Portfolio (Quarterly)
Guide ↗
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC
· CIK 0002056071| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | VGIT | VANGUARD SCOTTSDALE FDS | — | 3,144 | $188K | 0.12% | SOLD |
| 2 | ORCL | ORACLE CORP | Technology | 911 | $178K | 0.11% | SOLD |
| 3 | BSVO | EA SERIES TRUST | — | 7,375 | $172K | 0.11% | SOLD |
| 4 | DFIP | DIMENSIONAL ETF TRUST | — | 3,449 | $143K | 0.09% | SOLD |
| 5 | NUE | NUCOR CORP | Basic Materials | 712 | $116K | 0.07% | SOLD |
| 6 | SKYW | SKYWEST INC | Industrials | 1,000 | $100K | 0.06% | SOLD |
| 7 | WFC | WELLS FARGO CO NEW | Financial Services | 962 | $90K | 0.06% | SOLD |
| 8 | DFAS | DIMENSIONAL ETF TRUST | — | 1,015 | $71K | 0.04% | SOLD |
| 9 | DFAR | DIMENSIONAL ETF TRUST | — | 2,867 | $66K | 0.04% | SOLD |
| 10 | GBCI | GLACIER BANCORP INC NEW | Financial Services | 1,402 | $62K | 0.04% | SOLD |
| 11 | ABBV | ABBVIE INC | Healthcare | 255 | $58K | 0.04% | SOLD |
| 12 | PSA | PUBLIC STORAGE OPER CO | Real Estate | 188 | $49K | 0.03% | SOLD |
| 13 | QQQ | INVESCO QQQ TR | Financial Services | 68 | $42K | 0.03% | SOLD |
| 14 | DFSV | DIMENSIONAL ETF TRUST | — | 1,110 | $37K | 0.02% | SOLD |
| 15 | PEP | PEPSICO INC | Consumer Defensive | 250 | $36K | 0.02% | SOLD |
| 16 | ABT | ABBOTT LABS | Healthcare | 250 | $31K | 0.02% | SOLD |
| 17 | ICUI | ICU MED INC | Healthcare | 164 | $23K | 0.01% | SOLD |
| 18 | ZION | ZIONS BANCORPORATION N A | Financial Services | 398 | $23K | 0.01% | SOLD |
| 19 | VGLT | VANGUARD SCOTTSDALE FDS | — | 358 | $20K | 0.01% | SOLD |
| 20 | DIS | DISNEY WALT CO | Communication Services | 160 | $18K | 0.01% | SOLD |
Sector Allocation
Technology
100.0%