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Livermore
Livermore
ZHEN

Bridge Generations Wealth Management LLC

SEC CIK
0002056071
Latest filing
Jul 20, 2026

Holdings in Q1 2025

Holdings as of Mar 31, 2025, filed May 1, 2025. Long positions only; changes compare share counts with Q4 2024.

Institution overview
Positions
151
+54 vs. Q4 2024
Portfolio value
$159.3M
+$7.86M (+5.2%) vs. Q4 2024
Filed
May 1, 2025
SEC
Holdings of Bridge Generations Wealth Management LLC in Q1 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
Dimensional U.S. Core Equity 2 ETF25434V708ETF1,042,578$34.4M21.6%+11,683+1.1%Added–
Dimensional U.S. Targeted Value ETF25434V609ETF391,784$20.2M12.7%+14,159+3.7%Added–
Dimensional ETF Trust25434V658GLOBAL REAL EST383,891$10.1M6.3%−8,368−2.1%Reduced–
iShares Tr46428865310-20 YR TRS ETF92,375$9.58M6.0%−117,823−56.1%Reduced–
SPDR Series Trust78464A672ST INTER ETF333,042$9.52M6.0%+333,042New–
Dimensional ETF Trust25434V732EMERGING MKTS CO353,779$9.36M5.9%−5,601−1.6%Reduced–
Dimensional ETF Trust25434V583GLOB CO PLUS ETF167,248$8.94M5.6%−15,499−8.5%Reduced–
Dimensional ETF Trust25434V799INTL CORE EQUITY293,661$8.15M5.1%−9,115−3.0%Reduced–
Dimensional ETF Trust25434V765INTL HIGH PROFIT215,285$5.80M3.6%−8,885−4.0%Reduced–
Dimensional ETF Trust25434V831US HIGH PROF ETF146,772$4.86M3.1%+5,917+4.2%Added–
Dimensional ETF Trust25434V724US MKTWIDE VALUE98,273$4.05M2.5%−241−0.2%Reduced–
Dimensional ETF Trust25434V781INTL SMALL CAP V132,480$3.86M2.4%−2,521−1.9%Reduced–
iShares Tr464288414NATIONAL MUN ETF36,461$3.84M2.4%+966+2.7%Added–
J P Morgan Exchange Traded F46641Q647MUNICIPAL ETF63,288$3.16M2.0%+63,288New–
Dimensional ETF Trust25434V807INTERNATNAL VAL75,786$2.98M1.9%−1,401−1.8%Reduced–
Dimensional World Ex U.S. Core Equity 2 ETF25434V880ETF111,554$2.92M1.8%−7,481−6.3%Reduced–
Vanguard Morningstar Small-Cap Value ETF922908611ETF13,040$2.43M1.5%−1,020−7.3%Reduced–
PIMCO ETF Tr72201R866INTER MUN BD ACT47,022$2.42M1.5%+47,022New–
Vanguard Morningstar Total Stock Market ETF922908769ETF7,693$2.11M1.3%+6,603+605.8%Added–
iShares Tr464288158SHRT NAT MUN ETF18,025$1.90M1.2%00.0%Unchanged–
NOWServiceNow, Inc.Stock1,842$1.47M0.9%+1,842NewHistory
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF14,915$1.22M0.8%+14,915New–
Vanguard Ftse Developed Markets ETF921943858ETF23,518$1.20M0.8%+22,055+1,507.5%Added–
Dimensional ETF Trust25434V716US SUSTAINABILTY17,151$614.2K0.4%−15−0.1%Reduced–
Dimensional ETF Trust25434V401US EQUI MARK ETF8,364$505.9K0.3%00.0%Unchanged–
iShares Tr464288273EAFE SML CP ETF6,262$397.8K0.2%−914−12.7%Reduced–
Dimensional ETF Trust25434V690INTERNATIONAL10,977$383.0K0.2%−182−1.6%Reduced–
VanEck ETF Trust92189H409HIGH YLD MUNIETF7,103$363.5K0.2%−657−8.5%Reduced–
Dimensional ETF Trust25434V682EMER MARK SU ETF10,624$357.8K0.2%−129−1.2%Reduced–
iShares Tr464288877EAFE VALUE ETF4,961$292.4K0.2%00.0%Unchanged–
Dimensional ETF Trust25434V856INFLATION PROTE3,609$152.0K0.1%−43−1.2%Reduced–
Vanguard Star FDS921909768VG TL INTL STK F2,407$149.5K0.1%+2,372+6,777.1%Added–
Ea Series Trust02072L532BRID OMN SMA ETF7,375$143.4K0.1%−1,348−15.5%Reduced–
Dimensional ETF Trust25434V575INTL COR FIX ETF2,440$127.5K0.1%+2,440New–
ORCLOracle CorpStock911$127.4K0.1%+11+1.2%AddedHistory
SKYWSkywest IncCOM1,000$87.4K0.1%00.0%UnchangedHistory
NUENucor CorpCOM712$85.7K0.1%00.0%UnchangedHistory
Dimensional ETF Trust25434V823US REAL ESTA ETF2,867$68.1K<0.1%00.0%Unchanged–
Vanguard Total Bond Market ETF921937835ETF890$65.4K<0.1%+890New–
ZIONZions Bancorporation, National AssociationCOM1,304$65.0K<0.1%+1,304NewHistory
GBCIGlacier Bancorp, Inc.COM1,402$62.0K<0.1%00.0%UnchangedHistory
Dimensional U.S. Small Cap ETF25434V500ETF1,015$60.6K<0.1%00.0%Unchanged–
PSAPublic StorageCOM188$56.3K<0.1%00.0%UnchangedHistory
MMM3M CoStock359$52.7K<0.1%+359NewHistory
Nushares ETF Tr67092P201NUVEEN ESG LRGCP500$39.1K<0.1%+500New–
PEPPepsiCo IncStock250$37.5K<0.1%00.0%UnchangedHistory
Schwab U.S. Large-Cap ETF808524201ETF1,592$35.1K<0.1%+1,122+238.7%Added–
Invesco QQQ Trust Series I46090E103ETF68$31.9K<0.1%00.0%Unchanged–
Dimensional ETF Trust25434V815US SMALL CAP ETF1,110$31.2K<0.1%+1,110New–
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT166$28.8K<0.1%00.0%Unchanged–
Schwab Fundamental U.S. Large Company ETF808524771ETF1,169$27.6K<0.1%+738+171.2%Added–
Vanguard Long-Term Treasury ETF92206C847ETF387$22.3K<0.1%−538−58.2%Reduced–
WFCWells Fargo & CompanyStock280$20.1K<0.1%00.0%UnchangedHistory
SPDR Index Shs FDS78463X863ST DOW INTL ETF790$19.3K<0.1%+395+100.0%Added–
Vanguard Total International Bond ETF92203J407ETF389$19.0K<0.1%+389New–
SPDR Series Trust78464A201ST STR SP600GRWO212$17.6K<0.1%+212New–
Schwab Fundamental International Equity ETF808524755ETF463$16.7K<0.1%+248+115.3%Added–
DISWalt Disney CoStock160$15.8K<0.1%00.0%UnchangedHistory
Manager Directed Portfolios56170L695VERT GLB SUST RE1,554$15.8K<0.1%−123−7.3%Reduced–
YUMYum Brands IncStock100$15.7K<0.1%00.0%UnchangedHistory
Schwab Fundamental U.S. Small Company ETF808524763ETF563$15.4K<0.1%+346+159.4%Added–
Vanguard Morningstar Mid-Cap Value ETF922908512ETF88$14.1K<0.1%00.0%Unchanged–
Invesco Exch Traded FD Tr II46138E420RUSEL 1000 EQL283$13.4K<0.1%00.0%Unchanged–
iShares Core S&P 500 ETF464287200ETF22$12.4K<0.1%00.0%Unchanged–
Vanguard Real Estate ETF922908553ETF129$11.7K<0.1%00.0%Unchanged–
Schwab International Equity ETF808524805ETF540$10.7K<0.1%+266+97.1%Added–
Schwab U.S. Small-Cap ETF808524607ETF327$7.66K<0.1%+164+100.6%Added–
Dimensional ETF Trust25434V864SHOR DUR FIX ETF156$7.41K<0.1%+103+194.3%Added–
Schwab Fundamental International Small Equity ETF808524748ETF201$7.29K<0.1%+107+113.8%Added–
Schwab Fundamental Emerging Markets Equity ETF808524730ETF236$7.26K<0.1%+115+95.0%Added–
SOLVSolventum CorpStock89$6.77K<0.1%+89NewHistory
YUMCYum China Holdings, Inc.COM100$5.21K<0.1%00.0%UnchangedHistory
Schwab U.S. REIT ETF808524847ETF227$4.88K<0.1%+138+155.1%Added–
IAUiShares Gold TrustETF80$4.72K<0.1%+80NewHistory
Schwab Emerging Markets Equity ETF808524706ETF156$4.31K<0.1%+77+97.5%Added–
Schwab International Small-Cap Equity ETF808524888ETF116$4.16K<0.1%+53+84.1%Added–
AAPLApple Inc.Stock18$4.00K<0.1%+18NewHistory
DHRDanaher CorpStock18$3.69K<0.1%+18NewHistory
VVisa Inc.Stock10$3.50K<0.1%+9+900.0%AddedHistory
AVGOBroadcom Inc.Stock19$3.18K<0.1%+16+533.3%AddedHistory
Invesco Nasdaq 100 ETF46138G649ETF16$3.09K<0.1%00.0%Unchanged–
MSFTMicrosoft CorpStock7$2.63K<0.1%+6+600.0%AddedHistory
Vanguard Whitehall FDS921946810INTL DVD ETF31$2.57K<0.1%+24+342.9%Added–
HDHome Depot, Inc.Stock6$2.20K<0.1%+6NewHistory
UNHUnitedHealth Group IncStock4$2.10K<0.1%+4NewHistory
Vanguard Mun BD FDS922907746TAX EXEMPT BD41$2.04K<0.1%−23−35.9%Reduced–
Vanguard Intl Equity Index F922042676GLB EX US ETF47$1.90K<0.1%+21+80.8%Added–
AMZNAmazon Com IncStock10$1.90K<0.1%00.0%UnchangedHistory
State Street SPDR Portfolio S&P 500 ETF78464A854ETF28$1.84K<0.1%00.0%Unchanged–
PNCPNC Financial Services Group, Inc.Stock9$1.58K<0.1%+9NewHistory
ACNAccenture plcStock5$1.56K<0.1%+5NewHistory
KOCoca Cola CoStock21$1.50K<0.1%+21NewHistory
LINLinde PLCStock3$1.40K<0.1%+3NewHistory
ETNEaton Corp plcStock5$1.36K<0.1%+5NewHistory
WMTWalmart Inc.Stock15$1.32K<0.1%+15NewHistory
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM21$1.20K<0.1%+21New–
VZVerizon Communications IncStock26$1.18K<0.1%+26NewHistory
iShares Core S&P Mid-Cap ETF464287507ETF20$1.17K<0.1%00.0%Unchanged–
WMWaste Management IncStock5$1.16K<0.1%+5NewHistory
iShares S&P 500 Value ETF464287408ETF6$1.14K<0.1%00.0%Unchanged–