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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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| Holdings
Found :
25 |
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Page 1 of 1 |
Menu
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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 |
|
COIN |
Coinbase Global, Inc. |
3 |
- |
$210.45 |
$26,099,000 |
150,063 |
9.03% |
14,846,000 |
188 |
0.106 |
N/A |
|
|
SPY |
Standard & Poors Depository... |
4 |
- |
$520.17 |
$16,379,000 |
34,323 |
5.66% |
2,610,000 |
2,231 |
0 |
Closed - End Fund - E... |
|
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VT |
Vanguard Total World Stock ... |
5 |
- |
$110.40 |
$9,746,000 |
94,729 |
3.37% |
1,115,000 |
2,099 |
0.053 |
Closed - End Fund - E... |
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IAU |
iShares COMEX Gold Trust |
8 |
- |
$44.33 |
$7,011,000 |
179,639 |
2.42% |
976,000 |
7,173 |
0.01 |
Closed - End Fund - E... |
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FB |
Meta Platforms Inc |
10 |
- |
$475.42 |
$6,658,000 |
18,810 |
2.3% |
1,066,000 |
182 |
0.001 |
Internet Service Prov... |
|
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VWO |
Vanguard Emerging Markets S... |
11 |
- |
$43.37 |
$6,315,000 |
153,646 |
2.18% |
361,000 |
1,805 |
0.001 |
Closed - End Fund - E... |
|
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JMST |
Jpmorgan Ultra Short Munici... |
12 |
- |
$0.00 |
$6,278,000 |
123,390 |
2.17% |
444,000 |
7,751 |
0.031 |
N/A |
|
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GLD |
streetTRACKS Gold Trust |
14 |
- |
$216.95 |
$5,781,000 |
30,240 |
2% |
618,000 |
124 |
0.007 |
Closed - End Fund - E... |
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IWR |
iShares Tr Rssll MidCap Indx |
15 |
- |
$82.32 |
$5,523,000 |
71,056 |
1.91% |
770,000 |
2,737 |
0.02 |
Closed - End Fund - E... |
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VOO |
Vanguard S&P 500 Etf |
16 |
- |
$478.15 |
$5,387,000 |
12,334 |
1.86% |
892,000 |
932 |
0.001 |
Closed - End Fund - E... |
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IWF |
iShares Russell 1000 Growth |
17 |
- |
$336.22 |
$5,139,000 |
16,950 |
1.78% |
671,000 |
185 |
0.006 |
Closed - End Fund - E... |
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QQQ |
Invesco QQQ Trust Series I |
18 |
- |
$441.02 |
$4,292,000 |
10,474 |
1.48% |
1,072,000 |
1,501 |
0.002 |
Closed - End Fund - Debt |
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MINT |
Pimco ETF Trust |
20 |
- |
$100.32 |
$2,825,000 |
28,176 |
0.98% |
418,000 |
4,140 |
0.02 |
Closed - End Fund - Debt |
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PRF |
Invesco FTSE RAFI US |
23 |
- |
$36.69 |
$2,189,000 |
62,178 |
0.76% |
260,000 |
1,554 |
0.035 |
Closed - End Fund - E... |
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PXF |
Invesco FTSE RAFI Dev Mkts ... |
35 |
- |
$50.23 |
$1,171,000 |
24,716 |
0.41% |
97,000 |
33 |
0.08 |
Closed - End Fund - E... |
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BNDX |
Vanguard Total Internationa... |
44 |
- |
$48.78 |
$819,000 |
16,597 |
0.28% |
169,000 |
3,003 |
0.003 |
N/A |
|
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VOE |
Vanguard Mid-Cap Value ETF |
49 |
- |
$154.02 |
$726,000 |
5,007 |
0.25% |
92,000 |
167 |
0.006 |
Closed - End Fund - E... |
|
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CMF |
iShares S&P CA AMT-Free Mun... |
58 |
- |
$57.24 |
$539,000 |
9,307 |
0.19% |
266,000 |
4,327 |
0.01 |
N/A |
|
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SCHF |
Schwab Strategic Trust |
62 |
- |
$39.11 |
$442,000 |
11,969 |
0.15% |
36,000 |
9 |
0.001 |
Closed - End Fund - Debt |
|
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VCIT |
Vanguard Intermediate-Term |
65 |
- |
$79.35 |
$408,000 |
5,014 |
0.14% |
197,000 |
2,239 |
0.001 |
Closed - End Fund - Debt |
|
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SCHB |
Schwab Strategic Trust |
70 |
- |
$60.56 |
$347,000 |
6,230 |
0.12% |
37,000 |
6 |
0.003 |
Closed - End Fund - Debt |
|
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PDN |
Invesco Ftse Rafi Developed... |
72 |
- |
$33.20 |
$342,000 |
10,520 |
0.12% |
31,000 |
6 |
0.01 |
Closed - End Fund - Debt |
|
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DEM |
WisdomTree Emerging Markets... |
73 |
- |
$43.41 |
$320,000 |
7,857 |
0.11% |
26,000 |
18 |
0.019 |
Closed - End Fund - E... |
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PCY |
Invesco Emerging Markets S |
80 |
- |
$20.26 |
$255,000 |
12,378 |
0.09% |
32,000 |
194 |
0.012 |
Closed - End Fund - E... |
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BSV |
Vanguard Short-Term Bond |
89 |
- |
$76.28 |
$213,000 |
2,768 |
0.07% |
7,000 |
27 |
0.001 |
Closed - End Fund - E... |
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