Bip Wealth, LLC
CIK Number: 0001590214
1.49B
Market Value
264
# of Holdings
5 months
Avg. Holding Period
34.57%
Win Rate
21.97%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ET... | 526.57 | +0.17% | 525.26K | +0.03% | 307.85M | 423.65 | 20.60% |
| 2 | USFR | WisdomTree Floa... | 50.42 | +0.06% | 5.7M | -5.17% | 286.66M | 50.29 | 19.18% |
| 3 | TFLO | iShares Treasur... | 50.58 | +0.04% | 1.57M | +6.15% | 79.25M | 50.57 | 5.30% |
| 4 | VTI | Vanguard Total ... | 258.83 | +0.24% | 272.18K | +9.84% | 78.88M | 225.96 | 5.28% |
| 5 | VTV | Vanguard Value ... | 161.78 | +0.25% | 347.3K | +1.41% | 58.8M | 154.01 | 3.93% |
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