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| Name: |
Three Bridge Wealth Advisors LLC |
| City: |
PORTOLA VALLEY |
| State: |
CA |
| Zip: |
94028 |
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data |
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Filing Period: |
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| Holdings
Found :
6 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
JQUA |
Jpmorgan Us Quality Factor Etf |
13 |
New |
$0.00 |
$6,087,000 |
127,160 |
2.11% |
6,087,000 |
127,160 |
0.141 |
N/A |
|
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DEO |
Diageo Plc (ADR) |
54 |
New |
$142.84 |
$576,000 |
3,957 |
0.2% |
576,000 |
3,957 |
0.001 |
Beverage - Brewers |
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GOVT |
Ishares Barclays Us Treasur... |
84 |
New |
$0.00 |
$243,000 |
10,551 |
0.08% |
243,000 |
10,551 |
0 |
N/A |
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SCHW |
Charles Schwab Corp |
88 |
New |
$75.44 |
$217,000 |
3,157 |
0.08% |
217,000 |
3,157 |
0 |
Investment Brokerage ... |
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MTTR |
Matterport, Inc |
91 |
New |
$4.49 |
$83,000 |
30,970 |
0.03% |
83,000 |
30,970 |
0.013 |
N/A |
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VAXX |
Vaxxinity, Inc. |
93 |
New |
$0.00 |
$12,000 |
14,178 |
0% |
12,000 |
14,178 |
0.013 |
N/A |
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