13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001557485
Total reported value
$5.2B
$5.2B
188 檔
6.3%
The Q1 2024 SEC filing reveals that Bluespring Wealth Management, LLC held a total portfolio value of $5.2B, covering 188 public equity positions.
During Q1 2024, Bluespring Wealth Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 12.79% | -8.48% | -0.18% | |
| 2 | SCHF | Schwab Intl Equity ETF | ETF-Other | 6.81% | -5.19% | +0.00% | |
| 3 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 6.18% | -6.29% | EXIT | |
| 4 | SCHB | Schwab US Broad Market ETF | ETF-Other | 5.22% | -2.49% | +21.50% | |
| 5 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 4.99% | -3.43% | +2.08% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.23% | -2.28% | -1.54% | |
| 7 | OEF | Ishares S&p 100 ETF | ETF-Other | 3.67% | -3.96% | +3.71% | |
| 8 | MUB | Ishares National Muni Bond E | ETF-Other | 3.54% | -1.71% | -0.65% | |
| 9 | BSCP | Invesco Bulletshares 2025 Cb | ETF-Other | 3.46% | — | +4.11% | |
| 10 | SCHX | Schwab US Large-cap ETF | ETF-Other | 3.16% | -0.77% | -0.02% | |
| 11 | BND | Vanguard Total Bond Market | ETF-Other | 2.96% | -1.82% | +0.39% | |
| 12 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 2.87% | -1.93% | +1014.46% | |
| 13 | BSCO | Invesco Bulletshares 2024 Cb | ETF-Other | 2.87% | — | +34.48% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 2.82% | +1.63% | -0.93% | |
| 15 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 2.48% | -1.91% | -0.51% | |
| 16 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.48% | -1.49% | +1.23% | |
| 17 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 2.06% | -1.50% | +4.20% | |
| 18 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.56% | -0.66% | -4.58% | |
| 19 | FIXD | First Trust Smith Opportunis | ETF-Other | 1.43% | — | +2.99% | |
| 20 | VUG | Vanguard Growth ETF | ETF-Other | 1.02% | -0.20% | -3.47% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 0.98% | +0.51% | -2.93% | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.98% | -0.46% | -2.21% | |
| 23 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.67% | -0.31% | -2.83% | |
| 24 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.64% | -0.03% | -1.30% | |
| 25 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.63% | -0.15% | -6.49% | |
| 26 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.61% | -0.27% | +1.73% | |
| 27 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.61% | -0.27% | -5.35% | |
| 28 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.61% | -0.31% | -7.09% | |
| 29 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.54% | -0.02% | -5.62% | |
| 30 | AGGY | Wisdomtree Yield Enhanced US | ETF-Other | 0.52% | -0.03% | EXIT | |
| 31 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.49% | -0.19% | -2.37% | |
| 32 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.47% | +3.74% | +2.38% | |
| 33 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.45% | +0.08% | +1.50% | |
| 34 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 0.44% | -0.21% | -10.14% | |
| 35 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.39% | -0.20% | -4.86% | |
| 36 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.36% | -0.13% | -6.21% | |
| 37 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.36% | -0.11% | -18.30% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.35% | +0.34% | +1.72% | |
| 39 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.32% | +1.70% | -3.13% | |
| 40 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.32% | -0.17% | -1.24% | |
| 41 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.27% | -0.07% | -7.44% | |
| 42 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.27% | -0.11% | -7.68% | |
| 43 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.26% | -0.18% | +3.50% | |
| 44 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.26% | +0.07% | +2.80% | |
| 45 | UNP | Union Pacific CORP | Stock-Industrials | 0.26% | -0.09% | +0.44% | |
| 46 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.25% | +0.28% | -4.15% | |
| 47 | MMM | 3m Co | Stock-Industrials | 0.23% | -0.16% | -6.88% | |
| 48 | MGC | Vanguard Mega Cap ETF | ETF-Other | 0.23% | -0.17% | — | |
| 49 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.22% | +0.07% | +0.38% | |
| 50 | PCAR | Paccar Inc | Stock-Industrials | 0.22% | -0.10% | -6.47% |
According to official SEC Form 13F filings, Bluespring Wealth Management, LLC reported a total U.S. public equity portfolio value of $5.2B across 188 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including QUAL, SCHF, IEI) accounted for 6.3% of total reported equity market value during Q1 2024.
During Q1 2024, Bluespring Wealth Management, LLC's top holdings by market value included QUAL (12.8%)、SCHF (6.8%)、IEI (6.2%). The largest single position, QUAL, represented 12.8% of total portfolio value.
In Q1 2024, Bluespring Wealth Management, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.