HoldingsChannel.com
Strategic Blueprint LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
ISHARES MSCI ACWI INDEX FUND (ACWI) 120,486 +120,486 $7,539
     ACWI120,486+120,486$7,539
SPDR PORTFOLIO S&P 500 ETF (SPLG) 235,625 +235,625 $7,128
     SPLG235,625+235,625$7,128
APPLE INC COM 25,298 -767 $6,433
     AAPL25,298-767$6,433
AMAZON COM INC COM 3,080 +48 $6,004
     AMZN3,080+48$6,004
VANGUARD SMALL CAP INDEX FUND (VB) 48,987 -29,854 $5,655
     VB48,987-29,854$5,655
MICROSOFT CORP COM 34,375 +2,379 $5,421
     MSFT34,375+2,379$5,421
PIMCO ACTIVE BOND EXCHANGE TRADED FUND (BOND) 47,311 +47,311 $5,023
     BOND47,311+47,311$5,023
SPDR DOUBLELINE TOTAL RETURN TACTICAL ETF (TOTL) 103,728 +103,728 $4,975
     TOTL103,728+103,728$4,975
ISHARES EDGE MSCI USA QUALITY FACTOR ETF (QUAL) 57,331 +57,331 $4,646
     QUAL57,331+57,331$4,646
VISA INC COM CL A 26,509 +7,812 $4,271
     V26,509+7,812$4,271
SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF (SPTM) 131,116 -76,784 $4,124
     SPTM131,116-76,784$4,124
ISHARES YIELD OPTIMIZED BOND ETF (BYLD) 155,861 +22,256 $3,844
     BYLD155,861+22,256$3,844
LOCKHEED MARTIN CORP COM 10,474 +929 $3,550
     LMT10,474+929$3,550
EATON VANCE TX MNG BY WRT OPP COM 286,357 +286,357 $3,453
     ETV286,357+286,357$3,453
SPDR PORTFOLIO S&P 600 SMALL CAP ETF (SPSM) 156,993 +156,993 $3,429
     SPSM156,993+156,993$3,429
ISHARES MSCI USA ESG OPTIMIZED ETF (ESGU) 56,947 +56,947 $3,274
     ESGU56,947+56,947$3,274
ADOBE INC COM 9,212 +9,212 $2,932
     ADBE9,212+9,212$2,932
INTEL CORP COM 51,878 +10,390 $2,808
     INTC51,878+10,390$2,808
WALMART INC COM 23,628 -211 $2,685
     WMT23,628-211$2,685
VERIZON COMMUNICATIONS INC COM 46,848 +11,083 $2,517
     VZ46,848+11,083$2,517
SPDR PORTFOLIO AGGREGATE BOND ETF (SPAB) 81,289 -271,775 $2,457
     SPAB81,289-271,775$2,457
SCHWAB FUNDAMENTAL INTERNATIONAL SMALL COMPANY INDEX ETF (FNDC) 92,080 -62,190 $2,162
     FNDC92,080-62,190$2,162
AT&T INC COM 73,224 +14,057 $2,134
     T73,224+14,057$2,134
ISHARES MSCI EM ESG SELECT ETF (ESGE) 77,210 +77,210 $2,113
     ESGE77,210+77,210$2,113
PROCTER & GAMBLE CO COM 17,760 +14,141 $1,954
     PG17,760+14,141$1,954
ABBOTT LABS COM 24,014 +376 $1,895
     ABT24,014+376$1,895
SPDR SSGA US LARGE CAP LOW VOLATILITY INDEX ETF (LGLV) 20,862 +20,862 $1,890
     LGLV20,862+20,862$1,890
SHERWIN WILLIAMS CO COM 3,911 -1 $1,797
     SHW3,911-1$1,797
JPMORGAN CHASE & CO COM 19,888 +2,947 $1,791
     JPM19,888+2,947$1,791
CISCO SYS INC COM 45,525 +1,537 $1,790
     CSCO45,525+1,537$1,790
ISHARES EDGE MSCI MIN VOL EAFE ETF (EFAV) 28,579 +28,579 $1,773
     EFAV28,579+28,579$1,773
UNITEDHEALTH GROUP INC COM 7,042 -593 $1,756
     UNH7,042-593$1,756
FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF (FTEC) 27,752 +27,752 $1,740
     FTEC27,752+27,752$1,740
MCDONALDS CORP COM 10,465 +655 $1,730
     MCD10,465+655$1,730
ISHARES CORE MSCI PACIFIC ETF (IPAC) 37,141 +37,141 $1,722
     IPAC37,141+37,141$1,722
PEPSICO INC COM 14,293 -3,221 $1,717
     PEP14,293-3,221$1,717
FLEXSHARES MORNINGSTAR US MARKET FACTORS TILT INDEX FUND (TILT) 18,223 +2,290 $1,699
     TILT18,223+2,290$1,699
DOMINION ENERGY INC COM 23,323 +1,619 $1,684
     D23,323+1,619$1,684
PAYPAL HLDGS INC COM 17,077 -10,663 $1,635
     PYPL17,077-10,663$1,635
AIR PRODS & CHEMS INC COM 8,040 -1,580 $1,605
     APD8,040-1,580$1,605
CLOROX CO DEL COM 9,197 +9,197 $1,593
     CLX9,197+9,197$1,593
GLAXOSMITHKLINE PLC SPONSORED ADR 39,272 +2,496 $1,488
     GSK39,272+2,496$1,488
SPDR S&P 500 ETF (SPY) 5,740 +1,974 $1,479
     SPY5,740+1,974$1,479
CVS HEALTH CORP COM 24,140 -1,134 $1,432
     CVS24,140-1,134$1,432
WASTE MGMT INC DEL COM 15,287 +2,199 $1,415
     WM15,287+2,199$1,415
ISHARES CORE U.S. REIT ETF (USRT) 36,083 -25,266 $1,413
     USRT36,083-25,266$1,413
SPDR SSGA US SMALL CAP LOW VOLATILITY INDEX ETF (SMLV) 19,870 +19,870 $1,313
     SMLV19,870+19,870$1,313
FS KKR CAPITAL CORP COM 427,154 +51,249 $1,281
     FSK427,154+51,249$1,281
ISHARES EDGE MSCI MIN VOL USA ETF (USMV) 22,342 +14,755 $1,207
     USMV22,342+14,755$1,207
VANGUARD DIVIDEND APPRECIATION INDEX FUND (VIG) 10,956 +358 $1,133
     VIG10,956+358$1,133

See Full List: All Stocks Held By Strategic Blueprint LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Strategic Blueprint LLC

Size ($ in 1000's)
At 03/31/2020: $171,306
At 12/31/2019: $145,586

Strategic Blueprint LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Strategic Blueprint LLC 13F filings. Link to 13F filings: SEC filings

Strategic Blueprint LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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