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Portfolio (Quarterly) Guide ↗

Strategic Blueprint, LLC

· CIK 0001767821
13F Portfolio $2.0B AUM 697 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 121 New 311 Added 221 Reduced 77 Exited
Page 10 of 12  ·  221 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 MGV VANGUARD MEGA CAP VALUE ETF 1,978.0 $323K 0.02% -580.0 -22.7% $163.45 +3.0%
182 BMY BRISTOL-MYERS SQUIBB CO COM Healthcare 5,572.0 $321K 0.02% -520.0 -8.5% $57.62 +17.4%
183 HYLB XTRACKERS USD HIGH YIELD CORPORATE BOND ETF 8,621.0 $315K 0.02% -114.0 -1.3% $36.52 -0.3%
184 ESGE ISHARES ESG AWARE MSCI EM ETF 5,675.0 $310K 0.02% -414.0 -6.8% $54.69 -1.1%
185 JULW ALLIANZIM U.S. EQUITY BUFFER20 JUL ETF 7,582.0 $309K 0.01% -1K -16.0% $40.82 +1.4%
186 TPHD TIMOTHY PLAN HIGH DIVIDEND STOCK ETF 7,310.0 $309K 0.01% -608.0 -7.7% $42.28 +3.1%
187 TPSC TIMOTHY PLAN US SMALL CAP CORE ETF 6,438.0 $309K 0.01% -3K -28.1% $47.98 +0.6%
188 SCHP SCHWAB US TIPS ETF 11,547.0 $306K 0.01% -642.0 -5.3% $26.50 -1.7%
189 SPYV STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF 4,928.0 $300K 0.01% -3K -37.5% $60.79 +4.8%
190 NOC NORTHROP GRUMMAN CORP COM Industrials 572.0 $291K 0.01% -47.0 -7.6% $509.16 +8.1%
191 BLES INSPIRE GLOBAL HOPE ETF 6,007.0 $286K 0.01% -325.0 -5.1% $47.69 +5.3%
192 AJG GALLAGHER ARTHUR J & CO COM Financial Services 1,222.0 $281K 0.01% -146.0 -10.7% $229.56 +16.0%
193 SWK STANLEY BLACK & DECKER INC COM Industrials 2,938.0 $276K 0.01% -360.0 -10.9% $94.11 +5.2%
194 DFEM DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF 6,681.0 $272K 0.01% -739.0 -10.0% $40.64 -1.1%
195 INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR FEBRUARY 10,352.0 $269K 0.01% -4K -29.7% $25.98
196 ARKK ARK INNOVATION ETF 3,290.0 $266K 0.01% -206.0 -5.9% $80.81 +6.3%
197 PNR PENTAIR PLC SHS Industrials 3,454.0 $265K 0.01% -2K -38.8% $76.66 -17.6%
198 TGT TARGET CORP COM Consumer Defensive 2,024.0 $264K 0.01% -616.0 -23.3% $130.58 +25.5%
199 F FORD MTR CO COM Consumer Cyclical 18,893.0 $263K 0.01% -2K -7.9% $13.90 -0.4%
200 WWJD INSPIRE INTERNATIONAL ETF 6,848.0 $261K 0.01% -4K -37.9% $38.13 +8.0%
Page 10 of 12  ·  221 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 33.8%
Financial Services 20.2%
Industrials 14.9%
Communication Services 7.8%
Consumer Cyclical 6.3%
Healthcare 6.2%
Consumer Defensive 4.6%
Utilities 2.7%
Energy 2.2%
Real Estate 0.7%