BIP Wealth, LLC 13F Holdings
CIK 0001590214 · ATLANTA, GA
As of Sep 30, 2025, BIP Wealth, LLC reported 426 positions worth
CIK 0001590214 · ATLANTA, GA
As of Sep 30, 2025, BIP Wealth, LLC reported 426 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST | SPY | — | 512,631 | $341.5M | 17.56% |
| WISDOMTREE FLOATING RATE TREASURY FUND | USFR | — | 5,133,797 | $258.1M | 13.27% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 325,339 | 06.8M | 5.49% |
| VANGUARD 500 INDEX FUND | VOO | — | 154,724 | $94.8M | 4.87% |
| ISHARES TREASURY FLOATING RATE BOND ETF | TFLO | — | 1,499,531 | $75.9M | 3.90% |
| VANGUARD VALUE INDEX FUND | VTV | — | 329,979 | $61.5M | 3.16% |
| ISHARES MSCI EAFE ETF | EFA | — | 649,432 | $60.6M | 3.12% |
| VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | VEU | — | 620,904 | $44.3M | 2.28% |
| VANGUARD TOTAL WORLD STOCK INDEX FUND | VT | — | 318,875 | $43.9M | 2.26% |
| STATE STREET(R) SPDR(R) PORTFOLIO SHORT TERM CORPORATE BOND ETF | SPSB | — | 1,289,399 | $39.1M | 2.01% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 505,257 | $30.3M | 1.56% |
| VANGUARD TAX-EXEMPT BOND INDEX FUND | VTEB | — | 566,546 | $28.4M | 1.46% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) VALUE ETF | SPYV | — | 499,453 | $27.6M | 1.42% |
| VANGUARD EMERGING MARKETS STOCK INDEX FUND | VWO | — | 484,454 | $26.2M | 1.35% |
| VANGUARD TOTAL BOND MARKET INDEX FUND | BND | — | 329,636 | $24.5M | 1.26% |
| ISHARES RUSSELL 2000 ETF | IWM | — | 96,890 | $23.4M | 1.21% |
| VANGUARD EXTENDED MARKET INDEX FUND | VXF | — | 111,808 | $23.4M | 1.20% |
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND | VCIT | — | 271,833 | $22.9M | 1.18% |
| STATE STREET(R) ULTRA SHORT TERM BOND ETF | ULST | — | 553,665 | $22.5M | 1.16% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 1500(R) COMPOSITE STOCK MARKET ETF | SPTM | — | 268,457 | $21.7M | 1.11% |
| WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUND | DLS | — | 269,365 | $21.4M | 1.10% |
| APPLE INC | AAPL | Technology | 76,793 | 9.6M | 1.01% |
| VANGUARD GROWTH INDEX FUND | VUG | — | 40,558 | 9.5M | 1.00% |
| WISDOMTREE TR | DOL | — | 308,531 | 9.2M | 0.99% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETF | SPYG | — | 179,674 | 8.8M | 0.97% |