Three Bridge Wealth Advisors

Three Bridge Wealth Advisors as of March 31, 2024

Portfolio Holdings for Three Bridge Wealth Advisors

Three Bridge Wealth Advisors holds 92 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Msci Acwi Etf (ACWI) 16.9 $43M 389k 110.13
Coinbase Global Com Cl A (COIN) 13.0 $33M 124k 265.12
Spdr S&p 500 Etf Tr Tr Unit (SPY) 7.2 $18M 35k 524.67
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 4.3 $11M 98k 110.50
Vanguard Index Fds S&p 500 Etf Shs (VOO) 3.6 $9.3M 19k 480.69
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) 3.0 $7.7M 197k 39.28
Ishares Gold Tr Ishares New (IAU) 3.0 $7.7M 183k 42.01
Meta Platforms Cl A (META) 2.9 $7.5M 15k 485.58
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.7 $6.9M 166k 41.77
Ishares Tr Rus Mid Cap Etf (IWR) 2.5 $6.5M 77k 84.09
Spdr Gold Tr Gold Shs (GLD) 2.5 $6.3M 30k 205.72
Ishares Tr Msci Emg Mkt Etf (EEM) 2.3 $5.9M 143k 41.08
Ishares Tr Rus 1000 Grw Etf (IWF) 2.3 $5.8M 17k 337.05
Invesco Qqq Tr Unit Ser 1 (QQQ) 2.3 $5.7M 13k 444.58
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 2.2 $5.5M 109k 50.74
Maplebear (CART) 1.5 $3.9M 105k 37.29
Roblox Corp Cl A (RBLX) 1.3 $3.3M 86k 38.18
Alphabet Cap Stk Cl A (GOOGL) 1.1 $2.8M 19k 150.93
Apple (AAPL) 1.1 $2.8M 16k 171.48
Microsoft Corporation (MSFT) 1.1 $2.7M 6.5k 420.75
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.9 $2.4M 24k 100.54
Oracle Corporation (ORCL) 0.9 $2.3M 19k 125.61
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.9 $2.3M 59k 38.47
Raytheon Technologies Corp (RTX) 0.9 $2.2M 23k 97.53
Walt Disney Company (DIS) 0.9 $2.2M 18k 122.36
Gitlab Class A Com (GTLB) 0.8 $2.1M 37k 58.32
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.8 $2.1M 5.0k 420.52
NVIDIA Corporation (NVDA) 0.8 $2.0M 2.2k 903.56
Unilever Spon Adr New (UL) 0.7 $1.9M 38k 50.19
Ishares Tr Msci Eafe Etf (EFA) 0.7 $1.9M 24k 79.86
Novo-nordisk A S Adr (NVO) 0.7 $1.7M 13k 129.33
Medtronic SHS (MDT) 0.6 $1.5M 18k 87.84
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.5 $1.3M 18k 73.15
Palo Alto Networks (PANW) 0.5 $1.3M 4.5k 284.13
General Dynamics Corporation (GD) 0.5 $1.2M 4.3k 282.49
Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF) 0.5 $1.2M 24k 49.65
Visa Com Cl A (V) 0.5 $1.2M 4.2k 279.08
Home Depot (HD) 0.5 $1.2M 3.0k 383.60
Intuit (INTU) 0.4 $1.1M 1.6k 650.00
Nike CL B (NKE) 0.4 $1.0M 11k 94.35
Palantir Technologies Cl A (PLTR) 0.4 $995k 43k 23.01
Johnson & Johnson (JNJ) 0.3 $878k 5.6k 158.19
Wal-Mart Stores (WMT) 0.3 $875k 15k 60.38
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.3 $828k 17k 49.19
Diageo Spon Adr New (DEO) 0.3 $821k 5.5k 150.23
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.3 $813k 5.2k 155.91
Alphabet Cap Stk Cl C (GOOG) 0.3 $801k 5.3k 152.26
Ishares Tr Russell 2000 Etf (IWM) 0.3 $798k 3.8k 210.30
Pepsi (PEP) 0.3 $770k 4.4k 176.28
Starbucks Corporation (SBUX) 0.3 $762k 8.3k 91.39
Adobe Systems Incorporated (ADBE) 0.3 $722k 1.4k 504.60
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.3 $686k 14k 50.17
Accenture Plc Ireland Shs Class A (ACN) 0.3 $672k 1.9k 346.61
Ishares Tr Calif Mun Bd Etf (CMF) 0.3 $671k 12k 57.54
Cisco Systems (CSCO) 0.3 $655k 13k 49.91
3M Company (MMM) 0.3 $655k 6.2k 106.07
Amazon (AMZN) 0.2 $610k 3.4k 180.38
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $605k 2.3k 259.90
Procter & Gamble Company (PG) 0.2 $584k 3.6k 162.25
Biogen Idec (BIIB) 0.2 $545k 2.5k 215.63
C H Robinson Worldwide Com New (CHRW) 0.2 $511k 6.7k 76.75
Workday Cl A (WDAY) 0.2 $505k 1.9k 272.75
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.2 $478k 5.9k 80.51
Ishares Tr Core S&p Us Gwt (IUSG) 0.2 $478k 4.1k 117.21
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $439k 11k 39.02
Vanguard Index Fds Large Cap Etf (VV) 0.2 $435k 1.8k 239.76
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $427k 2.3k 182.61
Costco Wholesale Corporation (COST) 0.2 $421k 574.00 732.63
JPMorgan Chase & Co. (JPM) 0.2 $409k 2.0k 200.30
Becton, Dickinson and (BDX) 0.2 $391k 1.6k 247.45
Weave Communications (WEAV) 0.1 $360k 31k 11.48
Thermo Fisher Scientific (TMO) 0.1 $350k 601.00 581.60
Invesco Exch Traded Fd Tr Ii Ftse Rafi Sml (PDN) 0.1 $347k 11k 32.88
Select Sector Spdr Tr Technology (XLK) 0.1 $345k 1.7k 208.27
salesforce (CRM) 0.1 $319k 1.1k 301.58
Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $284k 1.8k 158.79
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $279k 1.1k 249.86
Bank of America Corporation (BAC) 0.1 $277k 7.3k 37.92
Goldman Sachs (GS) 0.1 $269k 644.00 417.69
Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY) 0.1 $266k 13k 20.46
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.1 $256k 3.8k 67.34
Ishares Tr Us Treas Bd Etf (GOVT) 0.1 $246k 11k 22.77
Coca-Cola Company (KO) 0.1 $238k 3.9k 61.67
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $233k 3.8k 61.05
Ishares Tr Jpmorgan Usd Emg (EMB) 0.1 $230k 2.6k 89.67
Phillips Edison & Co Common Stock (PECO) 0.1 $224k 6.2k 35.97
Ishares Tr Core Msci Pac (IPAC) 0.1 $216k 3.4k 63.31
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $213k 2.8k 76.66
Charles Schwab Corporation (SCHW) 0.1 $211k 2.9k 72.33
Matterport Com Cl A (MTTR) 0.0 $70k 31k 2.26
Tilray (TLRY) 0.0 $25k 10k 2.47
Vaxxinity Com Cl A (VAXX) 0.0 $10k 14k 0.72