Bridgewater Wealth & Financial Management as of Dec. 31, 2017
Portfolio Holdings for Bridgewater Wealth & Financial Management
Bridgewater Wealth & Financial Management holds 27 positions in its portfolio as reported in the December 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Europe Pacific ETF (VEA) | 19.5 | $49M | 1.1M | 44.86 | |
| iShares Lehman Aggregate Bond (AGG) | 9.2 | $23M | 210k | 109.33 | |
| Apple (AAPL) | 5.4 | $14M | 80k | 169.22 | |
| Boeing Company (BA) | 5.0 | $13M | 43k | 294.91 | |
| Microsoft Corporation (MSFT) | 4.6 | $12M | 136k | 85.54 | |
| American Express Company (AXP) | 4.5 | $11M | 113k | 99.31 | |
| McCormick & Company, Incorporated (MKC) | 3.9 | $9.7M | 96k | 101.91 | |
| V.F. Corporation (VFC) | 3.6 | $9.1M | 123k | 74.00 | |
| Pepsi (PEP) | 3.5 | $8.8M | 73k | 119.93 | |
| J.M. Smucker Company (SJM) | 3.4 | $8.6M | 69k | 124.23 | |
| M&T Bank Corporation (MTB) | 3.3 | $8.3M | 49k | 170.99 | |
| Centene Corporation (CNC) | 3.2 | $8.1M | 81k | 100.88 | |
| Abbott Laboratories (ABT) | 3.0 | $7.6M | 133k | 57.07 | |
| Cerner Corporation | 2.9 | $7.3M | 108k | 67.39 | |
| Exxon Mobil Corporation (XOM) | 2.9 | $7.2M | 86k | 83.64 | |
| Procter & Gamble Company (PG) | 2.9 | $7.2M | 79k | 91.88 | |
| United Therapeutics Corporation (UTHR) | 2.8 | $7.1M | 48k | 147.95 | |
| Danaher Corporation (DHR) | 2.7 | $6.7M | 73k | 92.82 | |
| Intuit (INTU) | 2.1 | $5.2M | 33k | 157.78 | |
| Walt Disney Company (DIS) | 2.1 | $5.2M | 48k | 107.50 | |
| Alphabet Inc Class C cs (GOOG) | 2.0 | $5.0M | 4.8k | 1046.40 | |
| Alphabet Inc Class A cs (GOOGL) | 1.9 | $4.8M | 4.6k | 1053.31 | |
| Devon Energy Corporation (DVN) | 1.9 | $4.8M | 115k | 41.40 | |
| Discover Financial Services | 1.6 | $4.1M | 54k | 76.93 | |
| General Electric Company | 1.6 | $4.1M | 233k | 17.45 | |
| Qualcomm (QCOM) | 0.2 | $590k | 9.2k | 64.06 | |
| Vanguard Growth ETF (VUG) | 0.1 | $314k | 2.2k | 140.74 |
