Instuitional Investor - Bip Wealth, Llc

Fund Profile
Filing Period:
Fund Name: Bip Wealth, Llc
Portfolio Value $1,270,722,634
Filing Period:
No. Security Ticker Shares Value % Port
1.
Wisdomtree Floating Ratetreasry Etf
5,696,462 $286,190,333 22.55%
2. SPY 569,525 $270,701,434 21.33%
3.
Ishares Treasury Floating Rate B Etf
1,469,779 $74,179,799 5.84%
4.
Vanguard Index Fds Total Stk Mkt Etf
226,267 $53,675,187 4.23%
5. IEF 672,848 $50,699,150 3.99%