Bridge Generations Wealth Management

Bridge Generations Wealth Management as of June 30, 2025

Portfolio Holdings for Bridge Generations Wealth Management

Bridge Generations Wealth Management holds 127 positions in its portfolio as reported in the June 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) 21.1 $35M 970k 35.84
Dimensional Etf Trust Us Targeted Vlu (DFAT) 12.2 $20M 372k 53.96
Dimensional Etf Trust Global Real Est (DFGR) 6.1 $10M 374k 26.83
Dimensional Etf Trust Emerging Mkts Co (DFEM) 6.1 $10M 337k 29.68
Spdr Series Trust Portfli Intrmdit (SPTI) 6.0 $9.9M 344k 28.77
Ishares Tr 10-20 Yr Trs Etf (TLH) 5.4 $8.9M 88k 101.60
Dimensional Etf Trust Global Core Plus (DFGP) 5.2 $8.6M 159k 54.49
Dimensional Etf Trust Intl Core Equity (DFIC) 5.0 $8.3M 268k 31.09
Dimensional Etf Trust Intl High Profit (DIHP) 3.8 $6.3M 215k 29.49
Dimensional Etf Trust Us High Profitab (DUHP) 3.6 $5.9M 167k 35.56
Ishares Tr National Mun Etf (MUB) 2.9 $4.7M 45k 104.48
Dimensional Etf Trust Intl Small Cap V (DISV) 2.7 $4.5M 136k 32.91
Dimensional Etf Trust Us Mktwide Value (DFUV) 2.0 $3.4M 79k 42.28
Dimensional Etf Trust Internatnal Val (DFIV) 2.0 $3.2M 76k 42.83
Vanguard Index Fds Total Stk Mkt (VTI) 1.9 $3.2M 10k 303.92
J P Morgan Exchange Traded F Municipal Etf (JMUB) 1.8 $3.0M 61k 49.64
Dimensional Etf Trust World Ex Us Core (DFAX) 1.6 $2.7M 91k 29.37
Vanguard Index Fds Sm Cp Val Etf (VBR) 1.5 $2.5M 13k 195.01
Pimco Etf Tr Inter Mun Bd Act (MUNI) 1.5 $2.4M 47k 51.36
Ishares Tr Shrt Nat Mun Etf (SUB) 1.2 $1.9M 18k 106.34
Vanguard Scottsdale Fds Int-term Corp (VCIT) 1.1 $1.8M 21k 82.92
Servicenow (NOW) 1.1 $1.7M 1.7k 1028.08
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.0 $1.6M 29k 57.01
Dimensional Etf Trust Us Sustainabilty (DFSU) 0.4 $673k 17k 39.25
Dimensional Etf Trust Us Equity Market (DFUS) 0.3 $561k 8.4k 67.02
Dimensional Etf Trust Global Ex Us Cor (DFGX) 0.3 $503k 9.4k 53.36
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.3 $455k 6.3k 72.68
Dimensional Etf Trust International (DFSI) 0.3 $433k 11k 39.41
Vaneck Etf Trust High Yld Munietf (HYD) 0.2 $357k 7.1k 50.21
Ishares Tr Eafe Value Etf (EFV) 0.2 $315k 5.0k 63.48
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.2 $283k 2.8k 102.91
Oracle Corporation (ORCL) 0.1 $199k 911.00 218.63
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.1 $188k 3.1k 59.81
Dimensional Etf Trust Emerging Markets (DFSE) 0.1 $186k 4.9k 38.06
Dimensional Etf Trust Inflation Prote (DFIP) 0.1 $151k 3.6k 41.81
Ea Series Trust Ea Bridgeway Omn (BSVO) 0.1 $150k 7.4k 20.38
SkyWest (SKYW) 0.1 $103k 1.0k 102.97
Nucor Corporation (NUE) 0.1 $92k 712.00 129.54
Zions Bancorporation (ZION) 0.0 $68k 1.3k 51.93
Dimensional Etf Trust Us Real Estate E (DFAR) 0.0 $67k 2.9k 23.46
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.0 $65k 1.0k 63.69
Glacier Ban (GBCI) 0.0 $60k 1.4k 43.08
Public Storage (PSA) 0.0 $55k 188.00 293.42
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.0 $38k 68.00 551.65
Pepsi (PEP) 0.0 $33k 250.00 132.04
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.0 $33k 1.1k 29.43
Wells Fargo & Company (WFC) 0.0 $23k 280.00 80.20
Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.0 $22k 387.00 56.12
Walt Disney Company (DIS) 0.0 $20k 160.00 124.08
Manager Directed Portfolios Vert Glb Sust Re (VGSR) 0.0 $16k 1.6k 10.46
Yum! Brands (YUM) 0.0 $15k 100.00 148.18
Ishares Tr Core S&p500 Etf (IVV) 0.0 $14k 22.00 620.91
Spdr Index Shs Fds Dj Intl Rl Etf (RWX) 0.0 $11k 398.00 27.40
Broadcom (AVGO) 0.0 $5.2k 19.00 275.68
Yum China Holdings (YUMC) 0.0 $4.5k 100.00 44.71
Apple (AAPL) 0.0 $3.7k 18.00 205.22
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.0 $3.6k 16.00 227.12
Danaher Corporation (DHR) 0.0 $3.6k 18.00 197.56
Visa Com Cl A (V) 0.0 $3.6k 10.00 355.10
Microsoft Corporation (MSFT) 0.0 $3.5k 7.00 497.43
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.0 $2.8k 31.00 90.13
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $2.6k 108.00 24.44
Dimensional Etf Trust Short Duration F (DFSD) 0.0 $2.5k 53.00 48.02
Home Depot (HD) 0.0 $2.2k 6.00 366.67
Amazon (AMZN) 0.0 $2.2k 10.00 219.40
Spdr Series Trust Portfolio S&p500 (SPLG) 0.0 $2.0k 28.00 72.71
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.0 $2.0k 41.00 49.05
Eaton Corp SHS (ETN) 0.0 $1.8k 5.00 357.00
PNC Financial Services (PNC) 0.0 $1.7k 9.00 186.44
Accenture Plc Ireland Shs Class A (ACN) 0.0 $1.5k 5.00 299.00
Coca-Cola Company (KO) 0.0 $1.5k 21.00 70.76
Wal-Mart Stores (WMT) 0.0 $1.5k 15.00 97.80
Linde SHS (LIN) 0.0 $1.4k 3.00 469.33
American Express Company (AXP) 0.0 $1.3k 4.00 319.00
Select Sector Spdr Tr Technology (XLK) 0.0 $1.3k 5.00 253.40
UnitedHealth (UNH) 0.0 $1.2k 4.00 312.00
Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $1.2k 20.00 62.05
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.0 $1.2k 21.00 56.86
Analog Devices (ADI) 0.0 $1.2k 5.00 238.20
Ishares Tr S&p 500 Val Etf (IVE) 0.0 $1.2k 6.00 195.50
JPMorgan Chase & Co. (JPM) 0.0 $1.2k 4.00 290.00
Waste Management (WM) 0.0 $1.1k 5.00 229.00
Verizon Communications (VZ) 0.0 $1.1k 26.00 43.31
Vanguard World Mega Cap Index (MGC) 0.0 $1.1k 5.00 225.00
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.0 $1.1k 5.00 217.40
Select Sector Spdr Tr Communication (XLC) 0.0 $1.1k 10.00 108.60
Global X Fds Us Infr Dev Etf (PAVE) 0.0 $1.0k 23.00 43.61
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.0 $1.0k 11.00 91.18
Costco Wholesale Corporation (COST) 0.0 $990.000000 1.00 990.00
Exxon Mobil Corporation (XOM) 0.0 $971.000100 9.00 107.89
Abbvie (ABBV) 0.0 $929.000000 5.00 185.80
Atmos Energy Corporation (ATO) 0.0 $925.000200 6.00 154.17
J P Morgan Exchange Traded F Equity Focus Etf (JPEF) 0.0 $911.999400 13.00 70.15
McDonald's Corporation (MCD) 0.0 $876.999900 3.00 292.33
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG) 0.0 $834.000000 4.00 208.50
Eli Lilly & Co. (LLY) 0.0 $780.000000 1.00 780.00
Goldman Sachs (GS) 0.0 $708.000000 1.00 708.00
Honeywell International (HON) 0.0 $699.000000 3.00 233.00
Donaldson Company (DCI) 0.0 $694.000000 10.00 69.40
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.0 $681.000300 9.00 75.67
Procter & Gamble Company (PG) 0.0 $638.000000 4.00 159.50
Innovator Etfs Trust Emrgng Mkt July (EJUL) 0.0 $637.001100 23.00 27.70
Novartis Sponsored Adr (NVS) 0.0 $606.000000 5.00 121.20
Best Buy (BBY) 0.0 $604.999800 9.00 67.22
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.0 $551.000000 10.00 55.10
Digital Realty Trust (DLR) 0.0 $522.999900 3.00 174.33
Crowdstrike Hldgs Cl A (CRWD) 0.0 $510.000000 1.00 510.00
Rollins (ROL) 0.0 $507.999600 9.00 56.44
Merck & Co (MRK) 0.0 $475.000200 6.00 79.17
Zoetis Cl A (ZTS) 0.0 $468.000000 3.00 156.00
Dimensional Etf Trust Core Fixed Incom (DFCF) 0.0 $464.999700 11.00 42.27
American Tower Reit (AMT) 0.0 $443.000000 2.00 221.50
Chevron Corporation (CVX) 0.0 $429.999900 3.00 143.33
Fortinet (FTNT) 0.0 $423.000000 4.00 105.75
Wisdomtree Tr Equity Premium (WTPI) 0.0 $384.999600 12.00 32.08
Ishares Msci Emrg Chn (EMXC) 0.0 $379.000200 6.00 63.17
TJX Companies (TJX) 0.0 $371.000100 3.00 123.67
Intercontinental Exchange (ICE) 0.0 $367.000000 2.00 183.50
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 0.0 $326.000000 25.00 13.04
Prologis (PLD) 0.0 $315.999900 3.00 105.33
Automatic Data Processing (ADP) 0.0 $309.000000 1.00 309.00
Johnson & Johnson (JNJ) 0.0 $306.000000 2.00 153.00
Mondelez Intl Cl A (MDLZ) 0.0 $270.000000 4.00 67.50
Matthews Asia Fds China Active Etf (MCH) 0.0 $245.000000 10.00 24.50
Global X Fds Lithium Btry Etf (LIT) 0.0 $231.000000 6.00 38.50
Alphabet Cap Stk Cl A (GOOGL) 0.0 $177.000000 1.00 177.00
Nextera Energy (NEE) 0.0 $139.000000 2.00 69.50