Bridge Generations Wealth Management LLC New Holdings in Q4 2024

Bridge Generations Wealth Management LLC

  • $151 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
1.03M
New
$33.92 - $36.6 $35M - $37.7M
1.03M $35.7B
DFAT
Dimensional ETF Tr U S Target

ETFs
378K
New
$54.54 - $61.04 $20.6M - $23.1M
378K $21B
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
210K
New
$99.04 - $109.59 $20.8M - $23M
210K $20.9B
Dimensional ETF Trust
392K
New
N/A
392K $10B
Dimensional ETF Trust
183K
New
N/A
183K $9.65B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
359K
New
$26.16 - $28.82 $9.4M - $10.4M
359K $9.41B
DFIC
Dimensional ETF Tr Dimensional

ETFs
303K
New
$25.61 - $28.0 $7.75M - $8.48M
303K $7.83B
DIHP
Dimensional ETF Tr Dimensional

ETFs
224K
New
$25.15 - $27.57 $5.64M - $6.18M
224K $5.66B
DUHP
Dimensional ETF Tr Dimensional

ETFs
141K
New
$33.62 - $35.69 $4.74M - $5.03M
141K $4.76B
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
98.5K
New
$40.38 - $44.35 $3.98M - $4.37M
98.5K $4.03B
DISV
Dimensional ETF Tr Dimensional

ETFs
135K
New
$26.18 - $28.77 $3.53M - $3.88M
135K $3.59B
DFAX
Dimensional ETF Tr
119K
New
$24.76 - $27.04 $2.95M - $3.22M
119K $2.96B
VBR
Vanguard Small Cap Value ETF

ETFs
14.1K
New
$197.36 - $217.3 $2.77M - $3.06M
14.1K $2.79B
DFIV
Dimensional ETF Tr

ETFs
77.2K
New
$34.86 - $37.97 $2.69M - $2.93M
77.2K $2.74B
SUB
Ishares Short Term National Mu

ETFs
18K
New
$104.94 - $106.2 $1.89M - $1.91M
18K $1.9B
DFSU
Dimensional ETF Tr Dimen Us Su
17.2K
New
N/A
17.2K $651M
DFUS
Dimensional ETF Tr U S Equity

ETFs
8.36K
New
$61.52 - $66.5 $515K - $556K
8.36K $533M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
7.18K
New
$60.13 - $67.31 $431K - $483K
7.18K $436M
HYD
Vaneck High Yield Muni ETF

ETFs
7.76K
New
$51.09 - $53.06 $396K - $412K
7.76K $403M
DFSI
Dimensional ETF Tr Dimen Intl
11.2K
New
N/A
11.2K $367M
DFSE
Dimensional ETF Tr Dimen Emrgn
10.8K
New
N/A
10.8K $356M
VTI
Vanguard Total Stock Market Et

ETFs
1.09K
New
$280.04 - $302.45 $305K - $330K
1.09K $316M
EFV
Msci Eafe Value ETF

ETFs
4.96K
New
$51.78 - $57.15 $257K - $284K
4.96K $260M
Ea Series Trust
8.72K
New
N/A
8.72K $189M
ORCL
Oracle Corp

Technology
900
New
$165.41 - $192.43 $149K - $173K
900 $150M
DFIP
Dimensional ETF Tr Inflation P

ETFs
3.65K
New
$40.31 - $42.43 $147K - $155K
3.65K $148M
SKYW
Skywest Inc

Industrials
1K
New
$83.51 - $115.11 $83.5K - $115K
1K $100M
NUE
Nucor Corp

Basic Materials
712
New
$115.78 - $167.74 $82.4K - $119K
712 $83.1M
GBCI
Glacier Bancorp, Inc.

Financial Services
1.4K
New
$44.09 - $58.89 $61.8K - $82.6K
1.4K $70.4M
VEA
Vanguard Ftse Developed Market

ETFs
1.46K
New
$47.57 - $52.44 $69.6K - $76.7K
1.46K $70M
DFAR
Dimensional ETF Tr Dimensional

ETFs
2.87K
New
$22.72 - $25.76 $65.1K - $73.9K
2.87K $66.7M
DFAS
Dimensional ETF Tr U S Small C

ETFs
1.02K
New
$63.58 - $71.15 $64.5K - $72.2K
1.02K $66M
PSA
Public Storage

Real Estate
188
New
$289.33 - $360.21 $54.4K - $67.7K
188 $56.3M
VGLT
Vanguard Long Term Treasury Et

ETFs
925
New
$55.1 - $61.74 $51K - $57.1K
925 $51.2M
PEP
Pepsico Inc

Consumer Defensive
250
New
$151.29 - $176.1 $37.8K - $44K
250 $38M
QQQ
Invesco Qqq Trust, Series 1

ETFs
68
New
$481.22 - $538.17 $32.7K - $36.6K
68 $34.8M
RSP
Invesco S&P 500 Equal Weight E

ETFs
166
New
$174.22 - $187.62 $28.9K - $31.1K
166 $29.1M
WFC
Wells Fargo & Company

Financial Services
280
New
$54.98 - $77.35 $15.4K - $21.7K
280 $19.7M
DIS
Walt Disney CO

Communication Services
160
New
$92.39 - $117.6 $14.8K - $18.8K
160 $17.8M
Manager Directed Portfolios
1.68K
New
N/A
1.68K $17M
VOE
Vanguard Mid Cap Value Index F

ETFs
88
New
$160.89 - $176.18 $14.2K - $15.5K
88 $14.2M
EQAL
Invesco ETF

ETFs
283
New
$48.01 - $51.95 $13.6K - $14.7K
283 $13.7M
YUM
Yum Brands Inc

Consumer Cyclical
100
New
$130.36 - $139.54 $13K - $14K
100 $13.4M
IVV
Ishares Core S&P 500 ETF

ETFs
22
New
$570.51 - $610.59 $12.6K - $13.4K
22 $13M
VNQ
Vanguard Specialized Funds Van

ETFs
129
New
$87.85 - $98.6 $11.3K - $12.7K
129 $11.5M
SCHX
Schwab Strategic Tr Us Large C

ETFs
470
New
$22.4 - $68.28 $10.5K - $32.1K
470 $10.9M
FNDX
Schwab Fundamental U S Large C

ETFs
431
New
$23.49 - $71.77 $10.1K - $30.9K
431 $10.2M
RWX
Spdr Dow Jones International R

ETFs
395
New
$22.73 - $27.57 $8.98K - $10.9K
395 $9.1M
FNDF
Schwab Fundamental Intl Large

ETFs
215
New
$32.92 - $37.15 $7.08K - $7.99K
215 $7.13M
Activity Summary
Buys All Purchases 97 New Holdings 97 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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