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Home > Institutional Investor > Bridgewater Wealth & Financial Management, Llc > Profile

Instuitional Investor - Bridgewater Wealth & Financial Management, Llc

Fund Profile
Filing Period:
Fund Name: Bridgewater Wealth & Financial Management, Llc
Portfolio Value $250,651,000
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Tax Managed Intl Fd
 1,087,169 $48,770,000 19.45%
2.
Ishares Trust
 IEF 210,063 $22,966,000 9.16%
3.
Apple Inc
 AAPL 321,348 $13,595,000 5.42%
4.
Boeing Co
 BA 42,833 $12,632,000 5.03%
5.
Microsoft Corp
 MSFT 136,077 $11,640,000 4.64%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)