Bip Wealth, LLC Purchases in Q2 2025

Bip Wealth, LLC

  • $1.62 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
16K
+ 5.48%
$243.75 - $303.93 $3.91M - $4.87M
308K $93.7B
VUG
Vanguard Growth ETF

ETFs
12.6K
+ 49.96%
$329.49 - $438.4 $4.16M - $5.53M
37.9K $16.6B
SPYG
Spdr Portfolio

ETFs
34.1K
+ 28.94%
$71.83 - $95.32 $2.45M - $3.25M
152K $14.5B
SPSB
Spdr Portfolio Short Term Corp

ETFs
126K
+ 21.78%
$29.82 - $30.19 $3.76M - $3.81M
705K $21.3B
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
23.3K
+ 9.82%
$60.34 - $74.89 $1.41M - $1.74M
260K $19.5B
VTV
Vanguard Value ETF

ETFs
6.69K
+ 1.97%
$153.67 - $176.74 $1.03M - $1.18M
346K $61.1B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
26.5K
+ 45.39%
$58.41 - $72.69 $1.55M - $1.93M
85K $6.18B
VCIT
Vanguard Intermediate Term Cor

ETFs
26.9K
+ 45.16%
$79.56 - $82.92 $2.14M - $2.23M
86.5K $7.18B
MSFT
Microsoft Corp

Technology
975
+ 6.96%
$354.56 - $497.45 $346K - $485K
15K $7.45B
AVGE
American Centy ETF Tr Avantis
23.3K
+ 49.51%
N/A
70.5K $5.46B
NVDA
Nvidia Corp

Technology
870
+ 3.17%
$94.31 - $157.99 $82K - $137K
28.3K $4.48B
ACWI
Ishares Msci Acwi ETF

ETFs
4.69K
+ 6.72%
$103.59 - $128.6 $486K - $604K
74.5K $9.58B
SUB
Ishares Short Term National Mu

ETFs
13K
+ 49.7%
$104.77 - $106.34 $1.36M - $1.38M
39K $4.15B
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
15.1K
+ 12.13%
$67.03 - $80.35 $1.01M - $1.21M
140K $11.1B
MUB
Ishares National Muni Bond ETF

ETFs
11.9K
+ 83.09%
$102.31 - $105.8 $1.22M - $1.26M
26.2K $2.74B
AMZN
Amazon Com Inc

Consumer Cyclical
1.27K
+ 6.92%
$167.32 - $223.3 $212K - $284K
19.6K $4.31B
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
2.96K
+ 3.28%
$72.61 - $88.75 $215K - $262K
93.1K $8.27B
AVGO
Broadcom Inc.

Technology
180
+ 2.85%
$146.29 - $275.65 $26.3K - $49.6K
6.5K $1.79B
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
10.8K
+ 4.41%
$36.25 - $42.28 $392K - $457K
256K $10.8B
ORCL
Oracle Corp

Technology
385
+ 5.02%
$122.82 - $218.63 $47.3K - $84.2K
8.06K $1.76B
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
1.33K
+ 1.18%
$28.98 - $37.18 $38.5K - $49.3K
114K $4.25B
GE
General Electric CO

Industrials
2.07K
+ 112.07%
$166.81 - $257.39 $345K - $533K
3.92K $1.01B
DUHP
Dimensional ETF Tr Dimensional

ETFs
17.6K
New
$29.36 - $35.56 $517K - $626K
17.6K $626M
DFSV
Dimensional ETF Tr Dimensional

ETFs
20.3K
New
$24.21 - $29.47 $491K - $597K
20.3K $597M
Dimensional ETF Trust
10.1K
+ 195.84%
N/A
15.2K $824M
DISV
Dimensional ETF Tr Dimensional

ETFs
12.1K
+ 29.98%
$25.93 - $32.91 $313K - $397K
52.4K $1.72B
META
Meta Platforms, Inc.

Communication Services
229
+ 9.93%
$484.66 - $738.09 $111K - $169K
2.54K $1.87B
DFAT
Dimensional ETF Tr U S Target

ETFs
9.7K
+ 178.76%
$44.8 - $53.97 $434K - $523K
15.1K $816M
Dimensional ETF Trust
4.77K
+ 12.39%
N/A
43.2K $2.89B
VBR
Vanguard Small Cap Value ETF

ETFs
1.57K
+ 6.83%
$162.76 - $195.77 $256K - $307K
24.5K $4.79B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
362
+ 6.53%
$456.74 - $568.03 $165K - $206K
5.91K $3.36B
DFAE
Dimensional ETF Tr

ETFs
16.1K
+ 138.75%
$22.87 - $28.95 $367K - $465K
27.7K $800M
IVW
Ishares S&P 500 Growth ETF

ETFs
3.52K
+ 61.33%
$82.96 - $110.1 $292K - $387K
9.25K $1.02B
IAGG
Ishares Tr Core Intl Aggregate

ETFs
5.59K
+ 3.24%
$50.09 - $51.09 $280K - $285K
178K $9.09B
Dimensional ETF Trust
7.94K
New
N/A
7.94K $461M
VB
Vanguard Small Cap ETF

ETFs
174
+ 0.73%
$193.73 - $237.37 $33.7K - $41.3K
24K $5.69B
JPM
Jpmorgan Chase & CO

Financial Services
655
+ 14.06%
$210.28 - $289.91 $138K - $190K
5.32K $1.54B
Ge Vernova Inc
721
New
N/A
721 $382M
HD
Home Depot, Inc.

Consumer Cyclical
1.01K
+ 5.42%
$335.24 - $380.78 $339K - $385K
19.7K $7.22B
Dimensional ETF Trust
10.9K
+ 15.6%
N/A
80.6K $2.5B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
15.2K
+ 24.24%
$22.54 - $23.17 $342K - $352K
77.9K $1.79B
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
15
+ 0.1%
$25.35 - $64.65 $380 - $970
15.1K $751M
BX
Blackstone Inc.

Financial Services
1.93K
New
$120.07 - $151.11 $232K - $292K
1.93K $289M
GOOGL
Alphabet Inc.

Communication Services
698
+ 9.57%
$144.7 - $178.6 $101K - $125K
7.99K $1.41B
STIP
Ishares Barclays 0 5 Year Tips

ETFs
3.24K
+ 2.72%
$102.02 - $103.5 $330K - $335K
122K $12.6B
HON
Honeywell International Inc

Industrials
1.06K
New
$182.86 - $232.88 $194K - $247K
1.06K $247M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1K
New
$141.37 - $228.57 $142K - $229K
1K $227M
IJK
Ishares S&P Midcap 400 Growth

ETFs
2.47K
New
$73.7 - $90.98 $182K - $224K
2.47K $224M
ITOT
Ishares Core S&P Total U.S. St

ETFs
109
+ 0.7%
$108.12 - $135.04 $11.8K - $14.7K
15.6K $2.11B
Activity Summary
Buys All Purchases 101 New Holdings 16 Increased Positions 85 Sells All Sells 148 Reductions 148 Sold out 0 Options Calls 0 Puts 0
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