Three Bridge Wealth Advisors

Three Bridge Wealth Advisors as of June 30, 2023

Portfolio Holdings for Three Bridge Wealth Advisors

Three Bridge Wealth Advisors holds 93 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Msci Acwi Etf (ACWI) 16.8 $40M 414k 95.94
Affirm Hldgs Com Cl A (AFRM) 13.3 $32M 2.1M 15.33
Spdr S&p 500 Etf Tr Tr Unit (SPY) 6.0 $14M 32k 444.91
Coinbase Global Com Cl A (COIN) 4.5 $11M 150k 71.55
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 3.7 $8.7M 90k 96.98
Ishares Tr Msci Emg Mkt Etf (EEM) 3.2 $7.6M 193k 39.56
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 3.1 $7.3M 144k 50.65
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) 2.9 $6.9M 40k 171.83
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.8 $6.6M 162k 40.68
Gitlab Class A Com (GTLB) 2.8 $6.6M 129k 51.11
Ishares Gold Tr Ishares New (IAU) 2.7 $6.3M 173k 36.39
Spdr Gold Tr Gold Shs (GLD) 2.4 $5.8M 32k 178.27
Ishares Tr Rus Mid Cap Etf (IWR) 2.2 $5.2M 72k 73.03
Ishares Tr Rus 1000 Grw Etf (IWF) 1.9 $4.6M 17k 275.18
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.6 $3.9M 9.4k 408.87
Apple (AAPL) 1.5 $3.7M 19k 193.97
Meta Platforms Cl A (META) 1.4 $3.4M 12k 286.98
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.3 $3.1M 8.4k 369.89
Oracle Corporation (ORCL) 1.1 $2.7M 22k 119.09
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 1.1 $2.7M 27k 99.76
Microsoft Corporation (MSFT) 1.1 $2.6M 7.6k 340.53
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.8 $1.9M 12k 163.65
Alphabet Cap Stk Cl A (GOOGL) 0.8 $1.9M 16k 119.70
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.8 $1.9M 5.6k 341.00
Raytheon Technologies Corp (RTX) 0.8 $1.9M 19k 97.96
Walt Disney Company (DIS) 0.7 $1.6M 18k 89.28
Ginkgo Bioworks Holdings Cl A Shs (DNA) 0.7 $1.6M 834k 1.86
Unilever Spon Adr New (UL) 0.6 $1.5M 29k 52.13
Docusign (DOCU) 0.6 $1.5M 29k 51.09
Home Depot (HD) 0.6 $1.5M 4.8k 310.64
Adobe Systems Incorporated (ADBE) 0.6 $1.4M 2.8k 488.99
Ishares Tr Msci Eafe Etf (EFA) 0.6 $1.4M 19k 72.50
Novo-nordisk A S Adr (NVO) 0.5 $1.3M 7.8k 161.83
Medtronic SHS (MDT) 0.5 $1.2M 14k 88.79
Nike CL B (NKE) 0.5 $1.2M 11k 110.72
Palo Alto Networks (PANW) 0.5 $1.2M 4.7k 255.51
Accenture Plc Ireland Shs Class A (ACN) 0.5 $1.2M 3.8k 308.58
Visa Com Cl A (V) 0.5 $1.1M 4.8k 237.48
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.5 $1.1M 18k 61.01
Johnson & Johnson (JNJ) 0.5 $1.1M 6.6k 165.52
General Dynamics Corporation (GD) 0.4 $1.1M 4.9k 215.15
C H Robinson Worldwide Com New (CHRW) 0.4 $1.1M 11k 94.98
Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF) 0.4 $1.0M 23k 44.96
Wal-Mart Stores (WMT) 0.4 $949k 6.0k 157.18
Starbucks Corporation (SBUX) 0.4 $930k 9.4k 99.06
Biogen Idec (BIIB) 0.4 $925k 3.2k 284.85
NVIDIA Corporation (NVDA) 0.4 $915k 2.2k 423.02
Cisco Systems (CSCO) 0.4 $912k 18k 51.74
Becton, Dickinson and (BDX) 0.3 $820k 3.1k 264.01
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.3 $774k 17k 46.18
Intuit (INTU) 0.3 $750k 1.6k 458.19
International Flavors & Fragrances (IFF) 0.3 $745k 9.3k 80.40
Palantir Technologies Cl A (PLTR) 0.3 $663k 43k 15.33
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.3 $661k 4.8k 138.37
Cognizant Technology Solutio Cl A (CTSH) 0.3 $649k 9.9k 65.28
Alphabet Cap Stk Cl C (GOOG) 0.3 $636k 5.3k 120.97
Procter & Gamble Company (PG) 0.3 $635k 4.2k 151.74
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.3 $632k 13k 48.88
Pepsi (PEP) 0.2 $566k 3.1k 185.22
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $512k 2.3k 220.28
Amazon (AMZN) 0.2 $463k 3.6k 130.36
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $426k 12k 35.65
Workday Cl A (WDAY) 0.2 $418k 1.9k 225.89
Ishares Tr Core S&p Us Gwt (IUSG) 0.2 $398k 4.1k 97.64
3M Company (MMM) 0.2 $388k 3.9k 100.09
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $380k 3.9k 97.95
Vanguard Index Fds Large Cap Etf (VV) 0.2 $368k 1.8k 202.72
Weave Communications (WEAV) 0.1 $349k 31k 11.11
Invesco Exch Traded Fd Tr Ii Ftse Rafi Sml (PDN) 0.1 $324k 11k 30.80
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $322k 6.2k 51.70
Thermo Fisher Scientific (TMO) 0.1 $314k 601.00 522.10
Costco Wholesale Corporation (COST) 0.1 $309k 574.00 538.38
Wisdomtree Tr Emer Mkt High Fd (DEM) 0.1 $297k 7.8k 38.27
JPMorgan Chase & Co. (JPM) 0.1 $297k 2.0k 145.44
Ishares Tr Calif Mun Bd Etf (CMF) 0.1 $284k 5.0k 56.96
Coca-Cola Company (KO) 0.1 $278k 4.6k 60.68
Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $252k 1.8k 140.79
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $246k 1.1k 220.16
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.1 $239k 3.0k 81.08
Bank of America Corporation (BAC) 0.1 $238k 8.3k 28.69
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.1 $236k 3.3k 71.03
Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY) 0.1 $232k 12k 19.49
Invesco Exch Traded Fd Tr Ii Ftse Rafi Emng (PXH) 0.1 $230k 12k 18.64
Vanguard World Fds Inf Tech Etf (VGT) 0.1 $227k 513.00 442.84
salesforce (CRM) 0.1 $223k 1.1k 211.26
Ishares Tr National Mun Etf (MUB) 0.1 $221k 2.1k 106.76
Phillips Edison & Co Common Stock (PECO) 0.1 $213k 6.2k 34.17
Danaher Corporation (DHR) 0.1 $210k 874.00 240.27
Goldman Sachs (GS) 0.1 $208k 644.00 322.54
Airbnb Com Cl A (ABNB) 0.1 $206k 1.6k 128.16
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $206k 2.7k 75.58
Select Sector Spdr Tr Technology (XLK) 0.1 $202k 1.2k 173.86
Tilray Brands Ftse Rafi Emng (TLRY) 0.0 $22k 14k 1.56