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CIK: 0002056071
Total reported value
$196.2M
$196.2M
97 檔
49.6%
As reported in its official Q4 2024 Form 13F filing, Bridge Generations Wealth Management LLC's tracked investment portfolio stood at $196.2M with 97 total positions.
During Q4 2024, Bridge Generations Wealth Management LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 23.55% | +0.14% | — | |
| 2 | DFAT | Dimensional US Target Value | ETF-Other | 13.88% | -0.03% | — | |
| 3 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 13.82% | -0.56% | EXIT | |
| 4 | DFGR | Dim Global Real Estate ETF | ETF-Other | 6.62% | -0.02% | — | |
| 5 | DFGP | Dimensional Glbl Core Pl Fix | ETF-Other | 6.38% | -0.66% | — | |
| 6 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 6.22% | +0.28% | — | |
| 7 | DFIC | Dimensional International Co | ETF-Other | 5.17% | -0.30% | — | |
| 8 | DIHP | Dimensional International Hi | ETF-Other | 3.74% | -0.12% | — | |
| 9 | DUHP | Dimensional US High Profi Et | ETF-Other | 3.14% | +0.19% | — | |
| 10 | DFUV | Dimensional US Marketwide Va | ETF-Other | 2.66% | +0.01% | — | |
| 11 | MUB | Ishares National Muni Bond E | ETF-Other | 2.50% | — | — | |
| 12 | DISV | Dimensional International Sm | ETF-Other | 2.37% | -0.22% | — | |
| 13 | DFAX | Dimensional World Ex US Core | ETF-Other | 1.95% | -0.06% | — | |
| 14 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.84% | — | — | |
| 15 | DFIV | Dimensional International Va | ETF-Other | 1.81% | -0.07% | — | |
| 16 | SUB | Ishares Short-term National | ETF-Other | 1.26% | -0.12% | — | |
| 17 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.43% | +0.01% | — | |
| 18 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.35% | — | — | |
| 19 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.29% | -0.02% | — | |
| 20 | HYD | Vaneck High Yield Muni ETF | ETF-High Yield | 0.27% | -0.01% | — | |
| 21 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 0.24% | -0.01% | — | |
| 22 | DFSE | Dimensional Em Sus Core1 ETF | ETF-Other | 0.24% | — | — | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.21% | +0.13% | — | |
| 24 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.17% | -0.02% | — | |
| 25 | BSVO | EA Bridgeway Omni Sm-Cp Val | ETF-Other | 0.12% | — | — | |
| 26 | ORCL | Oracle CORP | Stock-Tech | 0.10% | — | — | |
| 27 | DFIP | Dimensional Inflation-protec | ETF-Other | 0.10% | +0.10% | NEW | |
| 28 | SKYW | Skywest Inc | Stock-Industrials | 0.07% | — | — | |
| 29 | NUE | Nucor CORP | Stock-Materials | 0.05% | — | — | |
| 30 | GBCI | Glacier Bancorp Inc | Stock-Financials | 0.05% | — | — | |
| 31 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.05% | +0.07% | — | |
| 32 | DFAR | Dimensional US Real Est ETF | ETF-Other | 0.04% | — | — | |
| 33 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.04% | — | — | |
| 34 | PSA | Public Storage | Stock-Real Estate | 0.04% | — | — | |
| 35 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 0.03% | — | — | |
| 36 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.03% | — | — | |
| 37 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.02% | — | — | |
| 38 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.02% | — | — | |
| 39 | WFC | Wells Fargo & Co | Stock-Financials | 0.01% | — | — | |
| 40 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.01% | — | — | |
| 41 | VGSR | Vert Glb Sust Re ETF | ETF-Other | 0.01% | — | — | |
| 42 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.01% | — | — | |
| 43 | EQAL | Invesco Russell 1000 Equal W | ETF-Other | 0.01% | — | — | |
| 44 | YUM | Yum! Brands Inc | Stock-Consumer Disc | 0.01% | — | — | |
| 45 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.01% | — | — | |
| 46 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.01% | — | — | |
| 47 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.01% | — | — | |
| 48 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 0.01% | — | — | |
| 49 | RWX | State Street Spdr Dow Jones | ETF-Other | 0.01% | — | — | |
| 50 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | — | — | — |
According to official SEC Form 13F filings, Bridge Generations Wealth Management LLC reported a total U.S. public equity portfolio value of $196.2M across 97 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DFAC, DFAT, TLH) accounted for 49.6% of total reported equity market value during Q4 2024.
During Q4 2024, Bridge Generations Wealth Management LLC's top holdings by market value included DFAC (23.6%)、DFAT (13.9%)、TLH (13.8%). The largest single position, DFAC, represented 23.6% of total portfolio value.
In Q4 2024, Bridge Generations Wealth Management LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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