Bridge Generations Wealth Management

Bridge Generations Wealth Management as of March 31, 2025

Portfolio Holdings for Bridge Generations Wealth Management

Bridge Generations Wealth Management holds 151 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC) 21.6 $34M 1.0M 32.99
Dimensional Etf Trust Us Targeted Vlu (DFAT) 12.7 $20M 392k 51.49
Dimensional Etf Trust Global Real Est (DFGR) 6.3 $10M 384k 26.26
Ishares Tr 10-20 Yr Trs Etf (TLH) 6.0 $9.6M 92k 103.75
Spdr Ser Tr Portfli Intrmdit (SPTI) 6.0 $9.5M 333k 28.58
Dimensional Etf Trust Emerging Mkts Co (DFEM) 5.9 $9.4M 354k 26.46
Dimensional Etf Trust Global Core Plus (DFGP) 5.6 $8.9M 167k 53.43
Dimensional Etf Trust Intl Core Equity (DFIC) 5.1 $8.2M 294k 27.77
Dimensional Etf Trust Intl High Profit (DIHP) 3.6 $5.8M 215k 26.94
Dimensional Etf Trust Us High Profitab (DUHP) 3.1 $4.9M 147k 33.14
Dimensional Etf Trust Us Mktwide Value (DFUV) 2.5 $4.0M 98k 41.21
Dimensional Etf Trust Intl Small Cap V (DISV) 2.4 $3.9M 133k 29.12
Ishares Tr National Mun Etf (MUB) 2.4 $3.8M 37k 105.44
J P Morgan Exchange Traded F Municipal Etf (JMUB) 2.0 $3.2M 63k 50.00
Dimensional Etf Trust Internatnal Val (DFIV) 1.9 $3.0M 76k 39.36
Dimensional Etf Trust World Ex Us Core (DFAX) 1.8 $2.9M 112k 26.20
Vanguard Index Fds Sm Cp Val Etf (VBR) 1.5 $2.4M 13k 186.29
Pimco Etf Tr Inter Mun Bd Act (MUNI) 1.5 $2.4M 47k 51.55
Vanguard Index Fds Total Stk Mkt (VTI) 1.3 $2.1M 7.7k 274.85
Ishares Tr Shrt Nat Mun Etf (SUB) 1.2 $1.9M 18k 105.60
Servicenow (NOW) 0.9 $1.5M 1.8k 796.14
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.8 $1.2M 15k 81.76
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.8 $1.2M 24k 50.83
Dimensional Etf Trust Us Sustainabilty (DFSU) 0.4 $614k 17k 35.81
Dimensional Etf Trust Us Equity Market (DFUS) 0.3 $506k 8.4k 60.48
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.2 $398k 6.3k 63.53
Dimensional Etf Trust International (DFSI) 0.2 $383k 11k 34.89
Vaneck Etf Trust High Yld Munietf (HYD) 0.2 $364k 7.1k 51.18
Dimensional Etf Trust Emerging Markets (DFSE) 0.2 $358k 11k 33.68
Ishares Tr Eafe Value Etf (EFV) 0.2 $292k 5.0k 58.94
Dimensional Etf Trust Inflation Prote (DFIP) 0.1 $152k 3.6k 42.11
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $150k 2.4k 62.11
Ea Series Trust Ea Bridgeway Omn (BSVO) 0.1 $143k 7.4k 19.44
Dimensional Etf Trust Global Ex Us Cor (DFGX) 0.1 $128k 2.4k 52.25
Oracle Corporation (ORCL) 0.1 $127k 911.00 139.81
SkyWest (SKYW) 0.1 $87k 1.0k 87.37
Nucor Corporation (NUE) 0.1 $86k 712.00 120.34
Dimensional Etf Trust Us Real Estate E (DFAR) 0.0 $68k 2.9k 23.77
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $65k 890.00 73.45
Zions Bancorporation (ZION) 0.0 $65k 1.3k 49.85
Glacier Ban (GBCI) 0.0 $62k 1.4k 44.22
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.0 $61k 1.0k 59.74
Public Storage (PSA) 0.0 $56k 188.00 299.29
3M Company (MMM) 0.0 $53k 359.00 146.86
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.0 $39k 500.00 78.28
Pepsi (PEP) 0.0 $38k 250.00 149.94
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $35k 1.6k 22.07
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.0 $32k 68.00 468.93
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.0 $31k 1.1k 28.15
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $29k 166.00 173.30
Schwab Strategic Tr Fundamental Us L (FNDX) 0.0 $28k 1.2k 23.61
Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.0 $22k 387.00 57.61
Wells Fargo & Company (WFC) 0.0 $20k 280.00 71.86
Spdr Index Shs Fds Dj Intl Rl Etf (RWX) 0.0 $19k 790.00 24.48
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.0 $19k 389.00 48.82
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.0 $18k 212.00 83.00
Schwab Strategic Tr Fundamental Intl (FNDF) 0.0 $17k 463.00 36.12
Walt Disney Company (DIS) 0.0 $16k 160.00 98.75
Manager Directed Portfolios Vert Glb Sust Re (VGSR) 0.0 $16k 1.6k 10.14
Yum! Brands (YUM) 0.0 $16k 100.00 157.36
Schwab Strategic Tr Fundamental Us S (FNDA) 0.0 $15k 563.00 27.37
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.0 $14k 88.00 160.55
Invesco Exch Traded Fd Tr Ii Rusel 1000 Eql (EQAL) 0.0 $13k 283.00 47.24
Ishares Tr Core S&p500 Etf (IVV) 0.0 $12k 22.00 561.91
Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $12k 129.00 90.58
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $11k 540.00 19.80
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $7.7k 327.00 23.42
Dimensional Etf Trust Short Duration F (DFSD) 0.0 $7.4k 156.00 47.53
Schwab Strategic Tr Fundamental Intl (FNDC) 0.0 $7.3k 201.00 36.28
Schwab Strategic Tr Fundamental Emer (FNDE) 0.0 $7.3k 236.00 30.75
Solventum Corp Com Shs (SOLV) 0.0 $6.8k 89.00 76.04
Yum China Holdings (YUMC) 0.0 $5.2k 100.00 52.06
Schwab Strategic Tr Us Reit Etf (SCHH) 0.0 $4.9k 227.00 21.48
Ishares Gold Tr Ishares New (IAU) 0.0 $4.7k 80.00 58.96
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $4.3k 156.00 27.64
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.0 $4.2k 116.00 35.84
Apple (AAPL) 0.0 $4.0k 18.00 222.17
Danaher Corporation (DHR) 0.0 $3.7k 18.00 205.00
Visa Com Cl A (V) 0.0 $3.5k 10.00 350.50
Broadcom (AVGO) 0.0 $3.2k 19.00 167.47
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.0 $3.1k 16.00 193.06
Microsoft Corporation (MSFT) 0.0 $2.6k 7.00 375.43
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.0 $2.6k 31.00 82.97
Home Depot (HD) 0.0 $2.2k 6.00 366.50
UnitedHealth (UNH) 0.0 $2.1k 4.00 523.75
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.0 $2.0k 41.00 49.63
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.0 $1.9k 47.00 40.51
Amazon (AMZN) 0.0 $1.9k 10.00 190.30
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.0 $1.8k 28.00 65.79
PNC Financial Services (PNC) 0.0 $1.6k 9.00 175.78
Accenture Plc Ireland Shs Class A (ACN) 0.0 $1.6k 5.00 312.20
Coca-Cola Company (KO) 0.0 $1.5k 21.00 71.67
Linde SHS (LIN) 0.0 $1.4k 3.00 465.67
Eaton Corp SHS (ETN) 0.0 $1.4k 5.00 272.00
Wal-Mart Stores (WMT) 0.0 $1.3k 15.00 87.80
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.0 $1.2k 21.00 57.14
Verizon Communications (VZ) 0.0 $1.2k 26.00 45.38
Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $1.2k 20.00 58.35
Waste Management (WM) 0.0 $1.2k 5.00 231.60
Ishares Tr S&p 500 Val Etf (IVE) 0.0 $1.1k 6.00 190.67
American Express Company (AXP) 0.0 $1.1k 4.00 269.25
Exxon Mobil Corporation (XOM) 0.0 $1.1k 9.00 119.00
Abbvie (ABBV) 0.0 $1.0k 5.00 209.60
Select Sector Spdr Tr Technology (XLK) 0.0 $1.0k 5.00 206.60
Analog Devices (ADI) 0.0 $1.0k 5.00 201.80
Vanguard World Mega Cap Index (MGC) 0.0 $1.0k 5.00 201.40
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.0 $988.000000 5.00 197.60
JPMorgan Chase & Co. (JPM) 0.0 $982.000000 4.00 245.50
Select Sector Spdr Tr Communication (XLC) 0.0 $965.000000 10.00 96.50
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.0 $958.999800 11.00 87.18
Costco Wholesale Corporation (COST) 0.0 $946.000000 1.00 946.00
McDonald's Corporation (MCD) 0.0 $938.000100 3.00 312.67
Atmos Energy Corporation (ATO) 0.0 $928.000200 6.00 154.67
Pacer Fds Tr Developed Mrkt (ICOW) 0.0 $880.000800 28.00 31.43
Global X Fds Us Infr Dev Etf (PAVE) 0.0 $867.999300 23.00 37.74
J P Morgan Exchange Traded F Equity Focus Etf (JPEF) 0.0 $827.999900 13.00 63.69
Eli Lilly & Co. (LLY) 0.0 $826.000000 1.00 826.00
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG) 0.0 $746.000000 4.00 186.50
Procter & Gamble Company (PG) 0.0 $682.000000 4.00 170.50
Donaldson Company (DCI) 0.0 $671.000000 10.00 67.10
Best Buy (BBY) 0.0 $663.000300 9.00 73.67
Honeywell International (HON) 0.0 $636.000000 3.00 212.00
Matthews Asia Fds Emerging Markets (MEMX) 0.0 $588.000000 21.00 28.00
Innovator Etfs Trust Emrgng Mkt July (EJUL) 0.0 $581.998900 23.00 25.30
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.0 $567.000000 9.00 63.00
Novartis Sponsored Adr (NVS) 0.0 $558.000000 5.00 111.60
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.0 $548.000000 10.00 54.80
Goldman Sachs (GS) 0.0 $547.000000 1.00 547.00
Merck & Co (MRK) 0.0 $538.999800 6.00 89.83
Chevron Corporation (CVX) 0.0 $501.999900 3.00 167.33
Zoetis Cl A (ZTS) 0.0 $494.000100 3.00 164.67
Rollins (ROL) 0.0 $486.999900 9.00 54.11
Dimensional Etf Trust Core Fixed Incom (DFCF) 0.0 $462.999900 11.00 42.09
American Tower Reit (AMT) 0.0 $436.000000 2.00 218.00
Digital Realty Trust (DLR) 0.0 $429.999900 3.00 143.33
Fortinet (FTNT) 0.0 $386.000000 4.00 96.50
Wisdomtree Tr Putwrite Strat (WTPI) 0.0 $374.000400 12.00 31.17
TJX Companies (TJX) 0.0 $366.000000 3.00 122.00
Crowdstrike Hldgs Cl A (CRWD) 0.0 $353.000000 1.00 353.00
Intercontinental Exchange (ICE) 0.0 $345.000000 2.00 172.50
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 0.0 $341.000000 25.00 13.64
Prologis (PLD) 0.0 $336.000000 3.00 112.00
Pacer Fds Tr Industrial Relet (INDS) 0.0 $333.000000 9.00 37.00
Johnson & Johnson (JNJ) 0.0 $332.000000 2.00 166.00
Ishares Msci Emrg Chn (EMXC) 0.0 $331.000200 6.00 55.17
Automatic Data Processing (ADP) 0.0 $306.000000 1.00 306.00
Mondelez Intl Cl A (MDLZ) 0.0 $272.000000 4.00 68.00
Matthews Asia Fds China Active Etf (MCH) 0.0 $244.000000 10.00 24.40
Global X Fds Lithium Btry Etf (LIT) 0.0 $232.999800 6.00 38.83
Alphabet Cap Stk Cl A (GOOGL) 0.0 $155.000000 1.00 155.00
Nextera Energy (NEE) 0.0 $142.000000 2.00 71.00