Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
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
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
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
Subscribe Now

Returns since its inception in May 2014 (through November 14th, 2024)