Tribridge Partners Financial LLC
82 holdingsFiling period: 2026-06-30Current AUM: $253.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | CGGR | CAPITAL GROUP GROWTH ETF | 628.5K | $28.0M | $27.4M | 10.80% | -27,040 | 2026-06-30 |
| 2 | VOO | VANGUARD INDEX FDS | 39.0K | $26.5M | $26.9M | 10.61% | -1,219 | 2026-06-30 |
| 3 | CGCV | CAPITAL GROUP CONSERVATIVE E | 783.4K | $25.9M | $25.7M | 10.13% | -10,555 | 2026-06-30 |
| 4 | VO | VANGUARD INDEX FDS | 232.4K | $18.8M | $18.7M | 7.38% | +172.2K | 2026-06-30 |
| 5 | VB | VANGUARD INDEX FDS | 60.8K | $18.1M | $17.3M | 6.84% | -1,318 | 2026-06-30 |
| 6 | VXUS | VANGUARD STAR FDS | 185.5K | $15.5M | $15.6M | 6.15% | -5,153 | 2026-06-30 |
| 7 | CGCP | CAPITAL GRP FIXED INCM ETF T | 685.3K | $15.1M | $14.7M | 5.78% | -7,478 | 2026-06-30 |
| 8 | CGXU | CAPITAL GROUP INTL FOCUS EQT | 429.1K | $14.3M | $14.1M | 5.58% | -13,427 | 2026-06-30 |
| 9 | BND | VANGUARD BD INDEX FDS | 195.9K | $14.2M | $13.8M | 5.43% | -2,683 | 2026-06-30 |
| 10 | BSV | VANGUARD BD INDEX FDS | 136.2K | $10.6M | $10.4M | 4.10% | -1,075 | 2026-06-30 |
| 11 | BNDX | VANGUARD CHARLOTTE FDS | 206.7K | $9.9M | $9.6M | 3.78% | +3.2K | 2026-06-30 |
| 12 | VWO | VANGUARD INTL EQUITY INDEX F | 169.4K | $9.9M | $9.8M | 3.86% | -4,370 | 2026-06-30 |
| 13 | CGUI | CAPITAL GRP FIXED INCM ETF T | 263.1K | $6.7M | $6.7M | 2.63% | -4,465 | 2026-06-30 |
| 14 | CGDV | CAPITAL GROUP DIVIDEND VALUE | 76.3K | $3.7M | $3.7M | 1.46% | -14,302 | 2026-06-30 |
| 15 | MSFT | MICROSOFT CORP | 7.3K | $2.8M | $3.8M | 1.50% | -150 | 2026-06-30 |
| 16 | CGMU | CAPITAL GRP FIXED INCM ETF T | 87.9K | $2.4M | $2.3M | 0.91% | +3.4K | 2026-06-30 |
| 17 | AAPL | APPLE INC | 6.8K | $2.3M | $2.6M | 1.04% | -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 | 0.50% | +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 | $892K | 0.35% | +200 | 2026-06-30 |
| 23 | IVV | ISHARES TR | 1.1K | $838K | $849K | 0.34% | +650 | 2026-06-30 |
| 24 | INTU | INTUIT | 2.7K | $835K | $1.1M | 0.42% | -- | 2026-06-30 |
| 25 | VTEI | VANGUARD MUN BD FDS | 8.3K | $821K | $788K | 0.31% | +874 | 2026-06-30 |
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