Instuitional Investor - Bip Wealth, Llc
Fund Profile
Filing Period:
| Fund Name: | Bip Wealth, Llc |
| Portfolio Value | $1,270,722,634 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Wisdomtree Floating Ratetreasry Etf | 5,696,462 | $286,190,333 | 22.55% | |
| 2. | SPY | 569,525 | $270,701,434 | 21.33% | |
| 3. | Ishares Treasury Floating Rate B Etf | 1,469,779 | $74,179,799 | 5.84% | |
| 4. | Vanguard Index Fds Total Stk Mkt Etf | 226,267 | $53,675,187 | 4.23% | |
| 5. | IEF | 672,848 | $50,699,150 | 3.99% |
