13F-HR filed by BRIDGE GENERATIONS WEALTH MANAGEMENT LLC
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC filed this 13F-HR for the quarter ended 2025-03-31, filed 2025-05-01, with 151 holding rows worth $159,270,320.
- Accession
- 0002056071-25-000004
- Filer
- CIK 2056071
- Filed
- 2025-05-01
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2025
A holdings report, 151 entries on the cover page, a total value of $159,270,320 stated on the cover page (in dollars after the unit check, H1), rows summing to $159,270,320 with VALUE read as dollars as filed, 13F file number 028-25067. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | 25434V708 | US CORE EQUITY 2 | 1,042,578 | $34,394,664 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V609 | US TARGETED VLU | 391,784 | $20,172,960 | dollars as filed | |
| Dimensional Global Real Estate ETF | 25434V658 | COM | 383,891 | $10,080,990 | dollars as filed | |
| ISHARES TR | 464288653 | 10-20 YR TRS ETF | 92,375 | $9,583,935 | dollars as filed | |
| SPDR SERIES TRUST | 78464A672 | ST INTER ETF | 333,042 | $9,518,354 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V732 | EMERGING MKTS CO | 353,779 | $9,360,993 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V583 | GLOB CO PLUS ETF | 167,248 | $8,936,045 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V799 | INTL CORE EQUITY | 293,661 | $8,154,978 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V765 | INTL HIGH PROFIT | 215,285 | $5,799,783 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V831 | US HIGH PROF ETF | 146,772 | $4,864,037 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V724 | US MKTWIDE VALUE | 98,273 | $4,049,831 | dollars as filed | |
| Dimensional International Sm Cp Val ETF | 25434V781 | SHS | 132,480 | $3,857,830 | dollars as filed | |
| ISHARES TR | 464288414 | NATIONAL MUN ETF | 36,461 | $3,844,448 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q647 | MUNICIPAL ETF | 63,288 | $3,164,404 | dollars as filed | |
| Dimensional International Value ETF | 25434V807 | SHS | 75,786 | $2,982,930 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V880 | WORLD EX US CORE | 111,554 | $2,922,717 | dollars as filed | |
| Vanguard Small-Cap Value ETF | 922908611 | SHS | 13,040 | $2,429,265 | dollars as filed | |
| PIMCO ETF TR | 72201R866 | INTER MUN BD ACT | 47,022 | $2,423,997 | dollars as filed | |
| VTI | 922908769 | COM | 7,693 | $2,114,388 | dollars as filed | |
| ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | 464288158 | ETF | 18,025 | $1,903,440 | dollars as filed | |
| ServiceNow,Inc. | 81762P102 | COM | 1,842 | $1,466,490 | dollars as filed | |
| Vanguard Intermediate-Term Corporate Bond ETF | 92206C870 | SHS | 14,915 | $1,219,451 | dollars as filed | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 23,518 | $1,195,411 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V716 | US SUSTAINABILTY | 17,151 | $614,180 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V401 | US EQUI MARK ETF | 8,364 | $505,855 | dollars as filed | |
| ISHARES MSCI EAFE SMALL-CAP ETF | 464288273 | ETF | 6,262 | $397,825 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V690 | INTERNATIONAL | 10,977 | $382,973 | dollars as filed | |
| VanEck High Yield Muni ETF | 92189H409 | SHS | 7,103 | $363,532 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V682 | EMER MARK SU ETF | 10,624 | $357,827 | dollars as filed | |
| iShares MSCI EAFE Value ETF | 464288877 | SHS | 4,961 | $292,402 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V856 | INFLATION PROTE | 3,609 | $151,979 | dollars as filed | |
| VANGUARD STAR FDS | 921909768 | COM | 2,407 | $149,503 | dollars as filed | |
| EA SERIES TRUST | 02072L532 | BRID OMN SMA ETF | 7,375 | $143,370 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V575 | INTL COR FIX ETF | 2,440 | $127,490 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 911 | $127,367 | dollars as filed | |
| SKYWEST INC COM | 830879102 | Stock | 1,000 | $87,370 | dollars as filed | |
| NUCOR CORP COM | 670346105 | Stock | 712 | $85,683 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V823 | US REAL ESTA ETF | 2,867 | $68,149 | dollars as filed | |
| Vanguard Total Bond Market ETF | 921937835 | SHS | 890 | $65,371 | dollars as filed | |
| ZIONS BANCORPORATION | 989701107 | COM | 1,304 | $65,001 | dollars as filed | |
| GLACIER BANCORP INC NEW | 37637Q105 | COM | 1,402 | $61,997 | dollars as filed | |
| Dimensional US Small Cap ETF | 25434V500 | COM | 1,015 | $60,632 | dollars as filed | |
| PUBLIC STORAGE COM | 74460D109 | REIT | 188 | $56,267 | dollars as filed | |
| 3M CO COM | 88579Y101 | Stock | 359 | $52,723 | dollars as filed | |
| NUVEEN ESG LARGE-CAP GROWTH ETF | 67092P201 | ETF | 500 | $39,140 | dollars as filed | |
| PepsiCo,Inc. | 713448108 | COM | 250 | $37,485 | dollars as filed | |
| Schwab U.S. Large-Cap ETF | 808524201 | SHS | 1,592 | $35,141 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 68 | $31,887 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V815 | US SMALL CAP ETF | 1,110 | $31,247 | dollars as filed | |
| INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF | 46137V357 | COM | 166 | $28,767 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524771 | FUNDAMENTAL US L | 1,169 | $27,595 | dollars as filed | |
| VANGUARD SCOTTSDALE FDS | 92206C847 | COM | 387 | $22,296 | dollars as filed | |
| Wells Fargo & Company | 949746101 | COM | 280 | $20,122 | dollars as filed | |
| SPDR INDEX SHS FDS | 78463X863 | ST DOW INTL ETF | 790 | $19,342 | dollars as filed | |
| Vanguard Total International Bond Index Fund ETF | 92203J407 | SHS | 389 | $18,991 | dollars as filed | |
| SPDR SERIES TRUST | 78464a201 | ST STR SP600GRWO | 212 | $17,596 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524755 | FUNDAMENTAL INTL | 463 | $16,722 | dollars as filed | |
| Walt Disney Co | 254687106 | COM | 160 | $15,800 | dollars as filed | |
| MANAGER DIRECTED PORTFOLIOS | 56170L695 | VERT GLB SUST RE | 1,554 | $15,758 | dollars as filed | |
| YUM BRANDS INC COM | 988498101 | Stock | 100 | $15,736 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524763 | FUNDAMENTAL US S | 563 | $15,408 | dollars as filed | |
| Vanguard Mid-Cap Value ETF | 922908512 | SHS | 88 | $14,128 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138E420 | CMN | 283 | $13,369 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 22 | $12,362 | dollars as filed | |
| Vanguard Real Estate | 922908553 | SHS | 129 | $11,685 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524805 | INTL EQTY ETF | 540 | $10,691 | dollars as filed | |
| Schwab U.S. Small-Cap ETF | 808524607 | SHS | 327 | $7,658 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V864 | SHOR DUR FIX ETF | 156 | $7,414 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524748 | FUNDAMENTAL INTL | 201 | $7,293 | dollars as filed | |
| Schwab Fundamental Emerging Markets Equity ETF | 808524730 | SHS | 236 | $7,258 | dollars as filed | |
| SOLVENTUM CORP COM SHS | 83444M101 | Stock | 89 | $6,768 | dollars as filed | |
| YUM CHINA HLDGS INC | 98850P109 | COM | 100 | $5,206 | dollars as filed | |
| Schwab US REIT ETF | 808524847 | SHS | 227 | $4,877 | dollars as filed | |
| iShares Gold Trust | 464285204 | COM | 80 | $4,717 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524706 | EMRG MKTEQ ETF | 156 | $4,312 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524888 | INTL SCEQT ETF | 116 | $4,157 | dollars as filed | |
| Apple Inc | 037833100 | COM | 18 | $3,999 | dollars as filed | |
| Danaher Corporation | 235851102 | COM | 18 | $3,690 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 10 | $3,505 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 19 | $3,182 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138G649 | COM | 16 | $3,089 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 7 | $2,628 | dollars as filed | |
| Vanguard International Dividend Appreciation ETF | 921946810 | SHS | 31 | $2,572 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 6 | $2,199 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 4 | $2,095 | dollars as filed | |
| VANGUARD TAX-EXEMPT BOND ETF | 922907746 | ETF | 41 | $2,035 | dollars as filed | |
| VANGUARD INTL EQUITY INDEX F | 922042676 | COM | 47 | $1,904 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 10 | $1,903 | dollars as filed | |
| SPDR SER TR STATE STR SPDR PORT S&P 500 ETF | 78464A854 | SHS | 28 | $1,842 | dollars as filed | |
| PNC FINL SVCS GROUP INC COM | 693475105 | Stock | 9 | $1,582 | dollars as filed | |
| Accenture Plc Class A | G1151C101 | COM | 5 | $1,561 | dollars as filed | |
| Coca-Cola Company | 191216100 | COM | 21 | $1,505 | dollars as filed | |
| Linde plc | G54950103 | COM | 3 | $1,397 | dollars as filed | |
| Eaton Corp. Plc | G29183103 | COM | 5 | $1,360 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 15 | $1,317 | dollars as filed | |
| JPMORGAN EQUITY PREMIUM INCOME ETF | 46641Q332 | ETF | 21 | $1,200 | dollars as filed | |
| Verizon Communications Inc | 92343V104 | COM | 26 | $1,180 | dollars as filed | |
| IJH | 464287507 | COM | 20 | $1,167 | dollars as filed | |
| Waste Management, Inc. | 94106L109 | COM | 5 | $1,158 | dollars as filed | |
| iShares S&P 500 Value ETF | 464287408 | SHS | 6 | $1,144 | dollars as filed | |
| American Express Company | 025816109 | COM | 4 | $1,077 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 9 | $1,071 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 5 | $1,048 | dollars as filed | |
| Technology Select Sector SPDR Fund | 81369Y803 | SHS | 5 | $1,033 | dollars as filed | |
| Analog Devices,Inc. | 032654105 | COM | 5 | $1,009 | dollars as filed | |
| MGC | 921910873 | COM | 5 | $1,007 | dollars as filed | |
| SELECT SECTOR SPDR TR | 81369Y407 | SBI CONS DISCR | 5 | $988 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 4 | $982 | dollars as filed | |
| Communication Services Select Sector SPDR Fund | 81369Y852 | SHS | 10 | $965 | dollars as filed | |
| Avantis US Small Cap Value ETF | 025072877 | SHS | 11 | $959 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 1 | $946 | dollars as filed | |
| McDonalds Corporation | 580135101 | COM | 3 | $938 | dollars as filed | |
| ATMOS ENERGY CORP COM | 049560105 | Stock | 6 | $928 | dollars as filed | |
| PACER FDS TR | 69374H873 | DEVELOPED MRKT | 28 | $880 | dollars as filed | |
| GLOBAL X FDS | 37954Y673 | US INFR DEV ETF | 23 | $868 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46654Q781 | EQUITY FOCUS ETF | 13 | $828 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 1 | $826 | dollars as filed | |
| VANGUARD RUSSELL 2000 GROWTH ETF | 92206C623 | ETF | 4 | $746 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 4 | $682 | dollars as filed | |
| DONALDSON INC COM | 257651109 | Stock | 10 | $671 | dollars as filed | |
| BEST BUY INC COM | 086516101 | Stock | 9 | $663 | dollars as filed | |
| Honeywell Technologies | 438516106 | COM | 3 | $636 | dollars as filed | |
| MATTHEWS ASIA FDS | 577125792 | EMER MARK EX ETF | 21 | $588 | dollars as filed | |
| INNOVATOR ETFS TRUST | 45782C714 | EMRGNG MKT JULY | 23 | $582 | dollars as filed | |
| FIRST TR EXCHANGE TRADED FD | 33734X846 | NASDAQ CYB ETF | 9 | $567 | dollars as filed | |
| NOVARTIS AG SPONSORED ADR | 66987V109 | ADR | 5 | $558 | dollars as filed | |
| PACER FDS TR | 69374H881 | US CASH COWS 100 | 10 | $548 | dollars as filed | |
| Goldman Sachs Group,Inc. | 38141G104 | COM | 1 | $547 | dollars as filed | |
| Merck & Co.,Inc. | 58933Y105 | COM | 6 | $539 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 3 | $502 | dollars as filed | |
| ZOETIS INC CL A | 98978V103 | Stock | 3 | $494 | dollars as filed | |
| ROLLINS INC COM | 775711104 | Stock | 9 | $487 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V872 | CORE FIXE IN ETF | 11 | $463 | dollars as filed | |
| American Tower Corporation | 03027X100 | COM | 2 | $436 | dollars as filed | |
| DIGITAL RLTY TR INC COM | 253868103 | REIT | 3 | $430 | dollars as filed | |
| FORTINET INC COM | 34959E109 | Stock | 4 | $386 | dollars as filed | |
| Wisdomtree Equity Premium Income Fund | 97717X560 | COM | 12 | $374 | dollars as filed | |
| TJX Companies Inc | 872540109 | COM | 3 | $366 | dollars as filed | |
| CROWDSTRIKE HLDGS INC | 22788C105 | COM | 1 | $353 | dollars as filed | |
| Intercontinental Exchange,Inc. | 45866F104 | COM | 2 | $345 | dollars as filed | |
| INVESCO ACTVELY MNGD ETC FD | 46090F100 | OPTIMUM YIELD | 25 | $341 | dollars as filed | |
| Prologis,Inc. | 74340W103 | COM | 3 | $336 | dollars as filed | |
| PACER INDUSTRIAL REAL ESTATE ETF | 69374H766 | ETF | 9 | $333 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 2 | $332 | dollars as filed | |
| ISHARES INC | 46434G764 | MSCI EMRG CHN | 6 | $331 | dollars as filed | |
| Automatic Data Processing,Inc. | 053015103 | COM | 1 | $306 | dollars as filed | |
| Mondelez International,Inc. Class A | 609207105 | COM | 4 | $272 | dollars as filed | |
| MATTHEWS ASIA FDS | 577125834 | CHINA ACTIVE ETF | 10 | $244 | dollars as filed | |
| GLOBAL X FDS | 37954Y855 | LITHIUM BTRY ETF | 6 | $233 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 1 | $155 | dollars as filed | |
| NextEra Energy,Inc. | 65339F101 | COM | 2 | $142 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0002056071-25-000004 | this filing | 2025-05-01 | acceptance time not in the bulk data set |