Holdings of BRIDGE GENERATIONS WEALTH MANAGEMENT LLC
21 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 90.5 % of the equity sleeve
Sector breakdown
- Technology 0.8 %
- Funds 0.8 %
- Unattributed 98.4 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 100.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 21 | 127.8M $ | 100.00 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 777,411 | 30.2M $ | |
| 2 | Dimensional U S Targeted Value ETF | 310,500 | 19.4M $ | |
| 3 | State Street SPDR Portfolio Intermediate Term Treasury ETF | 660,917 | 18.9M $ | |
| 4 | iShares National Muni Bond ETF | 124,010 | 13.2M $ | |
| 5 | Dimensional International Core | 245,608 | 8.7M $ | |
| 6 | Dimensional ETF Trust | 166,648 | 6.1M $ | |
| 7 | Vanguard Intermediate-Term Corporate Bond ETF | 69,917 | 5.8M $ | |
| 8 | Dimensional International Smal | 125,026 | 4.9M $ | |
| 9 | iShares 0-5 Year TIPS Bond ETF | 44,198 | 4.6M $ | |
| 10 | Vanguard Total Stock Market ETF | 12,190 | 3.9M $ | |
| 11 | DFA Dimensional US Marketwide Value ETF | 56,732 | 2.7M $ | |
| 12 | iShares Short-Term National Muni Bond ETF | 17,025 | 1.8M $ | |
| 13 | Vanguard FTSE Developed Markets ETF | 23,339 | 1.5M $ | |
| 14 | Dimensional International Value ETF | 25,732 | 1.4M $ | |
| 15 | Vanguard Index Funds | 4,925 | 1.1M $ | |
| 16 | ServiceNow Inc | 10,110 | 1.1M $ | |
| 17 | iShares Trust | 9,636 | 970.6K $ | |
| 18 | Dimensional ETF Trust | 7,013 | 497.3K $ | |
| 19 | iShares MSCI EAFE Small-Cap ETF | 6,262 | 491K $ | |
| 20 | iShares Trust | 4,136 | 307.5K $ | |
| 21 | VanEck High Yield Muni ETF | 5,563 | 278.9K $ |