TB

Three Bridge Wealth Advisors, LLC

13F
Three Bridge Wealth Advisors, LLC
Last update 2024-08-14 91 Stocks (4 new)
Value $252.00 Mil Turnover 4 %
Countries:
Top Holdings: ACWI(16.88%)COIN(10.96%)SPY(7.48%)VOO(5.18%)VT(4.38%)
Portfolio Report
Summary Stock Picks Current Portfolio
Three Bridge Wealth Advisors, ... Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
ACWI 		iShares MSCI ACWI Index Fund
378,982
42597.620
-2.64%
16.880
-0.45%
-
+8.99%
+18.45%
19552.932
 
COIN 		Coinbase Global Inc
124,398
27644.970
+0.04%
10.960
0%
0.050
+66.44%
+83.49%
79894.337
Capital Markets
SPY 		S&P 500 ETF TRUST ETF
34,567
18872.790
-0.76%
7.480
-0.05%
-
+11.91%
+25.56%
617249.220
 
VOO 		Vanguard S&P 500 ETF
26,053
13076.580
+35.27%
5.180
+1.35%
-
+11.98%
+25.63%
488026.289
 
VT 		Vanguard Total World Stock ETF
98,029
11041.010
0%
4.380
0%
-
+8.59%
+17.20%
38255.709
 
IAU 		iShares Gold Trust
194,374
8538.850
+6.29%
3.380
+0.20%
-
+5.16%
+25.75%
31821.632
 
PRFZ 		PowerShares FTSE RAFI US 1500 Small-Mid Portfolio
197,085
7516.840
+0.19%
2.980
+0.01%
-
+15.66%
+18.22%
2723.907
 
IWR 		iShares Russell Mid-Cap ETF
90,736
7356.890
+18.03%
2.920
+0.45%
-
+13.60%
+19.40%
39415.344
 
QQQ 		INVESCO QQQ Trust
15,270
7327.850
+18.39%
2.900
+0.45%
-
+13.63%
+25.24%
312157.026
 
VWO 		Vanguard FTSE Emerging Markets ETF
150,694
6594.380
-9.25%
2.610
-0.25%
-
+4.55%
+11.27%
76200.470
 

Three Bridge Wealth Advisors, LLC's Historical Top Holdings Breakdowns

Three Bridge Wealth Advisors, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VOO 		Vanguard S&P 500 ETF2024-06-30Add
+1.35%
●
455.1 ($481.2) 504.28
$548.76
14.04%
Add 35.27%
26,053
6,793
CART 		Maplebear Inc2024-06-30Reduce
-0.73%
●
30.13 ($34.42) 39.12
$48.34
40.44%
Reduce -47.6%
55,041
-50,000
RBLX 		Roblox Corp2024-06-30Add
+0.59%
●
30.42 ($35.6) 40.54
$54.38
52.75%
Add 46.36%
126,290
40,000
META 		Meta Platforms Inc2024-06-30Reduce
-0.52%
●
430.17 ($486.09) 527.34
$584.82
20.31%
Reduce -17.49%
12,715
-2,695
ACWI 		iShares MSCI ACWI Index Fund2024-06-30Reduce
-0.45%
●
104.54 ($109.92) 112.83
$120.55
9.67%
Reduce -2.64%
378,982
-10,273
IWR 		iShares Russell Mid-Cap ETF2024-06-30Add
+0.45%
●
78.66 ($81.39) 83.59
$92.81
14.03%
Add 18.03%
90,736
13,860
QQQ 		INVESCO QQQ Trust2024-06-30Add
+0.45%
●
414.65 ($449.75) 485.21
$512.90
14.04%
Add 18.39%
15,270
2,372
IWM 		iShares Russell 2000 ETF2024-06-30Add
+0.43%
●
192.84 ($202.1) 209.44
$237.37
17.45%
Add 140.95%
9,137
5,345
EFA 		iShares MSCI EAFE ETF2024-06-30Add
+0.28%
●
76.09 ($79.21) 82.16
$77.70
-1.90%
Add 37.97%
32,620
8,977
VWO 		Vanguard FTSE Emerging Markets ETF2024-06-30Reduce
-0.25%
●
40.83 ($43.08) 44.89
$45.73
6.15%
Reduce -9.25%
150,694
-15,359

Three Bridge Wealth Advisors, LLC Total Holding History ($B)

To

Three Bridge Wealth Advisors, LLC's Asset Allocation

To

Three Bridge Wealth Advisors, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Three Bridge Wealth Advisors, LLC's Hypothetical Growth since 2024-06-30

Three Bridge Wealth Advisors, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Three Bridge Wealth Advisors, LLC's Holdings Heat Map

Size field:

Three Bridge Wealth Advisors, LLC's Holdings Bubble Chart

Three Bridge Wealth Advisors, LLC News

  • 1

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