BIP ALLIANCE LLC

Stock Holdings
Option Holdings
Activity
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Open
Closed
Added
Reduced
Ticker
Name
Shares Owned
Change
%
Historic
Avg Price (*)
% Change
P/L since open
Time since open
% Portfolio
% Outstanding
Value (at report date)
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VOO
VANGUARD 500 INDEX FUND
141,365+15,637+12.44%
Created with Highcharts 10.1.0
$541.7930.72%0.01%72,648,6612025-03-31
VTEB
VANGUARD TAX-EXEMPT BOND INDEX FUND
533,291+12,116+2.32%
Created with Highcharts 10.1.0
$50.4811.19%0.08%26,461,8992025-03-31
VEA
VANGUARD TAX-MANAGED FUNDS
493,594+23,506+5.00%
Created with Highcharts 10.1.0
$49.9810.61%0.02%25,089,3652025-03-31
BND
VANGUARD TOTAL BOND MARKET INDEX FUND
301,507+18,679+6.60%
Created with Highcharts 10.1.0
$73.069.36%0.02%22,145,6662025-03-31
VXF
VANGUARD EXTENDED MARKET INDEX FUND
90,754+9,756+12.04%
Created with Highcharts 10.1.0
$191.916.61%0.08%15,633,2632025-03-31
BNDX
VANGUARD CHARLOTTE FUNDS
190,822+12,559+7.05%
Created with Highcharts 10.1.0
$49.923.94%0.02%9,315,9272025-03-31
VWO
VANGUARD EMERGING MARKETS STOCK INDEX FUND
199,622-129,234-39.30%
Created with Highcharts 10.1.0
$46.553.82%0.01%9,034,8802025-03-31
SUB
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF
84,806+1,512+1.82%
Created with Highcharts 10.1.0
$105.623.79%0.10%8,955,5142025-03-31
VGT
VANGUARD INFORMATION TECHNOLOGY INDEX FUND
15,560+669+4.49%
Created with Highcharts 10.1.0
$614.673.57%0.01%8,439,5592025-03-31
VCIT
VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND
64,037+6,230+10.78%
Created with Highcharts 10.1.0
$81.632.21%0.01%5,235,7042025-03-31
BSV
VANGUARD SHORT-TERM BOND INDEX FUND
48,395+470+0.98%
Created with Highcharts 10.1.0
$77.611.60%0.01%3,788,3332025-03-31
USFR
WISDOMTREE FLOATING RATE TREASURY FUND
52,340-31,801-37.79%
Created with Highcharts 10.1.0
$50.341.11%0.00%2,634,2802025-03-31
GPN
GLOBAL PAYMENTS
25,928-3,571-12.11%
Created with Highcharts 10.1.0
$108.641.07%0.01%2,538,8702025-03-31
AAPL
APPLE
11,038-346-3.04%
Created with Highcharts 10.1.0
$235.631.04%0.00%2,451,9632025-03-31
VGIT
VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND
40,833+3,966+10.76%
Created with Highcharts 10.1.0
$58.811.03%0.01%2,425,5042025-03-31
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
85,225-2,516-2.87%
Created with Highcharts 10.1.0
$19.270.71%0.00%1,685,7512025-03-31
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
5,440+10+0.18%
Created with Highcharts 10.1.0
$291.380.63%0.00%1,495,1302025-03-31
SPY
SPDR S&P 500 ETF
2,619+285+12.21%
Created with Highcharts 10.1.0
$587.770.62%0.00%1,465,0422025-03-31
MSFT
MICROSOFT
3,775-103-2.66%
Created with Highcharts 10.1.0
$426.000.60%0.00%1,416,9842025-03-31
NVDA
NVIDIA
11,003-1,023-8.51%
Created with Highcharts 10.1.0
$137.160.50%0.00%1,192,5052025-03-31
AMZN
AMAZON
6,095+12+0.20%
Created with Highcharts 10.1.0
$204.650.49%0.00%1,159,6352025-03-31
AFL
AFLAC
9,060-44-0.48%
Created with Highcharts 10.1.0
$108.790.43%0.00%1,007,3812025-03-31
VTIP
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND
15,640-5,628-26.46%
Created with Highcharts 10.1.0
$48.870.33%0.01%780,4362025-03-31
META
META
1,296+8+0.62%
Created with Highcharts 10.1.0
$587.080.32%0.00%747,2122025-03-31
SCHE
SCHWAB EMERGING MARKETS EQUITY ETF
21,806-32,791-60.06%
Created with Highcharts 10.1.0
$28.270.25%0.00%601,1912025-03-31
IVV
ISHARES CORE S&P 500 ETF
96100.00%
Created with Highcharts 10.1.0
$594.720.23%0.00%539,9862025-03-31
GOOG
ALPHABET
3,155+46+1.48%
Created with Highcharts 10.1.0
$177.960.21%0.00%492,9062025-03-31
GOOGL
ALPHABET
3,162+38+1.22%
Created with Highcharts 10.1.0
$176.230.21%0.00%489,0042025-03-31
JNJ
JOHNSON & JOHNSON
2,799+257+10.11%
Created with Highcharts 10.1.0
$154.330.20%0.00%464,2152025-03-31
VXUS
VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND
7,213-5,146-41.64%
Created with Highcharts 10.1.0
$61.630.19%0.00%447,9272025-03-31
BRK.B
BERKSHIRE HATHAWAY
836-1-0.12%
Created with Highcharts 10.1.0
$0.000.19%0.00%445,2372025-03-31
JPM
JPMORGAN CHASE
1,783-6-0.34%
Created with Highcharts 10.1.0
$233.000.18%0.00%437,3702025-03-31
V
VISA
1,244+3+0.24%
Created with Highcharts 10.1.0
$301.460.18%0.00%435,9722025-03-31
TSLA
TESLA
1,599-36-2.20%
Created with Highcharts 10.1.0
$326.330.18%0.00%414,3972025-03-31
VBK
VANGUARD SMALL-CAP GROWTH INDEX FUND
1,645+1+0.06%
Created with Highcharts 10.1.0
$284.330.18%0.00%414,1622025-03-31
SW
SMURFIT WESTROCK PLC
9,036-24-0.26%
Created with Highcharts 10.1.0
$50.740.17%0.00%407,1622025-03-31
NFLX
NETFLIX
403-1-0.25%
Created with Highcharts 10.1.0
$814.640.16%0.00%375,8102025-03-31
LLY
ELI LILLY
447+59+15.21%
Created with Highcharts 10.1.0
$814.420.16%0.00%369,1822025-03-31
AVGO
BROADCOM
2,101+76+3.75%
Created with Highcharts 10.1.0
$196.770.15%0.00%351,7702025-03-31
TSM
TAIWAN SEMICONDUCTOR
2,092-310-12.91%
Created with Highcharts 10.1.0
$194.300.15%0.00%347,2722025-03-31
MA
MASTERCARD
47500.00%
Created with Highcharts 10.1.0
$517.680.11%0.00%260,3572025-03-31
COST
COSTCO WHOLESALE
253+3+1.20%
Created with Highcharts 10.1.0
$932.200.10%0.00%239,2822025-03-31
IBN
ICICI BANK
7,121-2,310-24.49%
Created with Highcharts 10.1.0
$30.240.09%0.00%224,4542025-03-31
XOM
EXXON MOBIL
1,759+1,759
Open
Created with Highcharts 10.1.0
$110.570.09%0.00%209,1982025-03-31
ABBV
ABBVIE
998+998
Open
Created with Highcharts 10.1.0
$194.860.09%0.00%209,1012025-03-31
VAW
VANGUARD MATERIALS INDEX FUND
1,098-80-6.79%
Created with Highcharts 10.1.0
$201.680.09%0.01%207,3132025-03-31
DRI
DARDEN RESTAURANTS
970+970
Open
Created with Highcharts 10.1.0
$193.090.09%0.00%201,4402025-03-31
WIT
WIPRO
33,802-14,139-29.49%
Created with Highcharts 10.1.0
$5.910.04%0.00%103,4342025-03-31
MFG
MIZUHO FINANCIAL GROUP
10,335-70-0.67%
Created with Highcharts 10.1.0
$4.450.02%0.00%56,9462025-03-31
HDB
HDFC BANK
0-3,444
Closed
Created with Highcharts 10.1.0
$0.000.00%0.00%02025-03-31