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 | DFAC | DIMENSIONAL ETF TRUST | — | 772,256.0 | $34.3M | 17.46% | -5K | -0.7% | $44.36 | +2.3% |
| 2 | DFGP | DIMENSIONAL ETF TRUST | — | 156,964.0 | $8.5M | 4.36% | -5K | -3.2% | $54.46 | -2.1% |
| 3 | NOW | SERVICENOW INC | Technology | 9,113.0 | $905K | 0.46% | -997.0 | -9.9% | $99.28 | +49.1% |
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%