Instuitional Investor - Bip Wealth, Llc
Fund Profile
Filing Period:
| Fund Name: | Bip Wealth, Llc |
| Portfolio Value | $1,494,600,072 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | SPY | 525,262 | $307,845,540 | 20.59% | |
| 2. | Wisdomtree Floating Rate | 5,696,740 | $286,659,935 | 19.17% | |
| 3. | Ishares Treasury Floatng | 1,570,323 | $79,254,198 | 5.3% | |
| 4. | Vanguard Total Stock | 272,183 | $78,881,485 | 5.27% | |
| 5. | Vanguard Value Etf | 347,303 | $58,798,449 | 3.93% |
