Instuitional Investor - Bip Wealth, Llc
Fund Profile
Filing Period:
| Fund Name: | Bip Wealth, Llc |
| Portfolio Value | $2,833,208,343 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | SPY | 519,051 | $353,951,410 | 12.49% | |
| 2. | Wisdomtree Tr | 5,306,058 | $267,000,864 | 9.42% | |
| 3. | Vanguard Index Fds - S&P 500 ETF SHS | 251,628 | $157,803,710 | 5.57% | |
| 4. | Vanguard Index Fds | 344,071 | $115,356,638 | 4.07% | |
| 5. | Vanguard Index Fds - VALUE ETF | 490,263 | $93,635,251 | 3.3% |