Three Bridge Wealth Advisors

Three Bridge Wealth Advisors as of March 31, 2022

Portfolio Holdings for Three Bridge Wealth Advisors

Three Bridge Wealth Advisors holds 87 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Affirm Hldgs Com Cl A (AFRM) 42.2 $151M 3.3M 46.28
Ishares Tr Msci Acwi Etf (ACWI) 11.1 $40M 399k 99.78
Coinbase Global Com Cl A (COIN) 8.6 $31M 161k 189.86
Ishares Tr Msci Emg Mkt Etf (EEM) 2.6 $9.2M 204k 45.15
Spdr Gold Tr Gold Shs (GLD) 2.4 $8.7M 48k 180.65
Gitlab Class A Com (GTLB) 2.2 $7.7M 142k 54.45
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.1 $7.5M 162k 46.13
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) 1.9 $6.7M 37k 182.66
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.6 $5.6M 12k 453.32
Ishares Tr Rus Mid Cap Etf (IWR) 1.5 $5.5M 71k 78.04
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.3 $4.6M 13k 362.94
Ishares Gold Tr Ishares New (IAU) 1.2 $4.2M 115k 36.83
Apple (AAPL) 1.0 $3.7M 22k 174.62
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.9 $3.4M 34k 100.17
Docusign (DOCU) 0.9 $3.1M 29k 107.11
Oracle Corporation (ORCL) 0.8 $3.0M 36k 82.73
Microsoft Corporation (MSFT) 0.8 $2.7M 8.7k 308.31
Meta Platforms Cl A (META) 0.6 $2.3M 10k 222.33
Alphabet Cap Stk Cl A (GOOGL) 0.6 $2.2M 798.00 2781.95
Raytheon Technologies Corp (RTX) 0.6 $2.2M 22k 99.08
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $2.2M 6.2k 352.95
C H Robinson Worldwide Com New (CHRW) 0.6 $2.2M 20k 108.27
Walt Disney Company (DIS) 0.6 $2.0M 15k 137.17
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.5 $1.7M 10k 170.84
General Dynamics Corporation (GD) 0.5 $1.7M 7.0k 241.24
Ishares Tr Msci Eafe Etf (EFA) 0.5 $1.6M 22k 73.61
Intuit (INTU) 0.5 $1.6M 3.3k 480.74
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $1.6M 3.9k 415.30
Novo-nordisk A S Adr (NVO) 0.4 $1.5M 14k 112.04
Nike CL B (NKE) 0.4 $1.5M 11k 134.82
Medtronic SHS (MDT) 0.4 $1.5M 13k 111.59
Adobe Systems Incorporated (ADBE) 0.4 $1.4M 3.1k 455.60
Unilever Spon Adr New (UL) 0.4 $1.4M 30k 45.57
J P Morgan Exchange-traded F Ultra Sht Muncpl (JMST) 0.4 $1.3M 27k 50.65
International Flavors & Fragrances (IFF) 0.4 $1.3M 9.6k 132.08
Starbucks Corporation (SBUX) 0.4 $1.3M 14k 90.94
Cognizant Technology Solutio Cl A (CTSH) 0.3 $1.2M 13k 89.70
Visa Com Cl A (V) 0.3 $1.2M 5.3k 221.70
Home Depot (HD) 0.3 $1.2M 3.9k 299.35
Cisco Systems (CSCO) 0.3 $1.2M 21k 55.76
Accenture Plc Ireland Shs Class A (ACN) 0.3 $1.1M 3.3k 337.25
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.3 $1.1M 22k 48.01
Becton, Dickinson and (BDX) 0.3 $1.1M 4.0k 265.98
Palo Alto Networks (PANW) 0.3 $1.1M 1.7k 622.80
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $934k 3.4k 277.56
Johnson & Johnson (JNJ) 0.3 $904k 5.1k 177.22
Biogen Idec (BIIB) 0.2 $881k 4.2k 210.66
Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF) 0.2 $865k 19k 46.11
Amazon (AMZN) 0.2 $760k 233.00 3261.80
Alphabet Cap Stk Cl C (GOOG) 0.2 $735k 263.00 2794.68
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.2 $716k 4.8k 149.60
3M Company (MMM) 0.2 $711k 4.8k 148.78
Pepsi (PEP) 0.2 $677k 4.0k 167.28
Procter & Gamble Company (PG) 0.2 $639k 4.2k 152.76
Palantir Technologies Cl A (PLTR) 0.2 $593k 43k 13.72
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $592k 2.6k 227.60
Wal-Mart Stores (WMT) 0.2 $566k 3.8k 149.38
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) 0.2 $553k 11k 50.27
Invesco Exch Traded Fd Tr Ii Ftse Rafi Emng (PXH) 0.1 $480k 23k 20.81
Workday Cl A (WDAY) 0.1 $443k 1.9k 239.20
Ishares Tr Global Reit Etf (REET) 0.1 $434k 15k 29.24
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $424k 7.9k 53.43
Invesco Exch Traded Fd Tr Ii Ftse Rafi Sml (PDN) 0.1 $416k 12k 34.49
Ishares Tr Cohen Steer Reit (ICF) 0.1 $413k 5.8k 70.94
Wisdomtree Tr Emer Mkt High Fd (DEM) 0.1 $381k 8.7k 43.79
Vanguard Index Fds Large Cap Etf (VV) 0.1 $378k 1.8k 208.26
Costco Wholesale Corporation (COST) 0.1 $374k 650.00 575.38
NVIDIA Corporation (NVDA) 0.1 $355k 1.3k 273.08
Goldman Sachs Bdc SHS (GSBD) 0.1 $326k 16k 20.03
Thermo Fisher Scientific (TMO) 0.1 $325k 550.00 590.91
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $316k 6.0k 52.38
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.1 $311k 4.1k 75.84
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.1 $289k 2.3k 123.93
Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $287k 1.8k 161.42
Charles Schwab Corporation (SCHW) 0.1 $281k 3.3k 84.26
Ishares Tr Tips Bd Etf (TIP) 0.1 $281k 2.3k 124.45
Airbnb Com Cl A (ABNB) 0.1 $277k 1.6k 172.05
Ishares Tr Jpmorgan Usd Emg (EMB) 0.1 $262k 2.7k 97.69
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $258k 2.4k 106.97
Vanguard Index Fds Small Cp Etf (VB) 0.1 $251k 1.2k 212.35
Coca-Cola Company (KO) 0.1 $250k 4.0k 62.55
Ishares Tr National Mun Etf (MUB) 0.1 $244k 2.2k 109.42
Ishares Tr Mbs Etf (MBB) 0.1 $216k 2.1k 101.93
Vanguard World Fds Inf Tech Etf (VGT) 0.1 $214k 513.00 417.15
Danaher Corporation (DHR) 0.1 $206k 700.00 294.29
Avadel Pharmaceuticals Sponsored Adr (AVDL) 0.0 $116k 17k 6.82
Tilray Brands Com Cl 2 (TLRY) 0.0 $78k 10k 7.80