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CIK: 0001557485
Total reported value
$5.2B
$5.2B
187 檔
6.5%
According to the latest 13F quarterly dataset, Bluespring Wealth Management, LLC managed an equity portfolio of $5.2B at the end of Q2 2024, spanning 187 distinct U.S. exchange-listed positions.
During Q2 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 | 12.96% | -8.48% | -0.40% | |
| 2 | SCHF | Schwab Intl Equity ETF | ETF-Other | 6.83% | -5.19% | +2.97% | |
| 3 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 6.24% | -6.29% | EXIT | |
| 4 | SCHB | Schwab US Broad Market ETF | ETF-Other | 5.25% | -2.49% | -0.65% | |
| 5 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 5.06% | -3.43% | +0.92% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.23% | -2.28% | -1.72% | |
| 7 | OEF | Ishares S&p 100 ETF | ETF-Other | 3.94% | -3.96% | +2.62% | |
| 8 | BSCP | Invesco Bulletshares 2025 Cb | ETF-Other | 3.50% | — | +3.16% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 3.48% | +1.63% | +2.69% | |
| 10 | MUB | Ishares National Muni Bond E | ETF-Other | 3.45% | -1.71% | +0.62% | |
| 11 | SCHX | Schwab US Large-cap ETF | ETF-Other | 3.09% | -0.77% | -4.08% | |
| 12 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 3.01% | -1.93% | +7.21% | |
| 13 | BND | Vanguard Total Bond Market | ETF-Other | 3.01% | -1.82% | +4.33% | |
| 14 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.77% | -1.49% | +9.09% | |
| 15 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 2.57% | -1.91% | +0.92% | |
| 16 | BSCO | Invesco Bulletshares 2024 Cb | ETF-Other | 2.10% | — | -25.43% | |
| 17 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.98% | -1.50% | +2.87% | |
| 18 | FIXD | First Trust Smith Opportunis | ETF-Other | 1.43% | — | +3.04% | |
| 19 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.42% | -0.66% | -5.33% | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 1.00% | +0.51% | -1.71% | |
| 21 | VUG | Vanguard Growth ETF | ETF-Other | 1.00% | -0.20% | -7.95% | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.00% | -0.46% | +0.30% | |
| 23 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.64% | -0.27% | +8.51% | |
| 24 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.61% | -0.31% | -10.40% | |
| 25 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.61% | -0.03% | -1.92% | |
| 26 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.61% | -0.31% | -0.20% | |
| 27 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.57% | -0.27% | -3.93% | |
| 28 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.49% | -0.02% | -7.97% | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.48% | +3.74% | +0.28% | |
| 30 | AGGY | Wisdomtree Yield Enhanced US | ETF-Other | 0.47% | -0.03% | EXIT | |
| 31 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.45% | -0.15% | -30.15% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.45% | +0.34% | +35.47% | |
| 33 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.45% | -0.19% | -1.77% | |
| 34 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.45% | +0.08% | -1.55% | |
| 35 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 0.41% | -0.21% | -2.99% | |
| 36 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.39% | -0.20% | -1.33% | |
| 37 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.35% | -0.13% | -4.81% | |
| 38 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.33% | +1.70% | -0.92% | |
| 39 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.32% | -0.11% | -3.75% | |
| 40 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.31% | -0.17% | -0.15% | |
| 41 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.27% | +0.28% | +2.27% | |
| 42 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.27% | +0.07% | +3.59% | |
| 43 | MGC | Vanguard Mega Cap ETF | ETF-Other | 0.27% | -0.17% | +11.86% | |
| 44 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.26% | +0.07% | +0.14% | |
| 45 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.26% | -0.11% | -0.37% | |
| 46 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.24% | -0.07% | -8.10% | |
| 47 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.24% | -0.18% | -1.86% | |
| 48 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.23% | +2.20% | +4.08% | |
| 49 | UNP | Union Pacific CORP | Stock-Industrials | 0.23% | -0.09% | +0.80% | |
| 50 | MMM | 3m Co | Stock-Industrials | 0.22% | -0.16% | -0.03% |
According to official SEC Form 13F filings, Bluespring Wealth Management, LLC reported a total U.S. public equity portfolio value of $5.2B across 187 disclosed positions in Q2 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including QUAL, SCHF, IEI) accounted for 6.5% of total reported equity market value during Q2 2024.
During Q2 2024, Bluespring Wealth Management, LLC's top holdings by market value included QUAL (13.0%)、SCHF (6.8%)、IEI (6.2%). The largest single position, QUAL, represented 13.0% of total portfolio value.
In Q2 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.
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