Portfolio (Quarterly)
Guide ↗
Beacon Bridge Wealth Partners, LLC
· CIK 0001965468| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 101 | VTI | VANGUARD INDEX FDS | — | 630.0 | $202K | 0.07% | NEW | — | $320.81 | +13.4% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
74.3%
Technology
9.0%
Communication Services
5.1%
Consumer Cyclical
3.9%
Industrials
3.4%
Healthcare
2.1%
Consumer Defensive
1.1%
Energy
0.5%
Utilities
0.5%