Bridge Generations Wealth Management

Bridge Generations Wealth Management as of March 31, 2026

Portfolio Holdings for Bridge Generations Wealth Management

Bridge Generations Wealth Management holds 32 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC) 17.3 $30M 777k 38.86
Dimensional Etf Trust Us Targeted Vlu (DFAT) 11.1 $19M 311k 62.45
Spdr Series Trust State Street Spd (SPTI) 10.9 $19M 661k 28.66
Ishares Tr National Mun Etf (MUB) 7.5 $13M 124k 106.15
Dimensional Etf Trust Global Real Est (DFGR) 5.5 $9.6M 360k 26.58
Dimensional Etf Trust Global Core Plus (DFGP) 5.0 $8.8M 162k 53.99
Dimensional Etf Trust Intl Core Equity (DFIC) 5.0 $8.7M 246k 35.53
Dimensional Etf Trust Emerging Mkts Co (DFEM) 4.9 $8.6M 248k 34.55
Dimensional Etf Trust Us High Profitab (DUHP) 3.5 $6.1M 167k 36.76
Vanguard Scottsdale Fds Int-term Corp (VCIT) 3.3 $5.8M 70k 82.75
Dimensional Etf Trust Dimensional Inte (DFGX) 3.3 $5.7M 108k 52.45
Dimensional Etf Trust Intl High Profit (DIHP) 2.9 $5.1M 159k 32.22
Dimensional Etf Trust Intl Small Cap V (DISV) 2.8 $4.9M 125k 39.44
Ishares Tr 0-5 Yr Tips Etf (STIP) 2.6 $4.6M 44k 103.43
Vanguard Index Fds Total Stk Mkt (VTI) 2.2 $3.9M 12k 320.81
Dimensional Etf Trust World Ex Us Core (DFAX) 1.7 $3.0M 90k 33.97
Dimensional Etf Trust Us Mktwide Value (DFUV) 1.6 $2.7M 57k 48.46
Pimco Etf Tr Inter Mun Bd Act (MUNI) 1.4 $2.4M 47k 52.19
J P Morgan Exchange Traded F Municipal Etf (JMUB) 1.2 $2.1M 43k 49.99
Ishares Tr Shrt Nat Mun Etf (SUB) 1.0 $1.8M 17k 106.50
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.9 $1.5M 23k 64.08
Dimensional Etf Trust Internatnal Val (DFIV) 0.8 $1.4M 26k 52.78
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.6 $1.1M 4.9k 217.25
Servicenow (NOW) 0.6 $1.1M 10k 104.55
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.6 $971k 9.6k 100.72
Dimensional Etf Trust Us Sustainabilty (DFSU) 0.4 $737k 18k 41.09
Dimensional Etf Trust Us Equity Market (DFUS) 0.3 $497k 7.0k 70.91
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.3 $491k 6.3k 78.41
Dimensional Etf Trust International (DFSI) 0.2 $317k 7.5k 42.40
Ishares Tr Eafe Value Etf (EFV) 0.2 $308k 4.1k 74.35
Vaneck Etf Trust High Yld Munietf (HYD) 0.2 $279k 5.6k 50.14
Dimensional Etf Trust Emerging Markets (DFSE) 0.1 $220k 5.2k 42.37