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BGWM
Bridge Generations Wealth Management Portfolio holdings
AUM
$196M
1-Year Est. Return
14.54%
This Fund
S&P 500
This Quarter
Est. Return
-3.96%
1 Year Est. Return
+14.54%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$151M
AUM Growth
–
Cap. Flow
+$156M
Cap. Flow
% of AUM
103.17%
Top 10 Holdings %
Top 10 Hldgs %
85.17%
Holding
97
New
97
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Dimensional US Core Equity 2 ETF
DFAC
|
+$36.3M |
| 2 |
iShares 10-20 Year Treasury Bond ETF
TLH
|
+$21.7M |
| 3 |
Dimensional US Targeted Value ETF
DFAT
|
+$21.6M |
| 4 |
Dimensional Global Real Estate ETF
DFGR
|
+$10.8M |
| 5 |
Dimensional Global Core Plus Fixed Income ETF
DFGP
|
+$9.88M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 0.1% |
| 2 | Industrials | 0.07% |
| 3 | Financials | 0.06% |
| 4 | Materials | 0.05% |
| 5 | Real Estate | 0.04% |
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Bridge Generations Wealth Management's Q4 2024 Portfolio in Review
Q4 2024 is the first quarter with a 13F filing on record for Bridge Generations Wealth Management, which disclosed 97 positions worth $151M. Its ten largest holdings account for 85% of the portfolio.
Its largest position is Dimensional US Core Equity 2 ETF: 1,030,895 shares worth $35.7M.
By sector, the portfolio is most concentrated in Technology at 0.1% of assets, followed by Industrials and Financials.
- Bridge Generations Wealth Management's largest Q4 2024 buy was Dimensional US Core Equity 2 ETF: 1,030,895 shares worth $35.7M.
- Bridge Generations Wealth Management's ten largest holdings make up 85% of its $151M portfolio in Q4 2024.
- Bridge Generations Wealth Management disclosed 97 positions in Q4 2024, its first 13F filing on record.
Based on Bridge Generations Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.