Bip Wealth, LLC ETFs

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
IYW Ishares Dj Us Tech ETF	$0	$355 Million 0.02% of portfolio	2,223	Q4 2024 Added 38.94%
XLF Financial Sector Spdr	$0	$351 Million 0.02% of portfolio	7,258	Q4 2024 Added 20.67%
SCHX Schwab Strategic Tr Us Large C	$0	$349 Million 0.02% of portfolio	15,060	Q4 2024 New
OEF Ishares S&P 100 ETF	$0	$337 Million 0.02% of portfolio	1,168	Q4 2024 Added 4.19%
XLY Select Sector Spdr Consumer Di	$0	$333 Million 0.02% of portfolio	1,486	Q4 2024 Added 7.14%
IFRA Ishares Tr	$0	$327 Million 0.02% of portfolio	7,054	Q4 2024 Added 9.72%
ISTB Ihares Core 1 5 Years Usd Bond	$0	$320 Million 0.02% of portfolio	6,694	Q4 2024 Added 52.9%
SCHF Schwab Strategic Tr Intl Eqty	$0	$317 Million 0.02% of portfolio	17,115	Q4 2024 New
VOE Vanguard Mid Cap Value Index F	$0	$306 Million 0.02% of portfolio	1,893	Q4 2024 Added 2.88%
DFIV Dimensional ETF Tr	$0	$303 Million 0.02% of portfolio	8,528	Q4 2024 Added 25.67%
IXUS Ishares Tr	$0	$298 Million 0.02% of portfolio	4,502	Q4 2024 Added 8.22%
SCHB Schwab Strategic Tr Us Broad M	$0	$290 Million 0.02% of portfolio	12,797	Q4 2024 Added 200.05%
PPA Invesco Exchange Traded Fd Tr	$0	$274 Million 0.02% of portfolio	2,391	Q4 2024 New
EUDG Wisdomtree Tr	$0	$250 Million 0.02% of portfolio	8,398	Q4 2024 Reduced 9.83%
MBB Ishares Tr	$0	$247 Million 0.02% of portfolio	2,693	Q4 2024 New
XLI Industrial Sector Spdr	$0	$238 Million 0.02% of portfolio	1,809	Q4 2024 Added 15.22%
VXUS Vanguard Star Fd Vanguard Tota	$0	$235 Million 0.02% of portfolio	3,983	Q4 2024 Added 26.77%
FIDU Fidelity Covington Tr Msci Ind	$0	$225 Million 0.02% of portfolio	3,206	Q1 2024 New
FNCL Fidelity Covington Tr Msci Fin	$0	$225 Million 0.02% of portfolio	3,274	Q4 2024 New
MDYV Spdr S&P 400 Mid Cap Value ETF	$0	$225 Million 0.02% of portfolio	2,802	Q4 2024 New
CWI Spdr Ser Tr Spdr Msci Acwi Ex	$0	$219 Million 0.01% of portfolio	7,836	Q4 2024 Added 4.29%
PRFZ Invesco Ftse Rafi Us 1500 Smal	$0	$207 Million 0.01% of portfolio	4,973	Q4 2024 New
MINT Pimco ETF Tr Enhanced Sht Matu	$0	$206 Million 0.01% of portfolio	2,050	Q2 2023 New
SHY Ishares Barclays 1 3 Year Trea	$0	$206 Million 0.01% of portfolio	2,509	Q4 2024 New
DFAT Dimensional ETF Tr U S Target	$0	$205 Million 0.01% of portfolio	3,687	Q4 2024 New
MOAT Vaneck Morningstar Wide Moat E	$0	$205 Million 0.01% of portfolio	2,209	Q3 2024 New
VYMI Vanguard Whitehall Fds Intl Hi	$0	$203 Million 0.01% of portfolio	2,993	Q3 2024 New
XLP Consumer Staples Sector Spdr	$0	$203 Million 0.01% of portfolio	2,577	Q4 2024 New

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