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Tribridge Partners Financial Llc

Portfolio Manager
Tribridge Partners Financial LLC
Performance
-2.91% (2026 Q1)
AUM (13F)
$241.66M
# of Holdings
80
Performance Rank
Allocation (Top 20)
90.26%

Tribridge Partners Financial Llc Holdings Map

Top 50 Tribridge Partners Financial Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
CGGR
CAPITAL GROUP GROWTH ETF
10.96%655.5K$26.5M
+3.64%(+23.02K)
2025-Q1: 0 shares2025-Q2: 513.6K shares2025-Q3: 596.4K shares2025-Q4: 632.5K shares2026-Q1: 655.5K shares
$38.62(+16.90%)
2026-03-31
VOO
VANGUARD INDEX FDS
10.05%40.3K$24.3M
+2.64%(+1.04K)
2025-Q1: 0 shares2025-Q2: 31.9K shares2025-Q3: 37.4K shares2025-Q4: 39.2K shares2026-Q1: 40.3K shares
$551.91(+20.54%)
2026-03-31
CGCV
CAPITAL GROUP CONSERVATIVE E
9.8%794.0K$23.7M
+4.75%(+36.01K)
2025-Q1: 0 shares2025-Q2: 543.2K shares2025-Q3: 694.0K shares2025-Q4: 758.0K shares2026-Q1: 794.0K shares
$28.40(+10.73%)
2026-03-31
VO
VANGUARD INDEX FDS
7.22%60.2K$17.5M
+3.67%(+2.13K)
2025-Q1: 0 shares2025-Q2: 43.7K shares2025-Q3: 54.3K shares2025-Q4: 58.1K shares2026-Q1: 60.2K shares
$68.47(+13.48%)
2026-03-31
VB
VANGUARD INDEX FDS
6.81%62.1K$16.4M
+3.24%(+1.95K)
2025-Q1: 0 shares2025-Q2: 44.5K shares2025-Q3: 56.1K shares2025-Q4: 60.2K shares2026-Q1: 62.1K shares
$235.07(+21.96%)
2026-03-31
CGCP
CAPITAL GRP FIXED INCM ETF T
6.42%692.8K$15.5M
+2.09%(+14.17K)
2025-Q1: 0 shares2025-Q2: 478.4K shares2025-Q3: 590.0K shares2025-Q4: 678.6K shares2026-Q1: 692.8K shares
$22.51(-0.75%)
2026-03-31
VXUS
VANGUARD STAR FDS
6.11%190.6K$14.8M
+5.30%(+9.59K)
2025-Q1: 0 shares2025-Q2: 143.5K shares2025-Q3: 169.1K shares2025-Q4: 181.0K shares2026-Q1: 190.6K shares
$67.60(+23.38%)
2026-03-31
BND
VANGUARD BD INDEX FDS
6.04%198.5K$14.6M
+1.26%(+2.46K)
2025-Q1: 0 shares2025-Q2: 148.8K shares2025-Q3: 173.8K shares2025-Q4: 196.1K shares2026-Q1: 198.5K shares
$73.63(-0.53%)
2026-03-31
CGXU
CAPITAL GROUP INTL FOCUS EQT
5.41%442.5K$13.1M
+4.22%(+17.92K)
2025-Q1: 0 shares2025-Q2: 320.3K shares2025-Q3: 387.9K shares2025-Q4: 424.6K shares2026-Q1: 442.5K shares
$26.78(+21.46%)
2026-03-31
BSV
VANGUARD BD INDEX FDS
4.44%137.3K$10.7M
-0.38%(-520)
2025-Q1: 0 shares2025-Q2: 101.9K shares2025-Q3: 122.5K shares2025-Q4: 137.8K shares2026-Q1: 137.3K shares
$78.56(-0.72%)
2026-03-31

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