Instuitional Investor - Bridge Generations Wealth Management Llc
Fund Profile
Filing Period:
| Fund Name: | Bridge Generations Wealth Management Llc |
| Portfolio Value | $164,891,589 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 970,048 | $34,766,524 | 21.08% | |
| 2. | Dimensional Etf Trust | 371,992 | $20,072,705 | 12.17% | |
| 3. | Dimensional Etf Trust | 373,911 | $10,032,046 | 6.08% | |
| 4. | Dimensional Etf Trust | 336,781 | $9,995,652 | 6.06% | |
| 5. | Spdr Series Trust | 344,205 | $9,902,782 | 6.01% |
