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BIP Alliance, LLC

Q2 2025 · 13F-HR

BIP Alliance, LLCholdings as filed

Filed 2025-07-31 · accession 0002056367-25-000003

$260.4M
Reported value
49
Positions
2025-06-30
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
922908363VOOVANGUARD S&P 500 ETF$86.5M33.2%152,222CommonNONE
921943858VEAVANGUARD FTSE DEVELOPED$28.5M10.9%499,746CommonNONE
922907746VTEBVANGUARD MUNI BND TAX$26.1M10.0%533,216CommonNONE
921937835BNDVANGUARD TOTAL BOND$20.8M7.97%281,943CommonNONE
922908652VXFVANGUARD EXTENDED MARKET$19.9M7.62%103,018CommonNONE
92204A702VGTVANGUARD INFORMATION$11.4M4.39%17,241CommonNONE
922042858VWOVANGUARD FTSE EMERGING$9.8M3.76%197,694CommonNONE
92203J407BNDXVANGUARD TOTAL$9.1M3.49%183,379CommonNONE
464288158SUBISHARES SHORT TERM NTNL$8.9M3.41%83,457CommonNONE
92206C870VCITVAG ITM-TERM CORPORATE$5.3M2.05%64,245CommonNONE
921937827BSVVANGUARD SHORT-TERM BOND$3.3M1.27%42,054CommonNONE
037833100AAPLAPPLE INC$2.4M0.93%11,856CommonNONE
92206C706VGITVANGUARD INTER-TERM$2.4M0.93%40,425CommonNONE
78462F103SPYSPDR S&P 500 ETF$2.3M0.87%3,681CommonNONE
37940X102GPNGLOBAL PMTS INC$2.0M0.76%24,565CommonNONE
67066G104NVDANVIDIA CORP$1.9M0.73%12,002CommonNONE
594918104MSFTMICROSOFT CORP$1.9M0.73%3,806CommonNONE
808524805SCHFSCHWAB INTERNATIONAL$1.9M0.72%84,753CommonNONE
922908769VTIVANGUARD TOTAL STOCK$1.4M0.55%4,745CommonNONE
023135106AMZNAMAZON COM INC$1.4M0.53%6,240CommonNONE
97717Y527USFRWISDOMTREE FLOATING RATE$1.0M0.40%20,818CommonNONE
001055102AFLAFLAC INC$1.0M0.39%9,648CommonNONE
30303M102METAMETA PLATFORMS INC$940,6970.36%1,275CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY$895,7600.34%1,844CommonNONE
808524706SCHESCHWAB EMERGING MARKETS$639,0280.25%21,202CommonNONE
11135F101AVGOBROADCOM INC$611,6670.23%2,219CommonNONE
464287200IVVISHARES CORE S&P 500$596,6850.23%961CommonNONE
02079K107GOOGALPHABET INC$555,2310.21%3,130CommonNONE
64110L106NFLXNETFLIX INC$545,0260.21%407CommonNONE
02079K305GOOGLALPHABET INC$535,6550.21%3,040CommonNONE
88160R101TSLATESLA INC$523,8210.20%1,649CommonNONE
46625H100JPMJPMORGAN CHASE & CO$523,2880.20%1,805CommonNONE
478160104JNJJOHNSON & JOHNSON$474,2890.18%3,105CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR M F$452,9800.17%2,000CommonNONE
92826C839VVISA INC$452,6890.17%1,275CommonNONE
922908595VBKVANGUARD SMALL CAP$444,7660.17%1,606CommonNONE
G8267P108SWSMURFIT WESTROCK PLC F$380,0220.15%8,807CommonNONE
532457108LLYELI LILLY AND CO$335,1980.13%430CommonNONE
922908751VBVANGUARD SMALL CAP ETF$305,2300.12%1,288CommonNONE
921909768VXUSVANGUARD TOTAL$291,1450.11%4,214CommonNONE
57636Q104MAMASTERCARD INC$269,7310.10%480CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$252,4350.10%255CommonNONE
68389X105ORCLORACLE CORP$224,5330.09%1,027CommonNONE
931142103WMTWALMART INC$222,8410.09%2,279CommonNONE
92204A801VAWVANGUARD MATERIALS ETF$213,9230.08%1,098CommonNONE
437076102HDHOME DEPOT INC$212,7500.08%580CommonNONE
237194105DRIDARDEN RESTAURANTS INC$211,7740.08%972CommonNONE
97651M109WITWIPRO LTD F$68,5240.03%22,690CommonNONE
60687Y109MFGMIZUHO FINL GROUP INC F$57,3180.02%10,309CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.