BG

BRIDGE GENERATIONS WEALTH MANAGEMENT LLC

13F
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC
Last update 2025-07-18 127 Stocks (3 new)
Value $165.00 Mil Turnover 3 %
Countries:
Top Holdings: DFAC(21.08%)DFAT(12.17%)DFGR(6.08%)DFEM(6.06%)SPTI(6.01%)
Summary Stock Picks Current Portfolio
BRIDGE GENERATIONS WEALTH MANA... Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
DFAC
Dimensional U.S. Core Equity 2 ETF
970,048
34,766.5
-6.96%
21.080
-1.50%
0.100
+15.67%
+7.24%
35,930.5
 
DFAT
Dimensional U.S. Targeted Value ETF
371,992
20,072.7
-5.05%
12.170
-0.64%
0.190
+14.16%
+1.20%
11,064.2
 
DFGR
Dimensional Global Real Estate ETF
373,911
10,032.0
-2.60%
6.080
-0.16%
0.390
+6.27%
+7.85%
2,613.6
 
DFEM
Dimensional Emerging Markets Core Equity 2 ETF
Dimensional Emerging Markets Core Equity 2 ETF
336,781
9,995.6
-4.80%
6.060
-0.28%
0.180
+16.06%
+17.91%
5,795.3
 
SPTI
SPDR Portfolio Intermediate Term Treasury ETF
SPDR Portfolio Intermediate Term Treasury ETF
344,205
9,902.8
+3.35%
6.010
+0.19%
0.110
+0.74%
+4.19%
8,752.4
 
TLH
iShares 10-20 Year Treasury Bond ETF
iShares 10-20 Year Treasury Bond ETF
87,898
8,930.4
-4.85%
5.420
-0.29%
0.080
-0.60%
+2.03%
11,259.7
 
DFGP
Dimensional Global Core Plus Fixed Income ETF
Dimensional Global Core Plus Fixed Income ETF
158,479
8,635.5
-5.24%
5.240
-0.29%
0.520
+1.70%
+2.93%
1,650.4
 
DFIC
Dimensional International Core Equity 2 ETF
Dimensional International Core Equity 2 ETF
267,684
8,322.3
-8.85%
5.050
-0.45%
0.090
+12.57%
+24.79%
9,915.7
 
DIHP
Dimensional International High Profitability ETF
Dimensional International High Profitability ETF
214,950
6,338.9
-0.16%
3.840
-0.01%
0.150
+9.34%
+19.83%
4,224.0
 
DUHP
Dimensional US High Profitability ETF
Dimensional US High Profitability ETF
166,574
5,923.4
+13.49%
3.590
+0.43%
0.070
+13.90%
+8.49%
8,933.9
 

BRIDGE GENERATIONS WEALTH MANAGEMENT LLC's Historical Top Holdings Breakdowns

BRIDGE GENERATIONS WEALTH MANAGEMENT LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
DFAC
Dimensional U.S. Core Equity 2 ETF
2025-06-30
Reduce
Reduce
-1.50%
●
29.12 ($33.35) 35.84
$36.89
10.61%
Reduce -6.96%
970,048
-72,530
DFAT
Dimensional U.S. Targeted Value ETF
2025-06-30
Reduce
Reduce
-0.64%
●
44.8 ($50.94) 53.97
$55.90
9.74%
Reduce -5.05%
371,992
-19,792
MUB
iShares National Muni Bond ETF
2025-06-30
Add
Add
+0.56%
●
102.31 ($103.99) 105.8
$103.49
-0.48%
Add 24.4%
45,356
8,895
DFUV
Dimensional US Marketwide Value ETF
2025-06-30
Reduce
Reduce
-0.49%
●
36.25 ($40.18) 42.28
$43.33
7.84%
Reduce -19.3%
79,311
-18,962
VTI
Vanguard Total Stock Market ETF
2025-06-30
Add
Add
+0.49%
●
243.75 ($281.15) 303.93
$312.30
11.08%
Add 34.75%
10,366
2,673
DFIC
Dimensional International Core Equity 2 ETF
Dimensional International Core Equity 2 ETF
2025-06-30
Reduce
Reduce
-0.45%
●
24.94 ($29.27) 31.15
$31.71
8.34%
Reduce -8.85%
267,684
-25,977
DUHP
Dimensional US High Profitability ETF
Dimensional US High Profitability ETF
2025-06-30
Add
Add
+0.43%
●
29.36 ($33.38) 35.56
$36.45
9.20%
Add 13.49%
166,574
19,802
DFAX
Dimensional World ex U.S. Core Equity 2 ETF
Dimensional World ex U.S. Core Equity 2 ETF
2025-06-30
Reduce
Reduce
-0.34%
●
23.37 ($27.5) 29.39
$30.07
9.35%
Reduce -18.64%
90,762
-20,792
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
Vanguard Intermediate-Term Corporate Bond ETF
2025-06-30
Add
Add
+0.32%
●
79.56 ($81.25) 82.92
$82.43
1.45%
Add 42.66%
21,277
6,362
DFGP
Dimensional Global Core Plus Fixed Income ETF
Dimensional Global Core Plus Fixed Income ETF
2025-06-30
Reduce
Reduce
-0.29%
●
52.44 ($53.52) 54.49
$54.29
1.44%
Reduce -5.24%
158,479
-8,769

BRIDGE GENERATIONS WEALTH MANAGEMENT LLC Total Holding History ($B)

To

BRIDGE GENERATIONS WEALTH MANAGEMENT LLC's Asset Allocation

To

BRIDGE GENERATIONS WEALTH MANAGEMENT LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

BRIDGE GENERATIONS WEALTH MANAGEMENT LLC's Hypothetical Growth since 2025-06-30

BRIDGE GENERATIONS WEALTH MANAGEMENT LLC's Yearly Returns

Year Portfolio % % Excess Gain %

BRIDGE GENERATIONS WEALTH MANAGEMENT LLC's Holdings Heat Map

Size field:

BRIDGE GENERATIONS WEALTH MANAGEMENT LLC's Holdings Bubble Chart

BRIDGE GENERATIONS WEALTH MANAGEMENT LLC News

  • 1

Discussions on BRIDGE GENERATIONS WEALTH MANAGEMENT LLC

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.