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CIK: 0001767821
Total reported value
$2.0B
$2.0B
649 檔
11.6%
At the close of Q4 2024, Strategic Blueprint, LLC disclosed equity holdings valued at approximately $2.0B, spread across 649 reported holdings.
In Q4 2024, Strategic Blueprint, LLC displayed an active expansion posture, initiating 9 new positions and adding to 22 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 649 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTV | Vanguard Value ETF | ETF-Other | 3.68% | +0.17% | +0.40% | |
| 2 | VUG | Vanguard Growth ETF | ETF-Other | 2.98% | +0.82% | +2.32% | |
| 3 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.44% | +0.03% | +317.06% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.38% | -0.04% | +10.99% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 2.37% | -0.12% | +1.73% | |
| 6 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 2.36% | -0.08% | -0.15% | |
| 7 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.09% | -0.45% | +1.14% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 1.97% | -0.17% | -0.85% | |
| 9 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.83% | +0.25% | -11.95% | |
| 10 | VT | Vanguard Tot World Stk ETF | ETF-Other | 1.56% | — | +5.21% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 1.48% | -0.11% | +5.06% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.39% | -0.05% | +0.00% | |
| 13 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 1.25% | -0.04% | +1.03% | |
| 14 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 1.14% | +0.15% | +10.65% | |
| 15 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.13% | -0.57% | +8.18% | |
| 16 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 1.13% | +0.04% | -0.81% | |
| 17 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.12% | +0.05% | -1.75% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.10% | -0.01% | +1.35% | |
| 19 | CGUS | Cap Group Core Equity | ETF-Other | 1.07% | +0.01% | +22.67% | |
| 20 | CGDV | Cap Group Dividend Value | ETF-Other | 1.06% | — | +13.33% | |
| 21 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.97% | +0.02% | +7.65% | |
| 22 | AVDE | Avantis International Equity | ETF-Other | 0.96% | -0.15% | +4.38% | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.89% | +0.14% | +31.60% | |
| 24 | MAXJ | Ishares Lg Cap Max Buff Jun | ETF-Other | 0.87% | — | +106.92% | |
| 25 | QUS | Ss Spdr Msci U Stratfact ETF | ETF-Other | 0.82% | — | +14.12% | |
| 26 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.80% | +0.05% | +0.67% | |
| 27 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.78% | -0.04% | +198.20% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.78% | -0.02% | +1.41% | |
| 29 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.76% | -0.09% | +4.79% | |
| 30 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.73% | +0.05% | -1.95% | |
| 31 | QQEW | First Tr Nasdaq-100 Sel Eq | ETF-Tech | 0.68% | — | +3.17% | |
| 32 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.67% | -0.06% | +0.92% | |
| 33 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.64% | -0.02% | +2.47% | |
| 34 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.63% | -0.03% | +4.51% | |
| 35 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-Gov Bonds | 0.61% | — | +17.70% | |
| 36 | FEX | First Trust Large Cap Core A | ETF-Large Cap & Growth | 0.60% | — | +6.03% | |
| 37 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.59% | -0.08% | +3.62% | |
| 38 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.59% | -0.03% | +1.59% | |
| 39 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.54% | +0.07% | +4.04% | |
| 40 | WMT | Walmart Inc | Stock-Consumer Staples | 0.54% | -0.16% | +0.62% | |
| 41 | XOM | Exxon Mobil CORP | Stock-Energy | 0.53% | -0.52% | EXIT | |
| 42 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.53% | -0.02% | -3.66% | |
| 43 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.53% | +0.16% | -0.15% | |
| 44 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.50% | -0.08% | -5.15% | |
| 45 | GLD | Spdr Gold Shares | ETF-Commodities | 0.48% | -0.23% | +3.50% | |
| 46 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.48% | -0.01% | +0.52% | |
| 47 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.46% | +0.01% | NEW | |
| 48 | MUB | Ishares National Muni Bond E | ETF-Other | 0.45% | -0.03% | +5.72% | |
| 49 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.45% | -0.06% | +3.44% | |
| 50 | MGC | Vanguard Mega Cap ETF | ETF-Other | 0.44% | — | +4.12% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MAXJ | Ishares Lg Cap Max Buff Jun | +0.4% | +106.92% | Add |
| 2 | SMAX | Ishares L Cap Mb Sep ETF | +0.4% | NEW | New buy |
| 3 | EDGF | 3edge Dynamic Fixed Incm ETF | +0.4% | NEW | New buy |
| 4 | BALT | Inn Defined Wealth Shield | +0.4% | +918.63% | Add |
| 5 | MTUM | Ishares Msci USA Momentum Fa | +0.2% | +521.99% | Add |
| 6 | FLRT | Pacer Aristotle Pacific Floa | +0.2% | +602.83% | Add |
| 7 | CGGR | Cap Group Growth Equity | +0.2% | NEW | New buy |
| 8 | IVV | Ishares Core S&p 500 ETF | +0.2% | +31.60% | Add |
| 9 | VOO | Vanguard S&p 500 ETF | +0.2% | +10.99% | Add |
| 10 | CGUS | Cap Group Core Equity | +0.2% | +22.67% | Add |
| 11 | CGGO | Cap Group Global Growth | +0.2% | +84.30% | Add |
| 12 | SCHG | Schwab US Large-cap Growth | +0.2% | +317.06% | Add |
| 13 | AMZN | Amazon.com Inc | +0.2% | +0.00% | Add |
| 14 | TSLA | Tesla Inc | +0.1% | +8.54% | Add |
| 15 | PRMB | Primo Brands CORP | +0.1% | NEW | New buy |
| 16 | VUG | Vanguard Growth ETF | +0.1% | +2.32% | Add |
| 17 | EDGU | 3edge US Equity | +0.1% | NEW | New buy |
| 18 | CRM | Salesforce Inc | +0.1% | +13.82% | Add |
| 19 | EDGH | 3edge Dynamic Hard Asset ETF | +0.1% | NEW | New buy |
| 20 | LUNR | Intuitive Machines Inc | +0.1% | +33.72% | Add |
| 21 | IAU | Ishares Gold Trust | +0.1% | NEW | New buy |
| 22 | AAPL | Apple Inc | +0.1% | +1.73% | Add |
| 23 | NVDA | Nvidia CORP | +0.1% | -0.85% | Trim |
| 24 | ZOCT | Inr Eqty Def P ETF - 1 Y Oc | +0.1% | NEW | New buy |
| 25 | GOOGL | Alphabet Inc-cl A | +0.1% | +0.67% | Add |
| 26 | TLT | iShares 20+ Year Treasury Bond ETF | +0.1% | +17.70% | Add |
| 27 | ARKB | Ark 21shares Bitcoin ETF | +0.1% | +60.03% | Add |
| 28 | PHYL | Pgim Active High Yield Bond | +0.1% | NEW | New buy |
| 29 | APO | Apollo Global Management Inc | +0.1% | -0.36% | Trim |
| 30 | CGDV | Cap Group Dividend Value | +0.1% | +13.33% | Add |
| 31 | QUS | Ss Spdr Msci U Stratfact ETF | +0.1% | +14.12% | Add |
| 32 | JGRO | Jpmorgan Active Growth ETF | +0.1% | +14.39% | Add |
| 33 | ROL | Rollins Inc | -0.1% | -67.35% | Trim |
| 34 | PJUL | Innovator U.s. Equity Power | -0.1% | -53.99% | Trim |
| 35 | PULS | Pgim Ultra Short Bond ETF | -0.1% | EXIT | Sold out |
| 36 | SPGP | Invesco S&p 500 Garp ETF | -0.1% | -20.19% | Trim |
| 37 | UBER | Uber Technologies Inc | -0.1% | -21.99% | Trim |
| 38 | SCHI | Schwab 5-10 Year Corporate B | -0.1% | -73.41% | Trim |
| 39 | CCOR | Core Alternative ETF | -0.1% | -65.37% | Trim |
| 40 | XHLF | Bondbloxx Bbg 6 Mth US Treas | -0.1% | EXIT | Sold out |
| 41 | REGN | Regeneron Pharmaceuticals | -0.1% | -5.53% | Trim |
| 42 | LLY | Eli Lilly & Co | -0.1% | -0.15% | Trim |
| 43 | AVMU | Avantis Core Municipal Fixed | -0.1% | EXIT | Sold out |
| 44 | FCX | Freeport-mcmoran Inc | -0.2% | -37.85% | Trim |
| 45 | MRK | Merck & Co. Inc. | -0.2% | -27.27% | Trim |
| 46 | AVIG | Avantis Core Fixed Income | -0.2% | EXIT | Sold out |
| 47 | VTV | Vanguard Value ETF | -0.3% | +0.40% | Add |
| 48 | IBTE | Ishares Ibonds Dec 2024 Term | -0.3% | EXIT | Sold out |
| 49 | JULW | Alianzim US Eq Bfr20 Jul-usd | -0.3% | -57.33% | Trim |
| 50 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | -0.4% | -11.95% | Trim |
According to official SEC Form 13F filings, Strategic Blueprint, LLC reported a total U.S. public equity portfolio value of $2.0B across 649 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 VTV, VUG, SCHG) accounted for 11.6% of total reported equity market value during Q4 2024.
Top New Position Initiated
SMAX
市值: $7.0M
Top Position Liquidated / Trimmed
IBTE
前期市值: $4.8M
During Q4 2024, Strategic Blueprint, LLC's top holdings by market value included VTV (3.7%)、VUG (3.0%)、SCHG (2.4%). The largest single position, VTV, represented 3.7% of total portfolio value.
In Q4 2024, Strategic Blueprint, LLC made 50 total portfolio adjustments, initiating 9 new buys, adding to 22 positions, trimming 14 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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