Portfolio (Quarterly)
Guide ↗
Strategic Blueprint, LLC
· CIK 0001767821| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 101 | FBTC | FIDELITY WISE ORIGIN BITCOIN FUND | Financial Services | 2,616 | $261K | 0.01% | SOLD |
| 102 | FISV | FISERV INC COM | Technology | 2,022 | $261K | 0.01% | SOLD |
| 103 | CGCP | CAPITAL GROUP CORE PLUS INCOME ETF | — | 11,399 | $259K | 0.01% | SOLD |
| 104 | FDN | FIRST TRUST DOW JONES INTERNET INDEX FUND | — | 908 | $254K | 0.01% | SOLD |
| 105 | FBT | FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND | — | 1,404 | $252K | 0.01% | SOLD |
| 106 | VOOV | VANGUARD S&P 500 VALUE ETF | — | 1,255 | $250K | 0.01% | SOLD |
| 107 | JHMD | JOHN HANCOCK MULTIFACTOR DEVELOPED INTERNATIONAL ETF | — | 6,126 | $245K | 0.01% | SOLD |
| 108 | URI | UNITED RENTALS INC COM | Industrials | 256 | $244K | 0.01% | SOLD |
| 109 | TOTL | SPDR DOUBLELINE TOTAL RETURN TACTICAL ETF | — | 5,994 | $243K | 0.01% | SOLD |
| 110 | TJUL | INNOVATOR EQUITY DEFINED PROTECTION ETF - 2 YR TO JULY 2027 | — | 8,200 | $240K | 0.01% | SOLD |
| 111 | RCL | ROYAL CARIBBEAN GROUP COM | Consumer Cyclical | 739 | $239K | 0.01% | SOLD |
| 112 | DFUS | DIMENSIONAL U.S. EQUITY MARKET ETF | — | 3,276 | $237K | 0.01% | SOLD |
| 113 | HDV | ISHARES CORE HIGH DIVIDEND ETF | — | 1,930 | $236K | 0.01% | SOLD |
| 114 | ZTS | ZOETIS INC CL A | Healthcare | 1,592 | $233K | 0.01% | SOLD |
| 115 | IBDS | ISHARES IBONDS DEC 2027 TERM CORPORATE ETF | — | 9,401 | $229K | 0.01% | SOLD |
| 116 | AMP | AMERIPRISE FINL INC COM | Financial Services | 465 | $228K | 0.01% | SOLD |
| 117 | — | ISHARES CURRENCY HEDGED MSCI EUROZONE ETF | — | 5,364 | $226K | 0.01% | SOLD |
| 118 | DMXF | ISHARES ESG ADVANCED MSCI EAFE ETF | — | 2,956 | $224K | 0.01% | SOLD |
| 119 | SCHA | SCHWAB U.S. SMALL-CAP ETF | — | 7,997 | $223K | 0.01% | SOLD |
| 120 | JNK | SPDR BLOOMBERG HIGH YIELD BOND ETF | — | 2,274 | $223K | 0.01% | SOLD |
Sector Allocation
Technology
30.2%
Financial Services
24.6%
Communication Services
9.7%
Industrials
9.3%
Consumer Cyclical
7.2%
Healthcare
5.9%
Consumer Defensive
5.5%
Energy
3.4%
Utilities
3.1%
Real Estate
0.5%