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Home > Institutional Investor > Bridge Generations Wealth Management Llc > 13F Holdings

Instuitional Investor - Bridge Generations Wealth Management Llc

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%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)