BLUE CAPITAL, INC.

PrivateCIK: 2032856
Location

OMAHA, NE

122
Positions
$157.52M
Total AUM (reported)
2.01M
Total Shares

Allocation by class

TOTAL AUM$157.52M122 positions
COM$51.34M32.6%
UNIT SER 1$10.67M6.8%
ST STR P500ETF$6.41M4.1%
VNG RUS1000GRW$6.10M3.9%
IT RT HDG HGYL$4.79M3.0%
COM NEW$4.42M2.8%
UNITS$3.41M2.2%

Portfolio Concentration

Top 314.7%4–1015.8%11–2526.2%Rest43.2%TOP 1030.5%0%100%
Top 3$23.18M14.7%
4–10$24.93M15.8%
11–25$41.31M26.2%
Rest$68.10M43.2%

Top 3 weight

14.7%

Top 10 weight

30.5%

Voting Authority Distribution

Total shares with voting rights: 2.01M

Sole

Full voting authority

2.01M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole122
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings122
Rows:

INVESCO QQQ TR

SOLE
UNIT SER 1
Shares14.49K
TypeSH
Market value$10.67M
6.77%
Sole
14.49K
Shared
0.00
None
0.00

SPDR SERIES TRUST

SOLE
ST STR P500ETF
Shares72.89K
TypeSH
Market value$6.41M
4.07%
Sole
72.89K
Shared
0.00
None
0.00

VANGUARD SCOTTSDALE FDS

SOLE
VNG RUS1000GRW
Shares47.76K
TypeSH
Market value$6.10M
3.88%
Sole
47.76K
Shared
0.00
None
0.00

ISHARES U S ETF TR

SOLE
IT RT HDG HGYL
Shares55.25K
TypeSH
Market value$4.79M
3.04%
Sole
55.25K
Shared
0.00
None
0.00

ELI LILLY & CO

SOLE
COM
Shares3.11K
TypeSH
Market value$3.73M
2.37%
Sole
3.11K
Shared
0.00
None
0.00

ISHARES TR

SOLE
FLTG RATE NT ETF
Shares64.83K
TypeSH
Market value$3.31M
2.10%
Sole
64.83K
Shared
0.00
None
0.00

ISHARES TR

SOLE
CORE S&P500 ETF
Shares4.41K
TypeSH
Market value$3.30M
2.10%
Sole
4.41K
Shared
0.00
None
0.00

ISHARES TR

SOLE
7-10 YR TRSY BD
Shares34.90K
TypeSH
Market value$3.30M
2.10%
Sole
34.90K
Shared
0.00
None
0.00

ISHARES TR

SOLE
3 7 YR TREAS BD
Shares28K
TypeSH
Market value$3.29M
2.09%
Sole
28K
Shared
0.00
None
0.00

INVESCO ACTIVELY MANAGED EXC

SOLE
VAR RATE INVT
Shares128.37K
TypeSH
Market value$3.22M
2.04%
Sole
128.37K
Shared
0.00
None
0.00

ISHARES TR

SOLE
1 3 YR TREAS BD
Shares38.94K
TypeSH
Market value$3.20M
2.03%
Sole
38.94K
Shared
0.00
None
0.00

SCHWAB STRATEGIC TR

SOLE
SHT TM US TRES
Shares123.25K
TypeSH
Market value$2.98M
1.89%
Sole
123.25K
Shared
0.00
None
0.00

PHILIP MORRIS INTL INC

SOLE
COM
Shares16.34K
TypeSH
Market value$2.96M
1.88%
Sole
16.34K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL C
Shares8.26K
TypeSH
Market value$2.92M
1.85%
Sole
8.26K
Shared
0.00
None
0.00

INVESCO EXCHANGE TRADED FD T

SOLE
S&P500 EQL WGT
Shares13.44K
TypeSH
Market value$2.86M
1.82%
Sole
13.44K
Shared
0.00
None
0.00

CITIGROUP INC

SOLE
COM NEW
Shares20.04K
TypeSH
Market value$2.81M
1.78%
Sole
20.04K
Shared
0.00
None
0.00

CENTENE CORP DEL

SOLE
COM
Shares43.61K
TypeSH
Market value$2.80M
1.78%
Sole
43.61K
Shared
0.00
None
0.00

CSX CORP

SOLE
COM
Shares58.61K
TypeSH
Market value$2.79M
1.77%
Sole
58.61K
Shared
0.00
None
0.00

DIGITAL RLTY TR INC

SOLE
COM
Shares15.02K
TypeSH
Market value$2.70M
1.71%
Sole
15.02K
Shared
0.00
None
0.00

CISCO SYS INC

SOLE
COM
Shares22.91K
TypeSH
Market value$2.69M
1.71%
Sole
22.91K
Shared
0.00
None
0.00

DOMINION ENERGY INC

SOLE
COM
Shares39.06K
TypeSH
Market value$2.67M
1.69%
Sole
39.06K
Shared
0.00
None
0.00

ISHARES TR

SOLE
20 YR TR BD ETF
Shares30.61K
TypeSH
Market value$2.64M
1.68%
Sole
30.61K
Shared
0.00
None
0.00

ISHARES TR

SOLE
LATN AMER 40 ETF
Shares75.02K
TypeSH
Market value$2.53M
1.61%
Sole
75.02K
Shared
0.00
None
0.00

FORD MTR CO

SOLE
COM
Shares174.46K
TypeSH
Market value$2.42M
1.54%
Sole
174.46K
Shared
0.00
None
0.00

APPLE INC

SOLE
COM
Shares8.14K
TypeSH
Market value$2.35M
1.49%
Sole
8.14K
Shared
0.00
None
0.00
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