Three Bridge Wealth Advisors

Three Bridge Wealth Advisors as of March 31, 2023

Portfolio Holdings for Three Bridge Wealth Advisors

Three Bridge Wealth Advisors holds 92 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Msci Acwi Etf (ACWI) 17.1 $37M 404k 91.16
Affirm Hldgs Com Cl A (AFRM) 11.8 $26M 2.3M 11.27
Spdr S&p 500 Etf Tr Tr Unit (SPY) 6.1 $13M 32k 410.90
Coinbase Global Com Cl A (COIN) 4.7 $10M 150k 67.57
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 3.7 $8.0M 87k 92.09
Ishares Tr Msci Emg Mkt Etf (EEM) 3.6 $7.7M 195k 39.46
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 3.5 $7.5M 147k 50.79
Spdr Gold Tr Gold Shs (GLD) 2.9 $6.2M 34k 183.22
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) 2.9 $6.2M 38k 164.52
Ishares Gold Tr Ishares New (IAU) 2.8 $6.1M 164k 37.37
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.6 $5.5M 137k 40.40
Ishares Tr Rus Mid Cap Etf (IWR) 2.4 $5.1M 73k 69.92
Gitlab Class A Com (GTLB) 2.0 $4.4M 129k 34.29
Ishares Tr Rus 1000 Grw Etf (IWF) 1.9 $4.1M 17k 244.33
Apple (AAPL) 1.5 $3.3M 20k 164.90
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 1.3 $2.8M 28k 99.25
Oracle Corporation (ORCL) 1.2 $2.6M 28k 92.92
Meta Platforms Cl A (META) 1.2 $2.5M 12k 211.94
Microsoft Corporation (MSFT) 1.1 $2.4M 8.2k 288.30
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.1 $2.4M 6.3k 376.09
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.1 $2.3M 7.1k 321.34
Raytheon Technologies Corp (RTX) 0.9 $2.0M 21k 97.93
Walt Disney Company (DIS) 0.9 $2.0M 20k 100.13
Alphabet Cap Stk Cl A (GOOGL) 0.9 $1.9M 19k 103.73
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.9 $1.9M 6.0k 308.77
Docusign (DOCU) 0.8 $1.7M 29k 58.30
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.8 $1.7M 11k 156.78
Unilever Spon Adr New (UL) 0.7 $1.6M 31k 51.93
Home Depot (HD) 0.7 $1.5M 5.1k 295.12
Novo-nordisk A S Adr (NVO) 0.7 $1.5M 9.2k 160.32
Nike CL B (NKE) 0.7 $1.5M 12k 122.98
Starbucks Corporation (SBUX) 0.6 $1.4M 13k 104.13
Ishares Tr Msci Eafe Etf (EFA) 0.6 $1.4M 19k 71.52
Medtronic SHS (MDT) 0.6 $1.3M 16k 81.30
General Dynamics Corporation (GD) 0.5 $1.2M 5.2k 228.21
C H Robinson Worldwide Com New (CHRW) 0.5 $1.2M 12k 99.99
Adobe Systems Incorporated (ADBE) 0.5 $1.2M 3.0k 385.37
Visa Com Cl A (V) 0.5 $1.1M 5.1k 225.46
Accenture Plc Ireland Shs Class A (ACN) 0.5 $1.1M 4.0k 285.81
Ginkgo Bioworks Holdings Cl A Shs (DNA) 0.5 $1.1M 834k 1.33
Johnson & Johnson (JNJ) 0.5 $1.1M 7.1k 155.00
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.5 $1.0M 18k 55.36
Biogen Idec (BIIB) 0.5 $980k 3.5k 278.03
Cisco Systems (CSCO) 0.5 $979k 19k 52.27
Wal-Mart Stores (WMT) 0.4 $957k 6.5k 148.02
Palo Alto Networks (PANW) 0.4 $940k 4.7k 199.74
International Flavors & Fragrances (IFF) 0.4 $933k 10k 92.77
Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF) 0.4 $918k 21k 44.06
Becton, Dickinson and (BDX) 0.4 $834k 3.4k 247.54
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.3 $674k 15k 45.17
Procter & Gamble Company (PG) 0.3 $664k 4.5k 148.69
Cognizant Technology Solutio Cl A (CTSH) 0.3 $658k 11k 60.93
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.3 $621k 4.6k 134.07
NVIDIA Corporation (NVDA) 0.3 $601k 2.2k 277.77
Pepsi (PEP) 0.3 $573k 3.1k 182.30
Alphabet Cap Stk Cl C (GOOG) 0.3 $547k 5.3k 104.00
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $541k 2.7k 204.10
3M Company (MMM) 0.2 $424k 4.0k 105.11
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $416k 12k 34.80
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $384k 3.9k 99.64
Workday Cl A (WDAY) 0.2 $383k 1.9k 206.54
Amazon (AMZN) 0.2 $367k 3.6k 103.29
Palantir Technologies Cl A (PLTR) 0.2 $365k 43k 8.45
Thermo Fisher Scientific (TMO) 0.2 $361k 626.00 576.72
Vanguard Index Fds Large Cap Etf (VV) 0.2 $339k 1.8k 186.81
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.2 $337k 6.9k 48.92
Intuit (INTU) 0.2 $333k 747.00 445.83
Invesco Exch Traded Fd Tr Ii Ftse Rafi Sml (PDN) 0.2 $329k 11k 31.01
Ishares Tr Cohen Steer Reit (ICF) 0.1 $323k 5.8k 55.54
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $297k 6.2k 47.85
Wisdomtree Tr Emer Mkt High Fd (DEM) 0.1 $291k 7.7k 37.86
Costco Wholesale Corporation (COST) 0.1 $285k 574.00 496.87
Coca-Cola Company (KO) 0.1 $285k 4.6k 62.30
Ishares Tr Calif Mun Bd Etf (CMF) 0.1 $283k 4.9k 57.42
JPMorgan Chase & Co. (JPM) 0.1 $266k 2.0k 130.31
Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $245k 1.8k 137.01
Invesco Exch Traded Fd Tr Ii Ftse Rafi Emng (PXH) 0.1 $239k 13k 18.36
Bank of America Corporation (BAC) 0.1 $237k 8.3k 28.60
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.1 $235k 3.5k 67.85
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $235k 1.1k 210.92
Ishares Tr Tips Bd Etf (TIP) 0.1 $227k 2.1k 110.25
Danaher Corporation (DHR) 0.1 $221k 874.00 252.31
Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY) 0.1 $218k 11k 19.18
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $212k 2.0k 105.50
salesforce (CRM) 0.1 $211k 1.1k 199.78
Goldman Sachs (GS) 0.1 $211k 644.00 327.11
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $207k 2.7k 76.50
Phillips Edison & Co Common Stock (PECO) 0.1 $204k 6.2k 32.71
Ishares Tr Short Treas Bd (SHV) 0.1 $201k 1.8k 110.50
Airbnb Com Cl A (ABNB) 0.1 $200k 1.6k 124.40
Weave Communications (WEAV) 0.1 $156k 31k 4.97
Tilray (TLRY) 0.0 $35k 14k 2.53