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CIK: 0001600319
Total reported value
$1.8B
$1.8B
136 檔
16.9%
According to the latest 13F quarterly dataset, Bridgewater Advisors Inc. managed an equity portfolio of $1.8B at the end of Q3 2024, spanning 136 distinct U.S. exchange-listed positions.
During Q3 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 | 9.17% | -0.12% | +4.03% | |
| 2 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 6.48% | -0.11% | +0.87% | |
| 3 | DFIC | Dimensional International Co | ETF-Other | 6.26% | -0.37% | +2.20% | |
| 4 | DIHP | Dimensional International Hi | ETF-Other | 5.47% | -0.11% | +1.63% | |
| 5 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 5.05% | -0.23% | — | |
| 6 | AAPL | Apple Inc | Stock-Tech | 4.79% | -0.27% | -0.13% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 4.14% | +0.02% | -3.08% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.97% | -0.57% | +146.74% | |
| 9 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 3.19% | +0.05% | +13.82% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.14% | -0.43% | — | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 3.04% | +0.32% | +0.24% | |
| 12 | JMST | JPM Ultra-short Muni Income | ETF-Other | 2.67% | -0.02% | +11.99% | |
| 13 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 2.39% | -0.18% | — | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 1.81% | -0.26% | +3.90% | |
| 15 | AVDE | Avantis International Equity | ETF-Other | 1.79% | +0.03% | +0.28% | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.77% | -0.07% | -3.63% | |
| 17 | DUHP | Dimensional US High Profi Et | ETF-Other | 1.64% | -1.06% | +8.09% | |
| 18 | DFAR | Dimensional US Real Est ETF | ETF-Other | 1.43% | — | +9.49% | |
| 19 | MAR | Marriott International -cl A | Stock-Consumer Disc | 1.40% | -0.18% | +145.24% | |
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.32% | +0.01% | +3.92% | |
| 21 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.29% | — | +1.27% | |
| 22 | VT | Vanguard Tot World Stk ETF | ETF-Other | 1.16% | -0.13% | +3.32% | |
| 23 | DFUV | Dimensional US Marketwide Va | ETF-Other | 1.12% | -0.02% | +0.89% | |
| 24 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 1.02% | +0.03% | -0.82% | |
| 25 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.01% | +0.17% | +0.09% | |
| 26 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.98% | +0.75% | +0.13% | |
| 27 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.94% | -0.52% | +1.96% | |
| 28 | AON | Aon plc | Stock-Financials | 0.84% | +0.03% | +0.02% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.81% | -0.01% | +0.18% | |
| 30 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.76% | -0.03% | +3.78% | |
| 31 | MA | Mastercard Inc - A | Stock-Financials | 0.73% | +0.03% | +0.73% | |
| 32 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.70% | -0.05% | -5.10% | |
| 33 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.68% | +1.39% | +0.20% | |
| 34 | V | Visa Inc-class A Shares | Stock-Financials | 0.59% | +0.01% | +1.59% | |
| 35 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.58% | -0.02% | +0.01% | |
| 36 | XOM | Exxon Mobil CORP | Stock-Energy | 0.56% | -0.01% | +0.64% | |
| 37 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.55% | -0.02% | -0.51% | |
| 38 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.52% | +0.02% | +33.98% | |
| 39 | MLI | Mueller Industries Inc | Stock-Industrials | 0.49% | -0.19% | -1.76% | |
| 40 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.43% | -0.02% | -0.46% | |
| 41 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.38% | -0.02% | +1.69% | |
| 42 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.35% | -0.01% | -0.67% | |
| 43 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 0.33% | -0.09% | +6.22% | |
| 44 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.32% | +0.05% | +4.11% | |
| 45 | GLD | Spdr Gold Shares | ETF-Commodities | 0.32% | -0.03% | +0.96% | |
| 46 | UNP | Union Pacific CORP | Stock-Industrials | 0.31% | -0.01% | +0.05% | |
| 47 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.30% | — | -1.02% | |
| 48 | 07WA | Mr Cooper Group Inc | Stock-Other | 0.30% | — | -24.32% | |
| 49 | BX | Blackstone Inc | Stock-Financials | 0.29% | — | +0.88% | |
| 50 | CAH | Cardinal Health Inc | Stock-Healthcare | 0.28% | -0.08% | -1.09% |
According to official SEC Form 13F filings, Bridgewater Advisors Inc. reported a total U.S. public equity portfolio value of $1.8B across 136 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including JPST, AVLV, DFIC) accounted for 16.9% of total reported equity market value during Q3 2024.
During Q3 2024, Bridgewater Advisors Inc.'s top holdings by market value included JPST (9.2%)、AVLV (6.5%)、DFIC (6.3%). The largest single position, JPST, represented 9.2% of total portfolio value.
In Q3 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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