| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2020 | ||||||||
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 | 2024-02-02 |
| 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.