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CIK: 0001767821
Total reported value
$2.0B
$2.0B
664 檔
12.2%
During the Q1 2025 filing period, Strategic Blueprint, LLC (CIK: 0001767821) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $2.0B across 664 reported positions.
In Q1 2025, Strategic Blueprint, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 664 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTV | Vanguard Value ETF | ETF-Other | 3.75% | +0.17% | +8.72% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.92% | -0.04% | +39.77% | |
| 3 | VUG | Vanguard Growth ETF | ETF-Other | 2.36% | +0.82% | -4.35% | |
| 4 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.18% | +0.03% | +8.37% | |
| 5 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 2.15% | -0.08% | +4.42% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 1.98% | -0.12% | +3.03% | |
| 7 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.95% | -0.45% | +5.73% | |
| 8 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.85% | +0.25% | +7.97% | |
| 9 | VT | Vanguard Tot World Stk ETF | ETF-Other | 1.67% | — | +18.43% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 1.47% | -0.17% | +0.57% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 1.19% | -0.11% | -2.22% | |
| 12 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 1.16% | -0.04% | +3.98% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.14% | -0.05% | +3.24% | |
| 14 | CGDV | Cap Group Dividend Value | ETF-Other | 1.13% | — | +15.44% | |
| 15 | CGUS | Cap Group Core Equity | ETF-Other | 1.09% | +0.01% | +15.61% | |
| 16 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.06% | +0.05% | +7.51% | |
| 17 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 1.00% | +0.04% | +1.33% | |
| 18 | AVDE | Avantis International Equity | ETF-Other | 0.98% | -0.15% | +3.39% | |
| 19 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.98% | -0.57% | -16.07% | |
| 20 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.98% | -0.09% | +40.37% | |
| 21 | DMAX | Ishares Lg Cap Max Buff Dec | ETF-Other | 0.97% | -0.01% | — | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.96% | -0.01% | -0.30% | |
| 23 | QUS | Ss Spdr Msci U Stratfact ETF | ETF-Other | 0.87% | — | +14.26% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.86% | -0.02% | +2.34% | |
| 25 | MAXJ | Ishares Lg Cap Max Buff Jun | ETF-Other | 0.82% | — | +3.63% | |
| 26 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.80% | -0.02% | +292.25% | |
| 27 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.78% | +0.02% | -12.36% | |
| 28 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.78% | +0.15% | -27.97% | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.76% | +0.14% | -2.08% | |
| 30 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.74% | -0.04% | -0.07% | |
| 31 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.70% | -0.02% | +32.54% | |
| 32 | QQEW | First Tr Nasdaq-100 Sel Eq | ETF-Tech | 0.64% | — | +6.63% | |
| 33 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.62% | -0.06% | +3.08% | |
| 34 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.61% | +0.05% | +2.94% | |
| 35 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.60% | +0.05% | +0.04% | |
| 36 | FEX | First Trust Large Cap Core A | ETF-Large Cap & Growth | 0.60% | — | +10.76% | |
| 37 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.58% | -0.03% | +2.15% | |
| 38 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.58% | -0.06% | +32.59% | |
| 39 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.58% | +0.16% | +11.29% | |
| 40 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-Gov Bonds | 0.57% | — | +2.08% | |
| 41 | XOM | Exxon Mobil CORP | Stock-Energy | 0.57% | -0.52% | EXIT | |
| 42 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.56% | -0.08% | +0.46% | |
| 43 | CGGR | Cap Group Growth Equity | ETF-Other | 0.54% | +0.06% | +204.80% | |
| 44 | GLD | Spdr Gold Shares | ETF-Commodities | 0.54% | -0.23% | +1.59% | |
| 45 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.51% | +0.01% | NEW | |
| 46 | SMAX | Ishares L Cap Mb Sep ETF | ETF-Other | 0.51% | — | +34.11% | |
| 47 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.51% | -0.18% | +58.45% | |
| 48 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.50% | -0.03% | +758.46% | |
| 49 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.50% | -0.08% | +10.56% | |
| 50 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.48% | -0.03% | -11.64% |
According to official SEC Form 13F filings, Strategic Blueprint, LLC reported a total U.S. public equity portfolio value of $2.0B across 664 disclosed positions in Q1 2025.
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, VOO, VUG) accounted for 12.2% of total reported equity market value during Q1 2025.
Top New Position Initiated
VTV
市值: $68.7M
During Q1 2025, Strategic Blueprint, LLC's top holdings by market value included VTV (3.8%)、VOO (2.9%)、VUG (2.4%). The largest single position, VTV, represented 3.8% of total portfolio value.
In Q1 2025, Strategic Blueprint, LLC made 50 total portfolio adjustments, initiating 50 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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