Instuitional Investor - Bip Wealth, Llc
Fund Profile
Filing Period:
| Fund Name: | Bip Wealth, Llc |
| Portfolio Value | $3,524,394,897 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | SPY | 503,321 | $375,864,846 | 10.66% | |
| 2. | Wisdomtree Tr | 5,521,691 | $278,017,124 | 7.89% | |
| 3. | Vanguard Index Fds - S&P 500 ETF SHS | 273,046 | $187,530,712 | 5.32% | |
| 4. | Vanguard Index Fds | 380,548 | $140,818,064 | 4% | |
| 5. | Vanguard Index Fds - VALUE ETF | 513,451 | $111,896,286 | 3.17% |