BIP Wealth, LLC
- SEC CIK
- 0001590214
- 最新申報
- 2026/8/3
2023 年第 1 季持倉
持倉截至 2023/3/31，2023/5/10 申報。只含多頭部位。
- 持股檔數
- 175
- 2022 年第 4 季沒有申報
- 總值
- $9.09 億
- 2022 年第 4 季沒有申報
BIP Wealth, LLC 沒有申報 2022 年第 4 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AFLAflac Inc | Stock | 2,692 | $17.4 萬 | <0.1% | – | – | 歷史 |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 1,357 | $20.3 萬 | <0.1% | – | – | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 2,461 | $20.4 萬 | <0.1% | – | – | – |
| NSCNorfolk Southern Corp | Stock | 973 | $20.6 萬 | <0.1% | – | – | 歷史 |
| Bioqual Inc Com09065J101 | COM | 2,566 | $21.0 萬 | <0.1% | – | – | – |
| EMREmerson Electric Co | Stock | 2,448 | $21.3 萬 | <0.1% | – | – | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 3,334 | $21.7 萬 | <0.1% | – | – | – |
| PEPPepsiCo Inc | Stock | 1,211 | $22.1 萬 | <0.1% | – | – | 歷史 |
| FTNTFortinet, Inc. | Stock | 3,365 | $22.4 萬 | <0.1% | – | – | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 2,336 | $22.9 萬 | <0.1% | – | – | 歷史 |
| KMBKimberly Clark Corp | Stock | 1,710 | $23.0 萬 | <0.1% | – | – | 歷史 |
| ABTAbbott Laboratories | Stock | 2,267 | $23.0 萬 | <0.1% | – | – | 歷史 |
| MAMastercard Inc | Stock | 620 | $23.1 萬 | <0.1% | – | – | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 7,181 | $23.1 萬 | <0.1% | – | – | – |
| CQPCheniere Energy Partners, L.P. | COM UNIT | 5,000 | $23.7 萬 | <0.1% | – | – | 歷史 |
| iShares Tr46435U713 | US INFRASTRUC | 6,340 | $23.7 萬 | <0.1% | – | – | – |
| ARCCAres Capital Corp | CEF | 13,000 | $23.8 萬 | <0.1% | – | – | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 6,839 | $23.8 萬 | <0.1% | – | – | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 2,246 | $24.6 萬 | <0.1% | – | – | – |
| LLYEli Lilly & Co | Stock | 725 | $24.9 萬 | <0.1% | – | – | 歷史 |
| TXNTexas Instruments Inc | Stock | 1,360 | $25.3 萬 | <0.1% | – | – | 歷史 |
| MAXRMaxar Technologies Inc. | COM | 5,006 | $25.6 萬 | <0.1% | – | – | 歷史 |
| iShares Russell 2000 Growth ETF464287648 | ETF | 1,178 | $26.7 萬 | <0.1% | – | – | – |
| SBUXStarbucks Corp | Stock | 2,567 | $26.7 萬 | <0.1% | – | – | 歷史 |
| BABoeing Co | Stock | 1,270 | $27.0 萬 | <0.1% | – | – | 歷史 |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 4,550 | $27.3 萬 | <0.1% | – | – | – |
| VVisa Inc. | Stock | 1,298 | $29.3 萬 | <0.1% | – | – | 歷史 |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 4,389 | $29.8 萬 | <0.1% | – | – | – |
| RYRoyal Bank of Canada | Stock | 3,133 | $29.9 萬 | <0.1% | – | – | 歷史 |
| GPCGenuine Parts Co | Stock | 1,782 | $30.0 萬 | <0.1% | – | – | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 2,727 | $30.1 萬 | <0.1% | – | – | – |
| DISWalt Disney Co | Stock | 3,076 | $30.8 萬 | <0.1% | – | – | 歷史 |
| State Street SPDR S&P 400 Mid Cap Value ETF78464A839 | ETF | 4,663 | $30.8 萬 | <0.1% | – | – | – |
| UNHUnitedHealth Group Inc | Stock | 662 | $31.3 萬 | <0.1% | – | – | 歷史 |
| AMGNAmgen Inc | Stock | 1,321 | $31.9 萬 | <0.1% | – | – | 歷史 |
| CMCSAComcast Corp | Stock | 8,469 | $32.1 萬 | <0.1% | – | – | 歷史 |
| ORCLOracle Corp | Stock | 3,481 | $32.3 萬 | <0.1% | – | – | 歷史 |
| SPDR Index Shs FDS78463X475 | ST STR MSCI GLB | 6,559 | $32.7 萬 | <0.1% | – | – | – |
| PMPhilip Morris International Inc. | Stock | 3,368 | $32.8 萬 | <0.1% | – | – | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 3,311 | $33.0 萬 | <0.1% | – | – | – |
| AIC3.ai, Inc. | Stock | 10,000 | $33.6 萬 | <0.1% | – | – | 歷史 |
| iShares Tr464288570 | ESG MSCI KLD ETF | 4,440 | $34.6 萬 | <0.1% | – | – | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 5,671 | $35.1 萬 | <0.1% | – | – | – |
| RFRegions Financial Corp | COM | 19,277 | $35.8 萬 | <0.1% | – | – | 歷史 |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 1,670 | $36.2 萬 | <0.1% | – | – | – |
| MCDMcDonalds Corp | Stock | 1,294 | $36.2 萬 | <0.1% | – | – | 歷史 |
| TFCTruist Financial Corp | COM | 11,097 | $37.8 萬 | <0.1% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 2,925 | $38.1 萬 | <0.1% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,814 | $38.5 萬 | <0.1% | – | – | 歷史 |
| Vanguard Intl Equity Index F922042676 | GLB EX US ETF | 9,719 | $39.4 萬 | <0.1% | – | – | – |
| iShares Tr464287739 | U.S. REAL ES ETF | 4,861 | $41.3 萬 | <0.1% | – | – | – |
| CINFCincinnati Financial Corp | COM | 3,703 | $41.5 萬 | <0.1% | – | – | 歷史 |
| IBMInternational Business Machines Corp | Stock | 3,234 | $42.4 萬 | <0.1% | – | – | 歷史 |
| NFLXNetflix Inc | Stock | 1,249 | $43.2 萬 | <0.1% | – | – | 歷史 |
| iShares Inc464286475 | EM MKT SM-CP ETF | 8,578 | $43.2 萬 | <0.1% | – | – | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,786 | $43.6 萬 | <0.1% | – | – | – |
| COSTCostco Wholesale Corp | Stock | 878 | $43.7 萬 | <0.1% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V548 | INTL DIVI ACHI | 24,659 | $44.0 萬 | <0.1% | – | – | – |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 9,266 | $44.1 萬 | <0.1% | – | – | – |
| MOAltria Group, Inc. | Stock | 10,033 | $44.8 萬 | <0.1% | – | – | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 2,174 | $45.9 萬 | 0.1% | – | – | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 11,136 | $46.7 萬 | 0.1% | – | – | – |
| MARMarriott International Inc | Stock | 2,831 | $47.0 萬 | 0.1% | – | – | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 1,226 | $47.3 萬 | 0.1% | – | – | – |
| ABBVAbbVie Inc. | Stock | 2,992 | $47.7 萬 | 0.1% | – | – | 歷史 |
| WisdomTree Tr97717Y857 | US MULTIFACTOR | 12,702 | $47.7 萬 | 0.1% | – | – | – |
| MRKMerck & Co., Inc. | Stock | 4,550 | $48.4 萬 | 0.1% | – | – | 歷史 |
| NEENextera Energy Inc | Stock | 6,330 | $48.8 萬 | 0.1% | – | – | 歷史 |
| RTXRTX Corp | Stock | 5,000 | $49.0 萬 | 0.1% | – | – | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 18,960 | $49.1 萬 | 0.1% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 4,830 | $50.1 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 2,363 | $53.2 萬 | 0.1% | – | – | – |
| PFEPfizer Inc | Stock | 13,072 | $53.3 萬 | 0.1% | – | – | 歷史 |
| BACBank of America Corp | Stock | 18,755 | $53.6 萬 | 0.1% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 1,997 | $55.5 萬 | 0.1% | – | – | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 5,676 | $55.6 萬 | 0.1% | – | – | – |
| CSCOCisco Systems, Inc. | Stock | 10,787 | $56.4 萬 | 0.1% | – | – | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 12,484 | $56.4 萬 | 0.1% | – | – | – |
| LNGCheniere Energy, Inc. | COM NEW | 3,617 | $57.0 萬 | 0.1% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 5,576 | $60.2 萬 | 0.1% | – | – | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 2,558 | $61.0 萬 | 0.1% | – | – | – |
| WMTWalmart Inc. | Stock | 4,351 | $64.2 萬 | 0.1% | – | – | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 2,094 | $67.2 萬 | 0.1% | – | – | – |
| iShares Select Dividend ETF464287168 | ETF | 5,846 | $68.5 萬 | 0.1% | – | – | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 14,029 | $69.1 萬 | 0.1% | – | – | – |
| SNVSynovus Financial Corp | COM NEW | 22,883 | $70.5 萬 | 0.1% | – | – | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 10,426 | $72.9 萬 | 0.1% | – | – | – |
| PGProcter & Gamble Co | Stock | 4,915 | $73.1 萬 | 0.1% | – | – | 歷史 |
| TAT&T Inc. | Stock | 38,760 | $74.6 萬 | 0.1% | – | – | 歷史 |
| SOSouthern Co | Stock | 10,758 | $74.9 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 7,692 | $82.9 萬 | 0.1% | – | – | – |
| NKENIKE, Inc. | Stock | 6,846 | $84.0 萬 | 0.1% | – | – | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 13,014 | $90.4 萬 | 0.1% | – | – | – |
| SCHWSchwab Charles Corp | Stock | 18,075 | $94.7 萬 | 0.1% | – | – | 歷史 |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 20,685 | $98.9 萬 | 0.1% | – | – | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 6,551 | $98.9 萬 | 0.1% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 2,640 | $99.3 萬 | 0.1% | – | – | – |
| iShares Tr464287630 | RUS 2000 VAL ETF | 7,339 | $100.6 萬 | 0.1% | – | – | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 4,532 | $106.7 萬 | 0.1% | – | – | – |
| CVXChevron Corp | Stock | 6,755 | $110.2 萬 | 0.1% | – | – | 歷史 |