Statistik Asas
Nilai Portfolio $ 164,891,589
Kedudukan Semasa 127
Pegangan Terkini, Prestasi, AUM (dari 13F, 13D)

Bridge Generations Wealth Management Llc telah mendedahkan 127 jumlah pegangan dalam pemfailan SEC terkini mereka. Nilai portfolio terkini dikira sebagai $ 164,891,589 USD. Aset Sebenar Di Bawah Pengurusan (AUM) ialah nilai ini ditambah dengan tunai (yang tidak didedahkan). Pegangan teratas Bridge Generations Wealth Management Llc ialah Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF (US:DFAC) , Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF (US:DFAT) , Dimensional ETF Trust - Dimensional Global Real Estate ETF (US:DFGR) , Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF (US:DFEM) , and SPDR Series Trust - SPDR Portfolio Intermediate Term Treasury ETF (US:SPTI) . Kedudukan baharu Bridge Generations Wealth Management Llc termasuk iShares Trust - iShares 0-5 Year TIPS Bond ETF (US:STIP) , Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF (US:VGIT) , .

Bridge Generations Wealth Management Llc - Nilai Portfolio
Tambah Dana Ini
ke Papan Pemuka anda
Kenaikan Teratas Suku Tahun Ini

Kami menggunakan perubahan dalam peruntukan portfolio kerana ini adalah metrik yang paling bermakna. Perubahan boleh disebabkan oleh perdagangan atau perubahan dalam harga saham.

Sekuriti Saham
(MM)		 Nilai
(MM$)		 Portfolio % ΔPortfolio %
0.01 3.15 1.9106 0.5831
0.17 5.92 3.5923 0.5383
0.05 4.74 2.8739 0.4601
0.02 1.76 1.0700 0.3043
0.14 4.48 2.7174 0.2952
0.03 1.64 0.9956 0.2451
0.01 0.50 0.3048 0.2248
0.21 6.34 3.8443 0.2028
0.34 10.00 6.0620 0.1845
0.00 0.28 0.1716 0.1716
Penurunan Teratas Suku Tahun Ini

Kami menggunakan perubahan dalam peruntukan portfolio kerana ini adalah metrik yang paling bermakna. Perubahan boleh disebabkan oleh perdagangan atau perubahan dalam harga saham.

Sekuriti Saham
(MM)		 Nilai
(MM$)		 Portfolio % ΔPortfolio %
0.09 8.93 5.4159 -0.6015
0.97 34.77 21.0845 -0.5107
0.08 3.35 2.0336 -0.5091
0.37 20.07 12.1733 -0.4926
0.16 8.64 5.2371 -0.3735
0.37 10.03 6.0840 -0.2455
0.09 2.67 1.6166 -0.2184
0.06 3.02 1.8336 -0.1533
0.00 0.19 0.1127 -0.1119
0.27 8.32 5.0471 -0.0731
13F dan Pemfailan Dana

Borang ini telah difailkan pada 2025-07-18 untuk tempoh pelaporan 2025-06-30. Klik ikon pautan untuk melihat sejarah transaksi penuh.

Tingkatkan untuk membuka data premium dan eksport ke Excel .

28-07-2022: Nota Penting - Kami telah menukar layanan lajur Δ Portfolio % dalam jadual ini. Sebelum ini, kami melaporkannya sebagai peratus perubahan dalam peruntukan portfolio. Kini kami melaporkannya sebagai perubahan mentah dalam peruntukan portfolio (masih dilaporkan sebagai peratus). Dari segi formula, kami sebelum ini melaporkannya sebagai 100 * (peruntukan semasa - peruntukan terdahulu ) / peruntukan terdahulu. Kami kini melaporkannya sebagai (peruntukan semasa - peruntukan terdahulu).
Sekuriti Jenis Purata Harga Saham Saham
(MM)		 ΔSaham
(%)		 ΔSaham
(%)		 Nilai
($MM)		 Portfolio
(%)		 ΔPortfolio
(%)
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF 0.97 -6.96 34.77 1.08 21.0845 -0.5107
DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF 0.37 -5.05 20.07 -0.50 12.1733 -0.4926
DFGR / Dimensional ETF Trust - Dimensional Global Real Estate ETF 0.37 -2.60 10.03 -0.48 6.0840 -0.2455
DFEM / Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF 0.34 -4.80 10.00 6.78 6.0620 0.1845
SPTI / SPDR Series Trust - SPDR Portfolio Intermediate Term Treasury ETF 0.34 3.35 9.90 4.03 6.0056 0.0294
TLH / iShares Trust - iShares 10-20 Year Treasury Bond ETF 0.09 -4.85 8.93 -6.81 5.4159 -0.6015
DFGP / Dimensional ETF Trust - Dimensional Global Core Plus Fixed Income ETF 0.16 -5.24 8.64 -3.37 5.2371 -0.3735
DFIC / Dimensional ETF Trust - Dimensional International Core Equity 2 ETF 0.27 -8.85 8.32 2.06 5.0471 -0.0731
DIHP / Dimensional ETF Trust - Dimensional International High Profitability ETF 0.21 -0.16 6.34 9.29 3.8443 0.2028
DUHP / Dimensional ETF Trust - Dimensional US High Profitability ETF 0.17 13.49 5.92 21.77 3.5923 0.5383
MUB / iShares Trust - iShares National Muni Bond ETF 0.05 24.40 4.74 23.26 2.8739 0.4601
DISV / Dimensional ETF Trust - Dimensional International Small Cap Value ETF 0.14 2.77 4.48 16.15 2.7174 0.2952
DFUV / Dimensional ETF Trust - Dimensional US Marketwide Value ETF 0.08 -19.30 3.35 -17.19 2.0336 -0.5091
DFIV / Dimensional ETF Trust - Dimensional International Value ETF 0.08 0.00 3.25 8.82 1.9685 0.0956
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF 0.01 34.75 3.15 49.01 1.9106 0.5831
JMUB / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Municipal ETF 0.06 -3.76 3.02 -4.46 1.8336 -0.1533
DFAX / Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF 0.09 -18.64 2.67 -8.80 1.6166 -0.2184
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF 0.01 0.00 2.54 4.65 1.5422 0.0170
MUNI / PIMCO ETF Trust - PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund 0.05 0.75 2.43 0.41 1.4756 -0.0464
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF 0.02 0.00 1.92 0.68 1.1624 -0.0327
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF 0.02 42.66 1.76 44.71 1.0700 0.3043
NOW / ServiceNow, Inc. 0.00 -8.31 1.74 18.42 1.0531 0.1323
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF 0.03 22.45 1.64 37.32 0.9956 0.2451
DFSU / Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF 0.02 0.00 0.67 9.61 0.4083 0.0226
DFUS / Dimensional ETF Trust - Dimensional U.S. Equity Market ETF 0.01 0.00 0.56 10.89 0.3400 0.0223
DFGX / Dimensional ETF Trust - Dimensional Global ex US Core Fixed Income ETF 0.01 286.07 0.50 295.28 0.3048 0.2248
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF 0.01 0.00 0.46 14.61 0.2760 0.0262
DFSI / Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF 0.01 -0.01 0.43 13.09 0.2623 0.0219
HYD / VanEck ETF Trust - VanEck High Yield Muni ETF 0.01 0.00 0.36 -1.93 0.2163 -0.0120
EFV / iShares Trust - iShares MSCI EAFE Value ETF 0.00 0.00 0.31 7.53 0.1910 0.0074
STIP / iShares Trust - iShares 0-5 Year TIPS Bond ETF 0.00 0.28 0.1716 0.1716
ORCL / Oracle Corporation 0.00 0.00 0.20 56.69 0.1208 0.0408
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF 0.00 0.19 0.1140 0.1140
DFSE / Dimensional ETF Trust - Dimensional Emerging Markets Sustainability Core 1 ETF 0.00 -54.03 0.19 -48.18 0.1127 -0.1119
DFIP / Dimensional ETF Trust - Dimensional Inflation-Protected Securities ETF 0.00 0.00 0.15 -0.66 0.0915 -0.0039
BSVO / EA Series Trust - EA Bridgeway Omni Small-Cap Value ETF 0.01 0.00 0.15 4.90 0.0912 0.0011
SKYW / SkyWest, Inc. 0.00 0.00 0.10 17.24 0.0624 0.0076
NUE / Nucor Corporation 0.00 0.00 0.09 8.24 0.0559 0.0021
ZION / Zions Bancorporation, National Association 0.00 0.00 0.07 3.08 0.0411 0.0003
DFAR / Dimensional ETF Trust - Dimensional US Real Estate ETF 0.00 0.00 0.07 -1.47 0.0408 -0.0020
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF 0.00 0.00 0.06 6.67 0.0392 0.0011
GBCI / Glacier Bancorp, Inc. 0.00 0.00 0.06 -1.64 0.0366 -0.0023
PSA / Public Storage 0.00 0.00 0.06 -1.79 0.0335 -0.0019
QQQ / Invesco QQQ Trust, Series 1 0.00 0.00 0.04 19.35 0.0227 0.0027
PEP / PepsiCo, Inc. 0.00 0.00 0.03 -10.81 0.0200 -0.0035
DFSV / Dimensional ETF Trust - Dimensional US Small Cap Value ETF 0.00 0.00 0.03 3.23 0.0198 0.0002
WFC / Wells Fargo & Company 0.00 0.00 0.02 10.00 0.0136 0.0010
VGLT / Vanguard Scottsdale Funds - Vanguard Long-Term Treasury ETF 0.00 0.00 0.02 -4.55 0.0132 -0.0008
DIS / The Walt Disney Company 0.00 0.00 0.02 26.67 0.0120 0.0021
VGSR / Manager Directed Portfolios - Vert Global Sustainable Real Estate ETF 0.00 0.00 0.02 6.67 0.0099 -0.0000
YUM / Yum! Brands, Inc. 0.00 0.00 0.01 -6.67 0.0090 -0.0009
IVV / iShares Trust - iShares Core S&P 500 ETF 0.00 0.00 0.01 8.33 0.0083 0.0005
RWX / SPDR Index Shares Funds - SPDR Dow Jones International Real Estate ETF 0.00 -49.62 0.01 -47.37 0.0066 -0.0055
AVGO / Broadcom Inc. 0.00 0.00 0.01 66.67 0.0032 0.0012
YUMC / Yum China Holdings, Inc. 0.00 0.00 0.00 -20.00 0.0027 -0.0006
AAPL / Apple Inc. 0.00 0.00 0.00 0.00 0.0022 -0.0003
QQQM / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF 0.00 0.00 0.00 0.00 0.0022 0.0003
DHR / Danaher Corporation 0.00 0.00 0.00 0.00 0.0022 -0.0002
V / Visa Inc. 0.00 0.00 0.00 0.00 0.0022 -0.0000
MSFT / Microsoft Corporation 0.00 0.00 0.00 50.00 0.0021 0.0005
VIGI / Vanguard Whitehall Funds - Vanguard International Dividend Appreciation ETF 0.00 0.00 0.00 0.00 0.0017 0.0001
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF 0.00 -93.22 0.00 -94.29 0.0016 -0.0205
DFSD / Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF 0.00 -66.03 0.00 -71.43 0.0015 -0.0031
HD / The Home Depot, Inc. 0.00 0.00 0.00 0.00 0.0013 -0.0000
AMZN / Amazon.com, Inc. 0.00 0.00 0.00 100.00 0.0013 0.0001
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF 0.00 0.00 0.00 100.00 0.0012 0.0001
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF 0.00 0.00 0.00 0.00 0.0012 -0.0001
ETN / Eaton Corporation plc 0.00 0.00 0.00 0.00 0.0011 0.0002
PNC / The PNC Financial Services Group, Inc. 0.00 0.00 0.00 0.00 0.0010 0.0000
ACN / Accenture plc 0.00 0.00 0.00 0.00 0.0009 -0.0001
KO / The Coca-Cola Company 0.00 0.00 0.00 0.00 0.0009 -0.0000
WMT / Walmart Inc. 0.00 0.00 0.00 0.00 0.0009 0.0001
LIN / Linde plc 0.00 0.00 0.00 0.00 0.0009 -0.0000
AXP / American Express Company 0.00 0.00 0.00 0.00 0.0008 0.0001
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund 0.00 0.00 0.00 0.00 0.0008 0.0001
UNH / UnitedHealth Group Incorporated 0.00 0.00 0.00 -50.00 0.0008 -0.0006
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF 0.00 0.00 0.00 0.00 0.0008 0.0000
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF 0.00 0.00 0.00 0.00 0.0007 -0.0000
ADI / Analog Devices, Inc. 0.00 0.00 0.00 0.00 0.0007 0.0001
IVE / iShares Trust - iShares S&P 500 Value ETF 0.00 0.00 0.00 0.00 0.0007 -0.0000
JPM / JPMorgan Chase & Co. 0.00 0.00 0.00 0.0007 0.0001
WM / Waste Management, Inc. 0.00 0.00 0.00 0.00 0.0007 -0.0000
VZ / Verizon Communications Inc. 0.00 0.00 0.00 0.00 0.0007 -0.0001
MGC / Vanguard World Fund - Vanguard Mega Cap ETF 0.00 0.00 0.00 0.00 0.0007 0.0001
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund 0.00 0.00 0.00 0.0007 0.0000
XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund 0.00 0.00 0.00 0.0007 0.0001
AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF 0.00 0.00 0.00 0.0006 0.0000
PAVE / Global X Funds - Global X U.S. Infrastructure Development ETF 0.00 0.00 0.00 0.0006 0.0001
COST / Costco Wholesale Corporation 0.00 0.00 0.00 0.0006 0.0000
XOM / Exxon Mobil Corporation 0.00 0.00 0.00 -100.00 0.0006 -0.0001
ABBV / AbbVie Inc. 0.00 0.00 0.00 -100.00 0.0006 -0.0001
ATO / Atmos Energy Corporation 0.00 0.00 0.00 0.0006 -0.0000
JPEF / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Focus ETF 0.00 0.00 0.00 0.0006 0.0000
MCD / McDonald's Corporation 0.00 0.00 0.00 0.0005 -0.0001
VTWG / Vanguard Scottsdale Funds - Vanguard Russell 2000 Growth ETF 0.00 0.00 0.00 0.0005 0.0000
LLY / Eli Lilly and Company 0.00 0.00 0.00 0.0005 -0.0000
GS / The Goldman Sachs Group, Inc. 0.00 0.00 0.00 0.0004 0.0001
HON / Honeywell International Inc. 0.00 0.00 0.00 0.0004 0.0000
DCI / Donaldson Company, Inc. 0.00 0.00 0.00 0.0004 -0.0000
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF 0.00 0.00 0.00 0.0004 0.0001
GJR / Strats Trust For Procter & Gambel Security - Preferred Security 0.00 0.00 0.00 0.0004 -0.0000
EJUL / Innovator ETFs Trust - Innovator Emerging Markets Power Buffer ETF - July 0.00 0.00 0.00 0.0004 0.0000
NVS / Novartis AG - Depositary Receipt (Common Stock) 0.00 0.00 0.00 0.0004 0.0000
BBY / Best Buy Co., Inc. 0.00 0.00 0.00 0.0004 -0.0000
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF 0.00 0.00 0.00 0.0003 -0.0000
DLR / Digital Realty Trust, Inc. 0.00 0.00 0.00 0.0003 0.0000
CRWD / CrowdStrike Holdings, Inc. 0.00 0.00 0.00 0.0003 0.0001
ROL / Rollins, Inc. 0.00 0.00 0.00 0.0003 0.0000
MRK / Merck & Co., Inc. 0.00 0.00 0.00 0.0003 -0.0001
ZTS / Zoetis Inc. 0.00 0.00 0.00 0.0003 -0.0000
DFCF / Dimensional ETF Trust - Dimensional Core Fixed Income ETF 0.00 0.00 0.00 0.0003 -0.0000
AMT / American Tower Corporation 0.00 0.00 0.00 0.0003 -0.0000
CVX / Chevron Corporation 0.00 0.00 0.00 0.0003 -0.0001
FTNT / Fortinet, Inc. 0.00 0.00 0.00 0.0003 0.0000
PUTW / WisdomTree Trust - WisdomTree PutWrite Strategy Fund 0.00 0.00 0.00 0.0002 -0.0000
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF 0.00 0.00 0.00 0.0002 0.0000
TJX / The TJX Companies, Inc. 0.00 0.00 0.00 0.0002 -0.0000
ICE / Intercontinental Exchange, Inc. 0.00 0.00 0.00 0.0002 0.0000
PDBC / Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF 0.00 0.00 0.00 0.0002 -0.0000
PLD / Prologis, Inc. 0.00 0.00 0.00 0.0002 -0.0000
ADP / Automatic Data Processing, Inc. 0.00 0.00 0.00 0.0002 -0.0000
JNJ / Johnson & Johnson 0.00 0.00 0.00 0.0002 -0.0000
MDLZ / Mondelez International, Inc. 0.00 0.00 0.00 0.0002 -0.0000
MCH / Matthews International Funds - Matthews China Active ETF 0.00 0.00 0.00 0.0001 -0.0000
LIT / Global X Funds - Global X Lithium & Battery Tech ETF 0.00 0.00 0.00 0.0001 -0.0000
GOOGL / Alphabet Inc. 0.00 0.00 0.00 0.0001 0.0000
NEE / NextEra Energy, Inc. 0.00 0.00 0.00 0.0001 -0.0000
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF 0.00 -100.00 0.00 0.0000
ICOW / Pacer Funds Trust - Pacer Developed Markets International Cash Cows 100 ETF 0.00 -100.00 0.00 0.0000
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF 0.00 -100.00 0.00 0.0000
FNDF / Schwab Strategic Trust - Schwab Fundamental International Equity ETF 0.00 -100.00 0.00 0.0000
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF 0.00 -100.00 0.00 0.0000
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF 0.00 -100.00 0.00 0.0000
EQAL / Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF 0.00 -100.00 0.00 0.0000
INDS / Pacer Funds Trust - Pacer Industrial Real Estate ETF 0.00 -100.00 0.00 0.0000
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF 0.00 -100.00 0.00 0.0000
SCHC / Schwab Strategic Trust - Schwab International Small-Cap Equity ETF 0.00 -100.00 0.00 0.0000
MMM / 3M Company 0.00 -100.00 0.00 0.0000
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF 0.00 -100.00 0.00 0.0000
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF 0.00 -100.00 0.00 0.0000
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF 0.00 -100.00 0.00 0.0000
NULG / Nushares ETF Trust - Nuveen ESG Large-Cap Growth ETF 0.00 -100.00 0.00 0.0000
FNDE / Schwab Strategic Trust - Schwab Fundamental Emerging Markets Equity ETF 0.00 -100.00 0.00 0.0000
SLYG / SPDR Series Trust - SPDR S&P 600 Small Cap Growth ETF 0.00 -100.00 0.00 0.0000
IAU / iShares Gold Trust 0.00 -100.00 0.00 0.0000
SOLV / Solventum Corporation 0.00 -100.00 0.00 0.0000
VNQI / Vanguard International Equity Index Funds - Vanguard Global ex-U.S. Real Estate ETF 0.00 -100.00 0.00 0.0000
SCHH / Schwab Strategic Trust - Schwab U.S. REIT ETF 0.00 -100.00 0.00 0.0000
SCHF / Schwab Strategic Trust - Schwab International Equity ETF 0.00 -100.00 0.00 0.0000
FNDA / Schwab Strategic Trust - Schwab Fundamental U.S. Small Company ETF 0.00 -100.00 0.00 0.0000
FNDC / Schwab Strategic Trust - Schwab Fundamental International Small Equity ETF 0.00 -100.00 0.00 0.0000
MEMX / Matthews International Funds - Matthews Emerging Markets ex China Active ETF 0.00 -100.00 0.00 0.0000
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF 0.00 -100.00 0.00 0.0000