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,
  "GOOGL",
  "VDE",
  "AXP",
  null,
  null,
  null,
  "ASML",
  "T",
  null,
  "BLK",
  null,
  null,
  null,
  null,
  null,
  "CAT",
  "AVDE",
  "AVGO",
  "APP",
  null,
  "LOW",
  null,
  null,
  null,
  null,
  "AVEM",
  "ARCC",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "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",
  "CION",
  "FITB",
  "ARKB",
  "GD",
  null,
  null,
  "GILD",
  null,
  "GIS",
  null,
  null,
  "ATAI",
  null,
  null,
  "HON",
  "VXX",
  "HD",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MCD",
  null,
  null,
  "INTU",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "UNP",
  null,
  "QCOM",
  null,
  null,
  "FSCO",
  null,
  "ISRG",
  null,
  null,
  null,
  "EMXC",
  null,
  "HWM",
  "LEN",
  null,
  "ITW",
  null,
  null,
  null,
  null,
  null,
  "AMAT",
  null,
  null,
  null,
  "EMR",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MUB",
  "META",
  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,
  null,
  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",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "EME",
  "VIG",
  null,
  "NVTS",
  null,
  null,
  null,
  null,
  "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",
  "VTEB",
  "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 24 of 34

Sort by:

46434V878

Shares:8.0K

Value:$404.8K

% of Portfolio:0.0% ($404.8K/$1.8B)

33740F888

Shares:16.4K

Value:$404.7K

% of Portfolio:0.0% ($404.7K/$1.8B)

WELLS FARGO & COMPANY/MN

WFC|949746101

Shares:5.6K

Value:$404.1K

% of Portfolio:0.0% ($404.1K/$1.8B)

35473P595

Shares:16.5K

Value:$397.2K

% of Portfolio:0.0% ($397.2K/$1.8B)

81369Y407

Shares:2.0K

Value:$397.0K

% of Portfolio:0.0% ($397.0K/$1.8B)

AVALONBAY COMMUNITIES INC

AVB|053484101

Shares:1.8K

Value:$396.2K

% of Portfolio:0.0% ($396.2K/$1.8B)

92189H748

Shares:7.5K

Value:$395.8K

% of Portfolio:0.0% ($395.8K/$1.8B)

PINNACLE FINANCIAL PARTNERS INC

PNFP|72346Q104

Shares:3.7K

Value:$395.6K

% of Portfolio:0.0% ($395.6K/$1.8B)

33740F771

Shares:9.2K

Value:$388.5K

% of Portfolio:0.0% ($388.5K/$1.8B)

464287465

EFA|464287465

Shares:4.7K

Value:$387.7K

% of Portfolio:0.0% ($387.7K/$1.8B)

45782C417

Shares:10.8K

Value:$386.8K

% of Portfolio:0.0% ($386.8K/$1.8B)

45782C383

Shares:9.6K

Value:$383.1K

% of Portfolio:0.0% ($383.1K/$1.8B)

78468R887

Shares:3.1K

Value:$382.1K

% of Portfolio:0.0% ($382.1K/$1.8B)

Trade Desk, Inc.

TTD|88339J105

Shares:7.0K

Value:$381.7K

% of Portfolio:0.0% ($381.7K/$1.8B)

316188408

Shares:7.6K

Value:$380.0K

% of Portfolio:0.0% ($380.0K/$1.8B)

78464A755

Shares:6.8K

Value:$378.1K

% of Portfolio:0.0% ($378.1K/$1.8B)

46138J742

Shares:7.6K

Value:$374.6K

% of Portfolio:0.0% ($374.6K/$1.8B)

AMERICAN TOWER CORP /MA/

AMT|03027X100

Shares:1.7K

Value:$374.6K

% of Portfolio:0.0% ($374.6K/$1.8B)

921932703

VOOV|921932703

Shares:2.0K

Value:$370.1K

% of Portfolio:0.0% ($370.1K/$1.8B)

45782C375

Shares:10.3K

Value:$367.1K

% of Portfolio:0.0% ($367.1K/$1.8B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46434V878)✕	8.0K	QoQ -9.13% (-803) YoY -45.74% (-6.7K)	All Managers (Combined)	$404.8K	0.0% ($404.8K/$1.8B)	QoQ -8.64% (-$38.3K) YoY -45.59% (-$339.2K)
(cusip33740F888)✕	16.4K	QoQ +0.96% (+157) YoY -16.51% (-3.2K)	All Managers (Combined)	$404.7K	0.0% ($404.7K/$1.8B)	QoQ +1.37% (+$5.5K) YoY -16.00% (-$77.1K)
WELLS FARGO & COMPANY/MN(WFCcusip949746101)	5.6K	QoQ +2.96% (+162) YoY -4.49% (-265)	All Managers (Combined)	$404.1K	0.0% ($404.1K/$1.8B)	QoQ +5.24% (+$20.1K) YoY +18.30% (-$62.5K)
(cusip35473P595)✕	16.5K	QoQ -1.90% (-320) YoY +60.45% (+6.2K)	All Managers (Combined)	$397.2K	0.0% ($397.2K/$1.8B)	QoQ -2.69% (-$11.0K) YoY +57.67% (+$145.3K)
(cusip81369Y407)✕	2.0K	QoQ -17.07% (-414) YoY -3.08% (-64)	All Managers (Combined)	$397.0K	0.0% ($397.0K/$1.8B)	QoQ -27.01% (-$146.9K) YoY +4.07% (-$15.6K)
AVALONBAY COMMUNITIES INC(AVBcusip053484101)	1.8K	QoQ +6.27% (+109) YoY NEW(+1.8K)	All Managers (Combined)	$396.2K	0.0% ($396.2K/$1.8B)	QoQ +3.69% (+$14.1K) YoY NEW(+$396.2K)
(cusip92189H748)✕	7.5K	QoQ -1.75% (-134) YoY NEW(+7.5K)	All Managers (Combined)	$395.8K	0.0% ($395.8K/$1.8B)	QoQ -1.62% (-$6.5K) YoY NEW(+$395.8K)
PINNACLE FINANCIAL PARTNERS INC(PNFPcusip72346Q104)	3.7K	QoQ +0.75% (-28) YoY -6.25% (-249)	All Managers (Combined)	$395.6K	0.0% ($395.6K/$1.8B)	QoQ -6.59% (-$28.0K) YoY +15.74% (-$53.8K)
(cusip33740F771)✕	9.2K	QoQ NEW(+9.2K) YoY NEW(+9.2K)	All Managers (Combined)	$388.5K	0.0% ($388.5K/$1.8B)	QoQ NEW(+$388.5K) YoY NEW(+$388.5K)
(EFAcusip464287465)	4.7K	QoQ +4.58% (+208) YoY -15.75% (-887)	All Managers (Combined)	$387.7K	0.0% ($387.7K/$1.8B)	QoQ +13.05% (+$44.8K) YoY -13.77% (-$62.0K)
(cusip45782C417)✕	10.8K	QoQ -10.89% (-1.3K) YoY -11.62% (-1.4K)	All Managers (Combined)	$386.8K	0.0% ($386.8K/$1.8B)	QoQ -13.27% (-$59.2K) YoY -7.32% (-$30.6K)
(cusip45782C383)✕	9.6K	QoQ -41.59% (-6.8K) YoY -47.81% (-8.8K)	All Managers (Combined)	$383.1K	0.0% ($383.1K/$1.8B)	QoQ -41.96% (-$277.0K) YoY -43.38% (-$293.5K)
(cusip78468R887)✕	3.1K	QoQ 0.00% (-0) YoY -6.01% (-199)	All Managers (Combined)	$382.1K	0.0% ($382.1K/$1.8B)	QoQ -3.72% (-$14.8K) YoY +3.07% (-$11.4K)
Trade Desk, Inc.(TTDcusip88339J105)	7.0K	QoQ -2.46% (-176) YoY -18.72% (-1.6K)	All Managers (Combined)	$381.7K	0.0% ($381.7K/$1.8B)	QoQ -54.58% (-$458.8K) YoY -49.12% (-$368.6K)
(cusip316188408)✕	7.6K	QoQ +39.40% (+2.1K) YoY +49.05% (+2.5K)	All Managers (Combined)	$380.0K	0.0% ($380.0K/$1.8B)	QoQ +39.93% (+$108.4K) YoY +49.50% (+$125.8K)
(cusip78464A755)✕	6.8K	QoQ +91.19% (+3.2K) YoY NEW(+6.8K)	All Managers (Combined)	$378.1K	0.0% ($378.1K/$1.8B)	QoQ +88.63% (+$177.7K) YoY NEW(+$378.1K)
(cusip46138J742)✕	7.6K	QoQ 0.00% (-0) YoY NEW(+7.6K)	All Managers (Combined)	$374.6K	0.0% ($374.6K/$1.8B)	QoQ -0.62% (-$2.4K) YoY NEW(+$374.6K)
AMERICAN TOWER CORP /MA/(AMTcusip03027X100)	1.7K	QoQ -47.72% (-1.6K) YoY -61.88% (-2.8K)	All Managers (Combined)	$374.6K	0.0% ($374.6K/$1.8B)	QoQ -37.95% (-$229.1K) YoY -58.00% (-$517.5K)
(VOOVcusip921932703)	2.0K	QoQ +70.05% (+828) YoY NEW(+2.0K)	All Managers (Combined)	$370.1K	0.0% ($370.1K/$1.8B)	QoQ +69.70% (+$152.0K) YoY NEW(+$370.1K)
(cusip45782C375)✕	10.3K	QoQ NEW(+10.3K) YoY NEW(+10.3K)	All Managers (Combined)	$367.1K	0.0% ($367.1K/$1.8B)	QoQ NEW(+$367.1K) YoY NEW(+$367.1K)