Bridge Generations Wealth Management LLC ETFs

Bridge Generations Wealth Management LLC

$151 Billion
Q4 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
DFAC Dimensional ETF Tr U S Core Eq	$0	$35.7 Billion 23.55% of portfolio	1,030,895	Q4 2024 New
DFAT Dimensional ETF Tr U S Target	$0	$21 Billion 13.88% of portfolio	377,625	Q4 2024 New
TLH Ishares Barclays 10 20 Yr Trea	$0	$20.9 Billion 13.82% of portfolio	210,198	Q4 2024 New
DFEM Dimensional ETF Tr Emerging Mk	$0	$9.41 Billion 6.22% of portfolio	359,380	Q4 2024 New
DFIC Dimensional ETF Tr Dimensional	$0	$7.83 Billion 5.17% of portfolio	302,776	Q4 2024 New
DIHP Dimensional ETF Tr Dimensional	$0	$5.66 Billion 3.74% of portfolio	224,170	Q4 2024 New
DUHP Dimensional ETF Tr Dimensional	$0	$4.76 Billion 3.14% of portfolio	140,855	Q4 2024 New
DFUV Dimensional ETF Tr Us Marketwi	$0	$4.03 Billion 2.66% of portfolio	98,514	Q4 2024 New
MUB Ishares National Muni Bond ETF	$0	$3.78 Billion 2.5% of portfolio	35,495	Q4 2024 New
DISV Dimensional ETF Tr Dimensional	$0	$3.59 Billion 2.37% of portfolio	135,001	Q4 2024 New
VBR Vanguard Small Cap Value ETF	$0	$2.79 Billion 1.84% of portfolio	14,060	Q4 2024 New
DFIV Dimensional ETF Tr	$0	$2.74 Billion 1.81% of portfolio	77,187	Q4 2024 New
SUB Ishares Short Term National Mu	$0	$1.9 Billion 1.26% of portfolio	18,025	Q4 2024 New
DFUS Dimensional ETF Tr U S Equity	$0	$533 Million 0.35% of portfolio	8,364	Q4 2024 New
SCZ Ishares Tr Msci Eafe Small Cap	$0	$436 Million 0.29% of portfolio	7,176	Q4 2024 New
HYD Vaneck High Yield Muni ETF	$0	$403 Million 0.27% of portfolio	7,760	Q4 2024 New
EFV Msci Eafe Value ETF	$0	$260 Million 0.17% of portfolio	4,961	Q4 2024 New
DFIP Dimensional ETF Tr Inflation P	$0	$148 Million 0.1% of portfolio	3,652	Q4 2024 New
VEA Vanguard Ftse Developed Market	$0	$70 Million 0.05% of portfolio	1,463	Q4 2024 New
DFAR Dimensional ETF Tr Dimensional	$0	$66.7 Million 0.04% of portfolio	2,867	Q4 2024 New
DFAS Dimensional ETF Tr U S Small C	$0	$66 Million 0.04% of portfolio	1,015	Q4 2024 New
VGLT Vanguard Long Term Treasury Et	$0	$51.2 Million 0.03% of portfolio	925	Q4 2024 New
QQQ Invesco Qqq Trust, Series 1	$0	$34.8 Million 0.02% of portfolio	68	Q4 2024 New
RSP Invesco S&P 500 Equal Weight E	$0	$29.1 Million 0.02% of portfolio	166	Q4 2024 New
VOE Vanguard Mid Cap Value Index F	$0	$14.2 Million 0.01% of portfolio	88	Q4 2024 New
EQAL Invesco ETF	$0	$13.7 Million 0.01% of portfolio	283	Q4 2024 New
IVV Ishares Core S&P 500 ETF	$0	$13 Million 0.01% of portfolio	22	Q4 2024 New
VNQ Vanguard Specialized Funds Van	$0	$11.5 Million 0.01% of portfolio	129	Q4 2024 New
SCHX Schwab Strategic Tr Us Large C	$0	$10.9 Million 0.01% of portfolio	470	Q4 2024 New
FNDX Schwab Fundamental U S Large C	$0	$10.2 Million 0.01% of portfolio	431	Q4 2024 New
RWX Spdr Dow Jones International R	$0	$9.1 Million 0.01% of portfolio	395	Q4 2024 New
FNDF Schwab Fundamental Intl Large	$0	$7.13 Million 0.0% of portfolio	215	Q4 2024 New
FNDA Schwab Fundamental U S Small C	$0	$6.43 Million 0.0% of portfolio	217	Q4 2024 New
SCHF Schwab Strategic Tr Intl Eqty	$0	$5.08 Million 0.0% of portfolio	274	Q4 2024 New
SCHA Schwab Strategic Tr Us Small C	$0	$4.21 Million 0.0% of portfolio	163	Q4 2024 New
FNDE Schwab Fundamental Emerging Mk	$0	$3.51 Million 0.0% of portfolio	121	Q4 2024 New
QQQM Invesco Exchange Traded Fd Tr	$0	$3.37 Million 0.0% of portfolio	16	Q4 2024 New
FNDC Schwab Fundamental Intl Small	$0	$3.23 Million 0.0% of portfolio	94	Q4 2024 New
VTEB Vanguard Mun Bd Fds Tax Exempt	$0	$3.21 Million 0.0% of portfolio	64	Q4 2024 New
DFSD Dimensional ETF Tr Short Durat	$0	$2.49 Million 0.0% of portfolio	53	Q4 2024 New
SCHC Schwab Strategic Tr Intl Small	$0	$2.16 Million 0.0% of portfolio	63	Q4 2024 New
SCHE Schwab Strategic Tr Us Emergin	$0	$2.12 Million 0.0% of portfolio	79	Q4 2024 New
VXUS Vanguard Star Fd Vanguard Tota	$0	$2.09 Million 0.0% of portfolio	35	Q4 2024 New
SPLG Spdr Portfolio S&P 500 ETF (Ma	$0	$1.93 Million 0.0% of portfolio	28	Q4 2024 New
SCHH Schwab Strategic U.S. Reit ETF	$0	$1.87 Million 0.0% of portfolio	89	Q4 2024 New
IJH Ishares Core S&P Mid Cap ETF	$0	$1.25 Million 0.0% of portfolio	20	Q4 2024 New
XLK Technology Sector Spdr	$0	$1.16 Million 0.0% of portfolio	5	Q4 2024 New
IVE Ishares S&P 500 Value ETF	$0	$1.15 Million 0.0% of portfolio	6	Q4 2024 New
XLY Select Sector Spdr Consumer Di	$0	$1.12 Million 0.0% of portfolio	5	Q4 2024 New
MGC Vanguard Mega Cap ETF	$0	$1.06 Million 0.0% of portfolio	5	Q4 2024 New

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Bridge Generations Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bridge Generations Wealth Management LLC with notifications on news.