Three Bridge Wealth Advisors, LLC
- SEC CIK
- 0001950962
- 最新申報
- 2026/7/27
2022 年第 4 季持倉
持倉截至 2022/12/31，2023/2/14 申報。只含多頭部位，變化是跟 2022 年第 3 季比股數。
- 持股檔數
- 82
- 較 2022 年第 3 季 −1
- 總值
- $1.87 億
- 較 2022 年第 3 季 −$993.6 萬 (−5.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Tr464288257 | MSCI ACWI ETF | 387,565 | $3,290 萬 | 17.6% | +35,140+10.0% | 加碼 | – |
| AFRMAffirm Holdings, Inc. | COM CL A | 2,458,387 | $2,377 萬 | 12.7% | 00.0% | 不變 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 29,599 | $1,136 萬 | 6.1% | +16,879+132.7% | 加碼 | 歷史 |
| Vanguard Total World Stock ETF922042742 | ETF | 86,495 | $745.5 萬 | 4.0% | +31,865+58.3% | 加碼 | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 193,632 | $733.9 萬 | 3.9% | −66,629−25.6% | 減碼 | – |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 131,565 | $664.9 萬 | 3.6% | +102,505+352.7% | 加碼 | – |
| GTLBGitlab Inc. | CLASS A COM | 128,532 | $584.0 萬 | 3.1% | 00.0% | 不變 | 歷史 |
| GLDSPDR Gold Trust | ETF | 33,208 | $563.3 萬 | 3.0% | −8,242−19.9% | 減碼 | 歷史 |
| Invesco Exchange Traded FD T46137V597 | RAFI US 1500 | 35,273 | $558.8 萬 | 3.0% | +5,030+16.6% | 加碼 | – |
| COINCoinbase Global, Inc. | COM CL A | 157,616 | $557.8 萬 | 3.0% | 00.0% | 不變 | 歷史 |
| IAUiShares Gold Trust | ETF | 154,134 | $533.1 萬 | 2.9% | +35,047+29.4% | 加碼 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 68,436 | $461.6 萬 | 2.5% | −20,770−23.3% | 減碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 112,302 | $437.8 萬 | 2.3% | +9,972+9.7% | 加碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 16,590 | $355.4 萬 | 1.9% | +2,785+20.2% | 加碼 | – |
| ORCLOracle Corp | Stock | 34,057 | $278.4 萬 | 1.5% | −1,030−2.9% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 19,620 | $255.2 萬 | 1.4% | −282−1.4% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 20,981 | $211.7 萬 | 1.1% | −271−1.3% | 減碼 | 歷史 |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 20,798 | $205.9 萬 | 1.1% | −7,515−26.5% | 減碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 5,816 | $204.4 萬 | 1.1% | +1,506+34.9% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 8,087 | $193.9 萬 | 1.0% | −269−3.2% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 5,783 | $178.6 萬 | 1.0% | −214−3.6% | 減碼 | 歷史 |
| NVONovo Nordisk A S | ADR | 12,849 | $173.9 萬 | 0.9% | +59+0.5% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 6,245 | $166.3 萬 | 0.9% | +266+4.4% | 加碼 | – |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 10,700 | $166.0 萬 | 0.9% | +64+0.6% | 加碼 | – |
| DOCUDocuSign, Inc. | Stock | 29,382 | $162.8 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| HDHome Depot, Inc. | Stock | 4,739 | $149.7 萬 | 0.8% | −111−2.3% | 減碼 | 歷史 |
| NKENIKE, Inc. | Stock | 12,059 | $141.1 萬 | 0.8% | −1,374−10.2% | 減碼 | 歷史 |
| DNAGinkgo Bioworks Holdings, Inc. | CL A SHS | 833,802 | $140.9 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 14,961 | $132.0 萬 | 0.7% | −1,954−11.6% | 減碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 5,248 | $130.2 萬 | 0.7% | −1,309−20.0% | 減碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 18,900 | $124.1 萬 | 0.7% | +135+0.7% | 加碼 | – |
| SBUXStarbucks Corp | Stock | 12,258 | $121.6 萬 | 0.7% | −1,366−10.0% | 減碼 | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 21,494 | $108.2 萬 | 0.6% | −9,753−31.2% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 12,361 | $107.4 萬 | 0.6% | −7,854−38.9% | 減碼 | 歷史 |
| CHRWC. H. Robinson Worldwide, Inc. | COM NEW | 11,611 | $107.0 萬 | 0.6% | −585−4.8% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 8,360 | $100.6 萬 | 0.5% | −1,850−18.1% | 減碼 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 3,795 | $96.5 萬 | 0.5% | −52−1.4% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 6,594 | $93.9 萬 | 0.5% | −105−1.6% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 19,062 | $90.8 萬 | 0.5% | −449−2.3% | 減碼 | 歷史 |
| ACNAccenture plc | Stock | 3,387 | $90.4 萬 | 0.5% | −602−15.1% | 減碼 | 歷史 |
| BIIBBiogen Inc. | COM | 3,257 | $90.2 萬 | 0.5% | −774−19.2% | 減碼 | 歷史 |
| IFFInternational Flavors & Fragrances Inc | COM | 8,102 | $85.6 萬 | 0.5% | −2,452−23.2% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 4,641 | $82.0 萬 | 0.4% | −79−1.7% | 減碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E743 | RAFI DVLPD MRKTS | 19,243 | $79.9 萬 | 0.4% | +1,469+8.3% | 加碼 | – |
| MDTMedtronic plc | Stock | 9,548 | $74.9 萬 | 0.4% | −4,564−32.3% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 3,523 | $73.4 萬 | 0.4% | −1,558−30.7% | 減碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 4,706 | $65.7 萬 | 0.4% | −400−7.8% | 減碼 | 歷史 |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 4,787 | $64.7 萬 | 0.3% | −210−4.2% | 減碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 15,106 | $63.4 萬 | 0.3% | −2,633−14.8% | 減碼 | – |
| ADBEAdobe Inc. | Stock | 1,855 | $62.4 萬 | 0.3% | −1,174−38.8% | 減碼 | 歷史 |
| CTSHCognizant Technology Solutions Corp | CL A | 10,255 | $58.6 萬 | 0.3% | −2,469−19.4% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 3,688 | $55.9 萬 | 0.3% | −33−0.9% | 減碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,655 | $50.8 萬 | 0.3% | 00.0% | 不變 | – |
| GOOGAlphabet Inc. | Stock | 5,260 | $46.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| PEPPepsiCo Inc | Stock | 2,389 | $43.4 萬 | 0.2% | −39−1.6% | 減碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 4,217 | $40.9 萬 | 0.2% | −218−4.9% | 減碼 | – |
| TMOThermo Fisher Scientific Inc. | Stock | 626 | $34.5 萬 | 0.2% | +76+13.8% | 加碼 | 歷史 |
| MMM3M Co | Stock | 2,870 | $34.4 萬 | 0.2% | −1,367−32.3% | 減碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E727 | RAFI EMRGNG MRKT | 19,224 | $33.9 萬 | 0.2% | −4,596−19.3% | 減碼 | – |
| Invesco Rafi Developed Markets Ex-U.S. Small-Mid ETF46138E735 | ETF | 11,082 | $32.8 萬 | 0.2% | −1,308−10.6% | 減碼 | – |
| iShares Select U.S. REIT ETF464287564 | ETF | 5,822 | $31.9 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 1,815 | $31.6 萬 | 0.2% | 00.0% | 不變 | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 7,053 | $31.6 萬 | 0.2% | −893−11.2% | 減碼 | – |
| WDAYWorkday, Inc. | CL A | 1,852 | $31.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| INTUIntuit Inc. | Stock | 747 | $29.1 萬 | 0.2% | −2,602−77.7% | 減碼 | 歷史 |
| WisdomTree Tr97717W315 | EMER MKT HIGH FD | 8,053 | $28.7 萬 | 0.2% | −908−10.1% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 3,380 | $28.5 萬 | 0.2% | −280−7.7% | 減碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 3,335 | $27.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 43,221 | $27.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288356 | CALIF MUN BD ETF | 4,891 | $27.4 萬 | 0.1% | +4,891 | 新進 | – |
| COSTCostco Wholesale Corp | Stock | 574 | $26.2 萬 | 0.1% | −76−11.7% | 減碼 | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 2,386 | $25.4 萬 | 0.1% | +16+0.7% | 加碼 | – |
| iShares Tr464287630 | RUS 2000 VAL ETF | 1,808 | $25.1 萬 | 0.1% | 00.0% | 不變 | – |
| Invesco Exch Traded FD Tr II46138E784 | EMRNG MKT SVRG | 13,379 | $25.0 萬 | 0.1% | +2,438+22.3% | 加碼 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 5,216 | $24.7 萬 | 0.1% | −74−1.4% | 減碼 | – |
| DHRDanaher Corp | Stock | 874 | $23.2 萬 | 0.1% | +874 | 新進 | 歷史 |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 3,464 | $22.7 萬 | 0.1% | +5+0.1% | 加碼 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 2,011 | $21.8 萬 | 0.1% | +2,011 | 新進 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 2,021 | $21.3 萬 | 0.1% | −2,344−53.7% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 1,432 | $20.9 萬 | 0.1% | +1,432 | 新進 | 歷史 |
| WEAVWeave Communications, Inc. | Stock | 31,372 | $14.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TLRYTilray Brands, Inc. | COM CL 2 | 14,000 | $3.77 萬 | <0.1% | −3,070−18.0% | 減碼 | 歷史 |
2022 年第 3 季之後清倉（5 檔）
2022 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 3 季股數 | 2022 年第 3 季市值 | 2022 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 6,000 | $30.1 萬 | 0.2% | – |
| iShares Tr46434V647 | GLOBAL REIT ETF | 12,499 | $26.6 萬 | 0.1% | – |
| iShares Tr464287150 | CORE S&P TTL STK | 3,106 | $24.7 萬 | 0.1% | – |
| GSBDGoldman Sachs BDC, Inc. | SHS | 16,276 | $24.3 萬 | 0.1% | 歷史 |
| KOCoca Cola Co | Stock | 3,907 | $22.1 萬 | 0.1% | 歷史 |