Blueprint Investment Partners LLC

data from 30/09/2025

Capitalization

$ 711.552 M 26.22 %

Average holding period

8 ans

Performance

$ 116.099 M 32.86 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Blueprint Investment Partners LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 TFPN TIDAL TRUST II 11.78% 83.819 M $ 3376718 2023/09/30 6.161 M $ 8.19 %
2025/09/30 SPTM SPDR SERIES TRUST 11.03% 78.498 M $ 973313 2019/12/31 5.300 M $ 7.69 %
2025/09/30 HEGD LISTED FDS TR 5.29% 37.670 M $ 1511629 2024/12/31 1.807 M $ 6.04 %
2025/09/30 SPDW SPDR INDEX SHS FDS 4.78% 33.995 M $ 794469 2019/12/31 1.720 M $ 5.68 %
2025/09/30 NVDA NVIDIA CORPORATION 3.67% 26.129 M $ 140043 2020/09/30 4.662 M $ 18.10 %
2025/09/30 IEI ISHARES TR 2.93% 20.872 M $ 174650 2021/12/31 65.404 K $ 0.35 %
2025/09/30 VV VANGUARD INDEX FDS 2.64% 18.791 M $ 61037 2025/06/30 1.306 M $ 7.91 %
2025/09/30 IVV ISHARES TR 2.55% 18.177 M $ 27158 2021/06/30 1.330 M $ 7.80 %
2025/09/30 BWX SPDR SERIES TRUST 2.42% 17.229 M $ 749071 2019/12/31 -324.770 K $ -2.09 %
2025/09/30 AAPL APPLE INC 2.41% 17.133 M $ 67286 2020/06/30 1.446 M $ 24.11 %
2025/09/30 MSFT MICROSOFT CORP 2.15% 15.317 M $ 29572 2020/06/30 587.608 K $ 4.13 %
2025/09/30 IEMG ISHARES INC 2.07% 14.700 M $ 222994 2020/03/31 1.288 M $ 9.81 %
2025/09/30 VEA VANGUARD TAX-MANAGED FDS 1.77% 12.630 M $ 210775 2021/09/30 571.259 K $ 5.10 %
2025/09/30 VUG VANGUARD INDEX FDS 1.50% 10.641 M $ 22188 2021/12/31 380.615 K $ 9.40 %
2025/09/30 FYT FIRST TR EXCHANGE-TRADED ALP 1.38% 9.849 M $ 176201 2022/12/31 666.311 K $ 10.83 %
2025/09/30 RSP INVESCO EXCHANGE TRADED FD T 1.36% 9.653 M $ 50887 2024/03/31 367.911 K $ 4.38 %
2025/09/30 SPY SPDR S&P 500 ETF TR 1.26% 8.990 M $ 13495 2021/12/31 631.479 K $ 7.82 %
2025/09/30 SCHX SCHWAB STRATEGIC TR 1.23% 8.733 M $ 331550 2024/09/30 638.816 K $ 7.77 %
2025/09/30 USRT ISHARES TR 1.23% 8.717 M $ 148450 2019/12/31 290.632 K $ 3.82 %
2025/09/30 STIP ISHARES TR 1.20% 8.570 M $ 82913 2025/03/31 47.102 K $ 0.44 %
2025/09/30 AMZN AMAZON COM INC 1.12% 8.002 M $ 36445 2020/09/30 6.380 K $ 0.08 %
2025/09/30 PSLV SPROTT ASSET MANAGEMENT LP 1.12% 7.968 M $ 507542 2024/09/30 1.742 M $ 28.27 %
2025/09/30 MPLX MPLX LP 1.09% 7.785 M $ 155851 2022/09/30 -235.332 K $ -3.03 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 1.08% 7.715 M $ 15345 2022/12/31 228.585 K $ 3.49 %
2025/09/30 SCHF SCHWAB STRATEGIC TR 0.96% 6.810 M $ 292537 2019/12/31 299.817 K $ 5.34 %
2025/09/30 PHYS SPROTT ASSET MANAGEMENT LP 0.95% 6.765 M $ 228387 2024/06/30 972.086 K $ 16.84 %
2025/09/30 IAU ISHARES GOLD TR 0.94% 6.693 M $ 91972 2023/06/30 888.410 K $ 16.69 %
2025/09/30 SHY ISHARES TR 0.85% 6.076 M $ 73243 2020/06/30 11.496 K $ 0.12 %
2025/09/30 GBIL GOLDMAN SACHS ETF TR 0.84% 6.007 M $ 59927 2025/06/30 4.625 K $ 0.08 %
2025/09/30 AGG ISHARES TR 0.83% 5.910 M $ 58948 2020/06/30 42.929 K $ 1.06 %
2025/09/30 JPM JPMORGAN CHASE & CO. 0.81% 5.787 M $ 18346 2021/09/30 463.979 K $ 8.80 %
2025/09/30 VTV VANGUARD INDEX FDS 0.81% 5.774 M $ 30964 2021/12/31 296.565 K $ 5.52 %
2025/09/30 SCHB SCHWAB STRATEGIC TR 0.74% 5.272 M $ 205051 2019/12/31 348.315 K $ 7.89 %
2025/09/30 IJH ISHARES TR 0.74% 5.267 M $ 80712 2021/12/31 233.254 K $ 5.22 %
2025/09/30 AVGO BROADCOM INC 0.72% 5.129 M $ 15548 2021/09/30 820.139 K $ 19.68 %
2025/09/30 FNDX SCHWAB STRATEGIC TR 0.72% 5.117 M $ 194577 2025/06/30 266.617 K $ 7.17 %
2025/09/30 TSLA TESLA INC 0.70% 5.015 M $ 11276 2020/09/30 1.662 M $ 40.00 %
2025/09/30 VWO VANGUARD INTL EQUITY INDEX F 0.69% 4.926 M $ 90923 2024/03/31 335.030 K $ 9.54 %
2025/09/30 IXUS ISHARES TR 0.67% 4.763 M $ 57674 2025/09/30 0.000 $ 0.00 %
2025/09/30 VTI VANGUARD INDEX FDS 0.66% 4.699 M $ 14318 2019/12/31 327.288 K $ 7.98 %
2025/09/30 ITOT ISHARES TR 0.65% 4.640 M $ 31858 2020/03/31 203.966 K $ 7.86 %
2025/09/30 ETF SER SOLUTIONS 0.62% 4.424 M $ 119479 2025/09/30 0.000 $ 0.00 %
2025/09/30 GOOGL ALPHABET INC 0.61% 4.344 M $ 17870 2022/12/31 845.303 K $ 37.95 %
2025/09/30 SNDR SCHNEIDER NATIONAL INC 0.61% 4.317 M $ 204023 2025/06/30 -584.613 K $ -12.38 %
2025/09/30 VB VANGUARD INDEX FDS 0.55% 3.928 M $ 15449 2023/09/30 241.836 K $ 7.30 %
2025/09/30 GOOG ALPHABET INC 0.51% 3.605 M $ 14800 2022/12/31 0.000 $ 0.00 %
2025/09/30 IBM INTERNATIONAL BUSINESS MACHS 0.50% 3.545 M $ 12562 2021/03/31 -116.129 K $ -4.28 %
2025/09/30 SPXL DIREXION SHS ETF TR 0.49% 3.469 M $ 16369 2023/03/31 624.625 K $ 22.11 %
2025/09/30 SDY SPDR SERIES TRUST 0.47% 3.328 M $ 23762 2025/06/30 93.826 K $ 3.18 %
2025/09/30 VNQ VANGUARD INDEX FDS 0.46% 3.282 M $ 35900 2025/06/30 79.458 K $ 2.65 %
2025/09/30 PHDG INVESCO ACTIVELY MANAGED EXC 0.44% 3.164 M $ 84961 2025/06/30 163.099 K $ 5.53 %
2025/09/30 MINT PIMCO ETF TR 0.43% 3.082 M $ 30611 2025/06/30 4.427 K $ 0.15 %
2025/09/30 GOVT ISHARES TR 0.41% 2.883 M $ 124676 2019/12/31 20.646 K $ 0.61 %
2025/09/30 MUB ISHARES TR 0.40% 2.845 M $ 26720 2025/06/30 41.176 K $ 1.92 %
2025/09/30 SPMD SPDR SERIES TRUST 0.39% 2.806 M $ 49068 2021/06/30 0.000 $ 0.00 %
2025/09/30 JPST J P MORGAN EXCHANGE TRADED F 0.39% 2.792 M $ 55035 2024/09/30 2.751 K $ 0.10 %
2025/09/30 VPU VANGUARD WORLD FD 0.38% 2.681 M $ 14154 2025/06/30 170.473 K $ 7.31 %
2025/09/30 XOM EXXON MOBIL CORP 0.36% 2.572 M $ 22809 2021/09/30 0.000 $ 0.00 %
2025/09/30 EZU ISHARES INC 0.34% 2.439 M $ 39375 2025/06/30 98.043 K $ 4.19 %
2025/09/30 EMB ISHARES TR 0.34% 2.420 M $ 25422 2025/06/30 64.447 K $ 2.77 %
2025/09/30 JNJ JOHNSON & JOHNSON 0.33% 2.334 M $ 12586 2021/09/30 0.000 $ 0.00 %
2025/09/30 VT VANGUARD INTL EQUITY INDEX F 0.33% 2.326 M $ 16880 2025/09/30 0.000 $ 0.00 %
2025/09/30 WMT WALMART INC 0.32% 2.247 M $ 21798 2021/09/30 115.188 K $ 5.40 %
2025/09/30 SPEM SPDR INDEX SHS FDS 0.31% 2.173 M $ 46422 2019/12/31 0.000 $ 0.00 %
2025/09/30 CGGR CAPITAL GROUP GROWTH ETF 0.30% 2.144 M $ 48826 2025/09/30 0.000 $ 0.00 %
2025/09/30 CGBL CAPITAL GROUP CORE BALANCED 0.29% 2.061 M $ 59349 2025/09/30 0.000 $ 0.00 %
2025/09/30 EEM ISHARES TR 0.28% 1.971 M $ 36907 2025/09/30 0.000 $ 0.00 %
2025/09/30 IEFA ISHARES TR 0.26% 1.832 M $ 20984 2021/12/31 0.000 $ 0.00 %
2025/09/30 SPSM SPDR SERIES TRUST 0.24% 1.717 M $ 37069 2021/06/30 0.000 $ 0.00 %
2025/09/30 BIL SPDR SERIES TRUST 0.23% 1.651 M $ 17991 2021/03/31 997.000 $ 0.02 %
2025/09/30 OPER ETF SER SOLUTIONS 0.23% 1.616 M $ 16155 2020/09/30 0.000 $ 0.00 %
2025/09/30 CGUS CAPITAL GROUP CORE EQUITY ET 0.22% 1.598 M $ 40425 2025/09/30 0.000 $ 0.00 %
2025/09/30 CGGE CAPITAL GROUP GLOBAL EQUITY 0.22% 1.585 M $ 51464 2025/09/30 0.000 $ 0.00 %
2025/09/30 VIOO VANGUARD ADMIRAL FDS INC 0.22% 1.557 M $ 14095 2025/09/30 0.000 $ 0.00 %
2025/09/30 PIZ INVESCO EXCH TRADED FD TR II 0.21% 1.485 M $ 31151 2025/09/30 0.000 $ 0.00 %
2025/09/30 CGGO CAPITAL GROUP GBL GROWTH EQT 0.20% 1.402 M $ 41031 2025/09/30 0.000 $ 0.00 %
2025/09/30 CGDG CAPITAL GROUP DIVIDEND GROWE 0.19% 1.360 M $ 39258 2025/09/30 0.000 $ 0.00 %
2025/09/30 BAC BANK AMERICA CORP 0.19% 1.325 M $ 25679 2023/12/31 0.000 $ 0.00 %
2025/09/30 VGSH VANGUARD SCOTTSDALE FDS 0.17% 1.233 M $ 20951 2025/03/31 0.000 $ 0.00 %
2025/09/30 JCPB J P MORGAN EXCHANGE TRADED F 0.16% 1.168 M $ 24558 2024/09/30 0.000 $ 0.00 %
2025/09/30 PULS PGIM ETF TR 0.16% 1.126 M $ 22606 2024/12/31 0.000 $ 0.00 %
2025/09/30 TLT ISHARES TR 0.15% 1.099 M $ 12300 2025/09/30 0.000 $ 0.00 %
2025/09/30 FVD FIRST TR EXCHANGE-TRADED FD 0.15% 1.096 M $ 23700 2022/12/31 0.000 $ 0.00 %
2025/09/30 VZ VERIZON COMMUNICATIONS INC 0.15% 1.043 M $ 23742 2023/12/31 0.000 $ 0.00 %
2025/09/30 DYFI ETF OPPORTUNITIES TRUST 0.14% 1.024 M $ 43936 2024/09/30 0.000 $ 0.00 %
2025/09/30 SCHG SCHWAB STRATEGIC TR 0.14% 1.003 M $ 31444 2025/09/30 0.000 $ 0.00 %
2025/09/30 SHM SPDR SERIES TRUST 0.14% 997.431 K $ 20685 2025/09/30 0.000 $ 0.00 %
2025/09/30 T AT&T INC 0.14% 990.179 K $ 35063 2019/12/31 0.000 $ 0.00 %
2025/09/30 CSCO CISCO SYS INC 0.13% 941.221 K $ 13757 2022/12/31 0.000 $ 0.00 %
2025/09/30 BIBL NORTHERN LTS FD TR IV 0.13% 926.039 K $ 20843 2022/09/30 0.000 $ 0.00 %
2025/09/30 CGCB CAPITAL GRP FIXED INCM ETF T 0.13% 894.895 K $ 33668 2025/09/30 0.000 $ 0.00 %
2025/09/30 WFC WELLS FARGO CO NEW 0.12% 853.537 K $ 10183 2023/12/31 0.000 $ 0.00 %
2025/09/30 XLF SELECT SECTOR SPDR TR 0.12% 843.040 K $ 15650 2024/12/31 0.000 $ 0.00 %
2025/09/30 SCHD SCHWAB STRATEGIC TR 0.12% 834.200 K $ 30557 2025/03/31 0.000 $ 0.00 %
2025/09/30 DJP BARCLAYS BANK PLC 0.12% 820.188 K $ 23143 2024/12/31 0.000 $ 0.00 %
2025/09/30 DBMF LITMAN GREGORY FDS TR 0.12% 820.119 K $ 30030 2025/09/30 0.000 $ 0.00 %
2025/09/30 FETH FIDELITY ETHEREUM FD 0.11% 802.123 K $ 19305 2024/12/31 0.000 $ 0.00 %
2025/09/30 EVTR MORGAN STANLEY ETF TRUST 0.11% 788.111 K $ 15318 2025/09/30 0.000 $ 0.00 %
2025/09/30 QID PROSHARES TR 0.10% 744.938 K $ 34600 2025/09/30 0.000 $ 0.00 %
2025/09/30 SCHV SCHWAB STRATEGIC TR 0.10% 711.914 K $ 24456 2025/09/30 0.000 $ 0.00 %