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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | DISV | DIMENSIONAL ETF TRUST | — | 125,026.0 | $4.9M | 2.83% | -2K | -1.7% | $39.44 | +8.0% |
| 2 | DFAX | DIMENSIONAL ETF TRUST | — | 89,451.0 | $3.0M | 1.74% | -491.0 | -0.6% | $33.97 | +11.5% |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | — | 23,339.0 | $1.5M | 0.86% | -230.0 | -1.0% | $64.08 | +12.0% |
| 4 | DFIV | DIMENSIONAL ETF TRUST | — | 25,732.0 | $1.4M | 0.78% | -7K | -22.5% | $52.78 | +6.1% |
| 5 | TLH | ISHARES TR | — | 9,636.0 | $971K | 0.56% | -8K | -46.0% | $100.72 | -1.5% |
| 6 | DFUS | DIMENSIONAL ETF TRUST | — | 7,013.0 | $497K | 0.28% | -1K | -16.1% | $70.91 | +15.3% |
| 7 | DFSI | DIMENSIONAL ETF TRUST | — | 7,467.0 | $317K | 0.18% | -1K | -14.7% | $42.40 | +7.9% |
| 8 | EFV | ISHARES TR | — | 4,136.0 | $308K | 0.18% | -825.0 | -16.6% | $74.35 | +6.8% |
| 9 | HYD | VANECK ETF TRUST | — | 5,563.0 | $279K | 0.16% | -150.0 | -2.6% | $50.14 | +1.8% |
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%