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CIK: 0001590214
Total reported value
$3.5B
$3.5B
220 檔
22.2%
In Q1 2024, BIP Wealth, LLC's U.S. equity holdings reached a combined market value of $3.5B, distributed across 220 disclosed stock positions.
During Q1 2024, BIP Wealth, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including USFR, SPY, TFLO) accounted for 22.2% of total reported equity market value during Q1 2024.
Showing top 200 holdings (of 220 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 22.39% | -2.55% | +6.86% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 20.62% | -2.33% | -5.35% | |
| 3 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 5.83% | -0.49% | +7.07% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 4.44% | -0.36% | +3.20% | |
| 5 | EFA | Ishares Msci Eafe ETF | ETF-Other | 3.86% | -0.40% | -1.69% | |
| 6 | VTV | Vanguard Value ETF | ETF-Other | 2.88% | -0.52% | +32.21% | |
| 7 | VT | Vanguard Tot World Stk ETF | ETF-Other | 2.60% | -0.37% | +10.21% | |
| 8 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 2.44% | -0.09% | -10.41% | |
| 9 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 2.34% | -0.19% | +6.90% | |
| 10 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.49% | -0.04% | -2.20% | |
| 11 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 1.37% | -0.33% | -8.50% | |
| 12 | ULST | Ss Ultra Short Tm Bond ETF | ETF-Other | 1.26% | -0.21% | +11.16% | |
| 13 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 1.12% | -0.07% | -4.18% | |
| 14 | DGS | Wisdomtree Em Small Cap | ETF-Small Cap | 0.95% | -0.08% | +2.25% | |
| 15 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-Other | 0.89% | -0.23% | +16.22% | |
| 16 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.89% | -0.06% | -5.07% | |
| 17 | DOL | Wisdomtree Tr Dvlp Intnl-usd | ETF-Other | 0.85% | -0.17% | +7.40% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 0.80% | +0.01% | +2.86% | |
| 19 | DNL | Wisdmtree Gb Ex-us Ql Gr-usd | ETF-Other | 0.78% | -0.06% | -2.18% | |
| 20 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.76% | +0.28% | +10.16% | |
| 21 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.69% | +0.01% | +1.79% | |
| 22 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.68% | -0.13% | +13.17% | |
| 23 | VV | Vanguard Large-cap ETF | ETF-Other | 0.65% | -0.07% | -1.33% | |
| 24 | REET | Ishares Global Reit ETF | ETF-Other | 0.64% | -0.07% | -0.44% | |
| 25 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.63% | -0.03% | -6.56% | |
| 26 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.61% | +0.01% | -1.63% | |
| 27 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.61% | -0.06% | +2.57% | |
| 28 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.57% | -0.07% | +1.95% | |
| 29 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-Large Cap & Growth | 0.54% | -0.06% | -15.05% | |
| 30 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.53% | -0.10% | +4.67% | |
| 31 | DES | Wisdomtree US Smallcap Divid | ETF-Other | 0.52% | -0.07% | -1.84% | |
| 32 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.51% | +0.32% | +2.06% | |
| 33 | HD | Home Depot Inc | Stock-Consumer Disc | 0.50% | -0.01% | +6.95% | |
| 34 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.50% | -0.06% | +79.47% | |
| 35 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.47% | -0.47% | -7.02% | |
| 36 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.43% | -0.05% | +12.25% | |
| 37 | VRRM | Verra Mobility CORP | Stock-Other | 0.40% | +0.01% | NEW | |
| 38 | MSFT | Microsoft CORP | Stock-Tech | 0.40% | -0.01% | +22.60% | |
| 39 | EWX | State Street Spdr S&p Emergi | ETF-Other | 0.37% | -0.03% | +6.57% | |
| 40 | MSTR | Strategy Inc | Stock-Tech | 0.37% | — | +20.24% | |
| 41 | DAVA | Endava Plc- Spon Adr | Stock-Other | 0.32% | -0.01% | -5.13% | |
| 42 | VB | Vanguard Small-cap ETF | ETF-Other | 0.28% | -0.01% | +9.50% | |
| 43 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.28% | +0.11% | -3.97% | |
| 44 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.27% | -0.02% | -0.43% | |
| 45 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.27% | +0.08% | +4.09% | |
| 46 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.24% | — | +33.12% | |
| 47 | VUG | Vanguard Growth ETF | ETF-Other | 0.24% | -0.05% | +0.56% | |
| 48 | GWX | State Street Spdr S&p Intern | ETF-Other | 0.22% | -0.04% | +2.04% | |
| 49 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 0.22% | -0.01% | -1.78% | |
| 50 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.21% | +0.68% | -0.29% |
According to official SEC Form 13F filings, BIP Wealth, LLC reported a total U.S. public equity portfolio value of $3.5B across 220 disclosed positions in Q1 2024.
During Q1 2024, BIP Wealth, LLC's top holdings by market value included USFR (22.4%)、SPY (20.6%)、TFLO (5.8%). The largest single position, USFR, represented 22.4% of total portfolio value.
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In Q1 2024, BIP Wealth, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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