BRIDGE GENERATIONS WEALTH MANAGEMENT LLC
32 holdingsFiling period: 2026-03-31Current AUM: $186.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 777.4K | $30.2M | $34.6M | 18.54% | +18.8K | 2026-03-31 |
| 2 | DFAT | DIMENSIONAL ETF TRUST | 310.5K | $19.4M | $22.0M | 11.77% | +9.2K | 2026-03-31 |
| 3 | SPTI | SPDR SERIES TRUST | 660.9K | $18.9M | $18.6M | 9.95% | +62.3K | 2026-03-31 |
| 4 | MUB | ISHARES TR | 124.0K | $13.2M | $13.1M | 7.02% | +28.8K | 2026-03-31 |
| 5 | DFGR | DIMENSIONAL ETF TRUST | 359.7K | $9.6M | $10.7M | 5.75% | +11.9K | 2026-03-31 |
| 6 | DFGP | DIMENSIONAL ETF TRUST | 162.2K | $8.8M | $8.6M | 4.63% | +2.6K | 2026-03-31 |
| 7 | DFIC | DIMENSIONAL ETF TRUST | 245.6K | $8.7M | $9.4M | 5.02% | -358 | 2026-03-31 |
| 8 | DFEM | DIMENSIONAL ETF TRUST | 248.4K | $8.6M | $9.4M | 5.02% | -156 | 2026-03-31 |
| 9 | DUHP | DIMENSIONAL ETF TRUST | 166.6K | $6.1M | $6.9M | 3.68% | +14.1K | 2026-03-31 |
| 10 | VCIT | VANGUARD SCOTTSDALE FDS | 69.9K | $5.8M | $5.7M | 3.05% | +18.8K | 2026-03-31 |
| 11 | DFGX | DIMENSIONAL ETF TRUST | 108.2K | $5.7M | $5.6M | 3.03% | +47.8K | 2026-03-31 |
| 12 | DIHP | DIMENSIONAL ETF TRUST | 159.3K | $5.1M | $5.5M | 2.95% | +3.3K | 2026-03-31 |
| 13 | DISV | DIMENSIONAL ETF TRUST | 125.0K | $4.9M | $5.3M | 2.84% | -2,148 | 2026-03-31 |
| 14 | STIP | ISHARES TR | 44.2K | $4.6M | $4.5M | 2.40% | +29.3K | 2026-03-31 |
| 15 | VTI | VANGUARD INDEX FDS | 12.2K | $3.9M | $4.5M | 2.41% | +91 | 2026-03-31 |
| 16 | DFAX | DIMENSIONAL ETF TRUST | 89.5K | $3.0M | $3.3M | 1.75% | -491 | 2026-03-31 |
| 17 | DFUV | DIMENSIONAL ETF TRUST | 56.7K | $2.7M | $3.2M | 1.69% | -- | 2026-03-31 |
| 18 | MUNI | PIMCO ETF TR | 46.8K | $2.4M | $2.4M | 1.30% | +11.4K | 2026-03-31 |
| 19 | JMUB | J P MORGAN EXCHANGE TRADED F | 42.6K | $2.1M | $2.1M | 1.14% | +7.4K | 2026-03-31 |
| 20 | SUB | ISHARES TR | 17.0K | $1.8M | $1.8M | 0.97% | -- | 2026-03-31 |
| 21 | VEA | VANGUARD TAX-MANAGED FDS | 23.3K | $1.5M | $1.6M | 0.88% | -230 | 2026-03-31 |
| 22 | DFIV | DIMENSIONAL ETF TRUST | 25.7K | $1.4M | $1.5M | 0.79% | -7,459 | 2026-03-31 |
| 23 | VBR | VANGUARD INDEX FDS | 4.9K | $1.1M | $1.2M | 0.65% | -- | 2026-03-31 |
| 24 | NOW | SERVICENOW INC | 10.1K | $1.1M | $1.1M | 0.60% | +2.4K | 2026-03-31 |
| 25 | TLH | ISHARES TR | 9.6K | $970K | $930K | 0.50% | -8,219 | 2026-03-31 |
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