SB

Strategic Blueprint, LLC

13F
Strategic Blueprint, LLC
Last update 2024-10-25 631 Stocks (69 new)
Value $1.58 Bil Turnover 10 %
Countries:
Top Holdings: VTV(4.04%)VUG(2.91%)AVUS(2.47%)SCHG(2.34%)AAPL(2.31%)
Portfolio Report
Summary Stock Picks Current Portfolio
Strategic Blueprint, LLC Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VTV 		Vanguard Value ETF
364,356
63605.680
+0.97%
4.040
+0.04%
0.050
+4.60%
+16.78%
122667.511
 
VUG 		Vanguard Growth ETF
119,420
45848.880
0%
2.910
0%
0.040
+8.68%
+26.45%
132709.299
 
AVUS 		Avantis U.S. Equity ETF
409,451
38959.270
-0.21%
2.470
-0.01%
0.540
+5.00%
+18.16%
7333.960
 
SCHG 		Schwab U.S. Large-Cap Growth ETF
1,414,152
36831.560
+333.73%
2.340
+1.80%
0.030
+8.30%
+28.30%
33998.267
 
AAPL 		Apple Inc
156,236
36403.020
-0.07%
2.310
0%
0.000
+7.21%
+21.69%
3548645.576
Hardware
IUSB 		iShares Core Total USD Bond Market ETF
772,422
36396.510
+23.26%
2.310
+0.44%
0.110
+0.28%
-0.37%
33157.069
 
VOO 		Vanguard S&P 500 ETF
67,076
35394.120
+16.31%
2.250
+0.32%
0.010
+6.71%
+22.23%
490370.523
 
QUAL 		iShares MSCI USA Quality Factor ETF
195,384
35032.370
+0.47%
2.220
+0.01%
0.070
+6.34%
+22.39%
49984.737
 
NVDA 		NVIDIA Corp
247,957
30111.960
+4.40%
1.910
+0.08%
0.000
+24.30%
+183.81%
3446955.600
Semiconductors
VT 		Vanguard Total World Stock ETF
212,524
25439.090
+11.67%
1.610
+0.17%
0.070
+5.12%
+16.01%
38727.139
 

Strategic Blueprint, LLC's Historical Top Holdings Breakdowns

Strategic Blueprint, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SCHG 		Schwab U.S. Large-Cap Growth ETF2024-09-30Add
+1.80%
●
23.16 ($25.16) 26.42
$26.61
5.76%
Add 333.73%
1,414,152
272,028
SCHD 		Schwab US Dividend Equity ETF2024-09-30Add
+0.59%
●
25.67 ($27.24) 28.35
$28.32
3.96%
Add 211.09%
486,204
109,972
MAXJ 		iShares Large Cap Max Buffer Jun ETF2024-09-30New Buy
+0.45%
●
25 ($25.47) 25.99
$26.11
2.49%
New holding
270,967
270,967
IUSB 		iShares Core Total USD Bond Market ETF2024-09-30Add
+0.44%
●
44.83 ($46.4) 47.42
$45.90
-1.08%
Add 23.26%
772,422
145,778
EFV 		iShares MSCI EAFE Value ETF2024-09-30Add
+0.43%
●
51.72 ($55.22) 57.96
$55.69
0.85%
Add 54.17%
335,758
117,968
VOO 		Vanguard S&P 500 ETF2024-09-30Add
+0.32%
●
475.2 ($508.3) 527.7
$533.92
5.04%
Add 16.31%
67,076
9,404
COP 		ConocoPhillips2024-09-30Reduce
-0.25%
●
102.31 ($109.83) 116.61
$103.26
-5.98%
Reduce -84.28%
6,010
-32,224
CGDV 		Capital Group Dividend Value ETF2024-09-30Add
+0.22%
●
32.96 ($34.74) 36.48
$36.43
4.86%
Add 27.49%
444,198
95,783
IBTF 		iShares iBonds Dec 2025 Term Treasury ETF2024-09-30Add
+0.21%
●
23.13 ($23.3) 23.43
$23.36
0.26%
Add 58.18%
373,588
137,416
CGCB 		Capital Group Core Bond ETF2024-09-30New Buy
+0.19%
●
25.68 ($26.62) 27.24
$26.24
-1.43%
New holding
112,989
112,989

Strategic Blueprint, LLC Total Holding History ($B)

To

Strategic Blueprint, LLC's Asset Allocation

To

Strategic Blueprint, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Strategic Blueprint, LLC's Hypothetical Growth since 2024-09-30

Strategic Blueprint, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Strategic Blueprint, LLC's Holdings Heat Map

Size field:

Strategic Blueprint, LLC's Holdings Bubble Chart

Strategic Blueprint, LLC News

  • 1

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