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BIP

Blueprint Investment Partners Portfolio holdings

AUM $980M
1-Year Est. Return 27.19%
This Fund
S&P 500
This Quarter Est. Return
+13%
1 Year Est. Return
+27.19%
3 Year Est. Return
+75.09%
5 Year Est. Return
+111.16%
10 Year Est. Return
AUM
$157M
AUM Growth
+$58.6M
Cap. Flow
+$52.2M
Cap. Flow %
33.27%
Top 10 Hldgs %
71.62%
Holding
39
New
13
Increased
19
Reduced
4
Closed
3
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SPTM icon
1
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$13.5B
$36.2M 23.05%
957,805
+780,714
+441% +$27.9M
FQAL icon
2
Fidelity Quality Factor ETF
FQAL
$1.4B
$13M 8.29%
356,438
+305,219
+596% +$10.6M
SCHB icon
3
Schwab US Broad Market ETF
SCHB
$42.9B
$12.3M 7.85%
1,005,864
+609,504
+154% +$7.03M
GOVT icon
4
iShares US Treasury Bond ETF
GOVT
$43.6B
$11.7M 7.44%
417,192
-137,441
-25% -$3.84M
IAGG icon
5
iShares Core International Aggregate Bond Fund
IAGG
$10.9B
$8.28M 5.27%
148,645
+99,818
+204% +$5.52M
SPDW icon
6
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$40.2B
$8.09M 5.15%
292,727
+169,110
+137% +$4.43M
ITOT icon
7
iShares Core S&P Total US Stock Market ETF
ITOT
$93.7B
$6.74M 4.29%
96,992
+82,154
+554% +$5.37M
SPIP icon
8
State Street SPDR Portfolio TIPS ETF
SPIP
$1B
$5.76M 3.67%
191,061
+5,188
+3% +$154K
SPEM icon
9
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.2B
$5.67M 3.61%
169,472
+96,938
+134% +$3.03M
SHY icon
10
iShares 1-3 Year Treasury Bond ETF
SHY
$25.4B
$4.7M 2.99%
+54,264
New +$4.7M
IXUS icon
11
iShares Core MSCI Total International Stock ETF
IXUS
$58.2B
$4.63M 2.95%
84,973
+78,436
+1,200% +$4.03M
SPTL icon
12
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
$10.4B
$4.2M 2.68%
+89,561
New +$4.22M
USRT icon
13
iShares Core US REIT ETF
USRT
$4.62B
$4.16M 2.65%
95,678
+24,441
+34% +$1.03M
IEMG icon
14
iShares Core MSCI Emerging Markets ETF
IEMG
$150B
$4.12M 2.62%
86,492
+85,861
+13,607% +$3.83M
AGG icon
15
iShares Core US Aggregate Bond ETF
AGG
$137B
$3.98M 2.53%
+33,629
New +$3.94M
TIP icon
16
iShares TIPS Bond ETF
TIP
$14.5B
$3.34M 2.13%
27,121
+7,378
+37% +$897K
SCHR
17
Schwab Intermediately-Term US Treasury ETF
SCHR
$13.3B
$3.19M 2.03%
108,390
-127,262
-54% -$3.73M
SCHF icon
18
Schwab International Equity ETF
SCHF
$66.4B
$2.71M 1.73%
182,196
+78,690
+76% +$1.11M
SCHP icon
19
Schwab US TIPS ETF
SCHP
$16.3B
$1.89M 1.21%
63,100
+3,870
+7% +$115K
SCHH icon
20
Schwab US REIT ETF
SCHH
$11.4B
$1.78M 1.13%
100,826
+12,796
+15% +$222K
SCHE icon
21
Schwab Emerging Markets Equity ETF
SCHE
$12.5B
$1.76M 1.12%
72,255
+36,520
+102% +$830K
BWX icon
22
State Street SPDR Bloomberg International Treasury Bond ETF
BWX
$1.33B
$1.74M 1.11%
60,292
+34,562
+134% +$974K
IUSB icon
23
iShares Core Universal USD Bond ETF
IUSB
$42.8B
$1.35M 0.86%
24,943
-466
-2% -$25K
SCHO icon
24
Schwab Short-Term US Treasury ETF
SCHO
$12.8B
$1.13M 0.72%
43,730
-112,124
-72% -$2.9M
VEA icon
25
Vanguard FTSE Developed Markets ETF
VEA
$229B
$834K 0.53%
+21,510
New +$785K

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Blueprint Investment Partners's Q2 2020 Portfolio in Review

As of Q2 2020, Blueprint Investment Partners held 39 positions worth $157M, up 60% from $98.3M the previous quarter. Its ten largest holdings account for 72% of the portfolio.

Blueprint Investment Partners deployed $52.2M of net new capital in Q2 2020, opening 13 new positions and adding to 19 existing holdings. Its largest new stake was iShares 1-3 Year Treasury Bond ETF: 54,264 shares worth $4.7M.

By sector, the portfolio is most concentrated in Technology at 0.52% of assets, followed by Communication Services and Consumer Staples.

On the sell side, the largest reduction was iShares US Treasury Bond ETF, an estimated $3.84M trimmed.

  • Blueprint Investment Partners's largest Q2 2020 buy was iShares 1-3 Year Treasury Bond ETF: 54,264 shares worth $4.7M.
  • Blueprint Investment Partners added most to State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q2 2020, an estimated $27.9M increase.
  • Blueprint Investment Partners's biggest Q2 2020 reduction was iShares US Treasury Bond ETF, cutting an estimated $3.84M.
  • Blueprint Investment Partners fully exited State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2020, selling an estimated $28.7M.
  • Blueprint Investment Partners's ten largest holdings make up 72% of its $157M portfolio in Q2 2020.
  • Blueprint Investment Partners opened 13 new positions and closed 3 in Q2 2020.
  • Blueprint Investment Partners's portfolio value rose 60% quarter-over-quarter to $157M.

Based on Blueprint Investment Partners's 13F filing for Q2 2020, filed 13 Aug 2020.