Three Bridge Wealth Advisors, LLC
- SEC CIK
- 0001950962
- 最新申報
- 2026/7/27
2022 年第 1 季持倉
持倉截至 2022/3/31，2023/2/14 申報。只含多頭部位。
- 持股檔數
- 87
- 2021 年第 4 季沒有申報
- 總值
- $3.58 億
- 2021 年第 4 季沒有申報
Three Bridge Wealth Advisors, LLC 沒有申報 2021 年第 4 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AFRMAffirm Holdings, Inc. | COM CL A | 3,261,652 | $1.51 億 | 42.2% | – | – | 歷史 |
| iShares Tr464288257 | MSCI ACWI ETF | 398,706 | $3,978 萬 | 11.1% | – | – | – |
| COINCoinbase Global, Inc. | COM CL A | 161,416 | $3,065 萬 | 8.6% | – | – | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 203,501 | $918.8 萬 | 2.6% | – | – | – |
| GLDSPDR Gold Trust | ETF | 47,950 | $866.2 萬 | 2.4% | – | – | 歷史 |
| GTLBGitlab Inc. | CLASS A COM | 141,532 | $770.6 萬 | 2.2% | – | – | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 161,882 | $746.8 萬 | 2.1% | – | – | – |
| Invesco Exchange Traded FD T46137V597 | RAFI US 1500 | 36,850 | $673.1 萬 | 1.9% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 12,413 | $562.7 萬 | 1.6% | – | – | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 70,811 | $552.6 萬 | 1.5% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 12,732 | $462.1 萬 | 1.3% | – | – | – |
| IAUiShares Gold Trust | ETF | 114,573 | $422.0 萬 | 1.2% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 21,458 | $374.7 萬 | 1.0% | – | – | 歷史 |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 33,573 | $336.3 萬 | 0.9% | – | – | – |
| DOCUDocuSign, Inc. | Stock | 29,382 | $314.7 萬 | 0.9% | – | – | 歷史 |
| ORCLOracle Corp | Stock | 36,155 | $299.1 萬 | 0.8% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 8,712 | $268.6 萬 | 0.8% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 10,210 | $227.0 萬 | 0.6% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 798 | $222.0 萬 | 0.6% | – | – | 歷史 |
| RTXRTX Corp | Stock | 22,355 | $221.5 萬 | 0.6% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 6,202 | $218.9 萬 | 0.6% | – | – | 歷史 |
| CHRWC. H. Robinson Worldwide, Inc. | COM NEW | 19,977 | $216.3 萬 | 0.6% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 14,850 | $203.7 萬 | 0.6% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 10,220 | $174.6 萬 | 0.5% | – | – | – |
| GDGeneral Dynamics Corp | Stock | 6,960 | $167.9 萬 | 0.5% | – | – | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 22,020 | $162.1 萬 | 0.5% | – | – | – |
| INTUIntuit Inc. | Stock | 3,349 | $161.0 萬 | 0.5% | – | – | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 3,855 | $160.1 萬 | 0.4% | – | – | – |
| NVONovo Nordisk A S | ADR | 13,691 | $153.4 萬 | 0.4% | – | – | 歷史 |
| NKENIKE, Inc. | Stock | 11,022 | $148.6 萬 | 0.4% | – | – | 歷史 |
| MDTMedtronic plc | Stock | 13,272 | $148.1 萬 | 0.4% | – | – | 歷史 |
| ADBEAdobe Inc. | Stock | 3,097 | $141.1 萬 | 0.4% | – | – | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 30,373 | $138.4 萬 | 0.4% | – | – | 歷史 |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 26,535 | $134.4 萬 | 0.4% | – | – | – |
| IFFInternational Flavors & Fragrances Inc | COM | 9,646 | $127.4 萬 | 0.4% | – | – | 歷史 |
| SBUXStarbucks Corp | Stock | 13,922 | $126.6 萬 | 0.4% | – | – | 歷史 |
| CTSHCognizant Technology Solutions Corp | CL A | 13,200 | $118.4 萬 | 0.3% | – | – | 歷史 |
| VVisa Inc. | Stock | 5,318 | $117.9 萬 | 0.3% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 3,875 | $116.0 萬 | 0.3% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 20,677 | $115.3 萬 | 0.3% | – | – | 歷史 |
| ACNAccenture plc | Stock | 3,318 | $111.9 萬 | 0.3% | – | – | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 22,327 | $107.2 萬 | 0.3% | – | – | – |
| BDXBecton Dickinson & Co | Stock | 4,004 | $106.5 萬 | 0.3% | – | – | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 1,702 | $106.0 萬 | 0.3% | – | – | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 3,365 | $93.4 萬 | 0.3% | – | – | – |
| JNJJohnson & Johnson | Stock | 5,101 | $90.4 萬 | 0.3% | – | – | 歷史 |
| BIIBBiogen Inc. | COM | 4,182 | $88.1 萬 | 0.2% | – | – | 歷史 |
| Invesco Exch Traded FD Tr II46138E743 | RAFI DVLPD MRKTS | 18,759 | $86.5 萬 | 0.2% | – | – | – |
| AMZNAmazon Com Inc | Stock | 233 | $76.0 萬 | 0.2% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 263 | $73.5 萬 | 0.2% | – | – | 歷史 |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 4,786 | $71.6 萬 | 0.2% | – | – | – |
| MMM3M Co | Stock | 4,779 | $71.1 萬 | 0.2% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 4,047 | $67.7 萬 | 0.2% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 4,183 | $63.9 萬 | 0.2% | – | – | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 43,221 | $59.3 萬 | 0.2% | – | – | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,601 | $59.2 萬 | 0.2% | – | – | – |
| WMTWalmart Inc. | Stock | 3,789 | $56.6 萬 | 0.2% | – | – | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 11,000 | $55.3 萬 | 0.2% | – | – | – |
| Invesco Exch Traded FD Tr II46138E727 | RAFI EMRGNG MRKT | 23,063 | $48.0 萬 | 0.1% | – | – | – |
| WDAYWorkday, Inc. | CL A | 1,852 | $44.3 萬 | 0.1% | – | – | 歷史 |
| iShares Tr46434V647 | GLOBAL REIT ETF | 14,845 | $43.4 萬 | 0.1% | – | – | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 7,935 | $42.4 萬 | 0.1% | – | – | – |
| Invesco Rafi Developed Markets Ex-U.S. Small-Mid ETF46138E735 | ETF | 12,062 | $41.6 萬 | 0.1% | – | – | – |
| iShares Select U.S. REIT ETF464287564 | ETF | 5,822 | $41.3 萬 | 0.1% | – | – | – |
| WisdomTree Tr97717W315 | EMER MKT HIGH FD | 8,701 | $38.1 萬 | 0.1% | – | – | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 1,815 | $37.8 萬 | 0.1% | – | – | – |
| COSTCostco Wholesale Corp | Stock | 650 | $37.4 萬 | 0.1% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 1,300 | $35.5 萬 | 0.1% | – | – | 歷史 |
| GSBDGoldman Sachs BDC, Inc. | SHS | 16,276 | $32.6 萬 | 0.1% | – | – | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 550 | $32.5 萬 | 0.1% | – | – | 歷史 |
| Vanguard Total International Bond ETF92203J407 | ETF | 6,033 | $31.6 萬 | 0.1% | – | – | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 4,101 | $31.1 萬 | 0.1% | – | – | – |
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | ETF | 2,332 | $28.9 萬 | 0.1% | – | – | – |
| iShares Tr464287630 | RUS 2000 VAL ETF | 1,778 | $28.7 萬 | 0.1% | – | – | – |
| iShares Tips Bond ETF464287176 | ETF | 2,258 | $28.1 萬 | 0.1% | – | – | – |
| SCHWSchwab Charles Corp | Stock | 3,335 | $28.1 萬 | 0.1% | – | – | 歷史 |
| ABNBAirbnb, Inc. | Stock | 1,610 | $27.7 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464288281 | JPMORGAN USD EMG | 2,682 | $26.2 萬 | 0.1% | – | – | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 2,412 | $25.8 萬 | 0.1% | – | – | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 1,182 | $25.1 萬 | 0.1% | – | – | – |
| KOCoca Cola Co | Stock | 3,997 | $25.0 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 2,230 | $24.4 萬 | 0.1% | – | – | – |
| iShares Tr464288588 | MBS ETF | 2,119 | $21.6 萬 | 0.1% | – | – | – |
| Vanguard Information Technology ETF92204A702 | ETF | 513 | $21.4 萬 | 0.1% | – | – | – |
| DHRDanaher Corp | Stock | 700 | $20.6 萬 | 0.1% | – | – | 歷史 |
| AVDLAvadel Pharmaceuticals PLC | SPONSORED ADR | 17,000 | $11.6 萬 | <0.1% | – | – | 歷史 |
| TLRYTilray Brands, Inc. | COM CL 2 | 10,000 | $7.80 萬 | <0.1% | – | – | 歷史 |