BIP Alliance, LLC

ATLANTA, GA · CIK 2056367 · 13F filing filed 2025-07-31

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyAtlanta, GA

$260.4m reported value +10.1% vs Q1 2025

49positions

86.9%in top 10

4 new 21 added 22 reduced 4 sold out vs Q1 2025

Holdings, Q2 2025

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	152,222	$86.5m33.21%	33.21%	Added +10.9k	+10,857 7.7%
2	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	499,746	$28.5m10.94%	10.94%	Added +6.2k	+6,152 1.2%
3	VANGUARD MUN BD FDS TAX EXEMPT BD VTEB	VTEB	533,216	$26.1m10.04%	10.04%	Reduced -75	-75 -0.0%
4	VANGUARD BD INDEX FDS TOTAL BND MRKT BND	BND	281,943	$20.8m7.97%	7.97%	Reduced -19.6k	-19,564 -6.5%
5	VANGUARD INDEX FDS EXTEND MKT ETF VXF	VXF	103,018	$19.9m7.62%	7.62%	Added +12.3k	+12,264 13.5%
6	VANGUARD WORLD FD INF TECH ETF VGT	VGT	17,241	$11.4m4.39%	4.39%	Added +1.7k	+1,681 10.8%
7	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	197,694	$9.8m3.76%	3.76%	Reduced -1.9k	-1,928 -1.0%
8	VANGUARD CHARLOTTE FDS TOTAL INT BD ETF BNDX	BNDX	183,379	$9.1m3.49%	3.49%	Reduced -7.4k	-7,443 -3.9%
9	ISHARES TR SHRT NAT MUN ETF SUB	SUB	83,457	$8.9m3.41%	3.41%	Reduced -1.3k	-1,349 -1.6%
10	VANGUARD SCOTTSDALE FDS INT-TERM CORP VCIT	VCIT	64,245	$5.3m2.05%	2.05%	Added +208	+208 0.3%
11	VANGUARD BD INDEX FDS SHORT TRM BOND BSV	BSV	42,054	$3.3m1.27%	1.27%	Reduced -6.3k	-6,341 -13.1%
12	APPLE INC COM AAPL	AAPL	11,856	$2.4m0.93%	0.93%	Added +818	+818 7.4%
13	VANGUARD SCOTTSDALE FDS INTER TERM TREAS VGIT	VGIT	40,425	$2.4m0.93%	0.93%	Reduced -408	-408 -1.0%
14	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	3,681	$2.3m0.87%	0.87%	Added +1.1k	+1,062 40.5%
15	GLOBAL PMTS INC COM GPN	GPN	24,565	$2.0m0.76%	0.76%	Reduced -1.4k	-1,363 -5.3%
16	NVIDIA CORPORATION COM NVDA	NVDA	12,002	$1.9m0.73%	0.73%	Added +999	+999 9.1%
17	MICROSOFT CORP COM MSFT	MSFT	3,806	$1.9m0.73%	0.73%	Added +31	+31 0.8%
18	SCHWAB STRATEGIC TR INTL EQTY ETF SCHF	SCHF	84,753	$1.9m0.72%	0.72%	Reduced -472	-472 -0.6%
19	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	4,745	$1.4m0.55%	0.55%	Reduced -695	-695 -12.8%
20	AMAZON COM INC COM AMZN	AMZN	6,240	$1.4m0.53%	0.53%	Added +145	+145 2.4%
21	WISDOMTREE TR FLOATNG RAT TREA USFR	USFR	20,818	$1.0m0.40%	0.40%	Reduced -31.5k	-31,522 -60.2%
22	AFLAC INC COM AFL	AFL	9,648	$1.0m0.39%	0.39%	Added +588	+588 6.5%
23	META PLATFORMS INC CL A META	META	1,275	$940.7k0.36%	0.36%	Reduced -21	-21 -1.6%
24	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	1,844	$895.8k0.34%	0.34%	Added +1.0k	+1,008 120.6%
25	SCHWAB STRATEGIC TR EMRG MKTEQ ETF SCHE	SCHE	21,202	$639.0k0.25%	0.25%	Reduced -604	-604 -2.8%
26	BROADCOM INC COM AVGO	AVGO	2,219	$611.7k0.23%	0.23%	Added +118	+118 5.6%
27	ISHARES TR CORE S&P500 ETF IVV	IVV	961	$596.7k0.23%	0.23%	Unchanged
28	ALPHABET INC CAP STK CL C GOOG	GOOG	3,130	$555.2k0.21%	0.21%	Reduced -25	-25 -0.8%
29	NETFLIX INC COM NFLX	NFLX	407	$545.0k0.21%	0.21%	Added +4	+4 1.0%
30	ALPHABET INC CAP STK CL A GOOGL	GOOGL	3,040	$535.7k0.21%	0.21%	Reduced -122	-122 -3.9%
31	TESLA INC COM TSLA	TSLA	1,649	$523.8k0.20%	0.20%	Added +50	+50 3.1%
32	JPMORGAN CHASE & CO COM JPM	JPM	1,805	$523.3k0.20%	0.20%	Added +22	+22 1.2%
33	JOHNSON & JOHNSON COM JNJ	JNJ	3,105	$474.3k0.18%	0.18%	Added +306	+306 10.9%
34	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	2,000	$453.0k0.17%	0.17%	Reduced -92	-92 -4.4%
35	VISA INC COM CL A V	V	1,275	$452.7k0.17%	0.17%	Added +31	+31 2.5%
36	VANGUARD INDEX FDS SML CP GRW ETF VBK	VBK	1,606	$444.8k0.17%	0.17%	Reduced -39	-39 -2.4%
37	SMURFIT WESTROCK PLC SHS SW	SW	8,807	$380.0k0.15%	0.15%	Reduced -229	-229 -2.5%
38	ELI LILLY & CO COM LLY	LLY	430	$335.2k0.13%	0.13%	Reduced -17	-17 -3.8%
39	VANGUARD INDEX FDS SMALL CP ETF VB	VB	1,288	$305.2k0.12%	0.12%	New
40	VANGUARD STAR FDS VG TL INTL STK F VXUS	VXUS	4,214	$291.1k0.11%	0.11%	Reduced -3.0k	-2,999 -41.6%
41	MASTERCARD INCORPORATED CL A MA	MA	480	$269.7k0.10%	0.10%	Added +5	+5 1.1%
42	COSTCO WHSL CORP NEW COM COST	COST	255	$252.4k0.10%	0.10%	Added +2	+2 0.8%
43	ORACLE CORP COM ORCL	ORCL	1,027	$224.5k0.09%	0.09%	New
44	WALMART INC COM WMT	WMT	2,279	$222.8k0.09%	0.09%	New
45	VANGUARD WORLD FD MATERIALS ETF VAW	VAW	1,098	$213.9k0.08%	0.08%	Unchanged
46	HOME DEPOT INC COM HD	HD	580	$212.8k0.08%	0.08%	New
47	DARDEN RESTAURANTS INC COM DRI	DRI	972	$211.8k0.08%	0.08%	Added +2	+2 0.2%
48	WIPRO LTD SPON ADR 1 SH WIT	WIT	22,690	$68.5k0.03%	0.03%	Reduced -11.1k	-11,112 -32.9%
49	MIZUHO FINANCIAL GROUP INC SPONSORED ADR MFG	MFG	10,309	$57.3k0.02%	0.02%	Reduced -26	-26 -0.2%

Sold out since Q1 2025

Security	Ticker	Shares held before	Value then
VANGUARD MALVERN FDS VTIP	VTIP	15,640	$780.4k15.6k shares
ICICI BANK LIMITED IBN	IBN	7,121	$224.5k7.1k shares
EXXON MOBIL CORP XOM	XOM	1,759	$209.2k1.8k shares
ABBVIE INC ABBV	ABBV	998	$209.1k998 shares