Bip Wealth, LLC
CIK Number: 0001590214
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... | 611.96 | +0.80% | 525.26K | +0.03% | 307.85M | 423.65 | 20.60% |
| 2 | USFR | WisdomTree Floa... | 50.29 | 0.00% | 5.7M | -5.17% | 286.66M | 50.29 | 19.18% |
| 3 | TFLO | iShares Treasur... | 50.62 | 0.00% | 1.57M | +6.15% | 79.25M | 50.57 | 5.30% |
| 4 | VTI | Vanguard Total ... | 302.04 | +0.90% | 272.18K | +9.84% | 78.88M | 225.96 | 5.28% |
| 5 | VTV | Vanguard Value ... | 176.23 | +0.72% | 347.3K | +1.41% | 58.8M | 154.01 | 3.93% |
| 6 | EFA | iShares MSCI EA... | 88.55 | +1.13% | 649.1K | -1.58% | 49.08M | 72.58 | 3.28% |
| 7 | VT | Vanguard Total ... | 127.47 | +0.95% | 313.13K | +3.40% | 36.79M | 98.04 | 2.46% |
| 8 | VEU | Vanguard FTSE A... | 66.77 | +0.98% | 610.87K | +5.83% | 35.07M | 55.41 | 2.35% |
| 9 | SPYV | SPDR Portfolio ... | 51.93 | +0.56% | 570.75K | -6.7% | 29.19M | 41.68 | 1.95% |
| 10 | IWM | iShares Russell... | 215.50 | +1.67% | 96.66K | +0.50% | 21.36M | 182.08 | 1.43% |
| 11 | ULST | SPDR SSgA Ultra... | 40.65 | +0.11% | 500.49K | +6.79% | 20.22M | 40.35 | 1.35% |
| 12 | DLS | WisdomTree Inte... | 74.06 | +1.58% | 275.87K | +13.75% | 17.37M | 62.89 | 1.16% |
| 13 | SPSB | SPDR Portfolio ... | 30.16 | +0.10% | 552.53K | +1.70% | 16.5M | 29.68 | 1.10% |
| 14 | DOL | WisdomTree Inte... | 58.96 | +0.84% | 320.37K | +15.14% | 15.84M | 48.51 | 1.06% |
| 15 | SPTM | SPDR Portfolio ... | 74.20 | +0.86% | 218.57K | -2.55% | 15.61M | 53.31 | 1.04% |
| 16 | AAPL | Apple Inc. | 201.21 | -0.18% | 61.95K | -1.07% | 15.51M | 175.59 | 1.04% |
| 17 | VWO | Vanguard Emergi... | 49.45 | +0.69% | 324.83K | +11.66% | 14.31M | 41.8 | 0.96% |
| 18 | DGS | WisdomTree Emer... | 54.95 | +0.99% | 264.51K | +3.29% | 12.94M | 47.1 | 0.87% |
| 19 | EEM | iShares MSCI Em... | 48.28 | +0.67% | 302.21K | -0.81% | 12.64M | 40.02 | 0.85% |
| 20 | STIP | iShares 0-5 Yea... | 102.83 | +0.15% | 113.53K | +9.29% | 11.42M | 99.2 | 0.76% |
| 21 | REET | iShares Global ... | 24.61 | +0.22% | 422.59K | +13.55% | 10.13M | 23.32 | 0.68% |
| 22 | VV | Vanguard Large ... | 283.29 | +0.67% | 36.72K | -0.47% | 9.9M | 188.15 | 0.66% |
| 23 | DFUV | Dimensional US ... | 42.08 | +0.97% | 233.61K | +10.25% | 9.56M | 38.7 | 0.64% |
| 24 | SLYV | SPDR S&P 600 Sm... | 79.92 | +1.59% | 108.8K | +6.84% | 9.49M | 78.62 | 0.64% |
| 25 | DNL | WisdomTree Glob... | 39.80 | +1.21% | 255.69K | +4.17% | 9.2M | 35.84 | 0.62% |
| 26 | EFV | iShares MSCI EA... | 63.08 | +1.07% | 173.08K | +9.60% | 9.08M | 50.3 | 0.61% |
| 27 | IVV | iShares Core S&... | 614.96 | +0.82% | 14.17K | -2.17% | 8.34M | 428.34 | 0.56% |
| 28 | ACWI | iShares MSCI AC... | 127.51 | +0.87% | 70.93K | -1.74% | 8.33M | 93.4 | 0.56% |
| 29 | IAGG | iShares Core In... | 51.09 | +0.10% | 166.9K | +4.81% | 8.33M | 49.32 | 0.56% |
| 30 | STRL | Sterling Infras... | 228.67 | +1.80% | 49.2K | +100.00% | 8.29M | 168.45 | 0.55% |
| 31 | VYM | Vanguard High D... | 132.15 | +0.88% | 61.16K | -6.04% | 7.8M | 108.24 | 0.52% |
| 32 | SLYG | SPDR S&P 600 Sm... | 88.42 | +1.56% | 86.19K | +9.20% | 7.79M | 79.44 | 0.52% |
| 33 | DES | WisdomTree U.S.... | 31.83 | +1.50% | 224.13K | +2.36% | 7.7M | 29.24 | 0.52% |
| 34 | HD | The Home Depot,... | 363.71 | +0.51% | 18.74K | -2.06% | 7.29M | 314.4 | 0.49% |
| 35 | SPDW | SPDR Portfolio ... | 40.12 | +1.20% | 210.58K | -3.55% | 7.19M | 32.69 | 0.48% |
| 36 | EWX | SPDR S&P Emergi... | 61.62 | +0.58% | 118.68K | +10.36% | 6.96M | 54.4 | 0.47% |
| 37 | VIG | Vanguard Divide... | 203.59 | +0.62% | 32.63K | -2.11% | 6.39M | 158.48 | 0.43% |
| 38 | SPYD | SPDR Portfolio ... | 42.20 | +0.97% | 142.7K | -2.79% | 6.17M | 38.05 | 0.41% |
| 39 | MSFT | Microsoft Corpo... | 497.50 | +1.06% | 14.01K | -4.32% | 5.9M | 334.79 | 0.40% |
| 40 | VB | Vanguard Small ... | 237.05 | +1.40% | 23.12K | +13.59% | 5.56M | 205.77 | 0.37% |
| 41 | VRRM | Verra Mobility ... | 25.29 | +1.12% | 219.75K | 0.00% | 5.31M | 16.92 | 0.36% |
| 42 | VUG | Vanguard Growth... | 433.78 | +0.82% | 11.67K | +12.01% | 4.79M | 277.54 | 0.32% |
| 43 | AMZN | Amazon.com, Inc... | 217.26 | +2.49% | 18.87K | -0.62% | 4.14M | 131.62 | 0.28% |
| 44 | VCIT | Vanguard Interm... | 82.66 | +0.30% | 51.46K | +8.87% | 4.13M | 80.57 | 0.28% |
| 45 | SPLG | SPDR Portfolio ... | 72.20 | +0.80% | 58.66K | +12.83% | 4.04M | 54.63 | 0.27% |
| 46 | SPYG | SPDR Portfolio ... | 94.26 | +0.96% | 43.17K | +35.39% | 3.79M | 66.24 | 0.25% |
| 47 | VBR | Vanguard Small ... | 195.46 | +1.41% | 18.72K | +7.21% | 3.71M | 174.1 | 0.25% |
| 48 | SPEM | SPDR Portfolio ... | 42.67 | +0.85% | 94.91K | -3.98% | 3.64M | 34.71 | 0.24% |
| 49 | NVDA | NVIDIA Corporat... | 155.10 | +0.51% | 25.52K | +0.27% | 3.43M | 62.47 | 0.23% |
| 50 | BRK-B | Berkshire Hatha... | 485.71 | -0.1% | 7.55K | +3.07% | 3.42M | 333.26 | 0.23% |
| 51 | SW | Smurfit Westroc... | 42.74 | +0.62% | 63.08K | +0.00% | 3.4M | 49.42 | 0.23% |
| 52 | GWX | SPDR S&P Intern... | 36.85 | +1.73% | 109.39K | +8.74% | 3.39M | 31.22 | 0.23% |
| 53 | DAVA | Endava plc | 14.98 | +1.90% | 107.78K | -2.51% | 3.33M | 67.18 | 0.22% |
| 54 | VXF | Vanguard Extend... | 191.48 | +1.16% | 16.71K | -1.8% | 3.18M | 144.83 | 0.21% |
| 55 | SSB | SouthState Corp... | 91.90 | +3.46% | 30.96K | -1.45% | 3.08M | 95.37 | 0.21% |
| 56 | DON | WisdomTree U.S.... | 49.96 | +1.32% | 53.51K | -3.3% | 2.73M | 42.13 | 0.18% |
| 57 | VOO | Vanguard 500 In... | 564.28 | +0.81% | 4.67K | +16.17% | 2.52M | 428.01 | 0.17% |
| 58 | KO | The Coca-Cola C... | 69.48 | -0.21% | 38.74K | -4.18% | 2.41M | 62.04 | 0.16% |
| 59 | AIVI | WisdomTree Inte... | 47.84 | +1.43% | 55.33K | -4.26% | 2.18M | 39.61 | 0.15% |
| 60 | SUB | iShares Short-T... | 106.25 | +0.02% | 20.65K | +3.10% | 2.18M | 105.15 | 0.15% |
| 61 | SCZ | iShares MSCI EA... | 71.90 | +1.63% | 35.73K | +1.10% | 2.17M | 60.03 | 0.15% |
| 62 | XOM | Exxon Mobil Cor... | 110.07 | +1.57% | 19.46K | -17.63% | 2.09M | 109.92 | 0.14% |
| 63 | AVGE | Avantis All Equ... | 76.75 | +0.02% | 28.19K | +14.25% | 2.04M | 71.46 | 0.14% |
| 64 | ITOT | iShares Core S&... | 133.78 | +0.92% | 15.53K | -1.32% | 2M | 98.77 | 0.13% |
| 65 | VCSH | Vanguard Short-... | 79.41 | +0.18% | 24.88K | -1.18% | 1.94M | 76.23 | 0.13% |
| 66 | GOVT | iShares U.S. Tr... | 22.94 | +0.22% | 80.24K | +15.07% | 1.84M | 23.13 | 0.12% |
| 67 | AR | Antero Resource... | 40.86 | -0.49% | 52.09K | +100.00% | 1.83M | 35.05 | 0.12% |
| 68 | TSLA | Tesla, Inc. | 326.14 | -0.43% | 4.49K | -17.58% | 1.81M | 247.28 | 0.12% |
| 69 | ACWX | iShares MSCI AC... | 60.59 | +1.00% | 34.45K | +0.88% | 1.8M | 49.75 | 0.12% |
| 70 | DCOR | Dimensional ETF... | 66.31 | +0.98% | 27.88K | +65.18% | 1.79M | 63.66 | 0.12% |
| 71 | MCK | McKesson Corpor... | 722.75 | +0.60% | 2.99K | -4.29% | 1.7M | 416.49 | 0.11% |
| 72 | DFLV | Dimensional US ... | 30.88 | +0.92% | 54.4K | +54.54% | 1.63M | 30.53 | 0.11% |
| 73 | ACN | Accenture plc | 296.02 | +0.48% | 4.56K | -0.96% | 1.61M | 353.48 | 0.11% |
| 74 | WMT | Walmart Inc. | 96.16 | -1.13% | 17.48K | +7.91% | 1.58M | 56.86 | 0.11% |
| 75 | PG | The Procter & G... | 158.66 | -0.19% | 9.18K | -4.38% | 1.54M | 160.43 | 0.10% |
| 76 | IWV | iShares Russell... | 348.00 | +0.88% | 4.44K | -1.94% | 1.48M | 235.5 | 0.10% |
| 77 | AVGO | Broadcom Inc. | 270.21 | +2.10% | 6.26K | +7.07% | 1.45M | 135.48 | 0.10% |
| 78 | META | Meta Platforms,... | 726.45 | +2.51% | 2.46K | -0.65% | 1.44M | 349.08 | 0.10% |
| 79 | GOOG | Alphabet Inc. | 174.38 | +1.69% | 7.34K | +0.55% | 1.4M | 121.55 | 0.09% |
| 80 | GOOGL | Alphabet Inc. | 173.50 | +1.65% | 7.3K | -0.01% | 1.38M | 127.21 | 0.09% |
| 81 | RWO | SPDR Dow Jones ... | 43.86 | +0.27% | 32.15K | -4.45% | 1.38M | 41.16 | 0.09% |
| 82 | COST | Costco Wholesal... | 983.03 | -0.36% | 1.5K | -0.27% | 1.37M | 707.06 | 0.09% |
| 83 | QQQ | Invesco QQQ Tru... | 546.29 | +0.95% | 2.65K | +40.68% | 1.35M | 388.37 | 0.09% |
| 84 | SCHW | The Charles Sch... | 89.52 | -0.32% | 18.26K | +1.09% | 1.35M | 52.61 | 0.09% |
| 85 | ORCL | Oracle Corporat... | 213.02 | +1.09% | 7.8K | -4.77% | 1.3M | 105.7 | 0.09% |
| 86 | SPMD | SPDR Portfolio ... | 54.24 | +1.36% | 23.13K | -2.94% | 1.27M | 46.55 | 0.08% |
| 87 | GPN | Global Payments... | 78.32 | +0.77% | 11.19K | -1.7% | 1.25M | 108.38 | 0.08% |
| 88 | MUB | iShares Nationa... | 104.33 | +0.13% | 11.13K | +3.84% | 1.19M | 108.02 | 0.08% |
| 89 | IEFA | iShares Core MS... | 82.55 | +1.22% | 16.46K | -0.05% | 1.16M | 71.6 | 0.08% |
| 90 | XLK | Technology Sele... | 251.16 | +0.73% | 4.92K | -0.16% | 1.14M | 160.72 | 0.08% |
| 91 | NEOV | NeoVolta Inc. | 3.53 | +4.75% | 219.11K | +9.44% | 1.14M | 2.72 | 0.08% |
| 92 | JPM | JPMorgan Chase ... | 288.83 | +1.68% | 4.69K | +35.43% | 1.12M | 181.65 | 0.08% |
| 93 | SNV | Synovus Financi... | 51.63 | +2.79% | 21.76K | -1.37% | 1.11M | 34.31 | 0.07% |
| 94 | JNJ | Johnson & Johns... | 152.17 | -0.07% | 7.67K | +2.46% | 1.11M | 155.35 | 0.07% |
| 95 | CVX | Chevron Corpora... | 144.42 | +0.83% | 7.64K | +6.27% | 1.11M | 150.37 | 0.07% |
| 96 | AMT | American Tower ... | 217.64 | -1.17% | 6.01K | +0.55% | 1.1M | 204.44 | 0.07% |
| 97 | DFIC | Dimensional Int... | 30.78 | +1.32% | 39.99K | +64.14% | 1.03M | 27.25 | 0.07% |
| 98 | SPIB | SPDR Portfolio ... | 33.52 | +0.22% | 31.21K | +28.73% | 1.02M | 32.55 | 0.07% |
| 99 | V | Visa Inc. | 346.26 | +0.29% | 3.2K | +22.62% | 1.01M | 259.57 | 0.07% |
| 100 | EFG | iShares MSCI EA... | 110.53 | +1.15% | 10.37K | -0.64% | 1M | 94.3 | 0.07% |
| 101 | SPIP | SPDR Portfolio ... | 26.02 | +0.26% | 39.53K | +9.35% | 1M | 26.47 | 0.07% |
| 102 | SPSM | SPDR Portfolio ... | 42.55 | +1.49% | 22.11K | +11.11% | 993.1K | 38.55 | 0.07% |
| 103 | BAC | Bank of America... | 47.51 | +1.40% | 22.38K | +18.76% | 983.75K | 31.36 | 0.07% |
| 104 | SO | The Southern Co... | 90.25 | -0.16% | 11.72K | +14.36% | 964.76K | 74.86 | 0.06% |
| 105 | VGT | Vanguard Inform... | 656.89 | +0.75% | 1.55K | +11.38% | 961.92K | 415.25 | 0.06% |
| 106 | ABCB | Ameris Bancorp | 64.80 | +2.61% | 14.94K | +100.00% | 934.55K | 62.57 | 0.06% |
| 107 | TFC | Truist Financia... | 42.55 | +2.79% | 20.52K | +142.24% | 890.38K | 39.55 | 0.06% |
| 108 | LLY | Eli Lilly and C... | 795.71 | +0.43% | 1.14K | +14.98% | 876.85K | 573.65 | 0.06% |
| 109 | CRM | Salesforce, Inc... | 270.60 | +1.06% | 2.61K | -0.08% | 872.97K | 253.29 | 0.06% |
| 110 | IJR | iShares Core S&... | 109.20 | +1.52% | 7.49K | +29.33% | 862.77K | 100.92 | 0.06% |
| 111 | VEA | Vanguard Develo... | 56.48 | +1.10% | 17.38K | +38.60% | 831.31K | 47.03 | 0.06% |
| 112 | RTX | RTX Corporation | 142.71 | +0.94% | 7.17K | +8.99% | 829.38K | 104.7 | 0.06% |
| 113 | IWF | iShares Russell... | 419.42 | +0.96% | 2.04K | +0.34% | 821.36K | 281.81 | 0.06% |
| 114 | USMF | WisdomTree U.S.... | 50.64 | +0.48% | 16.07K | -8.99% | 798.62K | 38.52 | 0.05% |
| 115 | DVY | iShares Select ... | 131.96 | +0.98% | 6.03K | +23.61% | 791.23K | 120.56 | 0.05% |
| 116 | MAR | Marriott Intern... | 269.73 | +1.41% | 2.83K | +3.81% | 789.96K | 170.46 | 0.05% |
| 117 | DSI | iShares MSCI KL... | 115.03 | +0.73% | 7.11K | 0.00% | 783.33K | 103.37 | 0.05% |
| 118 | UL | Unilever PLC | 60.66 | -1.02% | 13.78K | -0.63% | 781.27K | 64.96 | 0.05% |
| 119 | VO | Vanguard Mid Ca... | 277.93 | +0.78% | 2.9K | +12.06% | 765.45K | 228.64 | 0.05% |
| 120 | LNG | Cheniere Energy... | 241.98 | +2.40% | 3.54K | +1.43% | 761.71K | 180.33 | 0.05% |
| 121 | IWN | iShares Russell... | 157.65 | +1.62% | 4.56K | +25.88% | 749.13K | 144.53 | 0.05% |
| 122 | EPD | Enterprise Prod... | 31.09 | +1.11% | 23.69K | +12.34% | 742.95K | 29.36 | 0.05% |
| 123 | IWB | iShares Russell... | 336.34 | +0.86% | 2.27K | -2.94% | 732.67K | 238.67 | 0.05% |
| 124 | IBM | International B... | 292.32 | +0.43% | 3.33K | +6.40% | 731.2K | 158.27 | 0.05% |
| 125 | IWR | iShares Russell... | 91.43 | +0.95% | 8.27K | -0.61% | 731.03K | 70.52 | 0.05% |
| 126 | PM | Philip Morris I... | 180.65 | +0.58% | 5.97K | +1.51% | 718.11K | 112.06 | 0.05% |
| 127 | VNQ | Vanguard Real E... | 88.31 | -1.01% | 7.92K | -0.54% | 705.39K | 87.65 | 0.05% |
| 128 | VTIP | Vanguard Short-... | 50.26 | +0.15% | 13.55K | +11.91% | 656.3K | 48.3 | 0.04% |
| 129 | VHT | Vanguard Health... | 247.45 | -0.1% | 2.52K | +0.84% | 638.06K | 238.5 | 0.04% |
| 130 | DISV | Dimensional Int... | 32.61 | +1.72% | 23.46K | +167.24% | 623.45K | 27.5 | 0.04% |
| 131 | IEMG | iShares Core MS... | 59.96 | +0.69% | 11.76K | -3.05% | 613.84K | 53.05 | 0.04% |
| 132 | FTEC | Fidelity MSCI I... | 195.38 | +0.86% | 3.2K | +1.52% | 592.29K | 156.35 | 0.04% |
| 133 | MA | Mastercard Inco... | 546.24 | -0.63% | 1.1K | +12.18% | 581.86K | 464.4 | 0.04% |
| 134 | IVW | iShares S&P 500... | 108.89 | +0.98% | 5.73K | +53.85% | 581.84K | 80.01 | 0.04% |
| 135 | ARCC | Ares Capital Co... | 21.77 | +1.00% | 26.2K | +1.03% | 573.51K | 19.57 | 0.04% |
| 136 | SCHG | Schwab U.S. Lar... | 28.88 | +0.87% | 20.56K | +377.61% | 573.05K | 20.27 | 0.04% |
| 137 | QQEW | First Trust NAS... | 135.22 | +0.67% | 4.58K | 0.00% | 572.96K | 123.58 | 0.04% |
| 138 | ABBV | AbbVie Inc. | 186.97 | +0.85% | 3.15K | +8.81% | 559.56K | 167.76 | 0.04% |
| 139 | PEP | PepsiCo, Inc. | 128.20 | +0.14% | 3.66K | +1.61% | 556.41K | 178.75 | 0.04% |
| 140 | CSCO | Cisco Systems, ... | 68.97 | +1.15% | 9.26K | +16.21% | 548.4K | 53.38 | 0.04% |
| 141 | MRK | Merck & Co., In... | 78.92 | -0.94% | 5.51K | +9.16% | 547.7K | 108.5 | 0.04% |
| 142 | BTU | Peabody Energy ... | 12.77 | -0.97% | 26.08K | +100.00% | 546.2K | 20.94 | 0.04% |
| 143 | DIA | SPDR Dow Jones ... | 434.02 | +0.97% | 1.27K | +4.10% | 540.38K | 346.92 | 0.04% |
| 144 | NUE | Nucor Corporati... | 130.69 | +1.94% | 4.55K | +0.38% | 530.95K | 150.21 | 0.04% |
| 145 | MCD | McDonald's Corp... | 285.78 | +0.08% | 1.82K | +55.92% | 527.07K | 286.5 | 0.04% |
| 146 | BOXX | Alpha Architect... | 112.63 | +0.01% | 4.76K | +100.00% | 524.5K | 110.28 | 0.04% |
| 147 | CINF | Cincinnati Fina... | 145.84 | +1.47% | 3.56K | 0.00% | 511.29K | 110.75 | 0.03% |
| 148 | PANW | Palo Alto Netwo... | 202.23 | -1.01% | 2.76K | +101.83% | 502.46K | 144.37 | 0.03% |
| 149 | AVLV | Avantis U.S. La... | 67.64 | +1.11% | 7.5K | +52.82% | 500.51K | 64.72 | 0.03% |
| 150 | RSP | Invesco S&P 500... | 180.32 | +0.81% | 2.85K | +90.45% | 499.87K | 171.94 | 0.03% |