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CIK: 0001600319
Total reported value
$1.8B
$1.8B
102 檔
15.0%
As reported in its official Q1 2024 Form 13F filing, Bridgewater Advisors Inc.'s tracked investment portfolio stood at $1.8B with 102 total positions.
During Q1 2024, Bridgewater Advisors Inc.'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 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 11.80% | -0.12% | +11.48% | |
| 2 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 8.66% | -0.11% | +0.77% | |
| 3 | DFIC | Dimensional International Co | ETF-Other | 8.08% | -0.37% | +128.15% | |
| 4 | DIHP | Dimensional International Hi | ETF-Other | 7.61% | -0.11% | +63.84% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 5.06% | +0.02% | +12.25% | |
| 6 | JMST | JPM Ultra-short Muni Income | ETF-Other | 4.66% | -0.02% | -3.59% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 3.60% | -0.27% | +0.05% | |
| 8 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 3.33% | +0.05% | +28.25% | |
| 9 | HPQ | Hp Inc | Stock-Tech | 3.03% | — | — | |
| 10 | A | Agilent Technologies Inc | Stock-Healthcare | 2.62% | — | -0.04% | |
| 11 | AVDE | Avantis International Equity | ETF-Other | 2.57% | +0.03% | -1.18% | |
| 12 | DFAR | Dimensional US Real Est ETF | ETF-Other | 1.70% | — | -0.42% | |
| 13 | HPE | Hewlett Packard Enterprise | Stock-Tech | 1.67% | — | -0.02% | |
| 14 | DUHP | Dimensional US High Profi Et | ETF-Other | 1.66% | -1.06% | +20.52% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 1.66% | +0.32% | +2.23% | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.65% | -0.07% | +12.90% | |
| 17 | DFUV | Dimensional US Marketwide Va | ETF-Other | 1.55% | -0.02% | -0.33% | |
| 18 | VT | Vanguard Tot World Stk ETF | ETF-Other | 1.45% | -0.13% | +1.32% | |
| 19 | KEYS | Keysight Technologies In | Stock-Tech | 1.41% | — | -0.07% | |
| 20 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 1.29% | +0.03% | -1.00% | |
| 21 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 1.17% | -0.52% | +11.39% | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.11% | +0.17% | -1.34% | |
| 23 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.98% | -0.03% | -0.05% | |
| 24 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.93% | +1.39% | -7.53% | |
| 25 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.92% | — | +1.26% | |
| 26 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.89% | +0.01% | -2.71% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.78% | -0.01% | -1.29% | |
| 28 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.76% | -0.18% | -0.10% | |
| 29 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.76% | -0.02% | +0.09% | |
| 30 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.70% | -0.05% | +2.40% | |
| 31 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.56% | -0.02% | — | |
| 32 | XOM | Exxon Mobil CORP | Stock-Energy | 0.56% | -0.01% | -1.54% | |
| 33 | 07WA | Mr Cooper Group Inc | Stock-Other | 0.54% | — | -9.78% | |
| 34 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.53% | -0.01% | -4.14% | |
| 35 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.51% | — | -0.19% | |
| 36 | MLI | Mueller Industries Inc | Stock-Industrials | 0.46% | -0.19% | -0.22% | |
| 37 | GLD | Spdr Gold Shares | ETF-Commodities | 0.45% | -0.03% | -4.74% | |
| 38 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 0.43% | -0.09% | -5.59% | |
| 39 | CAH | Cardinal Health Inc | Stock-Healthcare | 0.41% | -0.08% | -0.23% | |
| 40 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.39% | +0.02% | -1.09% | |
| 41 | UNP | Union Pacific CORP | Stock-Industrials | 0.38% | -0.01% | -2.01% | |
| 42 | DFAI | Dimensional International Co | ETF-Other | 0.38% | -0.06% | — | |
| 43 | FVCB | Fvcbankcorp Inc | Stock-Other | 0.35% | -0.01% | -0.88% | |
| 44 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.33% | +0.01% | +4.46% | |
| 45 | JBHT | Hunt (jb) Transprt Svcs Inc | Stock-Industrials | 0.32% | — | -0.06% | |
| 46 | CBOE | Cboe Global Markets Inc | Stock-Financials | 0.32% | -0.04% | +0.08% | |
| 47 | DFAT | Dimensional US Target Value | ETF-Other | 0.31% | — | -0.31% | |
| 48 | CSCO | Cisco Systems Inc | Stock-Tech | 0.31% | +0.11% | +3.19% | |
| 49 | UFPI | Ufp Industries Inc | Stock-Materials | 0.31% | — | — | |
| 50 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.30% | +0.05% | -2.10% |
According to official SEC Form 13F filings, Bridgewater Advisors Inc. reported a total U.S. public equity portfolio value of $1.8B across 102 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including JPST, AVLV, DFIC) accounted for 15.0% of total reported equity market value during Q1 2024.
During Q1 2024, Bridgewater Advisors Inc.'s top holdings by market value included JPST (11.8%)、AVLV (8.7%)、DFIC (8.1%). The largest single position, JPST, represented 11.8% of total portfolio value.
In Q1 2024, Bridgewater Advisors Inc. 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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