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CIK: 0001767821
Total reported value
$2.0B
$2.0B
603 檔
9.6%
According to the latest 13F quarterly dataset, Strategic Blueprint, LLC managed an equity portfolio of $2.0B at the end of Q1 2024, spanning 603 distinct U.S. exchange-listed positions.
During Q1 2024, Strategic Blueprint, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 603 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTV | Vanguard Value ETF | ETF-Other | 4.04% | +0.17% | +20.07% | |
| 2 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 2.58% | -0.08% | +0.57% | |
| 3 | VUG | Vanguard Growth ETF | ETF-Other | 2.52% | +0.82% | +11.08% | |
| 4 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.33% | -0.45% | -9.37% | |
| 5 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.11% | +0.03% | +10.03% | |
| 6 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.99% | +0.25% | +86.01% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.90% | -0.04% | +10.33% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 1.87% | -0.12% | -0.03% | |
| 9 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.78% | +0.05% | -6.43% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 1.69% | -0.11% | -0.78% | |
| 11 | VT | Vanguard Tot World Stk ETF | ETF-Other | 1.43% | — | +9.16% | |
| 12 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 1.38% | -0.04% | +1.13% | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 1.37% | -0.17% | +5.08% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.34% | -0.05% | -4.46% | |
| 15 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.19% | -0.57% | -7.22% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.13% | -0.01% | -8.74% | |
| 17 | AVDE | Avantis International Equity | ETF-Other | 1.12% | -0.15% | +3.02% | |
| 18 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.94% | +0.15% | -2.51% | |
| 19 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.85% | +0.04% | — | |
| 20 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.85% | +0.05% | +4.40% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.83% | +0.14% | +6.85% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.82% | -0.02% | +2.22% | |
| 23 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.81% | +0.02% | +40.94% | |
| 24 | CGDV | Cap Group Dividend Value | ETF-Other | 0.78% | — | +9.50% | |
| 25 | CGUS | Cap Group Core Equity | ETF-Other | 0.78% | +0.01% | +9.26% | |
| 26 | QUS | Ss Spdr Msci U Stratfact ETF | ETF-Other | 0.77% | — | +4.60% | |
| 27 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.76% | -0.04% | +6.06% | |
| 28 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.75% | -0.02% | -22.64% | |
| 29 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.73% | +0.05% | +6.11% | |
| 30 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.73% | -0.02% | +1.54% | |
| 31 | QQEW | First Tr Nasdaq-100 Sel Eq | ETF-Tech | 0.68% | — | +14.48% | |
| 32 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.67% | +0.16% | -0.35% | |
| 33 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.67% | -0.03% | +0.62% | |
| 34 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.66% | -0.09% | +48.79% | |
| 35 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.64% | -0.03% | +9.06% | |
| 36 | XOM | Exxon Mobil CORP | Stock-Energy | 0.63% | -0.52% | EXIT | |
| 37 | JULW | Alianzim US Eq Bfr20 Jul-usd | ETF-Other | 0.61% | — | +6.93% | |
| 38 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.60% | -0.08% | +68.34% | |
| 39 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.59% | -0.06% | +1048.30% | |
| 40 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 0.59% | -0.01% | +52.43% | |
| 41 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.58% | -0.03% | +8.30% | |
| 42 | JANW | Alianzim US Eq Bfr20 Jan-usd | ETF-Other | 0.56% | — | +94.02% | |
| 43 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.54% | +0.07% | -7.81% | |
| 44 | FEX | First Trust Large Cap Core A | ETF-Large Cap & Growth | 0.53% | — | +17.75% | |
| 45 | WMT | Walmart Inc | Stock-Consumer Staples | 0.52% | -0.16% | +183.64% | |
| 46 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.52% | -0.08% | +62.08% | |
| 47 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.51% | -0.07% | -31.48% | |
| 48 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.51% | -0.01% | +4.35% | |
| 49 | SOXX | Ishares Semiconductor ETF | ETF-Other | 0.51% | +0.20% | +213.95% | |
| 50 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.51% | -0.06% | +1.77% |
According to official SEC Form 13F filings, Strategic Blueprint, LLC reported a total U.S. public equity portfolio value of $2.0B across 603 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VTV, AVUS, VUG) accounted for 9.6% of total reported equity market value during Q1 2024.
During Q1 2024, Strategic Blueprint, LLC's top holdings by market value included VTV (4.0%)、AVUS (2.6%)、VUG (2.5%). The largest single position, VTV, represented 4.0% of total portfolio value.
In Q1 2024, Strategic Blueprint, 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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