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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | DFIV | DIMENSIONAL ETF TRUST | — | 33,191.0 | $1.7M | 1.02% | NEW | — | $49.90 | +11.9% |
| 22 | STIP | ISHARES TR | — | 14,894.0 | $1.5M | 0.94% | NEW | — | $102.39 | +1.0% |
| 23 | VEA | VANGUARD TAX-MANAGED FDS | — | 23,569.0 | $1.5M | 0.91% | NEW | — | $62.47 | +14.3% |
| 24 | NOW | SERVICENOW INC | Technology | 7,705.0 | $1.2M | 0.73% | NEW | — | $153.19 | -33.3% |
| 25 | VBR | VANGUARD INDEX FDS | — | 4,925.0 | $1.0M | 0.65% | NEW | — | $211.79 | +11.0% |
| 26 | DFSU | DIMENSIONAL ETF TRUST | — | 17,151.0 | $745K | 0.46% | NEW | — | $43.43 | +6.8% |
| 27 | DFUS | DIMENSIONAL ETF TRUST | — | 8,364.0 | $620K | 0.38% | NEW | — | $74.17 | +10.2% |
| 28 | SCZ | ISHARES TR | — | 6,262.0 | $485K | 0.30% | NEW | — | $77.53 | +11.0% |
| 29 | DFSI | DIMENSIONAL ETF TRUST | — | 8,754.0 | $375K | 0.23% | NEW | — | $42.85 | +6.6% |
| 30 | EFV | ISHARES TR | — | 4,961.0 | $354K | 0.22% | NEW | — | $71.41 | +10.7% |
| 31 | HYD | VANECK ETF TRUST | — | 5,713.0 | $292K | 0.18% | NEW | — | $51.12 | +0.1% |
| 32 | DFSE | DIMENSIONAL ETF TRUST | — | 4,884.0 | $203K | 0.12% | NEW | — | $41.48 | +19.6% |
| 33 | VGIT | VANGUARD SCOTTSDALE FDS | — | 3,144.0 | $188K | 0.12% | NEW | — | $59.93 | -1.6% |
| 34 | ORCL | ORACLE CORP | Technology | 911.0 | $178K | 0.11% | NEW | — | $194.91 | -2.0% |
| 35 | BSVO | EA SERIES TRUST | — | 7,375.0 | $172K | 0.11% | NEW | — | $23.30 | +19.8% |
| 36 | DFIP | DIMENSIONAL ETF TRUST | — | 3,449.0 | $143K | 0.09% | NEW | — | $41.56 | +0.6% |
| 37 | NUE | NUCOR CORP | Basic Materials | 712.0 | $116K | 0.07% | NEW | — | $163.11 | +51.1% |
| 38 | SKYW | SKYWEST INC | Industrials | 1,000.0 | $100K | 0.06% | NEW | — | $100.41 | -13.7% |
| 39 | WFC | WELLS FARGO CO NEW | Financial Services | 962.0 | $90K | 0.06% | NEW | — | $93.23 | -16.8% |
| 40 | DFAS | DIMENSIONAL ETF TRUST | — | 1,015.0 | $71K | 0.04% | NEW | — | $69.65 | +12.9% |
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
66.0%
Financial Services
10.8%
Healthcare
5.8%
Basic Materials
5.6%
Industrials
5.0%
Real Estate
2.4%
Consumer Defensive
2.0%
Consumer Cyclical
1.3%
Communication Services
0.9%
Utilities
0.1%