Tribridge Partners Financial LLC
81 holdingsFiling period: 2026-03-31Current AUM: $262.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | CGGR | CAPITAL GROUP GROWTH ETF | 655.5K | $26.5M | $29.6M | 11.25% | +23.0K | 2026-03-31 |
| 2 | VOO | VANGUARD INDEX FDS | 40.3K | $24.3M | $27.9M | 10.61% | +1.0K | 2026-03-31 |
| 3 | CGCV | CAPITAL GROUP CONSERVATIVE E | 794.0K | $23.7M | $26.3M | 10.01% | +36.0K | 2026-03-31 |
| 4 | VO | VANGUARD INDEX FDS | 60.2K | $17.5M | $19.7M | 7.49% | +2.1K | 2026-03-31 |
| 5 | VB | VANGUARD INDEX FDS | 62.1K | $16.4M | $18.5M | 7.05% | +2.0K | 2026-03-31 |
| 6 | CGCP | CAPITAL GRP FIXED INCM ETF T | 692.8K | $15.5M | $15.2M | 5.79% | +14.2K | 2026-03-31 |
| 7 | VXUS | VANGUARD STAR FDS | 190.6K | $14.8M | $16.2M | 6.16% | +9.6K | 2026-03-31 |
| 8 | BND | VANGUARD BD INDEX FDS | 198.5K | $14.6M | $14.3M | 5.45% | +2.5K | 2026-03-31 |
| 9 | CGXU | CAPITAL GROUP INTL FOCUS EQT | 442.5K | $13.1M | $14.8M | 5.65% | +17.9K | 2026-03-31 |
| 10 | BSV | VANGUARD BD INDEX FDS | 137.3K | $10.7M | $10.6M | 4.04% | -520 | 2026-03-31 |
| 11 | BNDX | VANGUARD CHARLOTTE FDS | 203.6K | $9.8M | $9.7M | 3.69% | +7.3K | 2026-03-31 |
| 12 | VWO | VANGUARD INTL EQUITY INDEX F | 173.8K | $9.4M | $10.2M | 3.87% | +5.7K | 2026-03-31 |
| 13 | CGUI | CAPITAL GRP FIXED INCM ETF T | 267.5K | $6.8M | $6.8M | 2.57% | +8.6K | 2026-03-31 |
| 14 | CGDV | CAPITAL GROUP DIVIDEND VALUE | 90.6K | $3.9M | $4.5M | 1.71% | -272 | 2026-03-31 |
| 15 | MSFT | MICROSOFT CORP | 7.5K | $2.8M | $3.5M | 1.33% | +271 | 2026-03-31 |
| 16 | CGMU | CAPITAL GRP FIXED INCM ETF T | 84.5K | $2.3M | $2.3M | 0.87% | +5.2K | 2026-03-31 |
| 17 | CGSM | CAPITAL GRP FIXED INCM ETF T | 80.8K | $2.1M | $2.1M | 0.81% | +7.7K | 2026-03-31 |
| 18 | AAPL | APPLE INC | 7.0K | $1.8M | $2.2M | 0.82% | +367 | 2026-03-31 |
| 19 | IDEV | ISHARES TR | 14.0K | $1.2M | $1.3M | 0.49% | +139 | 2026-03-31 |
| 20 | INTU | INTUIT | 2.7K | $1.2M | $849K | 0.32% | +1 | 2026-03-31 |
| 21 | VTES | VANGUARD WELLINGTON FD | 11.4K | $1.2M | $1.2M | 0.44% | +1.3K | 2026-03-31 |
| 22 | XOM | EXXON MOBIL CORP | 5.6K | $898K | $823K | 0.31% | -40 | 2026-03-31 |
| 23 | XOM | EXXON MOBIL CORP | 5.6K | $898K | $823K | 0.31% | -40 | 2026-03-31 |
| 24 | IJH | ISHARES TR | 12.2K | $829K | $924K | 0.35% | +178 | 2026-03-31 |
| 25 | AMZN | AMAZON COM INC | 3.6K | $749K | $977K | 0.37% | -106 | 2026-03-31 |
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