Instuitional Investor - Bip Wealth, Llc
Fund Profile
Filing Period:
| Fund Name: | Bip Wealth, Llc |
| Portfolio Value | $1,534,365,735 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | SPY | 535,287 | $299,434,462 | 19.52% | |
| 2. | Wisdomtree Floating Rate - ETF | 5,766,837 | $290,244,926 | 18.92% | |
| 3. | Ishares Treasury - ETF | 1,813,204 | $91,856,935 | 5.99% | |
| 4. | Vanguard Total Stock - ETF | 292,320 | $80,341,138 | 5.24% | |
| 5. | Vanguard Value Etf - ETF | 339,109 | $58,577,615 | 3.82% |
