Filer Name: BRIDGE GENERATIONS WEALTH MANAGEMENT LLC
CIK: 2056071
Period: 2024-12-31
Filed At: 2025-02-13
Number of Holdings: 97
Portfolio Value: $0.15B

Bridge Generations Wealth Management Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
DFAC US DIMENSIONAL US CORE EQUITY 2 1,030,895 $36M 23.55% - -
DFAT US DIMENSIONAL US TARGET VALUE 377,625 $21M 13.88% - -
TLH US ISHARES 10-20 YEAR TREASURY 210,198 $21M 13.82% - -
DFGR US DIM GLOBAL REAL ESTATE ETF 392,259 $10M 6.62% - -
DFGP US DIM GLOBAL CP FIXED INCOME 182,747 $10M 6.38% - -
DFEM US DIMENSIONAL EMERGING MARKETS 359,380 $9M 6.22% - -
DFIC US DIMENSIONAL INTERNATIONAL CO 302,776 $8M 5.17% - -
DIHP US DIMENSIONAL INTERNATIONAL HI 224,170 $6M 3.74% - -
DUHP US DIMENSIONAL US HIGH PROFI ET 140,855 $5M 3.14% - -
DFUV US DIMENSIONAL US MARKETWIDE VA 98,514 $4M 2.66% - -
MUB US ISHARES NATIONAL MUNI BOND E 35,495 $4M 2.50% - -
DISV US DIMENSIONAL INTERNATIONAL SM 135,001 $4M 2.37% - -
DFAX US DIMENSIONAL WORLD EX US CORE 119,035 $3M 1.95% - -
VBR US VANGUARD SMALL-CAP VALUE ETF 14,060 $3M 1.84% - -
DFIV US DIMENSIONAL INTERNATIONAL VA 77,187 $3M 1.81% - -
SUB US ISHARES SHORT-TERM NATIONAL 18,025 $2M 1.26% - -
DFSU US DIMENSIONAL US SUS CORE1 ETF 17,166 $1M 0.43% - -
DFUS US DIMENSIONAL US EQ MKT ETF 8,364 $1M 0.35% - -
SCZ US ISHARES MSCI EAFE SMALL-CAP 7,176 $0M 0.29% - -
HYD US VANECK HIGH YIELD MUNI ETF 7,760 $0M 0.27% - -
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