Tribridge Partners Financial LLC
82 holdingsFiling period: 2026-06-30Current AUM: $252.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | CGGR | Capital Group Growth ETF | 628.5K | $28.0M | $27.1M | 10.74% | -27,040 | 2026-06-30 |
| 2 | VOO | Vanguard Index Fds | 39.0K | $26.5M | $26.8M | 10.64% | -1,219 | 2026-06-30 |
| 3 | CGCV | Capital Group Conservative E | 783.4K | $25.9M | $26.5M | 10.51% | -10,555 | 2026-06-30 |
| 4 | VO | Vanguard Index Fds | 232.4K | $18.8M | $19.0M | 7.54% | +172.2K | 2026-06-30 |
| 5 | VB | Vanguard Index Fds | 60.8K | $18.1M | $17.3M | 6.85% | -1,318 | 2026-06-30 |
| 6 | VXUS | Vanguard Star Fds | 185.5K | $15.5M | $15.0M | 5.93% | -5,153 | 2026-06-30 |
| 7 | CGCP | Capital Grp Fixed Incm ETF T | 685.3K | $15.1M | $14.6M | 5.80% | -7,478 | 2026-06-30 |
| 8 | CGXU | Capital Group Intl Focus Eqt | 429.1K | $14.3M | $12.9M | 5.12% | -13,427 | 2026-06-30 |
| 9 | BND | Vanguard BD Index Fds | 195.9K | $14.2M | $13.8M | 5.48% | -2,683 | 2026-06-30 |
| 10 | BSV | Vanguard BD Index Fds | 136.2K | $10.6M | $10.4M | 4.14% | -1,075 | 2026-06-30 |
| 11 | BNDX | Vanguard Charlotte Fds | 206.7K | $9.9M | $9.7M | 3.84% | +3.2K | 2026-06-30 |
| 12 | VWO | Vanguard Intl Equity Index F | 169.4K | $9.9M | $9.2M | 3.64% | -4,370 | 2026-06-30 |
| 13 | CGUI | Capital Grp Fixed Incm ETF T | 263.1K | $6.7M | $6.7M | 2.64% | -4,465 | 2026-06-30 |
| 14 | CGDV | Capital Group Dividend Value | 76.3K | $3.7M | $3.7M | 1.47% | -14,302 | 2026-06-30 |
| 15 | MSFT | Microsoft Corp | 7.3K | $2.8M | $4.0M | 1.58% | -150 | 2026-06-30 |
| 16 | CGMU | Capital Grp Fixed Incm ETF T | 87.9K | $2.4M | $2.3M | 0.92% | +3.4K | 2026-06-30 |
| 17 | AAPL | Apple Inc | 6.8K | $2.3M | $2.7M | 1.09% | -115 | 2026-06-30 |
| 18 | CGSM | Capital Grp Fixed Incm ETF T | 84.6K | $2.2M | $2.2M | 0.87% | +3.8K | 2026-06-30 |
| 19 | VTES | Vanguard Wellington FD | 12.9K | $1.3M | $1.3M | 0.51% | +1.4K | 2026-06-30 |
| 20 | IDEV | iShares TR | 14.0K | $1.3M | $1.3M | 0.50% | -- | 2026-06-30 |
| 21 | VUSB | Vanguard BD Index Fds | 21.1K | $1.0M | $1.0M | 0.41% | -- | 2026-06-30 |
| 22 | IJH | iShares TR | 12.4K | $939K | $893K | 0.35% | +200 | 2026-06-30 |
| 23 | IVV | iShares TR | 1.1K | $838K | $850K | 0.34% | +650 | 2026-06-30 |
| 24 | INTU | Intuit | 2.7K | $835K | $1.1M | 0.43% | -- | 2026-06-30 |
| 25 | VTEI | Vanguard Mun BD Fds | 8.3K | $821K | $800K | 0.32% | +874 | 2026-06-30 |
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