Bip Wealth, LLC

CIK Number: 0001590214

1.62B

Market Value

267

# of Holdings

7 months

Avg. Holding Period

Win Rate

Peformance 3-Years

Main Sectors:

Top Industries:

Filing Date: Jul 31, 2025

Rank	Symbol	Name	Price	% Change	Shares	% Change Shares	Market Value	Avg. Price Paid	% Weight	Asset Type
1	SPY	SPDR S&P 500 ET...	669.25	0.00%	528.51K	-1.27%	326.54M	426.19	20.12%	Share
2	USFR	WisdomTree Floa...	50.28	+0.03%	5.47M	-5.06%	275.45M	50.29	16.97%	Share
3	VTI	Vanguard Total ...	329.96	+0.05%	308.35K	+5.48%	93.72M	233.2	5.77%	Share
4	TFLO	iShares Treasur...	50.45	+0.03%	1.81M	+0.01%	91.84M	50.58	5.66%	Share
5	VTV	Vanguard Value ...	187.51	+0.53%	345.8K	+1.97%	61.12M	154.45	3.77%	Share
6	EFA	iShares MSCI EA...	95.09	+0.85%	644.22K	-1.12%	57.59M	72.61	3.55%	Share
7	VT	Vanguard Total ...	139.08	+0.27%	331.18K	-0.17%	42.56M	99.05	2.62%	Share
8	VEU	Vanguard FTSE A...	72.63	+0.71%	627.91K	-1.51%	42.21M	55.63	2.60%	Share
9	SPYV	SPDR Portfolio ...	55.69	+0.37%	514.24K	-2.02%	26.92M	41.68	1.66%	Share
10	ULST	SPDR SSgA Ultra...	40.60	-0.01%	539.55K	+0.11%	21.94M	40.37	1.35%	Share
11	SPSB	SPDR Portfolio ...	30.21	-0.02%	705.04K	+21.78%	21.29M	29.79	1.31%	Share
12	IWM	iShares Russell...	245.84	+0.75%	97.79K	-0.61%	21.1M	182.39	1.30%	Share
13	DLS	WisdomTree Inte...	79.99	+0.93%	274.69K	-2.92%	20.63M	62.97	1.27%	Share
14	SPTM	SPDR Portfolio ...	81.03	+0.01%	260.37K	+9.82%	19.5M	56.28	1.20%	Share
15	DOL	WisdomTree Inte...	63.13	+0.78%	308.56K	-4.79%	18.38M	48.58	1.13%	Share
16	VUG	Vanguard Growth...	481.34	-0.4%	37.86K	+49.96%	16.6M	364.58	1.02%	Share
17	VWO	Vanguard Emergi...	54.78	+0.20%	302.22K	-3.47%	14.95M	41.8	0.92%	Share
18	SPYG	SPDR Portfolio ...	104.81	-0.31%	151.76K	+28.93%	14.47M	79.71	0.89%	Share
19	EEM	iShares MSCI Em...	54.22	+0.28%	298.51K	-1.85%	14.4M	40.04	0.89%	Share
20	AAPL	Apple Inc.	258.02	+0.35%	61.62K	+1.64%	12.64M	176.06	0.78%	Share

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