Three Bridge Wealth Advisors

Three Bridge Wealth Advisors as of June 30, 2022

Portfolio Holdings for Three Bridge Wealth Advisors

Three Bridge Wealth Advisors holds 83 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Affirm Hldgs Com Cl A (AFRM) 22.0 $45M 2.5M 18.06
Ishares Tr Msci Acwi Etf (ACWI) 15.7 $32M 381k 83.89
Ishares Tr Msci Emg Mkt Etf (EEM) 5.0 $10M 255k 40.10
Gitlab Class A Com (GTLB) 3.7 $7.5M 142k 53.14
Coinbase Global Com Cl A (COIN) 3.6 $7.4M 158k 47.02
Spdr Gold Tr Gold Shs (GLD) 3.5 $7.1M 42k 168.45
Ishares Tr Rus Mid Cap Etf (IWR) 2.8 $5.8M 89k 64.66
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.4 $4.9M 118k 41.65
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) 2.3 $4.7M 31k 153.35
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.3 $4.7M 12k 378.85
Ishares Gold Tr Ishares New (IAU) 1.9 $3.9M 114k 34.31
Ishares Tr Rus 1000 Grw Etf (IWF) 1.5 $3.0M 14k 218.69
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 1.4 $2.8M 28k 99.10
Apple (AAPL) 1.4 $2.8M 20k 136.72
Oracle Corporation (ORCL) 1.2 $2.5M 36k 69.88
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 1.1 $2.2M 26k 85.32
Microsoft Corporation (MSFT) 1.1 $2.2M 8.5k 256.85
Ginkgo Bioworks Holdings Cl A Shs (DNA) 1.1 $2.2M 910k 2.38
Raytheon Technologies Corp (RTX) 1.0 $2.1M 22k 96.10
Walt Disney Company (DIS) 0.9 $1.9M 20k 94.40
Alphabet Cap Stk Cl A (GOOGL) 0.9 $1.8M 847.00 2179.46
Docusign (DOCU) 0.8 $1.7M 29k 57.38
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.8 $1.7M 6.0k 280.86
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.8 $1.6M 33k 50.65
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.8 $1.6M 6.0k 272.95
Meta Platforms Cl A (META) 0.8 $1.6M 10k 161.21
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.8 $1.5M 10k 148.25
General Dynamics Corporation (GD) 0.7 $1.5M 6.8k 222.53
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.7 $1.5M 4.2k 348.33
Unilever Spon Adr New (UL) 0.7 $1.5M 32k 45.84
Novo-nordisk A S Adr (NVO) 0.7 $1.5M 13k 111.43
Nike CL B (NKE) 0.7 $1.4M 13k 102.52
C H Robinson Worldwide Com New (CHRW) 0.6 $1.3M 13k 102.20
Home Depot (HD) 0.6 $1.3M 4.8k 274.31
Intuit (INTU) 0.6 $1.3M 3.3k 385.49
Ishares Tr Msci Eafe Etf (EFA) 0.6 $1.3M 20k 62.48
Medtronic SHS (MDT) 0.6 $1.2M 14k 90.39
International Flavors & Fragrances (IFF) 0.6 $1.1M 9.4k 119.94
Adobe Systems Incorporated (ADBE) 0.5 $1.1M 3.0k 366.18
Accenture Plc Ireland Shs Class A (ACN) 0.5 $1.1M 4.0k 277.76
Starbucks Corporation (SBUX) 0.5 $1.0M 14k 76.38
Visa Com Cl A (V) 0.5 $1.0M 5.2k 196.91
Becton, Dickinson and (BDX) 0.5 $964k 3.9k 246.42
Cognizant Technology Solutio Cl A (CTSH) 0.4 $866k 13k 67.48
Cisco Systems (CSCO) 0.4 $856k 20k 42.62
Johnson & Johnson (JNJ) 0.4 $847k 4.8k 177.42
Palo Alto Networks (PANW) 0.4 $841k 1.7k 494.12
Biogen Idec (BIIB) 0.4 $836k 4.1k 204.05
Wal-Mart Stores (WMT) 0.4 $823k 6.8k 121.55
Vanguard Tax-managed Intl Van Ftse Dev Mkt (VEA) 0.3 $703k 17k 40.79
Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF) 0.3 $682k 17k 39.80
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.3 $628k 4.9k 129.46
Pepsi (PEP) 0.3 $621k 3.7k 166.53
Alphabet Cap Stk Cl C (GOOG) 0.3 $575k 263.00 2186.31
3M Company (MMM) 0.3 $560k 4.3k 129.36
Procter & Gamble Company (PG) 0.3 $553k 3.8k 143.82
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.2 $501k 10k 50.10
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $491k 2.6k 188.77
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $442k 4.3k 101.73
Invesco Exch Traded Fd Tr Ii Ftse Rafi Emng (PXH) 0.2 $413k 23k 18.18
Ishares Tr National Mun Etf (MUB) 0.2 $411k 3.9k 106.34
Palantir Technologies Cl A (PLTR) 0.2 $392k 43k 9.07
Amazon (AMZN) 0.2 $389k 3.7k 106.28
Ishares Tr Cohen Steer Reit (ICF) 0.2 $354k 5.8k 60.80
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $351k 7.9k 44.21
Invesco Exch Traded Fd Tr Ii Ftse Rafi Sml (PDN) 0.2 $345k 12k 29.13
Wisdomtree Tr Emer Mkt High Fd (DEM) 0.2 $324k 8.7k 37.08
Vanguard Index Fds Large Cap Etf (VV) 0.2 $313k 1.8k 172.45
Costco Wholesale Corporation (COST) 0.2 $312k 650.00 480.00
Ishares Tr Global Reit Etf (REET) 0.1 $302k 13k 24.17
Thermo Fisher Scientific (TMO) 0.1 $299k 550.00 543.64
Goldman Sachs Bdc SHS (GSBD) 0.1 $281k 16k 17.26
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $271k 5.5k 49.62
Workday Cl A (WDAY) 0.1 $259k 1.9k 139.85
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.1 $258k 4.1k 62.85
Ishares Tr Tips Bd Etf (TIP) 0.1 $257k 2.3k 113.82
Coca-Cola Company (KO) 0.1 $253k 4.0k 63.30
Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $242k 1.8k 136.11
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.1 $233k 2.0k 119.18
Charles Schwab Corporation (SCHW) 0.1 $211k 3.3k 63.27
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.1 $202k 2.0k 103.43
Weave Communications (WEAV) 0.0 $95k 31k 3.03
Tilray Brands Com Cl 2 (TLRY) 0.0 $53k 17k 3.10