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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
ULSTSpdr Ssga Ultra Short
Recent Activity
Increased 19.58%
1.31%
$19.112M
468,672 shares@ $40.79 avg price
DLSWisdomtree International
Recent Activity
Increased 22.7%
1.15%
$16.746M
242,518 shares@ $69.06 avg price
SPSBSpdr Portfolio Short Term
Recent Activity
Increased 9.46%
1.13%
$16.451M
543,299 shares@ $30.29 avg price
SPTMSpdr Portfolio S P 1500
Recent Activity
Increased 14.41%
1.08%
$15.718M
224,296 shares@ $70.08 avg price
DOLWisdomtree International
Recent Activity
Increased 18.09%
1.03%
$15.016M
278,248 shares@ $53.97 avg price
AAPLApple Inc
Recent Activity
Increased 13.82%
1%
$14.585M
62,622 shares@ $232.91 avg price
EEMIshares Msci Emerging
Recent Activity
Increased 9.23%
0.96%
$13.972M
304,668 shares@ $45.87 avg price
VWOVanguard Ftse Emerging
Recent Activity
Increased 13.81%
0.95%
$13.921M
290,920 shares@ $47.86 avg price
DGSWisdomtree Emerging Markets
Recent Activity
Increased 11.2%
0.94%
$13.752M
256,093 shares@ $53.71 avg price
STIPIshares 0-5 Year Tips
Recent Activity
Increased 17.97%
0.72%
$10.526M
103,874 shares@ $101.34 avg price