Three Bridge Wealth Advisors

Three Bridge Wealth Advisors as of Sept. 30, 2022

Portfolio Holdings for Three Bridge Wealth Advisors

Three Bridge Wealth Advisors holds 83 positions in its portfolio as reported in the September 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Affirm Hldgs Com Cl A (AFRM) 23.5 $46M 2.5M 18.76
Ishares Tr Msci Acwi Etf (ACWI) 14.0 $27M 352k 77.83
Coinbase Global Com Cl A (COIN) 5.2 $10M 158k 64.49
Ishares Tr Msci Emg Mkt Etf (EEM) 4.6 $9.1M 260k 34.88
Gitlab Class A Com (GTLB) 3.4 $6.6M 129k 51.22
Spdr Gold Tr Gold Shs (GLD) 3.3 $6.4M 42k 154.67
Ishares Tr Rus Mid Cap Etf (IWR) 2.8 $5.5M 89k 62.15
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.3 $4.6M 13k 358.81
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) 2.2 $4.4M 30k 145.72
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 2.2 $4.3M 55k 78.88
Ishares Gold Tr Ishares New (IAU) 1.9 $3.8M 119k 31.53
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.9 $3.7M 102k 36.49
Ishares Tr Rus 1000 Grw Etf (IWF) 1.5 $2.9M 14k 210.43
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 1.4 $2.8M 28k 98.86
Apple (AAPL) 1.4 $2.8M 20k 138.18
Ginkgo Bioworks Holdings Cl A Shs (DNA) 1.3 $2.6M 834k 3.12
Oracle Corporation (ORCL) 1.1 $2.1M 35k 61.08
Microsoft Corporation (MSFT) 1.0 $1.9M 8.4k 232.89
Walt Disney Company (DIS) 1.0 $1.9M 20k 94.34
Raytheon Technologies Corp (RTX) 0.9 $1.7M 21k 81.87
Alphabet Cap Stk Cl A (GOOGL) 0.8 $1.6M 17k 95.65
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.8 $1.6M 6.0k 266.97
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.8 $1.6M 6.0k 267.77
Docusign (DOCU) 0.8 $1.6M 29k 53.47
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.8 $1.5M 11k 138.77
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.7 $1.5M 29k 50.31
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.7 $1.4M 4.3k 329.70
General Dynamics Corporation (GD) 0.7 $1.4M 6.6k 212.14
Meta Platforms Cl A (META) 0.7 $1.4M 10k 135.65
Unilever Spon Adr New (UL) 0.7 $1.4M 31k 43.84
Home Depot (HD) 0.7 $1.3M 4.9k 275.88
Intuit (INTU) 0.7 $1.3M 3.3k 387.28
Novo-nordisk A S Adr (NVO) 0.6 $1.3M 13k 99.61
C H Robinson Worldwide Com New (CHRW) 0.6 $1.2M 12k 96.83
Medtronic SHS (MDT) 0.6 $1.1M 14k 81.42
Starbucks Corporation (SBUX) 0.6 $1.1M 14k 84.26
Nike CL B (NKE) 0.6 $1.1M 13k 83.45
Biogen Idec (BIIB) 0.5 $1.1M 4.0k 266.93
Ishares Tr Msci Eafe Etf (EFA) 0.5 $1.1M 19k 56.01
Accenture Plc Ireland Shs Class A (ACN) 0.5 $1.0M 4.0k 257.21
International Flavors & Fragrances (IFF) 0.5 $966k 11k 91.53
Visa Com Cl A (V) 0.5 $903k 5.1k 177.72
Wal-Mart Stores (WMT) 0.4 $869k 6.7k 129.72
Becton, Dickinson and (BDX) 0.4 $857k 3.8k 222.77
Palo Alto Networks (PANW) 0.4 $836k 5.1k 163.73
Adobe Systems Incorporated (ADBE) 0.4 $834k 3.0k 275.34
Cisco Systems (CSCO) 0.4 $780k 20k 39.98
Johnson & Johnson (JNJ) 0.4 $771k 4.7k 163.35
Cognizant Technology Solutio Cl A (CTSH) 0.4 $731k 13k 57.45
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.3 $645k 18k 36.36
Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF) 0.3 $624k 18k 35.11
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.3 $609k 5.0k 121.87
Alphabet Cap Stk Cl C (GOOG) 0.3 $506k 5.3k 96.20
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $476k 2.7k 179.28
Procter & Gamble Company (PG) 0.2 $470k 3.7k 126.31
3M Company (MMM) 0.2 $468k 4.2k 110.46
Ishares Tr National Mun Etf (MUB) 0.2 $448k 4.4k 102.63
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $427k 4.4k 96.28
Amazon (AMZN) 0.2 $414k 3.7k 113.11
Pepsi (PEP) 0.2 $396k 2.4k 163.10
Invesco Exch Traded Fd Tr Ii Ftse Rafi Emng (PXH) 0.2 $385k 24k 16.16
Palantir Technologies Cl A (PLTR) 0.2 $351k 43k 8.12
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $334k 7.9k 42.03
Invesco Exch Traded Fd Tr Ii Ftse Rafi Sml (PDN) 0.2 $317k 12k 25.59
Ishares Tr Cohen Steer Reit (ICF) 0.2 $312k 5.8k 53.59
Costco Wholesale Corporation (COST) 0.2 $307k 650.00 472.31
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.2 $301k 6.0k 50.17
Vanguard Index Fds Large Cap Etf (VV) 0.2 $297k 1.8k 163.64
Wisdomtree Tr Emer Mkt High Fd (DEM) 0.1 $292k 9.0k 32.59
Workday Cl A (WDAY) 0.1 $282k 1.9k 152.27
Thermo Fisher Scientific (TMO) 0.1 $279k 550.00 507.27
Ishares Tr Global Reit Etf (REET) 0.1 $266k 13k 21.28
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $252k 5.3k 47.64
Ishares Tr Tips Bd Etf (TIP) 0.1 $249k 2.4k 105.06
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $247k 3.1k 79.52
Goldman Sachs Bdc SHS (GSBD) 0.1 $243k 16k 14.93
Charles Schwab Corporation (SCHW) 0.1 $240k 3.3k 71.96
Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $233k 1.8k 128.87
Coca-Cola Company (KO) 0.1 $221k 3.9k 56.57
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.1 $209k 3.5k 60.42
Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY) 0.1 $185k 11k 16.91
Weave Communications (WEAV) 0.1 $158k 31k 5.04
Tilray Brands Com Cl 2 (TLRY) 0.0 $47k 17k 2.75