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Bridge Advisory, LLC13F | |
| Bridge Advisory, LLC | |
| Last update 2024-10-01 | 99 Stocks (4 new) |
| Value $210.00 Mil | Turnover 2 % |
Bridge Advisory, LLC Top Holdings of 2024-09-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EMLC |
VanEck J.P. Morgan EM Local Currency Bond ETF
VanEck J.P. Morgan EM Local Currency Bond ETF
| 525,637 | 13,351.2 | +0.05% | 6.350 | 0% | 0.450 | +5.73% | +12.15% | 3,537.8 | ||
SHV | iShares Short Treasury Bond ETF | 120,559 | 13,337.5 | +0.37% | 6.340 | +0.02% | 0.070 | +1.00% | +2.27% | 20,772.7 | ||
PHYS | Sprott Physical Gold Trust | 607,670 | 12,384.3 | -1.73% | 5.890 | -0.09% | 0.150 | +0.51% | +27.31% | 22,889.1 | Asset Management | |
PSLV | Sprott Physical Silver Trust | 903,459 | 9,441.1 | -0.96% | 4.490 | -0.04% | 0.180 | +17.43% | +33.37% | 6,781.3 | Asset Management | |
SGOV | iShares 0-3 Month Treasury Bond ETF | 88,865 | 8,950.5 | -16.28% | 4.260 | -0.86% | 0.030 | +1.06% | +2.35% | 51,002.5 | ||
DFAU |
Dimensional US Core Equity Market ETF
Dimensional US Core Equity Market ETF
| 208,062 | 8,258.0 | +2.27% | 3.930 | +0.09% | 0.130 | +19.82% | +7.01% | 8,716.9 | ||
AAPL | Apple Inc | 34,797 | 8,107.8 | +1.12% | 3.860 | +0.04% | 0.000 | +7.35% | -15.47% | 3,154,147.7 | Hardware | |
MINT |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
| 79,950 | 8,050.2 | +1.30% | 3.830 | +0.05% | 0.070 | +1.34% | +2.52% | 13,319.3 | ||
GDX | VanEck Gold Miners ETF | 163,421 | 6,507.4 | -1.94% | 3.100 | -0.05% | 0.040 | +0.41% | +50.78% | 15,155.2 | ||
IUS | Invesco RAFI Strategic US ETF | 110,771 | 5,571.8 | +0.32% | 2.650 | +0.01% | 0.950 | +12.58% | +5.14% | 631.8 |
Bridge Advisory, LLC's Historical Top Holdings Breakdowns
Bridge Advisory, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
SGOV | iShares 0-3 Month Treasury Bond ETF | 2024-09-30 | Reduce Reduce | -0.86% | 100.3 ($100.53) 100.74 | $100.59 | 0.06% | Reduce -16.28% | 88,865 | -17,283 | |
GLD | SPDR Gold Shares ETF | 2024-09-30 | New Buy New Buy | +0.72% | 215.56 ($229) 246.98 | $308.39 | 34.67% | New holding | 6,259 | 6,259 | |
CPAI |
Counterpoint Quantitative Equity ETF
Counterpoint Quantitative Equity ETF
| 2024-09-30 | Sold Out Sold Out | -0.45% | 29.23 ($31.45) 33.52 | $35.99 | 14.44% | Sold Out | 0 | -29,236 | |
ELD |
WisdomTree Emerging Market Local Debt Fund
WisdomTree Emerging Market Local Debt Fund
| 2024-09-30 | Reduce Reduce | -0.37% | 26.06 ($27.12) 28.13 | $28.00 | 3.24% | Reduce -25.01% | 84,723 | -28,255 | |
MEAR |
BlackRock Short Maturity Municipal Bond ETF
BlackRock Short Maturity Municipal Bond ETF
| 2024-09-30 | Reduce Reduce | -0.20% | 49.99 ($50.21) 50.34 | $50.28 | 0.14% | Reduce -62.51% | 4,783 | -7,974 | |
SCHG | Schwab U.S. Large-Cap Growth ETF | 2024-09-30 | Reduce Reduce | -0.17% | 92.63 ($100.66) 105.69 | $29.74 | -70.45% | Reduce -7.46% | 43,670 | -3,521 | |
AVUV | Avantis U.S. Small Cap Value ETF | 2024-09-30 | Add Add | +0.11% | 88.24 ($93.47) 99.7 | $93.77 | 0.32% | Add 13.82% | 20,159 | 2,448 | |
NEE | NextEra Energy Inc | 2024-09-30 | New Buy New Buy | +0.10% | 69.9 ($78.04) 84.97 | $75.95 | -2.68% | New holding | 2,373 | 2,373 | |
PG | Procter & Gamble Co | 2024-09-30 | New Buy New Buy | +0.10% | 160.76 ($169.76) 177.79 | $155.10 | -8.64% | New holding | 1,157 | 1,157 | |
SCHX | Schwab U.S. Large-Cap ETF | 2024-09-30 | New Buy New Buy | +0.10% | 61.11 ($65.37) 67.85 | $24.86 | -61.97% | New holding | 3,060 | 3,060 |
Bridge Advisory, LLC Total Holding History ($B)
Bridge Advisory, LLC's Asset Allocation
Bridge Advisory, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Bridge Advisory, LLC's Hypothetical Growth since 2024-09-30
Bridge Advisory, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Bridge Advisory, LLC's Holdings Heat Map
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Bridge Advisory, LLC's Holdings Bubble Chart
Bridge Advisory, LLC News
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