BW

BIP Wealth, LLC

13F
BIP Wealth, LLC
Last update 2025-05-02 278 Stocks (18 new)
Value $1.53 Bil Turnover 5 %
Countries:
Top Holdings: SPY(19.53%)USFR(18.93%)TFLO(5.99%)VTI(5.24%)VTV(3.82%)
Summary Stock Picks Current Portfolio
BIP Wealth, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SPY
SPDR S&P 500 ETF Trust
535,287
299,434.5
+1.91%
19.530
+0.37%
0.050
+19.57%
+7.72%
643,289.7
 
USFR
WisdomTree Floating Rate Treasury Fund
WisdomTree Floating Rate Treasury Fund
5,766,837
290,244.9
+1.23%
18.930
+0.23%
1.540
+0.04%
+0.24%
18,637.0
 
TFLO
iShares Treasury Floating Rate Bond ETF
iShares Treasury Floating Rate Bond ETF
1,813,204
91,856.9
+15.47%
5.990
+0.80%
1.290
+0.02%
+0.24%
6,743.2
 
VTI
Vanguard Total Stock Market ETF
292,320
80,341.1
+7.40%
5.240
+0.36%
0.020
+19.46%
+6.65%
476,615.2
 
VTV
Vanguard Value ETF
339,109
58,577.6
-2.36%
3.820
-0.09%
0.040
+9.83%
+4.94%
132,881.1
 
EFA
iShares MSCI EAFE ETF
651,518
53,248.5
+0.37%
3.470
+0.01%
0.090
+8.95%
+16.86%
63,725.9
 
VEU
Vanguard FTSE All-World ex-US ETF
637,521
38,672.0
+4.36%
2.520
+0.11%
0.100
+12.32%
+17.00%
44,208.3
 
VT
Vanguard Total World Stock ETF
331,746
38,466.0
+5.94%
2.510
+0.14%
0.090
+16.81%
+10.55%
45,977.1
 
SPYV
SPDR Portfolio S&P 500 Value ETF
524,855
26,804.4
-8.04%
1.750
-0.16%
0.100
+11.21%
+3.38%
26,844.9
 
ULST
SPDR SSgA Ultra Short Term Bond ETF
538,959
21,908.7
+7.69%
1.430
+0.10%
3.380
+0.04%
+0.41%
593.4
 

BIP Wealth, LLC's Historical Top Holdings Breakdowns

BIP Wealth, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
HHDS
Highlands REIT Inc
2025-03-31
New Buy
New Buy
+0.95%
●
0.02 ($0.06) 0.11
$0.05
-19.85%
New holding
755,076
755,076
TFLO
iShares Treasury Floating Rate Bond ETF
iShares Treasury Floating Rate Bond ETF
2025-03-31
Add
Add
+0.80%
●
50.48 ($50.58) 50.68
$50.59
0.02%
Add 15.47%
1,813,204
242,881
SPYG
SPDR Portfolio S&P 500 Growth ETF
2025-03-31
Add
Add
+0.39%
●
80.05 ($87.3) 92.39
$97.27
11.42%
Add 172.64%
117,705
74,533
SPY
SPDR S&P 500 ETF Trust
2025-03-31
Add
Add
+0.37%
●
551.42 ($587.78) 612.93
$627.58
6.77%
Add 1.91%
535,287
10,025
VTI
Vanguard Total Stock Market ETF
2025-03-31
Add
Add
+0.36%
●
271.18 ($290.53) 303.12
$309.09
6.39%
Add 7.4%
292,320
20,137
VUG
Vanguard Growth ETF
2025-03-31
Add
Add
+0.33%
●
369.1 ($404.54) 427.61
$448.39
10.84%
Add 116.36%
25,247
13,578
USFR
WisdomTree Floating Rate Treasury Fund
WisdomTree Floating Rate Treasury Fund
2025-03-31
Add
Add
+0.23%
●
50.29 ($50.4) 50.5
$50.44
0.08%
Add 1.23%
5,766,837
70,097
SPYV
SPDR Portfolio S&P 500 Value ETF
2025-03-31
Reduce
Reduce
-0.16%
●
49.78 ($51.86) 53.19
$52.87
1.95%
Reduce -8.04%
524,855
-45,894
VT
Vanguard Total World Stock ETF
2025-03-31
Add
Add
+0.14%
●
115.08 ($119.66) 123.97
$129.87
8.53%
Add 5.94%
331,746
18,614
DGS
WisdomTree Emerging Markets SmallCap Dividend Fund
WisdomTree Emerging Markets SmallCap Dividend Fund
2025-03-31
Reduce
Reduce
-0.12%
●
47.4 ($49.05) 50.24
$56.08
14.33%
Reduce -13.63%
228,453
-36,060

BIP Wealth, LLC Total Holding History ($B)

To

BIP Wealth, LLC's Asset Allocation

To

BIP Wealth, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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BIP Wealth, LLC's Hypothetical Growth since 2025-03-31

BIP Wealth, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

BIP Wealth, LLC's Holdings Heat Map

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BIP Wealth, LLC's Holdings Bubble Chart

BIP Wealth, LLC News

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