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Darrick Alford

@Bip Wealth, Llc

Latest period2024 - Q3ReportedManaged Assets$1.468BTotal holdings245
Assets growth rate20.21%Assets growth rate (2-Q avg)4.76%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Bip Wealth, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 245 positions.

Assets under management

The assets under management (AUM) of Bip Wealth, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 1.468B in assets, with a quarterly growth rate of 20.21% and a 2-quarter average growth rate of 4.76%. The portfolio is managed by Darrick Alford, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
USFRWisdomtree Floating Rate
Recent Activity
Increased 16%
20.54%
$301.426M
6.007M shares@ $50.18 avg price
SPYSpdr S&p 500 Etf
Recent Activity
Increased 8.01%
20.53%
$301.294M
525,121 shares@ $573.77 avg price
TFLOIshares Treasury Floating Ra
Recent Activity
Increased 19.49%
5.1%
$74.847M
1.479M shares@ $50.6 avg price
VTIVanguard Index Fds
Recent Activity
Increased 17.45%
4.78%
$70.162M
247,804 shares@ $283.14 avg price
VTVVanguard Index Fds
Recent Activity
Increased 30.63%
4.08%
$59.765M
342,466 shares@ $174.52 avg price
EFAIshares Msci Eafe Etf
Recent Activity
Increased 8.55%
3.76%
$55.15M
659,487 shares@ $83.63 avg price
VEUVanguard Ftse All World
Recent Activity
Increased 17.18%
2.48%
$36.36M
577,236 shares@ $63.0 avg price
VTVanguard Intl Equity Fds
Recent Activity
Increased 14.31%
2.47%
$36.227M
302,849 shares@ $119.62 avg price
SPYVSpdr Portfolio S&p 500
Recent Activity
Increased 4.36%
2.21%
$32.328M
611,737 shares@ $52.85 avg price
IWMIshares Russell 2000
Recent Activity
Increased 7.1%
1.45%
$21.246M
96,183 shares@ $220.9 avg price