Bip Wealth, LLC Incresed Positions in Q4 2024

Bip Wealth, LLC

  • $1.49 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
24.4K
+ 9.84%
$280.04 - $302.45 $6.83M - $7.37M
272K $78.9B
SPY
Spdr S&P 500 ETF Trust

ETFs
141
+ 0.03%
$567.81 - $607.81 $80.1K - $85.7K
525K $308B
TFLO
Ishares Treasury Floating Rate

ETFs
91K
+ 6.15%
$50.37 - $50.63 $4.59M - $4.61M
1.57M $79.3B
SPYG
Spdr Portfolio

ETFs
11.3K
+ 35.39%
$81.74 - $91.38 $922K - $1.03M
43.2K $3.79B
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
31.8K
+ 6.79%
$40.34 - $40.62 $1.28M - $1.29M
500K $20.2B
STIP
Ishares Barclays 0 5 Year Tips

ETFs
9.66K
+ 9.29%
$100.24 - $101.35 $968K - $979K
114K $11.4B
DOL
Wisdomtree Tr Intl Largecap Di

ETFs
42.1K
+ 15.14%
$49.25 - $53.57 $2.07M - $2.26M
320K $15.8B
VUG
Vanguard Growth ETF

ETFs
1.25K
+ 12.01%
$378.79 - $428.11 $474K - $536K
11.7K $4.79B
VB
Vanguard Small Cap ETF

ETFs
2.77K
+ 13.59%
$233.76 - $261.58 $647K - $724K
23.1K $5.56B
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
21.7K
+ 10.25%
$40.38 - $44.35 $877K - $963K
234K $9.56B
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
6.96K
+ 6.84%
$84.34 - $95.14 $587K - $663K
109K $9.49B
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
33.4K
+ 13.75%
$62.71 - $68.47 $2.09M - $2.28M
276K $17.4B
VT
Vanguard Total World Stk Index

ETFs
10.3K
+ 3.4%
$117.09 - $123.07 $1.2M - $1.27M
313K $36.8B
Dimensionl Us Large Cap
19.2K
+ 54.54%
N/A
54.4K $1.63B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
6.67K
+ 12.83%
$66.77 - $71.52 $445K - $477K
58.7K $4.04B
TFC
Truist Financial Corp

Financial Services
12.1K
+ 142.24%
$41.51 - $48.1 $500K - $580K
20.5K $890M
NEOV
Neo Volta Inc.

Industrials
18.9K
+ 9.44%
$2.61 - $5.8 $49.3K - $110K
219K $1.14B
AVGO
Broadcom Inc.

Technology
413
+ 7.07%
$159.67 - $250.0 $65.9K - $103K
6.26K $1.45B
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
7.26K
+ 9.2%
$89.9 - $100.66 $653K - $731K
86.2K $7.79B
QQQ
Invesco Qqq Trust, Series 1

ETFs
766
+ 40.68%
$481.22 - $538.17 $369K - $412K
2.65K $1.35B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
650
+ 16.17%
$521.84 - $558.82 $339K - $363K
4.67K $2.52B
JPM
Jpmorgan Chase & CO

Financial Services
1.23K
+ 35.43%
$205.18 - $250.29 $252K - $307K
4.69K $1.12B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
33.9K
+ 11.66%
$44.04 - $49.49 $1.49M - $1.68M
325K $14.3B
DISV
Dimensional ETF Tr Dimensional

ETFs
14.7K
+ 167.24%
$26.18 - $28.77 $384K - $422K
23.5K $623M
NVDA
Nvidia Corp

Technology
68
+ 0.27%
$117.0 - $148.88 $7.96K - $10.1K
25.5K $3.43B
DFIC
Dimensional ETF Tr Dimensional

ETFs
15.6K
+ 64.14%
$25.61 - $28.0 $400K - $438K
40K $1.03B
V
Visa Inc.

Financial Services
590
+ 22.62%
$273.87 - $320.91 $162K - $189K
3.2K $1.01B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
4.53K
+ 138.34%
$61.68 - $67.87 $279K - $307K
7.8K $486M
Smurfit Westrock PLC
2
+ 0.0%
N/A
63.1K $3.4B
WMT
Walmart Inc.

Consumer Defensive
1.28K
+ 7.91%
$79.1 - $95.7 $101K - $123K
17.5K $1.58B
EWX
Spdr S&P Emerging Markets Smal

ETFs
11.1K
+ 10.36%
$58.61 - $64.79 $653K - $722K
119K $6.96B
BAC
Bank Of America Corp

Financial Services
3.54K
+ 18.76%
$39.22 - $47.77 $139K - $169K
22.4K $984M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.36K
+ 90.45%
$174.22 - $187.62 $236K - $254K
2.85K $500M
IVW
Ishares S&P 500 Growth ETF

ETFs
2.01K
+ 53.85%
$94.43 - $105.47 $189K - $212K
5.73K $582M
AVGE
American Centy ETF Tr Avantis
3.52K
+ 14.25%
N/A
28.2K $2.04B
IWD
Ishares Russell 1000 Val ETF

ETFs
1.19K
+ 81.52%
$183.23 - $199.79 $217K - $237K
2.64K $489M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
10.5K
+ 15.07%
$22.39 - $23.45 $235K - $246K
80.2K $1.84B
SPIB
Spdr Portfolio Intermediate Te

ETFs
6.96K
+ 28.73%
$32.65 - $33.68 $227K - $235K
31.2K $1.02B
VBR
Vanguard Small Cap Value ETF

ETFs
1.26K
+ 7.21%
$197.36 - $217.3 $248K - $274K
18.7K $3.71B
REET
Ishares Global Reit ETF

ETFs
50.4K
+ 13.55%
$23.43 - $26.54 $1.18M - $1.34M
423K $10.1B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.7K
+ 29.33%
$113.92 - $127.38 $193K - $216K
7.49K $863M
SCHW
Schwab Charles Corp

Financial Services
197
+ 1.09%
$63.31 - $82.85 $12.5K - $16.3K
18.3K $1.35B
AVLV
American Centy ETF Tr Avantis
2.59K
+ 52.82%
$65.51 - $71.22 $170K - $185K
7.5K $501M
GOOG
Alphabet Inc.

Communication Services
40
+ 0.55%
$163.08 - $198.16 $6.52K - $7.93K
7.35K $1.4B
MCD
Mcdonalds Corp

Consumer Cyclical
652
+ 55.92%
$288.47 - $316.54 $188K - $206K
1.82K $527M
VCIT
Vanguard Intermediate Term Cor

ETFs
4.19K
+ 8.87%
$80.13 - $83.77 $336K - $351K
51.5K $4.13B
VEA
Vanguard Ftse Developed Market

ETFs
4.84K
+ 38.6%
$47.57 - $52.44 $230K - $254K
17.4K $831M
VGT
Vanguard Information Technolog

ETFs
158
+ 11.38%
$571.78 - $647.97 $90.3K - $102K
1.55K $962M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
5.17K
+ 2.36%
$33.7 - $37.69 $174K - $195K
224K $7.7B
Activity Summary
Buys All Purchases 193 New Holdings 40 Increased Positions 153 Sells All Sells 63 Reductions 63 Sold out 0 Options Calls 0 Puts 0
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