BRIDGE GENERATIONS WEALTH MANAGEMENT LLC
34 holdingsFiling period: 2026-06-30Current AUM: $195.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 772.3K | $34.3M | $34.6M | 17.72% | -5,155 | 2026-06-30 |
| 2 | DFAT | DIMENSIONAL ETF TRUST | 311.4K | $21.8M | $21.8M | 11.19% | +903 | 2026-06-30 |
| 3 | SPTI | SPDR SERIES TRUST | 708.2K | $20.1M | $19.5M | 10.01% | +47.3K | 2026-06-30 |
| 4 | MUB | ISHARES TR | 137.6K | $14.8M | $14.2M | 7.26% | +13.6K | 2026-06-30 |
| 5 | DFGR | DIMENSIONAL ETF TRUST | 370.1K | $10.7M | $10.4M | 5.35% | +10.4K | 2026-06-30 |
| 6 | DFEM | DIMENSIONAL ETF TRUST | 251.0K | $10.2M | $9.9M | 5.07% | +2.6K | 2026-06-30 |
| 7 | DFIC | DIMENSIONAL ETF TRUST | 247.4K | $9.2M | $9.5M | 4.89% | +1.8K | 2026-06-30 |
| 8 | DFGP | DIMENSIONAL ETF TRUST | 157.0K | $8.5M | $8.2M | 4.22% | -5,223 | 2026-06-30 |
| 9 | DFGX | DIMENSIONAL ETF TRUST | 145.3K | $7.8M | $7.4M | 3.82% | +37.2K | 2026-06-30 |
| 10 | DUHP | DIMENSIONAL ETF TRUST | 174.1K | $7.3M | $7.2M | 3.70% | +7.5K | 2026-06-30 |
| 11 | VCIT | VANGUARD SCOTTSDALE FDS | 82.4K | $6.8M | $6.6M | 3.36% | +12.5K | 2026-06-30 |
| 12 | STIP | ISHARES TR | 61.5K | $6.3M | $6.2M | 3.16% | +17.3K | 2026-06-30 |
| 13 | DIHP | DIMENSIONAL ETF TRUST | 162.4K | $5.5M | $5.6M | 2.86% | +3.1K | 2026-06-30 |
| 14 | DISV | DIMENSIONAL ETF TRUST | 127.8K | $5.1M | $5.6M | 2.89% | +2.8K | 2026-06-30 |
| 15 | VTI | VANGUARD INDEX FDS | 12.6K | $4.6M | $4.7M | 2.40% | +376 | 2026-06-30 |
| 16 | DFAX | DIMENSIONAL ETF TRUST | 89.3K | $3.3M | $3.3M | 1.71% | -152 | 2026-06-30 |
| 17 | MUNI | PIMCO ETF TR | 59.9K | $3.1M | $3.0M | 1.55% | +13.1K | 2026-06-30 |
| 18 | DFUV | DIMENSIONAL ETF TRUST | 56.7K | $3.1M | $3.2M | 1.65% | -- | 2026-06-30 |
| 19 | JMUB | J P MORGAN EXCHANGE TRADED F | 52.1K | $2.6M | $2.5M | 1.30% | +9.5K | 2026-06-30 |
| 20 | VEA | VANGUARD TAX-MANAGED FDS | 25.7K | $1.8M | $1.8M | 0.94% | +2.3K | 2026-06-30 |
| 21 | SUB | ISHARES TR | 17.0K | $1.8M | $1.8M | 0.92% | -- | 2026-06-30 |
| 22 | DFIV | DIMENSIONAL ETF TRUST | 25.7K | $1.4M | $1.5M | 0.77% | -- | 2026-06-30 |
| 23 | VBR | VANGUARD INDEX FDS | 4.9K | $1.2M | $1.2M | 0.61% | -- | 2026-06-30 |
| 24 | NOW | SERVICENOW INC | 9.1K | $904K | $1.3M | 0.66% | -997 | 2026-06-30 |
| 25 | DFSU | DIMENSIONAL ETF TRUST | 17.9K | $836K | $850K | 0.44% | -- | 2026-06-30 |
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