BIP Alliance, LLC

Est. AUM

$260.4M

13F long equity, this entity only

Positions

Period

Jun 2025 (Q2)

SEC EDGAR

View filings ↗

Jun 2025 (Q2)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD S&P 500 ETF	UIE	$86.5M	152222	33.21%	SOLE
2	VANGUARD FTSE DEVELOPED	UIE	$28.5M	499746	10.94%	SOLE
3	VANGUARD MUNI BND TAX	UIE	$26.1M	533216	10.04%	SOLE
4	VANGUARD TOTAL BOND	UIE	$20.8M	281943	7.97%	SOLE
5	VANGUARD EXTENDED MARKET	UIE	$19.9M	103018	7.62%	SOLE
6	VANGUARD INFORMATION	UIE	$11.4M	17241	4.39%	SOLE
7	VANGUARD FTSE EMERGING	UIE	$9.8M	197694	3.76%	SOLE
8	VANGUARD TOTAL	UIE	$9.1M	183379	3.49%	SOLE
9	ISHARES SHORT TERM NTNL	UIE	$8.9M	83457	3.41%	SOLE
10	VAG ITM-TERM CORPORATE	UIE	$5.3M	64245	2.05%	SOLE
11	VANGUARD SHORT-TERM BOND	UIE	$3.3M	42054	1.27%	SOLE
12	APPLE INC	COM	$2.4M	11856	0.93%	SOLE
13	VANGUARD INTER-TERM	UIE	$2.4M	40425	0.93%	SOLE
14	SPDR S&P 500 ETF	UIE	$2.3M	3681	0.87%	SOLE
15	GLOBAL PMTS INC	COM	$2.0M	24565	0.76%	SOLE
16	NVIDIA CORP	COM	$1.9M	12002	0.73%	SOLE
17	MICROSOFT CORP	COM	$1.9M	3806	0.73%	SOLE
18	SCHWAB INTERNATIONAL	UIE	$1.9M	84753	0.72%	SOLE
19	VANGUARD TOTAL STOCK	UIE	$1.4M	4745	0.55%	SOLE
20	AMAZON COM INC	COM	$1.4M	6240	0.53%	SOLE
21	WISDOMTREE FLOATING RATE	UIE	$1.0M	20818	0.40%	SOLE
22	AFLAC INC	COM	$1.0M	9648	0.39%	SOLE
23	META PLATFORMS INC	COM	$941K	1275	0.36%	SOLE
24	BERKSHIRE HATHAWAY	COM	$896K	1844	0.34%	SOLE
25	SCHWAB EMERGING MARKETS	UIE	$639K	21202	0.25%	SOLE
26	BROADCOM INC	COM	$612K	2219	0.24%	SOLE
27	ISHARES CORE S&P 500	UIE	$597K	961	0.23%	SOLE
28	ALPHABET INC	COM	$555K	3130	0.21%	SOLE
29	NETFLIX INC	COM	$545K	407	0.21%	SOLE
30	ALPHABET INC	COM	$536K	3040	0.21%	SOLE
31	TESLA INC	COM	$524K	1649	0.20%	SOLE
32	JPMORGAN CHASE & CO	COM	$523K	1805	0.20%	SOLE
33	JOHNSON & JOHNSON	COM	$474K	3105	0.18%	SOLE
34	TAIWAN SEMICONDUCTOR M F	ADR	$453K	2000	0.17%	SOLE
35	VISA INC	COM	$453K	1275	0.17%	SOLE
36	VANGUARD SMALL CAP	UIE	$445K	1606	0.17%	SOLE
37	SMURFIT WESTROCK PLC F	FGO	$380K	8807	0.15%	SOLE
38	ELI LILLY AND CO	COM	$335K	430	0.13%	SOLE
39	VANGUARD SMALL CAP ETF	UIE	$305K	1288	0.12%	SOLE
40	VANGUARD TOTAL	UIE	$291K	4214	0.11%	SOLE
41	MASTERCARD INC	COM	$270K	480	0.10%	SOLE
42	COSTCO WHSL CORP NEW	COM	$252K	255	0.10%	SOLE
43	ORACLE CORP	COM	$225K	1027	0.09%	SOLE
44	WALMART INC	COM	$223K	2279	0.09%	SOLE
45	VANGUARD MATERIALS ETF	UIE	$214K	1098	0.08%	SOLE
46	HOME DEPOT INC	COM	$213K	580	0.08%	SOLE
47	DARDEN RESTAURANTS INC	COM	$212K	972	0.08%	SOLE
48	WIPRO LTD F	ADR	$69K	22690	0.03%	SOLE
49	MIZUHO FINL GROUP INC F	ADR	$57K	10309	0.02%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.