Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q2 2013 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SPDR S&P500 ETF TRUST TRUST UNIT DEPOSITARY RECEIPT | 3 | Q3 2023 | 26.4% |
WISDOMTREE US EFFICIENT CORE FLOATING RATE TREASURY FUND | 3 | Q3 2023 | 22.4% |
ISHARES TRUST TRS FLT RT BD ETF | 3 | Q3 2023 | 8.6% |
ISHARES TRUST MSCI EAFE ETF | 3 | Q3 2023 | 5.5% |
VANGUARD TOTAL STOCK MARKET ETF | 3 | Q3 2023 | 4.5% |
SPDR S&P 500 VALUE ETF | 3 | Q3 2023 | 3.0% |
VANGUARD TT WRLD ST ETF | 3 | Q3 2023 | 3.0% |
VANGUARD INTL EQUITY INDEX FDS ALLWRLD EX US | 3 | Q3 2023 | 2.7% |
SPDR SHORT TERM CORPORATE BND ETF | 3 | Q3 2023 | 2.5% |
ISHARES TRUST RUSSELL 2000 ETF | 3 | Q3 2023 | 1.9% |
View BIP Wealth, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-05-08 |
13F-HR | 2024-02-02 |
13F-HR | 2023-11-09 |
13F-HR | 2023-07-27 |
13F-HR | 2023-05-10 |
View BIP Wealth, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.