Three Bridge Wealth Advisors

Three Bridge Wealth Advisors as of Sept. 30, 2024

Portfolio Holdings for Three Bridge Wealth Advisors

Three Bridge Wealth Advisors holds 87 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Msci Acwi Etf (ACWI) 16.8 $46M 382k 119.55
Coinbase Global Com Cl A (COIN) 8.2 $22M 124k 178.17
Spdr S&p 500 Etf Tr Tr Unit (SPY) 7.4 $20M 35k 575.51
Vanguard Index Fds S&p 500 Etf Shs (VOO) 6.6 $18M 34k 529.31
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 4.5 $12M 102k 119.70
Ishares Gold Tr Ishares New (IAU) 3.6 $9.8M 197k 49.70
Ishares Tr Rus Mid Cap Etf (IWR) 3.5 $9.6M 109k 88.14
Invesco Qqq Tr Unit Ser 1 (QQQ) 3.3 $9.0M 18k 488.74
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) 3.0 $8.1M 194k 41.55
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.8 $7.7M 161k 47.85
Spdr Gold Tr Gold Shs (GLD) 2.8 $7.5M 31k 243.06
Meta Platforms Cl A (META) 2.7 $7.3M 13k 572.44
Ishares Tr Rus 1000 Grw Etf (IWF) 2.4 $6.4M 17k 375.38
Ishares Tr Msci Emg Mkt Etf (EEM) 2.3 $6.3M 137k 45.86
Roblox Corp Cl A (RBLX) 2.1 $5.6M 126k 44.26
Ishares Tr Msci Eafe Etf (EFA) 1.4 $3.7M 44k 83.63
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 1.3 $3.5M 69k 50.94
Ishares Tr Russell 2000 Etf (IWM) 1.2 $3.2M 15k 220.89
Oracle Corporation (ORCL) 1.1 $3.1M 18k 170.40
Apple (AAPL) 1.1 $3.0M 13k 233.00
NVIDIA Corporation (NVDA) 1.0 $2.6M 22k 121.45
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 1.0 $2.6M 64k 40.63
Alphabet Cap Stk Cl A (GOOGL) 0.9 $2.5M 15k 165.85
Microsoft Corporation (MSFT) 0.9 $2.5M 5.8k 430.30
Raytheon Technologies Corp (RTX) 0.9 $2.5M 20k 121.16
Unilever Spon Adr New (UL) 0.8 $2.2M 35k 64.96
Maplebear (CART) 0.8 $2.2M 55k 40.74
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.8 $2.2M 4.8k 460.26
Walt Disney Company (DIS) 0.8 $2.1M 22k 96.19
Gitlab Class A Com (GTLB) 0.7 $1.9M 37k 51.54
Medtronic SHS (MDT) 0.6 $1.6M 18k 90.72
Palantir Technologies Cl A (PLTR) 0.6 $1.6M 43k 37.20
Palo Alto Networks (PANW) 0.6 $1.5M 4.5k 341.80
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.6 $1.5M 18k 82.94
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.6 $1.5M 15k 100.69
Novo-nordisk A S Adr (NVO) 0.5 $1.5M 12k 119.07
Johnson & Johnson (JNJ) 0.5 $1.2M 7.7k 162.06
Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF) 0.5 $1.2M 24k 52.13
General Dynamics Corporation (GD) 0.5 $1.2M 4.1k 302.20
Nike CL B (NKE) 0.4 $1.0M 11k 88.76
Home Depot (HD) 0.4 $1.0M 2.5k 405.20
Visa Com Cl A (V) 0.4 $979k 3.6k 274.95
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.4 $961k 5.7k 167.68
Intuit (INTU) 0.3 $907k 1.5k 621.00
Accenture Plc Ireland Shs Class A (ACN) 0.3 $878k 2.5k 353.48
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.3 $866k 17k 50.28
Starbucks Corporation (SBUX) 0.3 $843k 8.6k 97.49
Ishares Tr Calif Mun Bd Etf (CMF) 0.3 $798k 14k 58.11
Wal-Mart Stores (WMT) 0.3 $795k 9.8k 80.75
Diageo Spon Adr New (DEO) 0.3 $768k 5.4k 142.74
Adobe Systems Incorporated (ADBE) 0.3 $718k 1.4k 517.78
C H Robinson Worldwide Com New (CHRW) 0.3 $710k 6.4k 110.99
Cisco Systems (CSCO) 0.2 $602k 11k 53.22
Ishares Tr Core S&p Us Gwt (IUSG) 0.2 $539k 4.1k 131.91
Pepsi (PEP) 0.2 $538k 3.2k 170.05
Costco Wholesale Corporation (COST) 0.2 $509k 574.00 886.52
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.2 $509k 6.1k 83.75
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $480k 9.1k 52.81
Vanguard Index Fds Large Cap Etf (VV) 0.2 $479k 1.8k 264.09
Biogen Idec (BIIB) 0.2 $474k 2.4k 193.84
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $468k 2.4k 198.89
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $463k 11k 41.12
Workday Cl A (WDAY) 0.2 $453k 1.9k 244.41
Weave Communications (WEAV) 0.1 $402k 31k 12.80
Procter & Gamble Company (PG) 0.1 $383k 2.2k 173.20
Becton, Dickinson and (BDX) 0.1 $369k 1.5k 241.10
JPMorgan Chase & Co. (JPM) 0.1 $325k 1.5k 210.86
Ishares Tr Jpmorgan Usd Emg (EMB) 0.1 $323k 3.5k 93.58
Goldman Sachs (GS) 0.1 $319k 644.00 495.11
Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $304k 1.8k 166.80
Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY) 0.1 $303k 14k 21.50
Select Sector Spdr Tr Technology (XLK) 0.1 $280k 1.2k 225.76
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.1 $272k 3.8k 71.10
Ishares Tr Us Treas Bd Etf (GOVT) 0.1 $270k 12k 23.45
Ishares Core Msci Emkt (IEMG) 0.1 $267k 4.7k 57.41
Coca-Cola Company (KO) 0.1 $263k 3.6k 72.38
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) 0.1 $261k 10k 25.91
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $255k 3.8k 66.53
Phillips Edison & Co Common Stock (PECO) 0.1 $236k 6.2k 37.81
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $223k 2.8k 78.69
Graniteshares Etf Tr 2x Long Nvda Dai (NVDL) 0.1 $218k 3.7k 58.19
Bank of America Corporation (BAC) 0.1 $214k 5.4k 39.68
Select Sector Spdr Tr Communication (XLC) 0.1 $214k 2.4k 90.40
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $206k 1.0k 200.37
Alphabet Cap Stk Cl C (GOOG) 0.1 $201k 1.2k 167.19
Matterport Com Cl A 0.1 $139k 31k 4.50
Tilray (TLRY) 0.0 $18k 10k 1.76