Bip Wealth, LLC ETFs

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
XLF Financial Sector Spdr	$0	$373 Million 0.02% of portfolio	7,482	Q1 2025 Added 3.09%
SDY Spdr Series Tr Spdr S&P Divide	$0	$365 Million 0.02% of portfolio	2,692	Q1 2025 Reduced 25.86%
BSV Vanguard Bd Index Fd Inc Short	$0	$351 Million 0.02% of portfolio	4,481	Q1 2025 Reduced 6.37%
SCHF Schwab Strategic Tr Intl Eqty	$0	$350 Million 0.02% of portfolio	17,676	Q1 2025 Added 3.28%
BNDX Vanguard Total International B	$0	$347 Million 0.02% of portfolio	7,105	Q1 2025 New
SCHX Schwab Strategic Tr Us Large C	$0	$333 Million 0.02% of portfolio	15,060	Q4 2024 New
IFRA Ishares Tr	$0	$318 Million 0.02% of portfolio	7,054	Q4 2024 Added 9.72%
VXUS Vanguard Star Fd Vanguard Tota	$0	$317 Million 0.02% of portfolio	5,102	Q1 2025 Added 28.09%
IXUS Ishares Tr	$0	$314 Million 0.02% of portfolio	4,502	Q4 2024 Added 8.22%
IYW Ishares Dj Us Tech ETF	$0	$312 Million 0.02% of portfolio	2,223	Q4 2024 Added 38.94%
DFAE Dimensional ETF Tr	$0	$300 Million 0.02% of portfolio	11,581	Q1 2025 New
OEF Ishares S&P 100 ETF	$0	$296 Million 0.02% of portfolio	1,093	Q1 2025 Reduced 6.42%
SCHB Schwab Strategic Tr Us Broad M	$0	$294 Million 0.02% of portfolio	13,659	Q1 2025 Added 6.74%
XLY Select Sector Spdr Consumer Di	$0	$293 Million 0.02% of portfolio	1,486	Q4 2024 Added 7.14%
DFAT Dimensional ETF Tr U S Target	$0	$279 Million 0.02% of portfolio	5,424	Q1 2025 Added 47.11%
PPA Invesco Exchange Traded Fd Tr	$0	$279 Million 0.02% of portfolio	2,391	Q4 2024 New
EUDG Wisdomtree Tr	$0	$274 Million 0.02% of portfolio	8,421	Q1 2025 Added 0.27%
ISTB Ihares Core 1 5 Years Usd Bond	$0	$266 Million 0.02% of portfolio	5,506	Q1 2025 Reduced 17.75%
XLI Industrial Sector Spdr	$0	$242 Million 0.02% of portfolio	1,847	Q1 2025 Added 2.1%
CWI Spdr Ser Tr Spdr Msci Acwi Ex	$0	$232 Million 0.02% of portfolio	7,836	Q4 2024 Added 4.29%
GLD Spdr Gold Trust	$109B	$227 Million 0.01% of portfolio	789	Q1 2025 New
DGRO Ishares Core Dividend Growth E	$0	$226 Million 0.01% of portfolio	3,665	Q1 2025 New
VYMI Vanguard Whitehall Fds Intl Hi	$0	$226 Million 0.01% of portfolio	3,069	Q1 2025 Added 2.54%
FIDU Fidelity Covington Tr Msci Ind	$0	$220 Million 0.01% of portfolio	3,216	Q1 2025 Added 0.31%
MBB Ishares Tr	$0	$216 Million 0.01% of portfolio	2,302	Q1 2025 Reduced 14.52%
FNCL Fidelity Covington Tr Msci Fin	$0	$215 Million 0.01% of portfolio	3,100	Q1 2025 Reduced 5.31%
XLP Consumer Staples Sector Spdr	$0	$211 Million 0.01% of portfolio	2,578	Q1 2025 Added 0.04%
MINT Pimco ETF Tr Enhanced Sht Matu	$0	$206 Million 0.01% of portfolio	2,050	Q2 2023 New

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