Instuitional Investor - Bip Wealth, Llc
Fund Profile
Filing Period:
| Fund Name: | Bip Wealth, Llc |
| Portfolio Value | $3,690,853,686 |
Top 13F Holdings
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% |