Portfolio (Quarterly)
Guide ↗
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC
· CIK 0002056071| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | Financial Services | 319.0 | $238K | 0.12% | NEW | — | $746.39 | +2.8% |
| 2 | FBTC | FIDELITY WISE ORIGIN BITCOIN | Financial Services | 4,183.0 | $214K | 0.11% | NEW | — | $51.05 | +34.4% |
| 3 | DFIP | DIMENSIONAL ETF TRUST | — | 4,878.0 | $201K | 0.10% | NEW | — | $41.26 | -2.6% |
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
Technology
66.7%
Financial Services
33.3%