BIP Alliance, LLC
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2025, never from the firm's own description.
Closest benchmark: every 13F filer's combined book, active share 86.5%; sector active share 80.4% against the combined 13F book's sector weights.
Over time 3 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
49 tracked positions · as of Jun 30, 2025 · Δ vs Mar 31, 2025Portfolio Trend
Sector Breakdown
As of Jun 30, 2025| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 92.6% | $241,062,572 |
| Technology | 2.9% | $7,579,535 |
| Financial Services | 1.2% | $3,216,261 |
| Consumer Cyclical | 1.0% | $2,697,353 |
| Communication Services | 1.0% | $2,577,058 |
| Industrials | 0.8% | $1,966,182 |
| Healthcare | 0.3% | $809,485 |
| Consumer Defensive | 0.2% | $475,274 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| — | +12,264 | 103,018 | $19,852,598 | ||
| VOO | VANGUARD 500 INDEX FUND | +10,857 | 152,222 | $86,466,662 | |
| VEA | Vanguard FTSE Developed Markets ETF | +6,152 | 499,746 | $28,490,519 | |
| VGT | VANGUARD INFORMATION TECHNOLOGY INDEX FUND | +1,681 | 17,241 | $11,435,610 | |
| SPY | Spdr S&P 500 ETF Trust | +1,062 | 3,681 | $2,274,305 | |
| BRK-B | Berkshire Hathaway Inc | +1,008 | 1,844 | $895,759 | |
| NVDA | Nvidia Corp | +999 | 12,002 | $1,896,195 | |
| AAPL | Apple Inc. | +818 | 11,856 | $2,432,495 | |
| AFL | Aflac Inc | +588 | 9,648 | $1,017,478 | |
| JNJ | Johnson & Johnson | +306 | 3,105 | $474,288 | |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND | +208 | 64,245 | $5,327,195 | |
| AMZN | Amazon Com Inc | +145 | 6,240 | $1,368,993 | |
| AVGO | Broadcom Inc. | +118 | 2,219 | $611,667 | |
| TSLA | Tesla, Inc. | +50 | 1,649 | $523,821 | |
| V | Visa Inc. | +31 | 1,275 | $452,688 | |
| MSFT | Microsoft Corp | +31 | 3,806 | $1,893,142 | |
| JPM | Jpmorgan Chase & Co | +22 | 1,805 | $523,287 | |
| MA | Mastercard Inc | +5 | 480 | $269,731 | |
| NFLX | Netflix Inc | +4 | 407 | $545,025 | |
| DRI | Darden Restaurants Inc | +2 | 972 | $211,866 | |
| COST | Costco Wholesale Corp | +2 | 255 | $252,434 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| USFR | WisdomTree Floating Rate Treasury Fund | −31,522 | 20,818 | $1,047,353 | |
| BND | VANGUARD TOTAL BOND MARKET INDEX FUND | −19,564 | 281,943 | $20,759,463 | |
| WIT | Wipro Ltd | −11,112 | 22,690 | $68,523 | |
| BNDX | Vanguard Total International Bond ETF | −7,443 | 183,379 | $9,079,094 | |
| BSV | VANGUARD SHORT-TERM BOND INDEX FUND | −6,341 | 42,054 | $3,309,649 | |
| VXUS | Vanguard Total International Stock ETF | −2,999 | 4,214 | $291,145 | |
| VWO | VANGUARD EMERGING MARKETS STOCK INDEX FUND | −1,928 | 197,694 | $9,777,945 | |
| GPN | Global Payments Inc | −1,363 | 24,565 | $1,966,182 | |
| SUB | iShares Short-Term National Muni Bond ETF | −1,349 | 83,457 | $8,874,817 | |
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND | −695 | 4,745 | $1,442,147 | |
| SCHE | Schwab Emerging Markets Equity ETF | −604 | 21,202 | $639,028 | |
| SCHF | Schwab International Equity ETF | −472 | 84,753 | $1,873,041 | |
| VGIT | VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND | −408 | 40,425 | $2,417,819 | |
| SW | Smurfit Westrock plc | −229 | 8,807 | $380,022 | |
| GOOGL | Alphabet Inc. | −122 | 3,040 | $535,739 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | −92 | 2,000 | $452,980 | |
| VTEB | VANGUARD TAX-EXEMPT BOND INDEX FUND | −75 | 533,216 | $26,143,580 | |
| VBK | VANGUARD SMALL-CAP GROWTH INDEX FUND | −39 | 1,606 | $444,765 | |
| MFG | Mizuho Financial Group Inc | −26 | 10,309 | $57,318 | |
| GOOG | Alphabet Inc. | −25 | 3,130 | $555,230 | |
| META | Meta Platforms, Inc. | −21 | 1,275 | $941,064 | |
| LLY | ELI LILLY & Co | −17 | 430 | $335,197 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| VOO |
VANGUARD 500 INDEX FUND
|
Added | 152,222 | $86,466,662 | 33.21% | |
| VEA |
Vanguard FTSE Developed Markets ETF
|
Added | 499,746 | $28,490,519 | 10.94% | |
| VTEB |
VANGUARD TAX-EXEMPT BOND INDEX FUND
|
Reduced | 533,216 | $26,143,580 | 10.04% | |
| BND |
VANGUARD TOTAL BOND MARKET INDEX FUND
|
Reduced | 281,943 | $20,759,463 | 7.97% | |
|
|
Added | 103,018 | $19,852,598 | 7.62% | ||
| VGT |
VANGUARD INFORMATION TECHNOLOGY INDEX FUND
|
Added | 17,241 | $11,435,610 | 4.39% | |
| VWO |
VANGUARD EMERGING MARKETS STOCK INDEX FUND
|
Reduced | 197,694 | $9,777,945 | 3.76% | |
| BNDX |
Vanguard Total International Bond ETF
|
Reduced | 183,379 | $9,079,094 | 3.49% | |
| SUB |
iShares Short-Term National Muni Bond ETF
|
Reduced | 83,457 | $8,874,817 | 3.41% | |
| VCIT |
VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND
|
Added | 64,245 | $5,327,195 | 2.05% | |
| BSV |
VANGUARD SHORT-TERM BOND INDEX FUND
|
Reduced | 42,054 | $3,309,649 | 1.27% | |
| AAPL |
Apple Inc.
Technology
|
Added | 11,856 | $2,432,495 | 0.93% | |
| VGIT |
VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND
|
Reduced | 40,425 | $2,417,819 | 0.93% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 3,681 | $2,274,305 | 0.87% | |
| GPN |
Global Payments Inc
Industrials
|
Reduced | 24,565 | $1,966,182 | 0.76% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 12,002 | $1,896,195 | 0.73% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 3,806 | $1,893,142 | 0.73% | |
| SCHF |
Schwab International Equity ETF
|
Reduced | 84,753 | $1,873,041 | 0.72% | |
| VTI |
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
Reduced | 4,745 | $1,442,147 | 0.55% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 6,240 | $1,368,993 | 0.53% | |
| USFR |
WisdomTree Floating Rate Treasury Fund
|
Reduced | 20,818 | $1,047,353 | 0.40% | |
| AFL |
Aflac Inc
Financial Services
|
Added | 9,648 | $1,017,478 | 0.39% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 1,275 | $941,064 | 0.36% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 1,844 | $895,759 | 0.34% | |
| SCHE |
Schwab Emerging Markets Equity ETF
|
Reduced | 21,202 | $639,028 | 0.25% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 2,219 | $611,667 | 0.23% | |
| IVV |
iShares Core S&P 500 ETF
|
Held | 961 | $596,684 | 0.23% | |
| GOOG |
Alphabet Inc.
Communication Services
|
Reduced | 3,130 | $555,230 | 0.21% | |
| NFLX |
Netflix Inc
Communication Services
|
Added | 407 | $545,025 | 0.21% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 3,040 | $535,739 | 0.21% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 1,649 | $523,821 | 0.20% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 1,805 | $523,287 | 0.20% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 3,105 | $474,288 | 0.18% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Reduced | 2,000 | $452,980 | 0.17% | |
| V |
Visa Inc.
Financial Services
|
Added | 1,275 | $452,688 | 0.17% | |
| VBK |
VANGUARD SMALL-CAP GROWTH INDEX FUND
|
Reduced | 1,606 | $444,765 | 0.17% | |
| SW |
Smurfit Westrock plc
Consumer Cyclical
|
Reduced | 8,807 | $380,022 | 0.15% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Reduced | 430 | $335,197 | 0.13% | |
| VB |
Vanguard Index Funds
|
NEW | 1,288 | $305,230 | 0.12% | |
| VXUS |
Vanguard Total International Stock ETF
|
Reduced | 4,214 | $291,145 | 0.11% | |
| MA |
Mastercard Inc
Financial Services
|
Added | 480 | $269,731 | 0.10% | |
| COST |
Costco Wholesale Corp
Consumer Defensive
|
Added | 255 | $252,434 | 0.10% | |
| ORCL |
Oracle Corp
Technology
|
NEW | 1,027 | $224,533 | 0.09% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
NEW | 2,279 | $222,840 | 0.09% | |
| VAW |
VANGUARD MATERIALS INDEX FUND
|
Held | 1,098 | $213,923 | 0.08% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
NEW | 580 | $212,651 | 0.08% | |
| DRI |
Darden Restaurants Inc
Consumer Cyclical
|
Added | 972 | $211,866 | 0.08% | |
| WIT |
Wipro Ltd
Technology
|
Reduced | 22,690 | $68,523 | 0.03% | |
| MFG |
Mizuho Financial Group Inc
Financial Services
|
Reduced | 10,309 | $57,318 | 0.02% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.