Bridge Generations Wealth Management LLC Top Holdings and 13F Report (2025) About Bridge Generations Wealth Management LLCInvestment ActivityBridge Generations Wealth Management LLC has $151.41 million in total holdings as of December 31, 2024.Bridge Generations Wealth Management LLC owns shares of 97 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Largest Holdings Dimensional U.S. Core Equity 2 ETF $35,658,662Dimensional U.S. Targeted Value ETF $21,018,608iShares 10-20 Year Treasury Bond ETF $20,923,099Dimensional Global Real Estate ETF $10,018,307DIMENSIONAL ETF TRUST $9,654,525 Sector AllocationMap of 500 Largest Holdings ofBridge Generations Wealth Management LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorDFACDimensional U.S. Core Equity 2 ETF$35,658,6621,030,89523.6%ETFDFATDimensional U.S. Targeted Value ETF$21,018,608377,62513.9%ETFTLHiShares 10-20 Year Treasury Bond ETF$20,923,099210,19813.8%ETFDFGRDimensional Global Real Estate ETF$10,018,307392,2596.6%ETFDIMENSIONAL ETF TRUST$9,654,525182,7476.4%GLOBAL CORE PLUSDFEMDimensional Emerging Markets Core Equity 2 ETF$9,412,157359,3806.2%ETFDFICDimensional International Core Equity 2 ETF$7,825,234302,7765.2%ETFDIHPDimensional International High Profitability ETF$5,655,818224,1703.7%ETFDUHPDimensional US High Profitability ETF$4,759,492140,8553.1%ETFDFUVDimensional US Marketwide Value ETF$4,031,19398,5142.7%ETFMUBiShares National Muni Bond ETF$3,781,99335,4952.5%ETFDISVDimensional International Small Cap Value ETF$3,586,974135,0012.4%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$2,959,205119,0352.0%ETFVBRVanguard Small-Cap Value ETF$2,786,45614,0601.8%ETFDFIVDimensional International Value ETF$2,738,58677,1871.8%ETFSUBiShares Short-Term National Muni Bond ETF$1,901,27718,0251.3%ETFDFSUDimensional US Sustainability Core 1 ETF$650,59417,1660.4%ETFDFUSDimensional U.S. Equity ETF$533,2058,3640.4%ETFSCZiShares MSCI EAFE Small-Cap ETF$435,9427,1760.3%ETFHYDVanEck High Yield Muni ETF$402,8227,7600.3%ETFDFSIDimensional International Sustainability Core 1 ETF$366,57711,1590.2%ETFDFSEDimensional Emerging Markets Sustainability Core 1 ETF$356,26910,7530.2%ETFVTIVanguard Total Stock Market ETF$315,8031,0900.2%ETFEFViShares MSCI EAFE Value ETF$260,3044,9610.2%ETFBSVOEA Bridgeway Omni Small-Cap Value ETF$188,8538,7230.1%ETFORCLOracle$149,9769000.1%Computer and TechnologyDFIPDimensional Inflation-Protected Securities ETF$147,8733,6520.1%ETFSKYWSkyWest$100,1301,0000.1%TransportationNUENucor$83,0987120.1%Basic MaterialsGBCIGlacier Bancorp$70,4091,4020.0%FinanceVEAVanguard FTSE Developed Markets ETF$69,9621,4630.0%ETFDFARDimensional US Real Estate ETF$66,7162,8670.0%ETFDFASDimensional U.S. Small Cap ETF$66,0401,0150.0%ETFPSAPublic Storage$56,2951880.0%FinanceVGLTVanguard Long-Term Treasury Index ETF$51,1999250.0%ETFPEPPepsiCo$38,0152500.0%Consumer StaplesQQQInvesco QQQ$34,764680.0%FinanceRSPInvesco S&P 500 Equal Weight ETF$29,0991660.0%ETFWFCWells Fargo & Company$19,6872800.0%FinanceDISWalt Disney$17,8251600.0%Consumer DiscretionaryMANAGER DIRECTED PORTFOLIOS$16,9721,6770.0%VERT GLB SUST REVOEVanguard Mid-Cap Value ETF$14,236880.0%ETFEQALInvesco Russell 1000 Equal Weight ETF$13,6632830.0%ETFYUMYum! Brands$13,4161000.0%Retail/WholesaleIVViShares Core S&P 500 ETF$12,951220.0%ETFVNQVanguard Real Estate ETF$11,4971290.0%ETFSCHXSchwab US Large-Cap ETF$10,8844700.0%ETFFNDXSchwab Fundamental U.S. Large Company Index ETF$10,2014310.0%ETFRWXSPDR Dow Jones International Real Estate ETF$9,1033950.0%ETFFNDFSchwab Fundamental International Large Company Index ETF$7,1302150.0%ETFFNDASchwab Fundamental U.S. Small Company Index ETF$6,4312170.0%ETFSCHFSchwab International Equity ETF$5,0782740.0%ETFYUMCYum China$4,8171000.0%Retail/WholesaleSCHASchwab US Small-Cap ETF$4,2111630.0%ETFFNDESchwab Fundamental Emerging Markets Large Company Index ETF$3,5051210.0%ETFQQQMInvesco NASDAQ 100 ETF$3,368160.0%ETFFNDCSchwab Fundamental International Small Cap Company Index ETF$3,225940.0%ETFVTEBVanguard Tax-Exempt Bond ETF$3,209640.0%ETFDFSDDimensional Short-Duration Fixed Income ETF$2,485530.0%ETFAMZNAmazon.com$2,194100.0%Retail/WholesaleSCHCSchwab International Small-Cap Equity ETF$2,158630.0%ETFSCHESchwab Emerging Markets Equity ETF$2,115790.0%ETFVXUSVanguard Total International Stock ETF$2,090350.0%ETFSPLGSPDR Portfolio S&P 500 ETF$1,931280.0%ETFSCHHSchwab U.S. REIT ETF$1,869890.0%ETFIJHiShares Core S&P Mid-Cap ETF$1,247200.0%ETFXLKTechnology Select Sector SPDR Fund$1,16350.0%ETFIVEiShares S&P 500 Value ETF$1,14660.0%ETFXLYConsumer Discretionary Select Sector SPDR Fund$1,12250.0%FinanceMGCVanguard Mega Cap ETF$1,06450.0%ETFAVUVAvantis U.S. Small Cap Value ETF$1,062110.0%ETFVNQIVanguard Global ex-U.S. Real Estate ETF$1,031260.0%ETFXLCCommunication Services Select Sector SPDR Fund$969100.0%ETFPAVEGlobal X U.S. Infrastructure Development ETF$930230.0%ETFJ P MORGAN EXCHANGE TRADED F$873130.0%EQUITY FOCUS ETFVTWGVanguard Russell 2000 Growth ETF$84140.0%ETFICOWPacer Developed Markets International Cash Cows 100 ETF$818280.0%ETFLLYEli Lilly and Company$77210.0%MedicalAVGOBroadcom$69630.0%Computer and TechnologyMEMXMatthews Emerging Markets ex China Active ETF$609210.0%ETFGSThe Goldman Sachs Group$57310.0%FinanceCIBRFirst Trust Nasdaq Cybersecurity ETF$57290.0%ManufacturingEJULInnovator MSCI Emerging Markets Power Buffer ETF - July$568230.0%ETFCOWZPacer US Cash Cows 100 ETF$565100.0%ETFVIGIVanguard International Dividend Appreciation ETF$56070.0%ETFDFCFDimensional Core Fixed Income ETF$454110.0%ETFMSFTMicrosoft$42210.0%Computer and TechnologyPUTWWisdomTree PutWrite Strategy Fund$396120.0%FinanceFTNTFortinet$37840.0%Computer and TechnologyCRWDCrowdStrike$34310.0%Computer and TechnologyPDBCInvesco Optimum Yield Diversified Commodity Strategy No K-1 ETF$325250.0%ManufacturingINDSPacer Industrial Real Estate ETF$31890.0%ETFVVisa$31710.0%Business ServicesLITGlobal X Lithium & Battery Tech ETF$24560.0%ETFMCHMatthews China Active ETF$221100.0%ETFGOOGLAlphabet$19010.0%Computer and TechnologyPGProcter & Gamble$16810.0%Consumer StaplesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
