etf (SPIP) 1.2 $5.0M 189k 26.67
Vanguard High Dividend Yield ETF Etf (VYM) 1.1 $5.0M 48k 105.50
SPDR Blmbg Intl Trs Bd ETF Etf (BWX) 1.1 $5.0M 216k 23.12
iShares 3-7 Year Treasury Bond ETF Etf (IEI) 1.0 $4.6M 39k 117.65
Vanguard S&P 500 ETF Etf (VOO) 1.0 $4.5M 12k 376.07
SPDR S&P 500 ETF Trust Etf (SPY) 1.0 $4.4M 11k 409.38
Berkshire Hathaway Inc Class B Stock (BRK.B) 1.0 $4.3M 14k 308.77
Invesco QQQ Trust Etf (QQQ) 0.9 $3.9M 12k 320.93
iShares 7-10 Year Treasury Bond ETF Etf (IEF) 0.9 $3.8M 39k 99.12
iShares 20 Year Treasury Bond ETF Etf (TLT) 0.9 $3.8M 35k 106.37
MPLX LP Partnership Units Stock (MPLX) 0.8 $3.7M 107k 34.45
SPDR Portfolio Emerging Markets ETF Etf (SPEM) 0.8 $3.6M 106k 34.13
Schwab US Broad Market ETF Etf (SCHB) 0.8 $3.4M 70k 47.85
iShares Core US REIT ETF Etf (USRT) 0.7 $3.3M 65k 50.40
Schwab 1000 ETF Etf (SCHK) 0.7 $3.2M 82k 39.55
iShares Cohen & Steers REIT ETF Etf (ICF) 0.7 $3.0M 54k 55.54
Vanguard Short-Term Bond ETF Etf (BSV) 0.7 $2.9M 38k 76.49
iShares Intermediate Govt/Crdt Bd ETF Etf (GVI) 0.7 $2.9M 28k 104.49
Vanguard Total Bond Market ETF Etf (BND) 0.6 $2.7M 37k 73.83
iShares ESG U.S. Aggregate Bond ETF Etf (EAGG) 0.6 $2.7M 56k 48.06
JPMorgan Chase & Co Stock (JPM) 0.6 $2.5M 19k 130.31
iShares Treasury Floating Rate Bond ETF Etf (TFLO) 0.5 $2.3M 46k 50.59
ClearShares OCIO ETF Etf (OCIO) 0.5 $2.3M 79k 28.77
JPMorgan Ultra-Short Income ETF Etf (JPST) 0.5 $2.3M 45k 50.32
Vanguard Short-Term Treasury ETF Etf (VGSH) 0.5 $2.1M 36k 58.54
Visa Inc Class A Stock (V) 0.5 $2.0M 9.1k 225.45
SPDR Portfolio S&P 500 Value ETF Etf (SPYV) 0.5 $2.0M 50k 40.72
Vanguard FTSE Emerging Markets ETF Etf (VWO) 0.4 $2.0M 49k 40.40
Vanguard Short-Term Corporate Bond ETF Etf (VCSH) 0.4 $1.9M 25k 76.23
PepsiCo Stock (PEP) 0.4 $1.8M 10k 182.30
Exxon Mobil Corp Stock (XOM) 0.4 $1.8M 17k 109.66
Tesla Stock (TSLA) 0.4 $1.8M 8.6k 207.46
iShares Core S&P Mid-Cap ETF Etf (IJH) 0.4 $1.8M 7.1k 250.16
Mastercard Inc Class A Stock (MA) 0.4 $1.7M 4.7k 363.41
Merck & Co Stock (MRK) 0.4 $1.6M 15k 106.39
Linde Stock 0.3 $1.5M 4.2k 355.44
iShares Core S&P Small-Cap ETF Etf (IJR) 0.3 $1.5M 15k 96.70
Texas Instruments Stock (TXN) 0.3 $1.4M 7.7k 186.01
Cisco Systems Stock (CSCO) 0.3 $1.4M 26k 52.27
Schwab US TIPS ETF Etf (SCHP) 0.3 $1.3M 25k 53.61
Equinix Stock (EQIX) 0.3 $1.2M 1.7k 721.04
Walmart Stock (WMT) 0.3 $1.1M 7.8k 147.45
Meta Platforms Inc Class A Stock (META) 0.3 $1.1M 5.3k 211.94
Broadcom Stock (AVGO) 0.2 $1.1M 1.6k 641.54
SPDR Portfolio S&P 400 Mid Cap ETF Etf (SPMD) 0.2 $1.0M 23k 43.94
W.W. Grainger Stock (GWW) 0.2 $933k 1.4k 688.81
Direxion Auspice Broad Cmdty Strat ETF Etf (COM) 0.2 $911k 30k 30.67
McDonald's Corp Stock (MCD) 0.2 $902k 3.2k 279.61
Salesforce Stock (CRM) 0.2 $860k 4.3k 199.78
Chevron Corp Stock (CVX) 0.2 $824k 5.1k 163.16
American Express Stock (AXP) 0.2 $799k 4.8k 164.95
At&t Stock (T) 0.2 $776k 40k 19.25
Eli Lilly and Stock (LLY) 0.2 $761k 2.2k 343.42
Schwab US REIT ETF Etf (SCHH) 0.2 $755k 39k 19.50
Morgan Stanley Stock (MS) 0.2 $740k 8.4k 87.80
iShares MSCI South Korea ETF Etf (EWY) 0.2 $739k 12k 61.22
Nike Inc Class B Stock (NKE) 0.2 $734k 6.0k 122.64
Thermo Fisher Scientific Stock (TMO) 0.2 $726k 1.3k 576.37
Procter & Gamble Stock (PG) 0.2 $720k 4.9k 146.57
AbbVie Stock (ABBV) 0.2 $714k 4.5k 159.37
ProShares Ultra VIX Short-Term Futures Etf 0.2 $698k 150k 4.65
Netflix Stock (NFLX) 0.2 $689k 2.0k 345.48
First Trust Value Line Dividend ETF Etf (FVD) 0.2 $688k 17k 40.16
Gilead Sciences Stock (GILD) 0.2 $687k 8.3k 82.97
Coca-Cola Stock (KO) 0.2 $683k 11k 62.03
iShares MSCI China ETF Etf (MCHI) 0.2 $666k 13k 49.89
Philip Morris International Stock (PM) 0.1 $647k 6.7k 97.25
Xtrackers Harvest CSI 300 China A ETF Etf (ASHR) 0.1 $645k 22k 29.48
Lowe's Companies Stock (LOW) 0.1 $644k 3.2k 199.97
Raytheon Technologies Corp Stock (RTX) 0.1 $617k 6.3k 97.93
Alphabet Inc Class A Stock (GOOGL) 0.1 $615k 5.9k 103.73
Realty Income Corp Stock (O) 0.1 $600k 9.5k 63.32
AstraZeneca Stock (AZN) 0.1 $598k 8.6k 69.41
L'Oreal SA Stock (LRLCY) 0.1 $588k 6.6k 89.14
Sanofi SA Stock (SNY) 0.1 $585k 11k 54.42
General Mills Stock (GIS) 0.1 $584k 6.8k 85.46
United Parcel Service Inc Class B Stock (UPS) 0.1 $582k 3.0k 193.99
Novo Nordisk A/S Stock (NVO) 0.1 $576k 3.6k 159.14
Oracle Corp Stock (ORCL) 0.1 $571k 6.1k 92.92
Invesco S&P 500 Equal Weight ETF Etf (RSP) 0.1 $566k 3.9k 144.62
Anheuser-Busch InBev SA Stock (BUD) 0.1 $552k 8.3k 66.73
Amazon.com Stock (AMZN) 0.1 $546k 5.3k 103.30
Kering SA Stock (PPRUY) 0.1 $545k 8.4k 65.14
Sap Se Stock (SAP) 0.1 $545k 4.3k 126.55
ASML Holding NV Stock (ASML) 0.1 $544k 799.00 680.71
Deutsche Post Stock (DHLGY) 0.1 $542k 12k 46.77
LVMH Moet Hennessy Louis Vuitton SE Stock (LVMUY) 0.1 $539k 2.9k 183.73
Wells Fargo & Co Stock (WFC) 0.1 $539k 14k 37.38
Deutsche Telekom Stock (DTEGY) 0.1 $535k 22k 24.19
Schneider Electric SE Stock (SBGSY) 0.1 $534k 16k 33.33
Sony Group Corp Stock (SONY) 0.1 $533k 5.9k 90.65
Airbus SE Stock (EADSY) 0.1 $532k 16k 33.48
Caterpillar Stock (CAT) 0.1 $528k 2.3k 228.84
PGIM Ultra Short Bond ETF Etf (PULS) 0.1 $527k 11k 49.30
Mondelez International Inc Class A Stock (MDLZ) 0.1 $527k 7.6k 69.72
Iberdrola SA Stock (IBDRY) 0.1 $526k 11k 49.72
BP Stock (BP) 0.1 $521k 14k 37.94
Mercedes-Benz Group Stock (MBGYY) 0.1 $514k 27k 19.18
Siemens Stock (SIEGY) 0.1 $514k 6.3k 80.95
iShares Core S&P Total US Stock Mkt ETF Etf (ITOT) 0.1 $511k 5.6k 90.54
BHP Group Stock (BHP) 0.1 $508k 8.0k 63.41
Abb Stock (ABBNY) 0.1 $506k 15k 34.30
Alphabet Inc Class C Stock (GOOG) 0.1 $505k 4.9k 104.00
Unilever Stock (UL) 0.1 $505k 9.7k 51.93
Basf SE Stock (BASFY) 0.1 $503k 38k 13.10
Boeing Stock (BA) 0.1 $502k 2.4k 212.43
Home Depot Stock (HD) 0.1 $491k 1.7k 295.12
VICI Properties Inc Ordinary Shares Stock (VICI) 0.1 $490k 15k 32.62
Shell Stock (SHEL) 0.1 $488k 8.5k 57.54
Rio Tinto Stock (RIO) 0.1 $484k 7.1k 68.60
Trane Technologies PLC Class A Stock (TT) 0.1 $481k 2.6k 183.98
Starbucks Corp Stock (SBUX) 0.1 $480k 4.6k 104.14
Allianz SE Stock (ALIZY) 0.1 $479k 21k 23.05
CSL Stock (CSLLY) 0.1 $474k 4.9k 96.61
TotalEnergies SE Stock (TTE) 0.1 $472k 8.0k 59.05
Prologis Stock (PLD) 0.1 $469k 3.8k 124.77
Royal Bank of Canada Stock (RY) 0.1 $463k 4.8k 95.58
HSBC Holdings Stock (HSBC) 0.1 $459k 13k 34.13
Mitsubishi UFJ Financial Group Stock (MUFG) 0.1 $456k 71k 6.39
SPDR Portfolio S&P 600 Sm Cap ETF Etf (SPSM) 0.1 $455k 12k 37.77
WisdomTree Intl Hdgd Qual Div Gr ETF Etf (IHDG) 0.1 $453k 12k 39.42
Walt Disney Stock (DIS) 0.1 $448k 4.5k 100.13
Lockheed Martin Corp Stock (LMT) 0.1 $445k 942.00 472.73
Zoetis Inc Class A Stock (ZTS) 0.1 $442k 2.7k 166.44
iShares Core US Aggregate Bond ETF Etf (AGG) 0.1 $435k 4.4k 99.64
Direxion Daily S&P500 Bull 3X ETF Etf (SPXL) 0.1 $433k 5.9k 73.18
Schwab Emerging Markets Equity ETF Etf (SCHE) 0.1 $431k 18k 24.52
Inspire 100 ETF Etf (BIBL) 0.1 $427k 14k 31.43
West Pharmaceutical Services Stock (WST) 0.1 $424k 1.2k 346.47
BNP Paribas Stock (BNPQY) 0.1 $422k 14k 29.83
General Electric Stock (GE) 0.1 $412k 4.3k 95.60
iShares MSCI Mexico ETF Etf (EWW) 0.1 $401k 6.7k 59.53
Charles Schwab Corp Stock (SCHW) 0.1 $396k 7.6k 52.38
First Trust Capital Strength ETF Etf (FTCS) 0.1 $395k 5.4k 72.94
Applied Materials Stock (AMAT) 0.1 $394k 3.2k 122.83
Oneok Stock (OKE) 0.1 $391k 6.2k 63.54
Johnson Controls International Stock (JCI) 0.1 $388k 6.4k 60.22
Goldman Sachs Group Stock (GS) 0.1 $384k 1.2k 327.11
International Business Machines Corp Stock (IBM) 0.1 $380k 2.9k 131.09
Booking Holdings Stock (BKNG) 0.1 $377k 142.00 2652.41
Adobe Stock (ADBE) 0.1 $372k 964.00 385.37
Dimensional US Small Cap Value ETF Etf (DFSV) 0.1 $370k 15k 24.93
Builders FirstSource Stock (BLDR) 0.1 $363k 4.1k 88.78
Inspire International ETF Etf (WWJD) 0.1 $363k 13k 27.69
Comcast Corp Class A Stock (CMCSA) 0.1 $362k 9.5k 37.91
Invesco Treasury Collateral ETF Etf (TBLL) 0.1 $350k 3.3k 105.53
Advanced Micro Devices Stock (AMD) 0.1 $344k 3.5k 98.01
Simon Property Group Stock (SPG) 0.1 $339k 3.0k 111.97
Vanguard Real Estate ETF Etf (VNQ) 0.1 $339k 4.1k 83.04
Reliance Steel & Aluminum Stock (RS) 0.1 $336k 1.3k 256.74
iShares Core MSCI Emerging Markets ETF Etf (IEMG) 0.1 $333k 6.8k 48.79
Expeditors International of Washington Stock (EXPD) 0.1 $324k 2.9k 110.12
Marsh & McLennan Companies Stock (MMC) 0.1 $324k 1.9k 166.55
Cadence Design Systems Stock (CDNS) 0.1 $323k 1.5k 210.09
T-Mobile US Stock (TMUS) 0.1 $311k 2.2k 144.84
Valero Energy Corp Stock (VLO) 0.1 $307k 2.2k 139.60
Shopify Inc Registered Shs -A- Subord Vtg Stock (SHOP) 0.1 $307k 6.4k 47.94
First Trust Dorsey Wright Focus 5 ETF Etf (FV) 0.1 $306k 6.8k 45.08
Johnson & Johnson Stock (JNJ) 0.1 $306k 2.0k 154.96
iShares International Equity Factor ETF Etf (INTF) 0.1 $305k 12k 26.49
Nestle SA Stock (NSRGY) 0.1 $296k 2.4k 121.69
Novartis Stock (NVS) 0.1 $289k 3.1k 92.00
U.S. Bancorp Stock (USB) 0.1 $288k 8.0k 36.05
Enel SpA Stock (ENLAY) 0.1 $279k 46k 6.04
Steel Dynamics Stock (STLD) 0.1 $272k 2.4k 113.06
Ecolab Stock (ECL) 0.1 $272k 1.6k 165.53
Medtronic Stock (MDT) 0.1 $272k 3.4k 80.62
IDEXX Laboratories Stock (IDXX) 0.1 $269k 537.00 500.08
Bank of Nova Scotia Stock (BNS) 0.1 $268k 5.3k 50.36
AmerisourceBergen Corp Stock (COR) 0.1 $268k 1.7k 160.11
Altria Group Stock (MO) 0.1 $267k 6.0k 44.62
Service Corp International Stock (SCI) 0.1 $267k 3.9k 68.78
UnitedHealth Group Stock (UNH) 0.1 $266k 562.00 472.59
Honeywell International Stock (HON) 0.1 $265k 1.4k 191.07
AIA Group Stock (AAGIY) 0.1 $263k 6.3k 42.00
Toronto-Dominion Bank Stock (TD) 0.1 $263k 4.4k 59.90
Welltower Stock (WELL) 0.1 $257k 3.6k 71.69
Commonwealth Bank of Australia Stock (CMWAY) 0.1 $254k 3.9k 65.83
iShares MSCI Chile ETF Etf (ECH) 0.1 $253k 8.8k 28.78
SoftBank Group Corp Stock (SFTBY) 0.1 $253k 13k 19.65
BJ's Wholesale Club Holdings Stock (BJ) 0.1 $246k 3.2k 76.07
Microchip Technology Stock (MCHP) 0.1 $241k 2.9k 83.78
Bank of New York Mellon Corp Stock (BK) 0.1 $236k 5.2k 45.44
KBR Stock (KBR) 0.1 $234k 4.3k 55.05
CVS Health Corp Stock (CVS) 0.1 $232k 3.1k 74.31
Aecom Stock (ACM) 0.1 $230k 2.7k 84.32
Qualcomm Stock (QCOM) 0.1 $228k 1.8k 127.58
Dollar General Corp Stock (DG) 0.1 $227k 1.1k 210.46
BlackRock Stock (BLK) 0.1 $226k 337.00 669.07
Mettler-Toledo International Stock (MTD) 0.1 $225k 147.00 1530.21
Sysco Corp Stock (SYY) 0.1 $224k 2.9k 77.23
Lam Research Corp Stock (LRCX) 0.1 $222k 419.00 530.12
Carlisle Companies Stock (CSL) 0.1 $222k 982.00 226.07
ConocoPhillips Stock (COP) 0.1 $220k 2.2k 99.21
Xylem Stock (XYL) 0.0 $214k 2.0k 104.70
Insulet Corp Stock (PODD) 0.0 $212k 665.00 318.96
iShares TIPS Bond ETF Etf (TIP) 0.0 $211k 1.9k 110.23
Cheniere Energy Stock (LNG) 0.0 $211k 1.3k 157.60
Leidos Holdings Stock (LDOS) 0.0 $207k 2.3k 92.06
Cambria Shareholder Yield ETF Etf (SYLD) 0.0 $207k 3.5k 58.70
Ferguson Stock (FERG) 0.0 $205k 1.5k 133.75
iShares MSCI Thailand ETF Etf (THD) 0.0 $204k 2.8k 73.35
Cambria Emerging Shareholder Yield ETF Etf (EYLD) 0.0 $202k 7.1k 28.47
Hewlett Packard Enterprise Stock (HPE) 0.0 $180k 11k 15.93
Global X Renewable Energy Producers ETF Etf (RNRG) 0.0 $149k 12k 12.39