Blueprint-Financial-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  "T",
  null,
  null,
  null,
  null,
  null,
  "IEMG",
  null,
  null,
  "AAPL",
  "NVDA",
  null,
  null,
  "SPDW",
  null,
  "SPLG",
  null,
  "SCHB",
  null,
  null,
  "SCHF",
  null,
  null,
  null,
  null
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-12
Total Holdings: 25
Total Value: 184330728
Accession Number: 0002054129-25-000002
Form Type: 13F-HR
CIK: blueprint-financial-advisors
Manager Name: Blueprint-Financial-Advisors

Data Enrichment

32% identified

8 identified17 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

25 positions • $184.3M total value

SEC FilingSEC DataHachi Filing

Manager:

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46641Q670

Shares:25.2K

Value:$1.2M

% of Portfolio:0.6% ($1.2M/$184.3M)

808524805

SCHF|808524805

Shares:56.3K

Value:$1.1M

% of Portfolio:0.6% ($1.1M/$184.3M)

46641Q837

Shares:20.7K

Value:$1.0M

% of Portfolio:0.6% ($1.0M/$184.3M)

78464A854

SPLG|78464A854

Shares:12.3K

Value:$810.1K

% of Portfolio:0.4% ($810.1K/$184.3M)

AT&T INC.

T|00206R102

Shares:15.6K

Value:$442.2K

% of Portfolio:0.2% ($442.2K/$184.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46641Q670)✕	25.2K	QoQ- YoY-	All Managers (Combined)	$1.2M	0.6% ($1.2M/$184.3M)	QoQ- YoY-
(SCHFcusip808524805)	56.3K	QoQ- YoY-	All Managers (Combined)	$1.1M	0.6% ($1.1M/$184.3M)	QoQ- YoY-
(cusip46641Q837)✕	20.7K	QoQ- YoY-	All Managers (Combined)	$1.0M	0.6% ($1.0M/$184.3M)	QoQ- YoY-
(SPLGcusip78464A854)	12.3K	QoQ- YoY-	All Managers (Combined)	$810.1K	0.4% ($810.1K/$184.3M)	QoQ- YoY-
AT&T INC.(Tcusip00206R102)	15.6K	QoQ- YoY-	All Managers (Combined)	$442.2K	0.2% ($442.2K/$184.3M)	QoQ- YoY-