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Bridge Advisory

Latest statistics and disclosures from Bridge Advisory's latest quarterly 13F-HR filing:

Top 5 stock holdings are EMLC, SHV, PHYS, PSLV, SGOV, and represent 27.34% of Bridge Advisory's stock portfolio.
Added to shares of these 10 stocks: GLD, AVUV, SCHX, NEE, PG, DFAU, SHY, COWZ, MINT, CALF.
Started 4 new stock positions in GLD, NEE, SCHX, PG.
Reduced shares in these 10 stocks: SGOV, CPAI, ELD, MEAR, SCHG, PHYS, AMD, SPDW, GDX, IJH.
Sold out of its positions in AMD, CPAI.
Bridge Advisory was a net seller of stock by $-2.9M.
Bridge Advisory has $210M in assets under management (AUM), dropping by 3.56%.
Central Index Key (CIK): 0001847956

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Portfolio Holdings for Bridge Advisory

Bridge Advisory holds 99 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC)	6.4	$13M		526k	25.40	View chart
Ishares Tr Short Treas Bd (SHV)	6.3	$13M		121k	110.63	View chart
Sprott Physical Gold Tr Unit (PHYS)	5.9	$12M		608k	20.38	View chart
Sprott Physical Silver Tr Tr Unit (PSLV)	4.5	$9.4M		904k	10.45	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	4.3	$9.0M	-16%	89k	100.72	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	3.9	$8.3M	+2%	208k	39.69	View chart
Apple (AAPL)	3.9	$8.1M		35k	233.00	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	3.8	$8.1M		80k	100.69	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	3.1	$6.5M		163k	39.82	View chart
Invesco Exch Trd Slf Idx Rafi Stratgic Us (IUS)	2.7	$5.6M		111k	50.30	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	2.5	$5.2M	+2%	90k	57.83	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	2.4	$5.1M	-3%	135k	37.56	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.3	$4.9M		8.6k	573.73	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	2.2	$4.5M	-7%	44k	104.18	View chart
Proshares Tr K1 Fre Crd Oil (OILK)	1.8	$3.7M		88k	42.41	View chart
Morgan Stanley Emerging Markets Domestic (EDD)	1.6	$3.4M	+2%	683k	5.04	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	1.5	$3.1M		70k	44.01	View chart
Dimensional Etf Trust Short Duration F (DFSD)	1.3	$2.7M	+2%	57k	47.74	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.2	$2.6M	-2%	4.4k	576.80	View chart
Invesco Db Multi-sector Comm Energy Fd (DBE)	1.2	$2.5M		135k	18.59	View chart
Spdr Ser Tr S&p Metals Mng (XME)	1.1	$2.4M		38k	63.72	View chart
Wisdomtree Tr Em Lcl Debt Fd (ELD)	1.1	$2.4M	-25%	85k	27.94	View chart
Vaneck Etf Trust Junior Gold Mine (GDXJ)	1.1	$2.3M	-2%	48k	48.81	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	1.1	$2.3M		73k	31.78	View chart
First Tr Exch Traded Fd Iii Eme Mrk Bd Etf (FEMB)	1.1	$2.3M		79k	28.98	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	1.1	$2.3M		96k	23.69	View chart
First Tr Value Line Divid In SHS (FVD)	1.1	$2.2M		49k	45.49	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	1.0	$2.2M	-3%	53k	41.28	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.0	$2.2M	-5%	35k	62.32	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	1.0	$2.2M		36k	59.51	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	1.0	$2.0M		14k	142.04	View chart
Pacer Fds Tr Developed Mrkt (ICOW)	1.0	$2.0M		65k	31.63	View chart
Exxon Mobil Corporation (XOM)	0.9	$2.0M		17k	117.22	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.9	$1.9M	+13%	20k	95.95	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.8	$1.8M		15k	116.96	View chart
Amazon (AMZN)	0.8	$1.8M		9.4k	186.33	View chart
Microsoft Corporation (MSFT)	0.8	$1.7M	-6%	4.1k	430.33	View chart
NVIDIA Corporation (NVDA)	0.8	$1.7M	-3%	14k	121.44	View chart
Invesco Db Commdy Indx Trck Unit (DBC)	0.8	$1.7M		77k	22.27	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.8	$1.6M		23k	70.67	View chart
Spdr Gold Tr Gold Shs (GLD)	0.7	$1.5M	NEW	6.3k	243.06	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.7	$1.4M	-4%	17k	84.53	View chart
Pacer Fds Tr Pacer Us Small (CALF)	0.7	$1.4M	+7%	31k	46.52	View chart
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW)	0.7	$1.4M		23k	61.20	View chart
First Tr Exchange-traded Wtr Etf (FIW)	0.6	$1.3M		12k	109.33	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.6	$1.3M	-4%	4.9k	267.39	View chart
Costco Wholesale Corporation (COST)	0.6	$1.2M		1.4k	886.56	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.6	$1.2M		7.6k	154.01	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.6	$1.2M	-2%	10k	114.97	View chart
Pacer Fds Tr Metaurus Cap 400 (QDPL)	0.5	$1.1M	-6%	30k	37.96	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.5	$1.1M	-9%	15k	73.42	View chart
Northrop Grumman Corporation (NOC)	0.5	$1.1M		2.1k	528.15	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.5	$1.1M		6.5k	166.83	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$1.1M		6.3k	165.85	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.5	$982k		36k	27.41	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.4	$915k	+19%	11k	83.15	View chart
Walt Disney Company (DIS)	0.4	$882k		9.2k	96.19	View chart
Invesco Exchange Traded Fd T S&p500 Eql Mat (RSPM)	0.4	$854k		23k	37.37	View chart
Ishares Tr Global Tech Etf (IXN)	0.4	$839k		10k	82.53	View chart
Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM)	0.4	$744k		14k	54.99	View chart
Wisdomtree Tr India Erngs Fd (EPI)	0.3	$711k	-3%	14k	50.46	View chart
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)	0.3	$704k		15k	45.71	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.3	$694k	-4%	16k	43.19	View chart
First Tr Exch Trd Alphdx Em Sml Cp Alph (FEMS)	0.3	$687k	-6%	17k	41.08	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$626k		3.7k	167.19	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.3	$593k		6.2k	95.15	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.3	$593k		12k	51.13	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$578k		1.3k	460.26	View chart
Sprott Etf Trust Gold Miners Etf (SGDM)	0.3	$550k	-3%	18k	30.98	View chart
American Centy Etf Tr Avantis Shfxdinc (AVSF)	0.2	$506k		11k	47.13	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.2	$489k	-7%	8.9k	54.93	View chart
Ishares Msci Gbl Min Vol (ACWV)	0.2	$450k		3.9k	114.52	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$445k		2.2k	198.10	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.2	$436k		2.2k	200.34	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.2	$380k		15k	25.64	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$372k		761.00	488.29	View chart
UnitedHealth (UNH)	0.2	$366k	+2%	625.00	584.98	View chart
Caterpillar (CAT)	0.2	$330k		844.00	390.99	View chart
Meta Platforms Cl A (META)	0.2	$329k		575.00	572.11	View chart
Select Sector Spdr Tr Indl (XLI)	0.1	$310k		2.3k	135.47	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.1	$309k		4.7k	65.84	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$306k		3.5k	87.81	View chart
Edison International (EIX)	0.1	$303k		3.5k	87.10	View chart
Amgen (AMGN)	0.1	$263k		816.00	322.37	View chart
Netflix (NFLX)	0.1	$257k		362.00	709.27	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	0.1	$255k		6.0k	42.51	View chart
Boeing Company (BA)	0.1	$254k		1.7k	152.04	View chart
Johnson & Johnson (JNJ)	0.1	$243k	+2%	1.5k	162.09	View chart
Ishares U S Etf Tr Blackrock Short (MEAR)	0.1	$241k	-62%	4.8k	50.31	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.1	$240k		6.9k	34.79	View chart
Wal-Mart Stores (WMT)	0.1	$238k		2.9k	80.76	View chart
Applied Materials (AMAT)	0.1	$230k	+4%	1.1k	202.08	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$226k		427.00	528.00	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$211k		6.2k	34.29	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$208k	NEW	3.1k	67.84	View chart
Visa Com Cl A (V)	0.1	$204k	-9%	742.00	274.90	View chart
Nextera Energy (NEE)	0.1	$201k	NEW	2.4k	84.53	View chart
Procter & Gamble Company (PG)	0.1	$200k	NEW	1.2k	173.22	View chart
Cemex Sab De Cv Spon Adr New (CX)	0.1	$153k		25k	6.10	View chart

Past Filings by Bridge Advisory

SEC 13F filings are viewable for Bridge Advisory going back to 2020

Bridge Advisory 2024 Q3 filed Oct. 1, 2024
Bridge Advisory 2024 Q2 filed July 23, 2024
Bridge Advisory 2024 Q1 filed April 16, 2024
Bridge Advisory 2023 Q4 filed Jan. 17, 2024
Bridge Advisory 2023 Q3 filed Oct. 20, 2023
Bridge Advisory 2023 Q2 filed July 17, 2023
Bridge Advisory 2023 Q1 filed April 14, 2023
Bridge Advisory 2022 Q4 filed Jan. 17, 2023
Bridge Advisory 2022 Q3 filed Oct. 17, 2022
Bridge Advisory 2022 Q2 filed July 13, 2022
Bridge Advisory 2022 Q1 filed April 18, 2022
Bridge Advisory 2021 Q4 filed Jan. 19, 2022
Bridge Advisory 2021 Q3 filed Oct. 29, 2021
Bridge Advisory 2021 Q2 restated filed Aug. 30, 2021
Bridge Advisory 2021 Q2 filed Aug. 2, 2021
Bridge Advisory 2021 Q1 filed May 6, 2021

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