Top 50 Tribridge Partners Financial Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CGGR | CAPITAL GROUP GROWTH ETF | 10.96% | 655.5K | $26.5M | +3.64%(+23.02K) | $38.62(+16.90%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 10.05% | 40.3K | $24.3M | +2.64%(+1.04K) | $551.91(+20.54%) | 2026-03-31 | |
| CGCV | CAPITAL GROUP CONSERVATIVE E | 9.8% | 794.0K | $23.7M | +4.75%(+36.01K) | $28.40(+10.73%) | 2026-03-31 | |
| VO | VANGUARD INDEX FDS | 7.22% | 60.2K | $17.5M | +3.67%(+2.13K) | $68.47(+13.48%) | 2026-03-31 | |
| VB | VANGUARD INDEX FDS | 6.81% | 62.1K | $16.4M | +3.24%(+1.95K) | $235.07(+21.96%) | 2026-03-31 | |
| CGCP | CAPITAL GRP FIXED INCM ETF T | 6.42% | 692.8K | $15.5M | +2.09%(+14.17K) | $22.51(-0.75%) | 2026-03-31 | |
| VXUS | VANGUARD STAR FDS | 6.11% | 190.6K | $14.8M | +5.30%(+9.59K) | $67.60(+23.38%) | 2026-03-31 | |
| BND | VANGUARD BD INDEX FDS | 6.04% | 198.5K | $14.6M | +1.26%(+2.46K) | $73.63(-0.53%) | 2026-03-31 | |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | 5.41% | 442.5K | $13.1M | +4.22%(+17.92K) | $26.78(+21.46%) | 2026-03-31 | |
| BSV | VANGUARD BD INDEX FDS | 4.44% | 137.3K | $10.7M | -0.38%(-520) | $78.56(-0.72%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +4.38% | +13.73% |
| Top 20 Holdings Unweighted | +3.20% | +9.92% |
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