Instuitional Investor - Bip Wealth, Llc
Fund Profile
Filing Period:
| Fund Name: | Bip Wealth, Llc |
| Portfolio Value | $1,623,064,252 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | SPY | 509,094 | $314,543,473 | 19.38% | |
| 2. | Wisdomtree Floating Rate | 4,122,394 | $207,397,627 | 12.78% | |
| 3. | Ishares Treasury | 1,415,553 | $71,697,755 | 4.42% | |
| 4. | Wisdomtree Tr | 1,352,578 | $68,048,184 | 4.19% | |
| 5. | Vanguard Total Stock | 222,360 | $67,582,020 | 4.16% |
