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CIK: 0001590214
Total reported value
$3.5B
$3.5B
194 檔
19.6%
During the Q2 2024 filing period, BIP Wealth, LLC (CIK: 0001590214) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $3.5B across 194 reported positions.
During Q2 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 SPY, USFR, TFLO) accounted for 19.6% of total reported equity market value during Q2 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 21.67% | -2.33% | -9.80% | |
| 2 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 21.34% | -2.55% | -14.92% | |
| 3 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 5.14% | -0.49% | -21.33% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 4.62% | -0.36% | -9.64% | |
| 5 | EFA | Ishares Msci Eafe ETF | ETF-Other | 3.90% | -0.40% | -8.14% | |
| 6 | VTV | Vanguard Value ETF | ETF-Other | 3.44% | -0.52% | +8.33% | |
| 7 | VT | Vanguard Tot World Stk ETF | ETF-Other | 2.44% | -0.37% | -17.53% | |
| 8 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 2.37% | -0.19% | -9.89% | |
| 9 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 2.34% | -0.09% | -11.92% | |
| 10 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.49% | -0.04% | -7.26% | |
| 11 | ULST | Ss Ultra Short Tm Bond ETF | ETF-Other | 1.30% | -0.21% | -7.51% | |
| 12 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 1.21% | -0.33% | -21.11% | |
| 13 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 1.07% | -0.07% | -17.61% | |
| 14 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-Other | 1.03% | -0.23% | +5.81% | |
| 15 | DOL | Wisdomtree Tr Dvlp Intnl-usd | ETF-Other | 0.98% | -0.17% | +4.71% | |
| 16 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.97% | -0.06% | -5.52% | |
| 17 | DGS | Wisdomtree Em Small Cap | ETF-Small Cap | 0.97% | -0.08% | -9.76% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 0.95% | +0.01% | -13.31% | |
| 19 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.92% | +0.28% | +2.48% | |
| 20 | VV | Vanguard Large-cap ETF | ETF-Other | 0.74% | -0.07% | -1.99% | |
| 21 | DNL | Wisdmtree Gb Ex-us Ql Gr-usd | ETF-Other | 0.73% | -0.06% | -16.35% | |
| 22 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.72% | -0.13% | -5.74% | |
| 23 | REET | Ishares Global Reit ETF | ETF-Other | 0.65% | -0.07% | -7.38% | |
| 24 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.64% | +0.01% | -18.66% | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.60% | +0.32% | +1.62% | |
| 26 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.59% | -0.06% | +9.19% | |
| 27 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.59% | -0.07% | -8.01% | |
| 28 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.59% | -0.10% | +0.74% | |
| 29 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.57% | -0.03% | -17.84% | |
| 30 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.57% | +0.01% | -15.69% | |
| 31 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.56% | -0.06% | -12.20% | |
| 32 | DES | Wisdomtree US Smallcap Divid | ETF-Other | 0.51% | -0.07% | -7.96% | |
| 33 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.49% | -0.05% | +5.11% | |
| 34 | HD | Home Depot Inc | Stock-Consumer Disc | 0.49% | -0.01% | -2.65% | |
| 35 | VRRM | Verra Mobility CORP | Stock-Other | 0.49% | +0.01% | NEW | |
| 36 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-Large Cap & Growth | 0.48% | -0.06% | -20.32% | |
| 37 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.46% | -0.47% | -12.70% | |
| 38 | MSFT | Microsoft CORP | Stock-Tech | 0.46% | -0.01% | -3.22% | |
| 39 | EWX | State Street Spdr S&p Emergi | ETF-Other | 0.41% | -0.03% | -6.03% | |
| 40 | VB | Vanguard Small-cap ETF | ETF-Other | 0.32% | -0.01% | +6.74% | |
| 41 | VUG | Vanguard Growth ETF | ETF-Other | 0.29% | -0.05% | +0.60% | |
| 42 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.29% | -0.02% | -10.25% | |
| 43 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.28% | +0.11% | -9.78% | |
| 44 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.27% | — | -6.22% | |
| 45 | DAVA | Endava Plc- Spon Adr | Stock-Other | 0.26% | -0.01% | -4.37% | |
| 46 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.25% | -0.03% | +6.73% | |
| 47 | GWX | State Street Spdr S&p Intern | ETF-Other | 0.24% | -0.04% | -3.04% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.23% | -0.05% | -0.22% | |
| 49 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.21% | +0.68% | -8.41% | |
| 50 | NVDA | Nvidia CORP | Stock-Tech | 0.21% | +0.02% | +805.44% |
According to official SEC Form 13F filings, BIP Wealth, LLC reported a total U.S. public equity portfolio value of $3.5B across 194 disclosed positions in Q2 2024.
During Q2 2024, BIP Wealth, LLC's top holdings by market value included SPY (21.7%)、USFR (21.3%)、TFLO (5.1%). The largest single position, SPY, represented 21.7% of total portfolio value.
In Q2 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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