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| Name: |
Blue Investment Partners LLC |
| City: |
ALAMO |
| State: |
CA |
| Zip: |
94507 |
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data |
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Filing Period: |
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| Holdings
Found :
6 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
USFR |
Wisdomtree Bloomberg Floati... |
17 |
New |
$50.48 |
$1,550,000 |
30,854 |
1.01% |
1,550,000 |
30,854 |
0.006 |
N/A |
|
|
IWM |
iShares Tr Russell 2000 Indx |
18 |
New |
$208.08 |
$1,422,000 |
7,086 |
0.93% |
1,422,000 |
7,086 |
0 |
Closed - End Fund - E... |
|
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JAAA |
Janus Henderson Aaa Clo Etf |
19 |
New |
$0.00 |
$1,337,000 |
26,577 |
0.87% |
1,337,000 |
26,577 |
0.03 |
N/A |
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AVUV |
Avantis Us Small Cap Value Etf |
20 |
New |
$93.45 |
$1,067,000 |
11,881 |
0.7% |
1,067,000 |
11,881 |
0.013 |
N/A |
|
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JQUA |
Jpmorgan Us Quality Factor Etf |
21 |
New |
$0.00 |
$868,000 |
18,126 |
0.57% |
868,000 |
18,126 |
0.02 |
N/A |
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JPM |
JP Morgan Chase & Co |
32 |
New |
$204.79 |
$231,000 |
1,358 |
0.15% |
231,000 |
1,358 |
0 |
Domestic Money Center... |
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