Tribridge Partners Financial

Tribridge Partners Financial as of June 30, 2025

Portfolio Holdings for Tribridge Partners Financial

Tribridge Partners Financial holds 60 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Capital Group Growth Etf Shs Creation Uni (CGGR) 12.3 $21M 514k 40.65
Vanguard Index Fds S&p 500 Etf Shs (VOO) 10.6 $18M 32k 568.02
Capital Group Conservative E SHS (CGCV) 9.1 $16M 543k 28.60
Vanguard Index Fds Mid Cap Etf (VO) 7.2 $12M 44k 279.84
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 6.4 $11M 149k 73.63
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) 6.3 $11M 478k 22.50
Vanguard Index Fds Small Cp Etf (VB) 6.2 $11M 45k 236.97
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 5.8 $9.9M 144k 69.09
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) 5.1 $8.7M 320k 27.13
Vanguard Bd Index Fds Short Trm Bond (BSV) 4.7 $8.0M 102k 78.70
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.8 $6.5M 132k 49.46
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 3.8 $6.5M 131k 49.51
Capital Group Dividend Value Shs Creation Uni (CGDV) 2.6 $4.3M 110k 39.49
Capital Grp Fixed Incm Etf T Ultra Short Inco (CGUI) 2.5 $4.2M 168k 25.23
Microsoft Corporation (MSFT) 2.0 $3.4M 6.9k 497.46
Apple (AAPL) 0.9 $1.5M 7.5k 205.18
Capital Grp Fixed Incm Etf T Municipal Income (CGMU) 0.7 $1.1M 42k 26.68
Ishares Tr Core Msci Intl (IDEV) 0.6 $1.1M 14k 76.07
Exxon Mobil Corporation (XOM) 0.5 $882k 8.2k 107.74
Union Pacific Corporation (UNP) 0.4 $707k 3.1k 230.22
Capital Grp Fixed Incm Etf T Short Duration M (CGSM) 0.4 $700k 27k 26.07
Amazon (AMZN) 0.4 $667k 3.0k 219.34
Ishares Tr Core S&p Mcp Etf (IJH) 0.4 $641k 10k 62.04
Vanguard Admiral Fds Midcp 400 Idx (IVOO) 0.4 $622k 5.9k 105.00
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 0.3 $579k 5.7k 101.31
Home Depot (HD) 0.3 $569k 1.6k 366.86
International Business Machines (IBM) 0.3 $472k 1.6k 295.00
Vanguard World Esg Intl Stk Etf (VSGX) 0.3 $468k 7.1k 65.56
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $450k 4.1k 109.28
Capital Group Core Equity Et Shs Creation Uni (CGUS) 0.3 $446k 12k 36.97
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.3 $444k 9.1k 49.00
Ishares Tr Esg Select Scre (XVV) 0.3 $441k 9.3k 47.68
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.2 $375k 2.8k 134.55
Visa Com Cl A (V) 0.2 $368k 1.0k 354.87
Trane Technologies SHS (TT) 0.2 $364k 833.00 436.97
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $352k 1.2k 303.71
Alps Etf Tr Smith Core Plus (SMTH) 0.2 $348k 14k 25.85
JPMorgan Chase & Co. (JPM) 0.2 $345k 1.2k 289.67
Spdr Series Trust Portfolio Agrgte (SPAB) 0.2 $343k 13k 25.60
Vanguard World Esg Us Stk Etf (ESGV) 0.2 $341k 3.1k 109.79
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $327k 5.7k 56.93
Ishares Tr Russell 3000 Etf (IWV) 0.2 $322k 918.00 350.76
Vanguard Wellington Short Trm Tax Ex (VTES) 0.2 $320k 3.2k 100.85
Ishares Tr Core S&p500 Etf (IVV) 0.2 $312k 502.00 621.51
Linde SHS (LIN) 0.2 $285k 607.00 469.52
Alphabet Cap Stk Cl A (GOOGL) 0.2 $266k 1.5k 176.04
NVIDIA Corporation (NVDA) 0.2 $256k 1.6k 157.93
Wal-Mart Stores (WMT) 0.1 $254k 2.6k 97.88
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $253k 12k 22.08
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $251k 592.00 423.99
Ishares Tr Msci Eafe Etf (EFA) 0.1 $250k 2.8k 89.38
Ishares Tr Tips Bd Etf (TIP) 0.1 $228k 2.1k 109.99
Alphabet Cap Stk Cl C (GOOG) 0.1 $225k 1.3k 177.31
Capital Group International SHS (CGIC) 0.1 $223k 7.7k 29.08
Vanguard Index Fds Growth Etf (VUG) 0.1 $218k 498.00 437.75
Abbvie (ABBV) 0.1 $218k 1.2k 185.37
Raytheon Technologies Corp (RTX) 0.1 $213k 1.5k 145.99
Intuitive Surgical Com New (ISRG) 0.1 $209k 384.00 544.27
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.1 $205k 4.8k 42.68
Alps Etf Tr Inter Muni Bd (MNBD) 0.1 $203k 8.0k 25.39