Instuitional Investor - Bridge Generations Wealth Management Llc
Fund Profile
Filing Period:
| Fund Name: | Bridge Generations Wealth Management Llc |
| Portfolio Value | $159,270,320 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 1,042,578 | $34,394,664 | 21.6% | |
| 2. | Dimensional Etf Trust | 391,784 | $20,172,960 | 12.67% | |
| 3. | Dimensional Etf Trust | 383,891 | $10,080,990 | 6.33% | |
| 4. | Ishares Tr - 10-20 YR TRS ETF | 92,375 | $9,583,935 | 6.02% | |
| 5. | Spdr Series Trust | 333,042 | $9,518,354 | 5.98% |
