BRIDGE GENERATIONS WEALTH MANAGEMENT LLC: 13F holdings
CIK 20560712026Q2
| Positions | 34 |
|---|---|
| Reported value | $196.2m |
| Filed | 2026-07-20 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 772,256 | $34.3m | 17.5% |
| DIMENSIONAL ETF TRUST | 311,403 | $21.8m | 11.1% |
| SPTI SPDR SERIES TRUST | 708,223 | $20.1m | 10.2% |
| MUB ISHARES TR | 137,613 | $14.8m | 7.5% |
| DIMENSIONAL ETF TRUST | 370,107 | $10.7m | 5.5% |
| DFEM DIMENSIONAL ETF TRUST | 250,965 | $10.2m | 5.2% |
| DFIC DIMENSIONAL ETF TRUST | 247,440 | $9.2m | 4.7% |
| DIMENSIONAL ETF TRUST | 156,964 | $8.5m | 4.4% |
| DIMENSIONAL ETF TRUST | 145,346 | $7.8m | 4.0% |
| DIMENSIONAL ETF TRUST | 174,112 | $7.3m | 3.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2056071")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.