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  Name: Three Bridge Wealth Advisors LLC
  City: PORTOLA VALLEY
  State: CA
  Zip: 94028
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $289,132,000
  Total Value Change : $48,185,000
  Securities Held Change : 0
   
All Securities Held : 93
  New Positions : 6
  Closed Positions : 6
  Increased Positions : 25
  Unchanged Positions : 21
  Decreased Positions : 41

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 6     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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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
   (ABNB)1 Year Chart         ABNB Airbnb, Inc. 97 Closed $157.90 $0 0 0% -221,000 -1,610 0    N/A
   (DOCU)1 Year Chart         DOCU Docusign Inc 96 Closed $57.51 $0 0 0% -1,234,000 -29,382 0    N/A
   (SHY)1 Year Chart         SHY Ishares Barclays 1-3 Treasu... 95 Closed $81.28 $0 0 0% -247,000 -3,045 0    Closed - End Fund - E...
   (DHR)1 Year Chart         DHR Danaher Corp 94 Closed $249.55 $0 0 0% -217,000 -874 0    General Building Mate...
   (AGG)1 Year Chart         AGG iShares Barclays Agency Bond 99 Closed $96.26 $0 0 0% -224,000 -2,387 0    Closed - End Fund - E...
   (MUB)1 Year Chart         MUB iShares S&P National Munici... 98 Closed $107.02 $0 0 0% -228,000 -2,225 0    Closed - End Fund - E...

      6 Records Found
  1    
Page 1 of 1
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