Bridge Generations Wealth Management LLC Incresed Positions in Q1 2025

Bridge Generations Wealth Management LLC

  • $159 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
6.6K
+ 605.78%
$271.18 - $303.12 $1.79M - $2M
7.69K $2.11B
VEA
Vanguard Ftse Developed Market

ETFs
22.1K
+ 1507.52%
$47.4 - $52.99 $1.05M - $1.17M
23.5K $1.2B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
2.37K
+ 6777.14%
$58.01 - $64.46 $138K - $153K
2.41K $150M
DUHP
Dimensional ETF Tr Dimensional

ETFs
5.92K
+ 4.2%
$32.57 - $35.82 $193K - $212K
147K $4.86B
MUB
Ishares National Muni Bond ETF

ETFs
966
+ 2.72%
$104.71 - $107.69 $101K - $104K
36.5K $3.84B
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.12K
+ 238.72%
$21.75 - $24.28 $24.4K - $27.2K
1.59K $35.1M
FNDX
Schwab Fundamental U S Large C

ETFs
738
+ 171.23%
$23.03 - $25.01 $17K - $18.5K
1.17K $27.6M
RWX
Spdr Dow Jones International R

ETFs
395
+ 100.0%
$22.39 - $24.7 $8.84K - $9.76K
790 $19.3M
FNDF
Schwab Fundamental Intl Large

ETFs
248
+ 115.35%
$32.9 - $37.45 $8.16K - $9.29K
463 $16.7M
FNDA
Schwab Fundamental U S Small C

ETFs
346
+ 159.45%
$26.87 - $30.99 $9.3K - $10.7K
563 $15.4M
DFSD
Dimensional ETF Tr Short Durat

ETFs
103
+ 194.34%
$46.74 - $47.55 $4.81K - $4.9K
156 $7.41M
FNDC
Schwab Fundamental Intl Small

ETFs
107
+ 113.83%
$33.34 - $37.44 $3.57K - $4.01K
201 $7.29M
FNDE
Schwab Fundamental Emerging Mk

ETFs
115
+ 95.04%
$28.11 - $32.0 $3.23K - $3.68K
236 $7.26M
SCHA
Schwab Strategic Tr Us Small C

ETFs
164
+ 100.61%
$23.16 - $27.04 $3.8K - $4.43K
327 $7.66M
V
Visa Inc.

Financial Services
9
+ 900.0%
$306.92 - $362.71 $2.76K - $3.26K
10 $3.51M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
138
+ 155.06%
$20.2 - $22.24 $2.79K - $3.07K
227 $4.88M
AVGO
Broadcom Inc.

Technology
16
+ 533.33%
$167.43 - $244.7 $2.68K - $3.92K
19 $3.18M
MSFT
Microsoft Corp

Technology
6
+ 600.0%
$375.39 - $447.2 $2.25K - $2.68K
7 $2.63M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
77
+ 97.47%
$25.81 - $28.52 $1.99K - $2.2K
156 $4.31M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
24
+ 342.86%
$78.97 - $85.82 $1.9K - $2.06K
31 $2.57M
SCHC
Schwab Strategic Tr Intl Small

ETFs
53
+ 84.13%
$33.57 - $37.22 $1.78K - $1.97K
116 $4.16M
VNQI
Vanguard Global Ex U.S. Real

ETFs
21
+ 80.77%
$38.22 - $41.19 $803 - $865
47 $1.9M
PG
Procter & Gamble CO

Consumer Defensive
3
+ 300.0%
$158.56 - $176.26 $476 - $529
4 $682K
ORCL
Oracle Corp

Technology
11
+ 1.22%
$139.81 - $186.47 $1.54K - $2.05K
911 $127M
DFAT
Dimensional ETF Tr U S Target

ETFs
14.2K
+ 3.75%
$50.44 - $58.1 $714K - $823K
392K $20.2B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
11.7K
+ 1.13%
$32.42 - $36.13 $379K - $422K
1.04M $34.4B
Activity Summary
Buys All Purchases 81 New Holdings 54 Increased Positions 27 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 0 Puts 0
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