StockDriftsStockDriftsTop 50 BIP Wealth, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 12.99% | 491.1K | $319.4M | -5.38%(-27.92K) | $416.04(+78.42%) | 2026-03-31 | |
| USFR | WISDOMTREE TR | 10.44% | 5.10M | $256.7M | -3.89%(-206.34K) | $50.29(+0.26%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 4.36% | 334.4K | $107.3M | -2.81%(-9.67K) | $236.95(+53.92%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 3.69% | 461.9K | $90.6M | -5.79%(-28.39K) | $163.62(+27.35%) | 2026-03-31 | |
| TFLO | ISHARES TR | 2.68% | 1.30M | $66.0M | -12.99%(-194.56K) | $50.54(+0.02%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 2.67% | 109.7K | $65.5M | -56.41%(-141.95K) | $598.09(+14.10%) | 2026-03-31 | |
| EFA | ISHARES TR | 2.39% | 605.9K | $58.8M | -5.72%(-36.76K) | $69.90(+48.53%) | 2026-03-31 | |
| SCHG | SCHWAB STRATEGIC TR | 2.31% | 1.95M | $56.7M | +9.39%(+167.03K) | $31.46(+9.10%) | 2026-03-31 | |
| VT | VANGUARD INTL EQUITY INDEX F | 2.13% | 379.0K | $52.4M | -6.28%(-25.41K) | $105.41(+47.42%) | 2026-03-31 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 1.82% | 596.2K | $44.8M | -7.05%(-45.22K) | $54.79(+51.43%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.03% | +29.63% |
| Top 20 Holdings Unweighted | +8.92% | +29.23% |
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