Instuitional Investor - Bridge Generations Wealth Management Llc
Fund Profile
Filing Period:
| Fund Name: | Bridge Generations Wealth Management Llc |
| Portfolio Value | $151,412,740 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 1,030,895 | $35,658,662 | 23.55% | |
| 2. | Dimensional Etf Trust | 377,625 | $21,018,608 | 13.88% | |
| 3. | Ishares Tr | 210,198 | $20,923,099 | 13.81% | |
| 4. | Dimensional Etf Trust | 392,259 | $10,018,307 | 6.61% | |
| 5. | Dimensional Etf Trust | 182,747 | $9,654,525 | 6.37% |
