BIP WEALTH LLC

Stock Holdings
Option Holdings
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% Change
P/L since open
Time since open
% Portfolio
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SPY
SPDR S&P 500 ETF
535,287+10,025+1.91%
Created with Highcharts 10.1.0
$413.7419.53%0.05%299,434,4622025-03-31
USFR
WISDOMTREE FLOATING RATE TREASURY FUND
5,766,837+70,097+1.23%
Created with Highcharts 10.1.0
$50.3618.93%0.00%290,244,9262025-03-31
TFLO
ISHARES TREASURY FLOATING RATE BOND ETF
1,813,204+242,881+15.47%
Created with Highcharts 10.1.0
$50.515.99%1.35%91,856,9352025-03-31
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
292,320+20,137+7.40%
Created with Highcharts 10.1.0
$224.775.24%0.02%80,341,1382025-03-31
VTV
VANGUARD VALUE INDEX FUND
339,109-8,194-2.36%
Created with Highcharts 10.1.0
$150.273.82%0.05%58,577,6152025-03-31
EFA
ISHARES MSCI EAFE ETF
651,518+2,420+0.37%
Created with Highcharts 10.1.0
$70.503.47%0.09%53,248,5422025-03-31
VEU
VANGUARD FTSE ALL-WORLD EX-US INDEX FUND
637,521+26,655+4.36%
Created with Highcharts 10.1.0
$54.692.52%0.10%38,672,0172025-03-31
VT
VANGUARD TOTAL WORLD STOCK INDEX FUND
331,746+18,614+5.94%
Created with Highcharts 10.1.0
$96.752.51%0.10%38,465,9862025-03-31
SPYV
SPDR(R) PORTFOLIO S&P 500 VALUE ETF
524,855-45,894-8.04%
Created with Highcharts 10.1.0
$40.851.75%0.11%26,804,3562025-03-31
ULST
SPDR SSGA ULTRA SHORT TERM BOND ETF
538,959+38,469+7.69%
Created with Highcharts 10.1.0
$40.301.43%3.73%21,908,6932025-03-31
IWM
ISHARES RUSSELL 2000 ETF
98,391+1,728+1.79%
Created with Highcharts 10.1.0
$184.661.28%0.03%19,627,9562025-03-31
DLS
WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUND
282,945+7,076+2.56%
Created with Highcharts 10.1.0
$62.661.22%0.00%18,674,9532025-03-31
DOL
WISDOMTREE INTERNATIONAL LARGECAP DIVIDEND FUND
324,086+3,721+1.16%
Created with Highcharts 10.1.0
$48.301.16%0.00%17,847,4052025-03-31
SPSB
SPDR(R) PORTFOLIO SHORT TERM CORPORATE BOND ETF
578,970+26,438+4.78%
Created with Highcharts 10.1.0
$29.581.14%0.21%17,427,0072025-03-31
SPTM
SPDR(R) PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF
237,082+18,512+8.47%
Created with Highcharts 10.1.0
$52.711.05%0.17%16,123,9692025-03-31
VWO
VANGUARD EMERGING MARKETS STOCK INDEX FUND
313,076-11,752-3.62%
Created with Highcharts 10.1.0
$41.690.92%0.02%14,169,8292025-03-31
AAPL
APPLE
60,624-1,326-2.14%
Created with Highcharts 10.1.0
$156.060.88%0.00%13,466,3542025-03-31
EEM
ISHARES MSCI EMERGING MARKETS ETF
304,138+1,923+0.64%
Created with Highcharts 10.1.0
$40.000.87%0.08%13,290,8172025-03-31
STIP
ISHARES 0-5 YEAR TIPS BOND ETF
118,848+5,319+4.69%
Created with Highcharts 10.1.0
$98.640.80%0.11%12,297,1532025-03-31
DGS
WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND
228,453-36,060-13.63%
Created with Highcharts 10.1.0
$46.800.72%0.00%11,036,5852025-03-31
REET
ISHARES GLOBAL REIT ETF
451,560+28,968+6.85%
Created with Highcharts 10.1.0
$23.940.71%0.29%10,954,8412025-03-31
EFV
ISHARES MSCI EAFE VALUE ETF
176,281+3,203+1.85%
Created with Highcharts 10.1.0
$49.940.68%0.05%10,389,9952025-03-31
DFUV
DIMENSIONAL US MARKETWIDE VALUE ETF
245,170+11,559+4.95%
Created with Highcharts 10.1.0
$37.820.66%0.00%10,103,4462025-03-31
SLYV
SPDR(R) S & P 600 SMALL CAP VALUE ETF
124,551+15,755+14.48%
Created with Highcharts 10.1.0
$80.120.64%0.26%9,764,8342025-03-31
SPYG
SPDR(R) PORTFOLIO S&P 500 GROWTH ETF
117,705+74,533+172.64%
Created with Highcharts 10.1.0
$78.120.62%0.03%9,459,9902025-03-31
VUG
VANGUARD GROWTH INDEX FUND
25,247+13,578+116.36%
Created with Highcharts 10.1.0
$336.250.61%0.01%9,362,2352025-03-31
VV
VANGUARD LARGE-CAP INDEX FUND
36,413-306-0.83%
Created with Highcharts 10.1.0
$182.520.61%0.03%9,359,2332025-03-31
DNL
WISDOMTREE GLOBAL EX-US QUALITY DIVIDEND GROWTH FUND
249,995-5,699-2.23%
Created with Highcharts 10.1.0
$35.080.58%0.00%8,917,3202025-03-31
IAGG
ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF
172,369+5,474+3.28%
Created with Highcharts 10.1.0
$49.050.56%0.12%8,616,7402025-03-31
ACWI
ISHARES MSCI ACWI ETF
69,840-1,091-1.54%
Created with Highcharts 10.1.0
$90.330.53%0.00%8,128,6652025-03-31
DES
WISDOMTREE US SMALLCAP DIVIDEND FUND
244,536+20,410+9.11%
Created with Highcharts 10.1.0
$30.580.51%0.00%7,815,3622025-03-31
IVV
ISHARES CORE S&P 500 ETF
13,660-509-3.59%
Created with Highcharts 10.1.0
$417.730.50%0.00%7,675,4672025-03-31
SLYG
SPDR(R) S & P 600 SMALL CAP GROWTH ETF
90,177+3,984+4.62%
Created with Highcharts 10.1.0
$79.860.49%0.23%7,484,6942025-03-31
VYM
VANGUARD HIGH DIVIDEND YIELD INDEX FUND
56,122-5,037-8.24%
Created with Highcharts 10.1.0
$108.160.47%0.01%7,237,4312025-03-31
SPDW
SPDR(R) PORTFOLIO DEVELOPED WORLD EX-US ETF
198,137-12,445-5.91%
Created with Highcharts 10.1.0
$31.770.47%0.03%7,214,1682025-03-31
HD
HOME DEPOT
18,666-75-0.40%
Created with Highcharts 10.1.0
$318.190.45%0.00%6,841,0342025-03-31
VIG
VANGUARD DIVIDEND APPRECIATION INDEX FUND
32,966+339+1.04%
Created with Highcharts 10.1.0
$155.960.42%0.01%6,395,0192025-03-31
EWX
SPDR(R) S&P(R) EMERGING MARKETS SMALL CAP ETF
109,321-9,361-7.89%
Created with Highcharts 10.1.0
$53.400.40%0.97%6,190,8382025-03-31
SPYD
SPDR(R) PORTFOLIO S&P 500 HIGH DIVIDEND ETF
136,904-5,799-4.06%
Created with Highcharts 10.1.0
$39.590.40%0.09%6,059,3542025-03-31
STRL
STERLING INFRASTRUCTURE
49,345+144+0.29%
Created with Highcharts 10.1.0
$174.340.36%0.16%5,586,3472025-03-31
VB
VANGUARD SMALL-CAP INDEX FUND
23,842+722+3.12%
Created with Highcharts 10.1.0
$206.300.34%0.01%5,286,9142025-03-31
MSFT
MICROSOFT
14,001-4-0.03%
Created with Highcharts 10.1.0
$310.850.34%0.00%5,255,6572025-03-31
VRRM
VERRA MOBILITY
219,74500.00%
Created with Highcharts 10.1.0
$16.540.32%0.14%4,946,4602025-03-31
VCIT
VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND
59,616+8,159+15.86%
Created with Highcharts 10.1.0
$79.960.32%0.01%4,874,1782025-03-31
VBR
VANGUARD SMALL-CAP VALUE INDEX FUND
22,971+4,255+22.73%
Created with Highcharts 10.1.0
$177.570.28%0.01%4,279,3522025-03-31
BRK.B
BERKSHIRE HATHAWAY
7,594+43+0.57%
Created with Highcharts 10.1.0
$0.000.26%0.00%4,044,4642025-03-31
SPLG
SPDR(R) PORTFOLIO S&P 500 ETF
58,434-223-0.38%
Created with Highcharts 10.1.0
$52.880.25%0.01%3,842,6372025-03-31
GWX
SPDR(R) S&P(R) INTERNATIONAL SMALL CAP ETF
112,888+3,502+3.20%
Created with Highcharts 10.1.0
$31.030.24%0.58%3,607,9062025-03-31
AMZN
AMAZON
18,361-512-2.71%
Created with Highcharts 10.1.0
$122.340.23%0.00%3,493,4172025-03-31
SPEM
SPDR(R) PORTFOLIO EMERGING MARKETS ETF
85,455-9,454-9.96%
Created with Highcharts 10.1.0
$34.430.22%0.03%3,364,3682025-03-31