Three Bridge Wealth Advisors

Three Bridge Wealth Advisors as of Dec. 31, 2022

Portfolio Holdings for Three Bridge Wealth Advisors

Three Bridge Wealth Advisors holds 82 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Msci Acwi Etf (ACWI) 17.6 $33M 388k 84.88
Affirm Hldgs Com Cl A (AFRM) 12.7 $24M 2.5M 9.67
Spdr S&p 500 Etf Tr Tr Unit (SPY) 6.1 $11M 30k 383.83
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 4.0 $7.5M 87k 86.19
Ishares Tr Msci Emg Mkt Etf (EEM) 3.9 $7.3M 194k 37.90
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 3.6 $6.6M 132k 50.53
Gitlab Class A Com (GTLB) 3.1 $5.8M 129k 45.44
Spdr Gold Tr Gold Shs (GLD) 3.0 $5.6M 33k 169.64
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) 3.0 $5.6M 35k 158.41
Coinbase Global Com Cl A (COIN) 3.0 $5.6M 158k 35.39
Ishares Gold Tr Ishares New (IAU) 2.9 $5.3M 154k 34.59
Ishares Tr Rus Mid Cap Etf (IWR) 2.5 $4.6M 68k 67.45
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.3 $4.4M 112k 38.98
Ishares Tr Rus 1000 Grw Etf (IWF) 1.9 $3.6M 17k 214.24
Oracle Corporation (ORCL) 1.5 $2.8M 34k 81.74
Apple (AAPL) 1.4 $2.6M 20k 130.10
Raytheon Technologies Corp (RTX) 1.1 $2.1M 21k 100.92
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 1.1 $2.1M 21k 98.98
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.1 $2.0M 5.8k 351.36
Microsoft Corporation (MSFT) 1.0 $1.9M 8.1k 239.81
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.0 $1.8M 5.8k 308.90
Novo-nordisk A S Adr (NVO) 0.9 $1.7M 13k 135.34
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.9 $1.7M 6.2k 266.27
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.9 $1.7M 11k 155.16
Docusign (DOCU) 0.9 $1.6M 29k 55.42
Home Depot (HD) 0.8 $1.5M 4.7k 315.86
Nike CL B (NKE) 0.8 $1.4M 12k 117.01
Ginkgo Bioworks Holdings Cl A Shs (DNA) 0.8 $1.4M 834k 1.69
Alphabet Cap Stk Cl A (GOOGL) 0.7 $1.3M 15k 88.23
General Dynamics Corporation (GD) 0.7 $1.3M 5.2k 248.11
Ishares Tr Msci Eafe Etf (EFA) 0.7 $1.2M 19k 65.64
Starbucks Corporation (SBUX) 0.7 $1.2M 12k 99.20
Unilever Spon Adr New (UL) 0.6 $1.1M 22k 50.35
Walt Disney Company (DIS) 0.6 $1.1M 12k 86.88
C H Robinson Worldwide Com New (CHRW) 0.6 $1.1M 12k 92.19
Meta Platforms Cl A (META) 0.5 $1.0M 8.4k 120.34
Becton, Dickinson and (BDX) 0.5 $965k 3.8k 254.30
Wal-Mart Stores (WMT) 0.5 $939k 6.6k 142.35
Cisco Systems (CSCO) 0.5 $908k 19k 47.64
Accenture Plc Ireland Shs Class A (ACN) 0.5 $904k 3.4k 266.84
Biogen Idec (BIIB) 0.5 $902k 3.3k 276.92
International Flavors & Fragrances (IFF) 0.5 $856k 8.1k 105.65
Johnson & Johnson (JNJ) 0.4 $820k 4.6k 176.65
Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF) 0.4 $799k 19k 41.54
Medtronic SHS (MDT) 0.4 $749k 9.5k 78.40
Visa Com Cl A (V) 0.4 $734k 3.5k 208.37
Palo Alto Networks (PANW) 0.4 $657k 4.7k 139.54
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.3 $647k 4.8k 135.24
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.3 $634k 15k 41.97
Adobe Systems Incorporated (ADBE) 0.3 $624k 1.9k 336.53
Cognizant Technology Solutio Cl A (CTSH) 0.3 $587k 10k 57.19
Procter & Gamble Company (PG) 0.3 $559k 3.7k 151.56
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $508k 2.7k 191.19
Alphabet Cap Stk Cl C (GOOG) 0.3 $467k 5.3k 88.73
Pepsi (PEP) 0.2 $434k 2.4k 181.81
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $409k 4.2k 96.99
Thermo Fisher Scientific (TMO) 0.2 $345k 626.00 550.99
3M Company (MMM) 0.2 $344k 2.9k 119.92
Invesco Exch Traded Fd Tr Ii Ftse Rafi Emng (PXH) 0.2 $339k 19k 17.62
Invesco Exch Traded Fd Tr Ii Ftse Rafi Sml (PDN) 0.2 $328k 11k 29.62
Ishares Tr Cohen Steer Reit (ICF) 0.2 $319k 5.8k 54.84
Vanguard Index Fds Large Cap Etf (VV) 0.2 $316k 1.8k 174.20
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $316k 7.1k 44.81
Workday Cl A (WDAY) 0.2 $310k 1.9k 167.33
Intuit (INTU) 0.2 $291k 747.00 389.22
Wisdomtree Tr Emer Mkt High Fd (DEM) 0.2 $287k 8.1k 35.64
Amazon (AMZN) 0.2 $285k 3.4k 84.23
Charles Schwab Corporation (SCHW) 0.1 $278k 3.3k 83.25
Palantir Technologies Cl A (PLTR) 0.1 $278k 43k 6.42
Ishares Tr Calif Mun Bd Etf (CMF) 0.1 $275k 4.9k 56.11
Costco Wholesale Corporation (COST) 0.1 $262k 574.00 456.50
Ishares Tr Tips Bd Etf (TIP) 0.1 $254k 2.4k 106.44
Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $251k 1.8k 138.66
Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY) 0.1 $250k 13k 18.67
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $247k 5.2k 47.43
Danaher Corporation (DHR) 0.1 $232k 874.00 265.67
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.1 $227k 3.5k 65.61
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $218k 2.0k 108.21
Ishares Tr National Mun Etf (MUB) 0.1 $213k 2.0k 105.54
NVIDIA Corporation (NVDA) 0.1 $209k 1.4k 146.14
Weave Communications (WEAV) 0.1 $144k 31k 4.58
Tilray Brands Com Cl 2 (TLRY) 0.0 $38k 14k 2.69