StockDriftsStockDriftsTop 32 Bridge Generations Wealth Management Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 17.32% | 777.4K | $30.2M | +2.48%(+18.80K) | $34.55(+25.10%) | 2026-03-31 | |
| DFAT | DIMENSIONAL ETF TRUST | 11.12% | 310.5K | $19.4M | +3.04%(+9.17K) | $55.81(+17.97%) | 2026-03-31 | |
| SPTI | SPDR SERIES TRUST | 10.86% | 660.9K | $18.9M | +10.41%(+62.32K) | $28.52(-0.47%) | 2026-03-31 | |
| MUB | ISHARES TR | 7.55% | 124.0K | $13.2M | +30.25%(+28.80K) | $106.67(-0.03%) | 2026-03-31 | |
| DFGR | DIMENSIONAL ETF TRUST | 5.48% | 359.7K | $9.6M | +3.41%(+11.86K) | $27.17(+5.87%) | 2026-03-31 | |
| DFGP | DIMENSIONAL ETF TRUST | 5.02% | 162.2K | $8.8M | +1.66%(+2.65K) | $53.99(+0.68%) | 2026-03-31 | |
| DFIC | DIMENSIONAL ETF TRUST | 5% | 245.6K | $8.7M | -0.15%(-358) | $27.03(+40.88%) | 2026-03-31 | |
| DFEM | DIMENSIONAL ETF TRUST | 4.92% | 248.4K | $8.6M | -0.06%(-156) | $27.17(+48.73%) | 2026-03-31 | |
| DUHP | DIMENSIONAL ETF TRUST | 3.51% | 166.6K | $6.1M | +9.26%(+14.12K) | $34.39(+16.03%) | 2026-03-31 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 3.32% | 69.9K | $5.8M | +36.67%(+18.76K) | $82.84(-0.34%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.37% | +34.46% |
| Top 20 Holdings Unweighted | +9.97% | +32.98% |
Sign up free to track Bridge Generations Wealth Management Llc, compare funds side by side, and get alerts the moment positions change.