Strategic-Blueprint

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  null,
  "ALAB",
  "ARES",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "EXAS",
  "ONON",
  "ARM",
  "MU",
  null,
  "FNDF",
  "MPLX",
  "ACN",
  null,
  "MMM",
  "ABT",
  "ABBV",
  "ADBE",
  "VONG",
  null,
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  "VDE",
  "AXP",
  null,
  null,
  null,
  "ASML",
  "T",
  null,
  "BLK",
  null,
  null,
  null,
  null,
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  "CAT",
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  null,
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  null,
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  null,
  null,
  null,
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  null,
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  null,
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  null,
  null,
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  "LNC",
  null,
  "DUK",
  "D",
  null,
  null,
  null,
  "SKYT",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "PNR",
  null,
  null,
  null,
  "FCX",
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  "GD",
  null,
  null,
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  null,
  "GIS",
  null,
  null,
  "ATAI",
  null,
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  "HON",
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  "HD",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MCD",
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  null,
  "INTU",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "UNP",
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  null,
  null,
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  null,
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  null,
  null,
  null,
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  null,
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  null,
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  null,
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  "AMAT",
  null,
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  null,
  "EMR",
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  null,
  null,
  null,
  null,
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  null,
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  null,
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  null,
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  "MUB",
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  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "LCUT",
  "LUNR",
  null,
  "HEFA",
  null,
  null,
  null,
  "IVW",
  null,
  null,
  "IJH",
  "SWK",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
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  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "KMI",
  null,
  null,
  null,
  null,
  "LHX",
  "LRCX",
  null,
  "LIN",
  null,
  null,
  null,
  "STK",
  "MPC",
  null,
  "MMC",
  "TLRY",
  "MA",
  null,
  null,
  "MDT",
  null,
  "MSFT",
  null,
  null,
  null,
  "MDLZ",
  "CIFR",
  "MS",
  "TMUS",
  "EVER",
  null,
  null,
  null,
  null,
  "GE",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "BX",
  "AMP",
  "IJR",
  "EFG",
  "ANET",
  "KKR",
  "IWD",
  "ORCL",
  "NOC",
  "OKE",
  "PAYX",
  null,
  null,
  null,
  null,
  null,
  "VHT",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "EEM",
  null,
  null,
  null,
  "IWF",
  null,
  null,
  null,
  null,
  null,
  "PANW",
  "PYPL",
  "PEP",
  null,
  null,
  "PNC",
  "IRM",
  "VGSH",
  null,
  "DNP",
  "IEMG",
  "IJK",
  null,
  "IVV",
  null,
  null,
  null,
  "UNH",
  "AAPL",
  "SPY",
  null,
  "NVDA",
  "GS",
  null,
  "ENB",
  "GEHC",
  "PLTR",
  "PRU",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  null,
  null,
  "VZ",
  null,
  null,
  "AMGN",
  null,
  "MSTR",
  null,
  null,
  "REGN",
  null,
  null,
  null,
  null,
  "IEFA",
  "SPGI",
  "RY",
  null,
  null,
  null,
  null,
  null,
  null,
  "NOW",
  "SHW",
  "SHOP",
  "SPG",
  "RTX",
  "SPDW",
  "GLD",
  null,
  null,
  null,
  null,
  "SPYG",
  null,
  null,
  "AMT",
  null,
  "SPLG",
  null,
  null,
  "IBM",
  null,
  "SYK",
  "SBUX",
  "SNPS",
  "CI",
  "TXN",
  "TGT",
  "TMO",
  "TJX",
  "TFC",
  "UBER",
  "UPS",
  "VNQ",
  "VO",
  "PNFP",
  "MET",
  "VXF",
  "VV",
  "RCL",
  "SCHW",
  "VWO",
  null,
  null,
  null,
  "IWV",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "PRMB",
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  null,
  null,
  null,
  null,
  null,
  null,
  "EME",
  "VIG",
  null,
  "NVTS",
  null,
  null,
  null,
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  "IEF",
  null,
  "TSM",
  null,
  null,
  null,
  "FSK",
  null,
  "VYM",
  "AHR",
  null,
  "DD",
  "VRTX",
  "MGC",
  null,
  null,
  "EW",
  "TT",
  "VRT",
  null,
  null,
  null,
  "UBSI",
  "AXON",
  "AMD",
  "AVB",
  "SDY",
  "FI",
  "DOV",
  "F",
  "AJG",
  "WM",
  "FTNT",
  "IWR",
  "EFX",
  null,
  null,
  null,
  null,
  "GSLC",
  "AEP",
  "SGOL",
  null,
  null,
  null,
  "VIGI",
  "AMZN",
  null,
  null,
  null,
  null,
  "IVE",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "HBAN",
  null,
  "DKNG",
  "VEU",
  "VGT",
  "USB",
  "VUG",
  "VLO",
  "VFH",
  "VEA",
  "VYMI",
  "MGK",
  "VONE",
  "VOOV",
  null,
  "VXUS",
  "BNDX",
  "MGV",
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  "BND",
  "VBR",
  null,
  "VOT",
  "BSV",
  "VT",
  "VB",
  "VOO",
  null,
  "VLTO",
  "VTV",
  "V",
  null,
  "VST",
  "WMT",
  "WFC",
  "WELL",
  "YUM",
  null,
  null,
  null,
  null,
  "LNT",
  null,
  "SCHD",
  "SCHG",
  "NSC",
  null,
  "JCI",
  "MFC",
  "SO",
  null,
  null,
  "TTD",
  "ROL",
  "CRM",
  null,
  "DIA",
  null,
  null,
  null,
  null,
  null,
  null,
  "IXUS",
  "MTUM",
  null,
  null,
  "GEV",
  "MELI",
  "DGRO",
  null,
  "SPYV",
  null,
  null,
  null,
  "ESGU",
  null,
  "NRG",
  null,
  "FDX",
  null,
  "KMB",
  "ADP",
  "BAC",
  "BK",
  "BRK-B",
  null,
  null,
  null,
  "BA",
  "BMY",
  "BR",
  "CAVA",
  "CASY",
  "CVX",
  "LNG",
  "CB",
  "CMG",
  "CHD",
  "CSCO",
  "NET",
  "C",
  "COKE",
  "KO",
  "CMCSA",
  "CL",
  "COP",
  "CEG",
  "ED",
  "COST",
  "CRWD",
  "CSX",
  "DHR",
  "DE",
  "DAL",
  "DFAC",
  "RSP",
  "EWJ",
  "IJT",
  "IJJ",
  "EFA",
  "J",
  "USMV",
  "IWB",
  "NEE",
  "MAR",
  "QQQ",
  "IWM",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  null,
  null,
  null,
  null,
  "APO",
  "MO",
  "XLK",
  "ITOT",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-29
Total Holdings: 664
Total Value: 1803108250
Accession Number: 0001767821-25-000004
Form Type: 13F-HR
CIK: strategic-blueprint
Manager Name: Strategic-Blueprint

Data Enrichment

46% identified

306 identified358 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

664 positions • $1.8B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 2 of 34

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46438G471

Shares:710.3K

Value:$17.7M

% of Portfolio:1.0% ($17.7M/$1.8B)

78468R812

Shares:102.2K

Value:$16.0M

% of Portfolio:0.9% ($16.0M/$1.8B)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:29.7K

Value:$15.8M

% of Portfolio:0.9% ($15.8M/$1.8B)

46438G612

Shares:581.0K

Value:$15.0M

% of Portfolio:0.8% ($15.0M/$1.8B)

922908769

VTI|922908769

Shares:53.2K

Value:$14.6M

% of Portfolio:0.8% ($14.6M/$1.8B)

46434G764

EMXC|46434G764

Shares:259.2K

Value:$14.3M

% of Portfolio:0.8% ($14.3M/$1.8B)

464288885

EFG|464288885

Shares:142.3K

Value:$14.2M

% of Portfolio:0.8% ($14.2M/$1.8B)

464287200

IVV|464287200

Shares:25.0K

Value:$14.0M

% of Portfolio:0.8% ($14.0M/$1.8B)

808524797

SCHD|808524797

Shares:482.9K

Value:$13.5M

% of Portfolio:0.7% ($13.5M/$1.8B)

025072877

Shares:148.3K

Value:$12.9M

% of Portfolio:0.7% ($12.9M/$1.8B)

337344105

Shares:97.0K

Value:$11.7M

% of Portfolio:0.7% ($11.7M/$1.8B)

33740F755

Shares:383.5K

Value:$11.4M

% of Portfolio:0.6% ($11.4M/$1.8B)

464287721

Shares:79.6K

Value:$11.2M

% of Portfolio:0.6% ($11.2M/$1.8B)

Alphabet Inc.

GOOGL|02079K305

Shares:71.4K

Value:$11.0M

% of Portfolio:0.6% ($11.0M/$1.8B)

33734K109

Shares:107.1K

Value:$11.0M

% of Portfolio:0.6% ($11.0M/$1.8B)

921908844

VIG|921908844

Shares:55.2K

Value:$10.7M

% of Portfolio:0.6% ($10.7M/$1.8B)

025072802

Shares:152.8K

Value:$10.7M

% of Portfolio:0.6% ($10.7M/$1.8B)

ELI LILLY & Co

LLY|532457108

Shares:12.8K

Value:$10.6M

% of Portfolio:0.6% ($10.6M/$1.8B)

46436E866

Shares:448.9K

Value:$10.5M

% of Portfolio:0.6% ($10.5M/$1.8B)

EXXON MOBIL CORP

XOM|30231G102

Shares:87.1K

Value:$10.4M

% of Portfolio:0.6% ($10.4M/$1.8B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46438G471)✕	710.3K	QoQ NEW(+710.3K) YoY NEW(+710.3K)	All Managers (Combined)	$17.7M	1.0% ($17.7M/$1.8B)	QoQ NEW(+$17.7M) YoY NEW(+$17.7M)
(cusip78468R812)✕	102.2K	QoQ +14.26% (+12.8K) YoY +37.96% (+28.1K)	All Managers (Combined)	$16.0M	0.9% ($16.0M/$1.8B)	QoQ +15.61% (+$2.2M) YoY +48.44% (+$5.2M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	29.7K	QoQ +2.33% (+678) YoY +7.75% (+2.1K)	All Managers (Combined)	$15.8M	0.9% ($15.8M/$1.8B)	QoQ +20.24% (+$2.7M) YoY +36.47% (+$4.2M)
(cusip46438G612)✕	581.0K	QoQ +3.62% (+20.3K) YoY NEW(+581.0K)	All Managers (Combined)	$15.0M	0.8% ($15.0M/$1.8B)	QoQ +2.25% (+$330.5K) YoY NEW(+$15.0M)
(VTIcusip922908769)	53.2K	QoQ +292.25% (+39.6K) YoY +315.56% (+40.4K)	All Managers (Combined)	$14.6M	0.8% ($14.6M/$1.8B)	QoQ +271.99% (+$10.7M) YoY +339.45% (+$11.3M)
(EMXCcusip46434G764)	259.2K	QoQ -12.36% (-36.6K) YoY +30.35% (+60.4K)	All Managers (Combined)	$14.3M	0.8% ($14.3M/$1.8B)	QoQ -12.93% (-$2.1M) YoY +24.73% (+$2.8M)
(EFGcusip464288885)	142.3K	QoQ -27.96% (-55.2K) YoY +12.02% (+15.3K)	All Managers (Combined)	$14.2M	0.8% ($14.2M/$1.8B)	QoQ -25.60% (-$4.9M) YoY +7.93% (+$1.0M)
(IVVcusip464287200)	25.0K	QoQ -2.08% (-531) YoY +11.83% (+2.6K)	All Managers (Combined)	$14.0M	0.8% ($14.0M/$1.8B)	QoQ -6.53% (-$980.7K) YoY +19.53% (+$2.3M)
(SCHDcusip808524797)	482.9K	QoQ -0.07% (-362) YoY +261.55% (+349.4K)	All Managers (Combined)	$13.5M	0.7% ($13.5M/$1.8B)	QoQ +2.26% (-$299.2K) YoY +25.37% (+$2.7M)
(cusip025072877)✕	148.3K	QoQ +32.53% (+36.4K) YoY +35.70% (+39.0K)	All Managers (Combined)	$12.9M	0.7% ($12.9M/$1.8B)	QoQ +19.68% (+$2.1M) YoY +26.23% (+$2.7M)
(cusip337344105)✕	97.0K	QoQ +6.63% (+6.0K) YoY +26.01% (+20.0K)	All Managers (Combined)	$11.7M	0.7% ($11.7M/$1.8B)	QoQ +3.19% (+$363.0K) YoY +22.99% (+$2.2M)
(cusip33740F755)✕	383.5K	QoQ +3.08% (+11.5K) YoY +29.32% (+87.0K)	All Managers (Combined)	$11.4M	0.6% ($11.4M/$1.8B)	QoQ +0.44% (+$50.3K) YoY +37.32% (+$3.1M)
(cusip464287721)✕	79.6K	QoQ +2.94% (-2.3K) YoY +4.87% (+3.7K)	All Managers (Combined)	$11.2M	0.6% ($11.2M/$1.8B)	QoQ -9.37% (-$1.2M) YoY +9.05% (+$927.6K)
Alphabet Inc.(GOOGLcusip02079K305)	71.4K	QoQ +0.04% (-32) YoY -9.84% (-7.8K)	All Managers (Combined)	$11.0M	0.6% ($11.0M/$1.8B)	QoQ -18.27% (-$2.5M) YoY -7.62% (-$911.2K)
(cusip33734K109)✕	107.1K	QoQ +10.75% (+10.4K) YoY +43.12% (+32.3K)	All Managers (Combined)	$11.0M	0.6% ($11.0M/$1.8B)	QoQ +8.80% (+$888.3K) YoY +47.76% (+$3.5M)
(VIGcusip921908844)	55.2K	QoQ +2.15% (+1.2K) YoY +24.02% (+10.7K)	All Managers (Combined)	$10.7M	0.6% ($10.7M/$1.8B)	QoQ +1.18% (+$125.9K) YoY +31.75% (+$2.6M)
(cusip025072802)✕	152.8K	QoQ +32.59% (+37.6K) YoY +41.04% (+44.5K)	All Managers (Combined)	$10.7M	0.6% ($10.7M/$1.8B)	QoQ +42.08% (+$3.2M) YoY +49.35% (+$3.5M)
ELI LILLY & Co(LLYcusip532457108)	12.8K	QoQ +11.29% (+1.3K) YoY +5.70% (+693)	All Managers (Combined)	$10.6M	0.6% ($10.6M/$1.8B)	QoQ +19.05% (+$1.7M) YoY +12.21% (+$1.2M)
(cusip46436E866)✕	448.9K	QoQ +2.07% (+9.1K) YoY +113.56% (+238.7K)	All Managers (Combined)	$10.5M	0.6% ($10.5M/$1.8B)	QoQ +2.29% (+$235.7K) YoY +114.85% (+$5.6M)
EXXON MOBIL CORP(XOMcusip30231G102)	87.1K	QoQ +4.20% (+3.5K) YoY +14.59% (+11.1K)	All Managers (Combined)	$10.4M	0.6% ($10.4M/$1.8B)	QoQ +15.20% (+$1.4M) YoY +17.24% (+$1.5M)