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 | VEA | VANGUARD TAX-MANAGED FDS | — | 23,339.0 | $1.5M | 0.86% | -230.0 | -1.0% | $64.08 | +12.0% |
| 22 | DFIV | DIMENSIONAL ETF TRUST | — | 25,732.0 | $1.4M | 0.78% | -7K | -22.5% | $52.78 | +6.1% |
| 23 | VBR | VANGUARD INDEX FDS | — | 4,925.0 | $1.1M | 0.61% | — | — | $217.25 | +8.3% |
| 24 | NOW | SERVICENOW INC | Technology | 10,110.0 | $1.1M | 0.61% | +2K | +31.2% | $104.55 | -4.4% |
| 25 | TLH | ISHARES TR | — | 9,636.0 | $971K | 0.56% | -8K | -46.0% | $100.72 | -1.5% |
| 26 | DFSU | DIMENSIONAL ETF TRUST | — | 17,946.0 | $737K | 0.42% | +795.0 | +4.6% | $41.09 | +12.8% |
| 27 | DFUS | DIMENSIONAL ETF TRUST | — | 7,013.0 | $497K | 0.28% | -1K | -16.1% | $70.91 | +15.3% |
| 28 | SCZ | ISHARES TR | — | 6,262.0 | $491K | 0.28% | — | — | $78.41 | +10.2% |
| 29 | DFSI | DIMENSIONAL ETF TRUST | — | 7,467.0 | $317K | 0.18% | -1K | -14.7% | $42.40 | +7.9% |
| 30 | EFV | ISHARES TR | — | 4,136.0 | $308K | 0.18% | -825.0 | -16.6% | $74.35 | +6.8% |
| 31 | HYD | VANECK ETF TRUST | — | 5,563.0 | $279K | 0.16% | -150.0 | -2.6% | $50.14 | +1.8% |
| 32 | DFSE | DIMENSIONAL ETF TRUST | — | 5,199.0 | $220K | 0.13% | +315.0 | +6.5% | $42.37 | +18.0% |
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
100.0%