Three Bridge Wealth Advisors

Three Bridge Wealth Advisors as of June 30, 2024

Portfolio Holdings for Three Bridge Wealth Advisors

Three Bridge Wealth Advisors holds 91 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Msci Acwi Etf (ACWI) 16.9 $43M 379k 112.40
Coinbase Global Com Cl A (COIN) 11.0 $28M 124k 222.23
Spdr S&p 500 Etf Tr Tr Unit (SPY) 7.5 $19M 35k 545.98
Vanguard Index Fds S&p 500 Etf Shs (VOO) 5.2 $13M 26k 501.92
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 4.4 $11M 98k 112.63
Ishares Gold Tr Ishares New (IAU) 3.4 $8.5M 194k 43.93
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) 3.0 $7.5M 197k 38.14
Ishares Tr Rus Mid Cap Etf (IWR) 2.9 $7.4M 91k 81.08
Invesco Qqq Tr Unit Ser 1 (QQQ) 2.9 $7.3M 15k 479.89
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.6 $6.6M 151k 43.76
Spdr Gold Tr Gold Shs (GLD) 2.6 $6.5M 30k 215.01
Meta Platforms Cl A (META) 2.5 $6.4M 13k 504.22
Ishares Tr Rus 1000 Grw Etf (IWF) 2.5 $6.2M 17k 364.51
Ishares Tr Msci Emg Mkt Etf (EEM) 2.3 $5.8M 136k 42.59
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 2.0 $5.0M 99k 50.75
Roblox Corp Cl A (RBLX) 1.9 $4.7M 126k 37.21
Apple (AAPL) 1.1 $2.7M 13k 210.62
Alphabet Cap Stk Cl A (GOOGL) 1.1 $2.7M 15k 182.15
NVIDIA Corporation (NVDA) 1.1 $2.7M 22k 123.54
Oracle Corporation (ORCL) 1.0 $2.6M 18k 141.20
Ishares Tr Msci Eafe Etf (EFA) 1.0 $2.6M 33k 78.33
Microsoft Corporation (MSFT) 1.0 $2.4M 5.4k 446.95
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.9 $2.2M 58k 37.95
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.8 $2.1M 21k 100.65
Raytheon Technologies Corp (RTX) 0.8 $2.1M 21k 100.39
Unilever Spon Adr New (UL) 0.8 $2.0M 36k 54.99
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.8 $1.9M 4.8k 406.80
Ishares Tr Russell 2000 Etf (IWM) 0.7 $1.9M 9.1k 202.89
Gitlab Class A Com (GTLB) 0.7 $1.8M 37k 49.72
Novo-nordisk A S Adr (NVO) 0.7 $1.8M 13k 142.74
Maplebear (CART) 0.7 $1.8M 55k 32.14
Walt Disney Company (DIS) 0.7 $1.7M 18k 99.29
Palo Alto Networks (PANW) 0.6 $1.5M 4.5k 339.01
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.6 $1.5M 18k 80.13
Medtronic SHS (MDT) 0.5 $1.3M 17k 79.41
General Dynamics Corporation (GD) 0.5 $1.2M 4.2k 290.14
Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF) 0.5 $1.2M 24k 48.68
Palantir Technologies Cl A (PLTR) 0.4 $1.1M 43k 25.33
Johnson & Johnson (JNJ) 0.4 $1.1M 7.3k 146.16
Home Depot (HD) 0.4 $1.0M 2.9k 344.24
Wal-Mart Stores (WMT) 0.4 $962k 14k 67.71
Intuit (INTU) 0.4 $960k 1.5k 657.21
Visa Com Cl A (V) 0.4 $956k 3.6k 262.47
Nike CL B (NKE) 0.3 $833k 11k 75.72
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.3 $810k 17k 48.67
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.3 $783k 5.2k 151.30
Adobe Systems Incorporated (ADBE) 0.3 $768k 1.4k 555.54
Accenture Plc Ireland Shs Class A (ACN) 0.3 $751k 2.5k 303.41
Pepsi (PEP) 0.3 $652k 4.0k 164.93
Ishares Tr Calif Mun Bd Etf (CMF) 0.3 $650k 11k 56.88
Starbucks Corporation (SBUX) 0.3 $647k 8.3k 77.85
Diageo Spon Adr New (DEO) 0.3 $634k 5.0k 126.08
3M Company (MMM) 0.2 $612k 6.0k 102.19
C H Robinson Worldwide Com New (CHRW) 0.2 $564k 6.4k 88.73
Biogen Idec (BIIB) 0.2 $562k 2.4k 231.82
Cisco Systems (CSCO) 0.2 $547k 12k 47.51
Ishares Tr Core S&p Us Gwt (IUSG) 0.2 $520k 4.1k 127.48
Procter & Gamble Company (PG) 0.2 $510k 3.1k 164.92
Costco Wholesale Corporation (COST) 0.2 $488k 574.00 849.99
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.2 $476k 6.0k 79.93
Vanguard Index Fds Large Cap Etf (VV) 0.2 $455k 1.8k 250.48
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $449k 9.1k 49.42
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $436k 11k 38.78
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $429k 2.3k 183.45
Workday Cl A (WDAY) 0.2 $414k 1.9k 223.56
Becton, Dickinson and (BDX) 0.1 $358k 1.5k 233.71
JPMorgan Chase & Co. (JPM) 0.1 $312k 1.5k 202.26
Goldman Sachs (GS) 0.1 $291k 644.00 452.32
Invesco Exch Traded Fd Tr Ii Ftse Rafi Sml (PDN) 0.1 $284k 8.8k 32.32
Weave Communications (WEAV) 0.1 $283k 31k 9.02
Select Sector Spdr Tr Technology (XLK) 0.1 $280k 1.2k 226.23
Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $277k 1.8k 152.28
salesforce (CRM) 0.1 $272k 1.1k 257.10
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $271k 1.1k 243.03
Graniteshares Etf Tr 2x Long Nvda Dai (NVDL) 0.1 $260k 3.7k 69.55
Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY) 0.1 $257k 13k 20.00
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) 0.1 $255k 9.3k 27.31
Coca-Cola Company (KO) 0.1 $247k 3.9k 64.13
Ishares Tr Us Treas Bd Etf (GOVT) 0.1 $246k 11k 22.57
Ishares Core Msci Emkt (IEMG) 0.1 $242k 4.5k 53.53
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $241k 3.8k 63.08
Ishares Tr Jpmorgan Usd Emg (EMB) 0.1 $227k 2.6k 88.48
Alphabet Cap Stk Cl C (GOOG) 0.1 $220k 1.2k 183.42
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $215k 2.8k 76.69
Charles Schwab Corporation (SCHW) 0.1 $215k 2.9k 73.68
Bank of America Corporation (BAC) 0.1 $215k 5.4k 39.77
Thermo Fisher Scientific (TMO) 0.1 $208k 376.00 553.39
Phillips Edison & Co Common Stock (PECO) 0.1 $204k 6.2k 32.81
Select Sector Spdr Tr Communication (XLC) 0.1 $201k 2.3k 85.66
Matterport Com Cl A 0.1 $138k 31k 4.47
Tilray (TLRY) 0.0 $17k 10k 1.66