Instuitional Investor - Bip Wealth, Llc

Fund Profile
Filing Period:
Fund Name: Bip Wealth, Llc
Portfolio Value $3,690,853,686
Filing Period:
No. Security Ticker Shares Value % Port
1. SPY 519,021 $395,821,195 10.72%
2.
Wisdomtree Tr
5,638,832 $284,140,725 7.7%
3.
Vanguard Index Fds - S&P 500 ETF SHS
282,798 $198,201,916 5.37%
4.
Vanguard Index Fds
392,352 $146,833,885 3.98%
5.
Vanguard Index Fds - MRNGSTR VAL ETF
519,831 $112,325,112 3.04%