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CIK: 0001557485
Total reported value
$5.2B
$5.2B
189 檔
7.1%
According to the latest 13F quarterly dataset, Bluespring Wealth Management, LLC managed an equity portfolio of $5.2B at the end of Q4 2024, spanning 189 distinct U.S. exchange-listed positions.
In Q4 2024, Bluespring Wealth Management, LLC adopted a defensive or profit-taking posture, trimming 30 positions and completely liquidating 5 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 13.60% | -8.48% | +3.88% | |
| 2 | SCHF | Schwab Intl Equity ETF | ETF-Other | 6.95% | -5.19% | +118.13% | |
| 3 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 6.40% | -6.29% | EXIT | |
| 4 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 5.49% | -3.43% | +3.24% | |
| 5 | OEF | Ishares S&p 100 ETF | ETF-Other | 5.19% | -3.96% | +8.50% | |
| 6 | SCHB | Schwab US Broad Market ETF | ETF-Other | 4.50% | -2.49% | +156.86% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.10% | -2.28% | -2.62% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 3.72% | +1.63% | -3.12% | |
| 9 | BSCP | Invesco Bulletshares 2025 Cb | ETF-Other | 3.43% | — | +2.17% | |
| 10 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 3.27% | -1.93% | +7.95% | |
| 11 | MUB | Ishares National Muni Bond E | ETF-Other | 3.21% | -1.71% | -2.38% | |
| 12 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 2.88% | -2.22% | +15.52% | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.77% | -1.49% | +3.04% | |
| 14 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 2.65% | -1.91% | -1.48% | |
| 15 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 2.29% | -1.50% | +5.26% | |
| 16 | SCHX | Schwab US Large-cap ETF | ETF-Other | 2.03% | -0.77% | +169.13% | |
| 17 | BND | Vanguard Total Bond Market | ETF-Other | 1.97% | -1.82% | -16.94% | |
| 18 | FIXD | First Trust Smith Opportunis | ETF-Other | 1.89% | — | +18.41% | |
| 19 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.16% | -0.66% | -8.74% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.92% | -0.46% | -6.59% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 0.85% | +0.51% | -5.03% | |
| 22 | VUG | Vanguard Growth ETF | ETF-Other | 0.81% | -0.20% | -15.09% | |
| 23 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.78% | -1.59% | +124.20% | |
| 24 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.62% | -0.27% | +101.55% | |
| 25 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.56% | -0.03% | -2.66% | |
| 26 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.53% | -0.31% | -14.56% | |
| 27 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.52% | -0.31% | -7.50% | |
| 28 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.47% | +3.74% | -1.12% | |
| 29 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.44% | -0.19% | -0.26% | |
| 30 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.43% | -0.27% | -13.30% | |
| 31 | AGGY | Wisdomtree Yield Enhanced US | ETF-Other | 0.43% | -0.03% | EXIT | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.42% | +0.34% | -11.98% | |
| 33 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.40% | -0.02% | -10.94% | |
| 34 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.40% | -0.15% | -7.97% | |
| 35 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.38% | +1.70% | -7.58% | |
| 36 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 0.37% | -0.21% | -1.82% | |
| 37 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.35% | -0.20% | -3.08% | |
| 38 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.31% | -0.11% | -5.70% | |
| 39 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.31% | +0.35% | -11.42% | |
| 40 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.30% | -0.17% | +202.93% | |
| 41 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.29% | -0.13% | -8.45% | |
| 42 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.28% | +0.28% | +1.67% | |
| 43 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.27% | +0.07% | -3.97% | |
| 44 | MGC | Vanguard Mega Cap ETF | ETF-Other | 0.27% | -0.17% | -0.12% | |
| 45 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.26% | +0.07% | -0.94% | |
| 46 | MMM | 3m Co | Stock-Industrials | 0.26% | -0.16% | +0.02% | |
| 47 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.25% | -0.18% | +0.70% | |
| 48 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 0.24% | -2.03% | — | |
| 49 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.23% | +2.20% | -0.04% | |
| 50 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.23% | -0.11% | -6.46% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | OEF | Ishares S&p 100 ETF | +0.7% | +8.50% | Add |
| 2 | QUAL | Ishares Msci USA Quality Fac | +0.7% | +3.88% | Add |
| 3 | DFCF | Dimensional Core Fixed Inc | +0.4% | +124.20% | Add |
| 4 | BSCR | Invesco Bulletshares 2027 Cb | +0.4% | +15.52% | Add |
| 5 | BSCQ | Invesco Bulletshares 2026 Cb | +0.3% | +7.95% | Add |
| 6 | FIXD | First Trust Smith Opportunis | +0.3% | +18.41% | Add |
| 7 | BSCS | Invesco Bulletshares 2028 Cb | +0.2% | NEW | New buy |
| 8 | AAPL | Apple Inc | +0.2% | -3.12% | Trim |
| 9 | AVUV | Avantis US Small Cap Value | +0.2% | +5.26% | Add |
| 10 | IEI | Ishares 3-7 Year Treasury Bo | +0.2% | +4.09% | Add |
| 11 | BSCP | Invesco Bulletshares 2025 Cb | +0.2% | +2.17% | Add |
| 12 | TSLA | Tesla Inc | +0.1% | -11.42% | Trim |
| 13 | AMZN | Amazon.com Inc | 0% | -7.58% | Trim |
| 14 | IBIT | Ishares Bitcoin Trust ETF | 0% | NEW | New buy |
| 15 | GOOG | Alphabet Inc-cl C | 0% | -0.94% | Trim |
| 16 | GOOGL | Alphabet Inc-cl A | 0% | -0.04% | Trim |
| 17 | SCHF | Schwab Intl Equity ETF | 0% | +118.13% | Add |
| 18 | GLDM | Spdr Gold Minishares Trust | 0% | -1.48% | Trim |
| 19 | VTI | Vanguard Total Stock Mkt ETF | 0% | -6.59% | Trim |
| 20 | MDT | Medtronic plc | 0% | -10.13% | Trim |
| 21 | AGGY | Wisdomtree Yield Enhanced US | 0% | -2.86% | Trim |
| 22 | UNP | Union Pacific CORP | 0% | -4.92% | Trim |
| 23 | ADM | Archer-daniels-midland Co | 0% | -16.72% | Trim |
| 24 | BIV | Vanguard Intermediate-term B | 0% | -2.66% | Trim |
| 25 | CVS | Cvs Health CORP | 0% | -17.67% | Trim |
| 26 | TGT | Target CORP | 0% | -15.53% | Trim |
| 27 | CI | THE Cigna Group | 0% | -11.38% | Trim |
| 28 | VEA | Vanguard Ftse Developed ETF | 0% | -21.10% | Trim |
| 29 | MGPI | Mgp Ingredients Inc | 0% | EXIT | Sold out |
| 30 | LRCXEUR | Lam Research CORP | 0% | EXIT | Sold out |
| 31 | DHR | Danaher CORP | 0% | EXIT | Sold out |
| 32 | VT | Vanguard Tot World Stk ETF | 0% | -7.50% | Trim |
| 33 | AMGN | Amgen Inc | 0% | -8.35% | Trim |
| 34 | NUE | Nucor CORP | 0% | EXIT | Sold out |
| 35 | MSFT | Microsoft CORP | -0.1% | -5.03% | Trim |
| 36 | BSV | Vanguard Short-term Bond ETF | -0.1% | -10.94% | Trim |
| 37 | EEM | Ishares Msci Emerging Market | -0.1% | -8.45% | Trim |
| 38 | UNH | Unitedhealth Group Inc | -0.1% | -12.67% | Trim |
| 39 | VUG | Vanguard Growth ETF | -0.1% | -15.09% | Trim |
| 40 | SCHE | Schwab Emrg Mrkts Eqty ETF | -0.1% | -7.97% | Trim |
| 41 | DFUS | Dimensional US Eq Mkt ETF | -0.1% | -14.56% | Trim |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -11.98% | Trim |
| 43 | MUB | Ishares National Muni Bond E | -0.1% | -2.38% | Trim |
| 44 | VWO | Vanguard Ftse Emerging Marke | -0.1% | +3.04% | Add |
| 45 | VEU | Vanguard Ftse All-world Ex-u | -0.1% | -13.30% | Trim |
| 46 | SCHX | Schwab US Large-cap ETF | -0.1% | +169.13% | Add |
| 47 | EFA | Ishares Msci Eafe ETF | -0.2% | -8.74% | Trim |
| 48 | BND | Vanguard Total Bond Market | -0.5% | -16.94% | Trim |
| 49 | SCHB | Schwab US Broad Market ETF | -0.5% | +156.86% | Add |
| 50 | BSCO | Invesco Bulletshares 2024 Cb | -1.4% | EXIT | Sold out |
According to official SEC Form 13F filings, Bluespring Wealth Management, LLC reported a total U.S. public equity portfolio value of $5.2B across 189 disclosed positions in Q4 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 7.1% of total reported equity market value during Q4 2024.
Top New Position Initiated
BSCS
市值: $2.3M
Top Position Liquidated / Trimmed
BSCO
前期市值: $13.8M
During Q4 2024, Bluespring Wealth Management, LLC's top holdings by market value included QUAL (13.6%)、SCHF (7.0%)、IEI (6.4%). The largest single position, QUAL, represented 13.6% of total portfolio value.
In Q4 2024, Bluespring Wealth Management, LLC made 50 total portfolio adjustments, initiating 2 new buys, adding to 13 positions, trimming 30 holdings, and fully liquidating 5 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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