Instuitional Investor - Bridge Generations Wealth Management Llc
Fund Profile
Filing Period:
| Fund Name: | Bridge Generations Wealth Management Llc |
| Portfolio Value | $161,523,641 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 758,615 | $30,033,552 | 18.59% | |
| 2. | Dimensional Etf Trust | 301,329 | $17,941,107 | 11.11% | |
| 3. | Spdr Series Trust | 598,595 | $17,263,484 | 10.69% | |
| 4. | Ishares Tr - NATIONAL MUN ETF | 95,206 | $10,197,496 | 6.31% | |
| 5. | Dimensional Etf Trust | 347,822 | $9,189,457 | 5.69% |