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Bridgeworth, Llc

Portfolio Manager
Bridgeworth, Llc
Performance
0% (N/A)
AUM (13F)
$1.01B
# of Holdings
177
Performance Rank
N/A
Allocation (Top 20)
N/A

Bridgeworth, Llc Holdings Map

Top 50 Bridgeworth, Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
DFAC
DIMENSIONAL ETF TRUST
12.09%4.18M$122.2M
-0.99%(-41.95K)
2022-Q4: 1.02M shares2023-Q1: 2.95M shares2023-Q2: 3.77M shares2023-Q3: 4.22M shares2023-Q4: 4.18M shares2023-12-31
SPYG
SPDR SER TR
10.23%1.59M$103.4M
-1.28%(-20.61K)
2022-Q4: 1.54M shares2023-Q1: 1.64M shares2023-Q2: 1.65M shares2023-Q3: 1.61M shares2023-Q4: 1.59M shares2023-12-31
SPLG
SPDR SER TR
8.12%1.47M$82.0M
+0.59%(+8.65K)
2022-Q4: 650.4K shares2023-Q1: 801.2K shares2023-Q2: 867.4K shares2023-Q3: 1.46M shares2023-Q4: 1.47M shares2023-12-31
SPMD
SPDR SER TR
8.09%1.68M$81.8M
-0.10%(-1.74K)
2022-Q4: 1.55M shares2023-Q1: 1.65M shares2023-Q2: 1.69M shares2023-Q3: 1.68M shares2023-Q4: 1.68M shares2023-12-31
DFIC
DIMENSIONAL ETF TRUST
5.58%2.21M$56.4M
+3.10%(+66.41K)
2022-Q4: 170.3K shares2023-Q1: 1.31M shares2023-Q2: 1.84M shares2023-Q3: 2.14M shares2023-Q4: 2.21M shares2023-12-31
SPSM
SPDR SER TR
4.24%1.02M$42.8M
+0.10%(+982)
2022-Q4: 871.6K shares2023-Q1: 929.0K shares2023-Q2: 1.01M shares2023-Q3: 1.01M shares2023-Q4: 1.02M shares2023-12-31
BNDX
VANGUARD CHARLOTTE FDS
4.15%849.0K$41.9M
+0.88%(+7.39K)
2022-Q4: 404.8K shares2023-Q1: 625.8K shares2023-Q2: 751.8K shares2023-Q3: 841.6K shares2023-Q4: 849.0K shares2023-12-31
DFUV
DIMENSIONAL ETF TRUST
3.61%980.6K$36.5M
+41.41%(+287.13K)
2022-Q4: 142.8K shares2023-Q1: 516.8K shares2023-Q2: 655.9K shares2023-Q3: 693.4K shares2023-Q4: 980.6K shares2023-12-31
VOO
VANGUARD INDEX FDS
3.43%79.4K$34.7M
-0.89%(-712)
2022-Q4: 170.4K shares2023-Q1: 162.6K shares2023-Q2: 156.2K shares2023-Q3: 80.1K shares2023-Q4: 79.4K shares2023-12-31
BSV
VANGUARD BD INDEX FDS
3.32%435.0K$33.5M
+4.49%(+18.69K)
2022-Q4: 4.0K shares2023-Q1: 219.9K shares2023-Q2: 303.7K shares2023-Q3: 416.3K shares2023-Q4: 435.0K shares2023-12-31

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