Instuitional Investor - Bridge Generations Wealth Management Llc

Fund Profile
Filing Period:
Fund Name: Bridge Generations Wealth Management Llc
Portfolio Value $196,210,433
Filing Period:
No. Security Ticker Shares Value % Port
1. DFAC 772,256 $34,257,270 17.46%
2. DFAC 311,403 $21,767,056 11.09%
3. KRE 708,223 $20,106,452 10.25%
4.
Ishares Tr - NATIONAL MUN ETF
137,613 $14,809,896 7.55%
5. DFAC 370,107 $10,721,988 5.46%