Bridge Generations Wealth Management LLC
- SEC CIK
- 0002056071
- 最新申報
- 2026/7/20
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/7/18 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 127
- 較 2025 年第 1 季 −24
- 總值
- $1.65 億
- 較 2025 年第 1 季 +$562.1 萬 (+3.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 970,048 | $3,477 萬 | 21.1% | −72,530−7.0% | 減碼 | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 371,992 | $2,007 萬 | 12.2% | −19,792−5.1% | 減碼 | – |
| Dimensional ETF Trust25434V658 | GLOBAL REAL EST | 373,911 | $1,003 萬 | 6.1% | −9,980−2.6% | 減碼 | – |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 336,781 | $999.6 萬 | 6.1% | −16,998−4.8% | 減碼 | – |
| SPDR Series Trust78464A672 | ST INTER ETF | 344,205 | $990.3 萬 | 6.0% | +11,163+3.4% | 加碼 | – |
| iShares Tr464288653 | 10-20 YR TRS ETF | 87,898 | $893.0 萬 | 5.4% | −4,477−4.8% | 減碼 | – |
| Dimensional ETF Trust25434V583 | GLOB CO PLUS ETF | 158,479 | $863.6 萬 | 5.2% | −8,769−5.2% | 減碼 | – |
| Dimensional ETF Trust25434V799 | INTL CORE EQUITY | 267,684 | $832.2 萬 | 5.0% | −25,977−8.8% | 減碼 | – |
| Dimensional ETF Trust25434V765 | INTL HIGH PROFIT | 214,950 | $633.9 萬 | 3.8% | −335−0.2% | 減碼 | – |
| Dimensional ETF Trust25434V831 | US HIGH PROF ETF | 166,574 | $592.3 萬 | 3.6% | +19,802+13.5% | 加碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 45,356 | $473.9 萬 | 2.9% | +8,895+24.4% | 加碼 | – |
| Dimensional ETF Trust25434V781 | INTL SMALL CAP V | 136,150 | $448.1 萬 | 2.7% | +3,670+2.8% | 加碼 | – |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 79,311 | $335.3 萬 | 2.0% | −18,962−19.3% | 減碼 | – |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 75,786 | $324.6 萬 | 2.0% | 00.0% | 不變 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 10,366 | $315.0 萬 | 1.9% | +2,673+34.7% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q647 | MUNICIPAL ETF | 60,906 | $302.3 萬 | 1.8% | −2,382−3.8% | 減碼 | – |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 90,762 | $266.6 萬 | 1.6% | −20,792−18.6% | 減碼 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 13,040 | $254.3 萬 | 1.5% | 00.0% | 不變 | – |
| PIMCO ETF Tr72201R866 | INTER MUN BD ACT | 47,373 | $243.3 萬 | 1.5% | +351+0.7% | 加碼 | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 18,025 | $191.7 萬 | 1.2% | 00.0% | 不變 | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 21,277 | $176.4 萬 | 1.1% | +6,362+42.7% | 加碼 | – |
| NOWServiceNow, Inc. | Stock | 1,689 | $173.6 萬 | 1.1% | −153−8.3% | 減碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 28,797 | $164.2 萬 | 1.0% | +5,279+22.4% | 加碼 | – |
| Dimensional ETF Trust25434V716 | US SUSTAINABILTY | 17,151 | $67.3 萬 | 0.4% | 00.0% | 不變 | – |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 8,364 | $56.1 萬 | 0.3% | 00.0% | 不變 | – |
| Dimensional ETF Trust25434V575 | INTL COR FIX ETF | 9,420 | $50.3 萬 | 0.3% | +6,980+286.1% | 加碼 | – |
| iShares Tr464288273 | EAFE SML CP ETF | 6,262 | $45.5 萬 | 0.3% | 00.0% | 不變 | – |
| Dimensional ETF Trust25434V690 | INTERNATIONAL | 10,976 | $43.3 萬 | 0.3% | −10.0% | 減碼 | – |
| VanEck ETF Trust92189H409 | HIGH YLD MUNIETF | 7,103 | $35.7 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Tr464288877 | EAFE VALUE ETF | 4,961 | $31.5 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 2,750 | $28.3 萬 | 0.2% | +2,750 | 新進 | – |
| ORCLOracle Corp | Stock | 911 | $19.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 3,144 | $18.8 萬 | 0.1% | +3,144 | 新進 | – |
| Dimensional ETF Trust25434V682 | EMER MARK SU ETF | 4,884 | $18.6 萬 | 0.1% | −5,740−54.0% | 減碼 | – |
| Dimensional ETF Trust25434V856 | INFLATION PROTE | 3,609 | $15.1 萬 | 0.1% | 00.0% | 不變 | – |
| Ea Series Trust02072L532 | BRID OMN SMA ETF | 7,375 | $15.0 萬 | 0.1% | 00.0% | 不變 | – |
| SKYWSkywest Inc | COM | 1,000 | $10.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NUENucor Corp | COM | 712 | $9.22 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ZIONZions Bancorporation, National Association | COM | 1,304 | $6.77 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Dimensional ETF Trust25434V823 | US REAL ESTA ETF | 2,867 | $6.73 萬 | <0.1% | 00.0% | 不變 | – |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 1,015 | $6.46 萬 | <0.1% | 00.0% | 不變 | – |
| GBCIGlacier Bancorp, Inc. | COM | 1,402 | $6.04 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PSAPublic Storage | COM | 188 | $5.52 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 68 | $3.75 萬 | <0.1% | 00.0% | 不變 | – |
| PEPPepsiCo Inc | Stock | 250 | $3.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Dimensional ETF Trust25434V815 | US SMALL CAP ETF | 1,110 | $3.27 萬 | <0.1% | 00.0% | 不變 | – |
| WFCWells Fargo & Company | Stock | 280 | $2.25 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Long-Term Treasury ETF92206C847 | ETF | 387 | $2.17 萬 | <0.1% | 00.0% | 不變 | – |
| DISWalt Disney Co | Stock | 160 | $1.99 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Manager Directed Portfolios56170L695 | VERT GLB SUST RE | 1,554 | $1.63 萬 | <0.1% | 00.0% | 不變 | – |
| YUMYum Brands Inc | Stock | 100 | $1.48 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 22 | $1.37 萬 | <0.1% | 00.0% | 不變 | – |
| SPDR Index Shs FDS78463X863 | ST DOW INTL ETF | 398 | $1.09 萬 | <0.1% | −392−49.6% | 減碼 | – |
| AVGOBroadcom Inc. | Stock | 19 | $5,238 | <0.1% | 00.0% | 不變 | 歷史 |
| YUMCYum China Holdings, Inc. | COM | 100 | $4,471 | <0.1% | 00.0% | 不變 | 歷史 |
| AAPLApple Inc. | Stock | 18 | $3,694 | <0.1% | 00.0% | 不變 | 歷史 |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 16 | $3,634 | <0.1% | 00.0% | 不變 | – |
| DHRDanaher Corp | Stock | 18 | $3,556 | <0.1% | 00.0% | 不變 | 歷史 |
| VVisa Inc. | Stock | 10 | $3,551 | <0.1% | 00.0% | 不變 | 歷史 |
| MSFTMicrosoft Corp | Stock | 7 | $3,482 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Whitehall FDS921946810 | INTL DVD ETF | 31 | $2,794 | <0.1% | 00.0% | 不變 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 108 | $2,640 | <0.1% | −1,484−93.2% | 減碼 | – |
| Dimensional ETF Trust25434V864 | SHOR DUR FIX ETF | 53 | $2,545 | <0.1% | −103−66.0% | 減碼 | – |
| HDHome Depot, Inc. | Stock | 6 | $2,200 | <0.1% | 00.0% | 不變 | 歷史 |
| AMZNAmazon Com Inc | Stock | 10 | $2,194 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 28 | $2,036 | <0.1% | 00.0% | 不變 | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 41 | $2,011 | <0.1% | 00.0% | 不變 | – |
| ETNEaton Corp plc | Stock | 5 | $1,785 | <0.1% | 00.0% | 不變 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 9 | $1,678 | <0.1% | 00.0% | 不變 | 歷史 |
| ACNAccenture plc | Stock | 5 | $1,495 | <0.1% | 00.0% | 不變 | 歷史 |
| KOCoca Cola Co | Stock | 21 | $1,486 | <0.1% | 00.0% | 不變 | 歷史 |
| WMTWalmart Inc. | Stock | 15 | $1,467 | <0.1% | 00.0% | 不變 | 歷史 |
| LINLinde PLC | Stock | 3 | $1,408 | <0.1% | 00.0% | 不變 | 歷史 |
| AXPAmerican Express Co | Stock | 4 | $1,276 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 5 | $1,267 | <0.1% | 00.0% | 不變 | – |
| UNHUnitedHealth Group Inc | Stock | 4 | $1,248 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 20 | $1,241 | <0.1% | 00.0% | 不變 | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 21 | $1,194 | <0.1% | 00.0% | 不變 | – |
| ADIAnalog Devices Inc | Stock | 5 | $1,191 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 6 | $1,173 | <0.1% | 00.0% | 不變 | – |
| JPMJPMorgan Chase & Co | Stock | 4 | $1,160 | <0.1% | 00.0% | 不變 | 歷史 |
| WMWaste Management Inc | Stock | 5 | $1,145 | <0.1% | 00.0% | 不變 | 歷史 |
| VZVerizon Communications Inc | Stock | 26 | $1,126 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard World FD921910873 | MEGA CAP INDEX | 5 | $1,125 | <0.1% | 00.0% | 不變 | – |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 5 | $1,087 | <0.1% | 00.0% | 不變 | – |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 10 | $1,086 | <0.1% | 00.0% | 不變 | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 11 | $1,003 | <0.1% | 00.0% | 不變 | – |
| Global X FDS37954Y673 | US INFR DEV ETF | 23 | $1,003 | <0.1% | 00.0% | 不變 | – |
| COSTCostco Wholesale Corp | Stock | 1 | $990 | <0.1% | 00.0% | 不變 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 9 | $971 | <0.1% | 00.0% | 不變 | 歷史 |
| ABBVAbbVie Inc. | Stock | 5 | $929 | <0.1% | 00.0% | 不變 | 歷史 |
| ATOAtmos Energy Corp | COM | 6 | $925 | <0.1% | 00.0% | 不變 | 歷史 |
| J P Morgan Exchange Traded F46654Q781 | EQUITY FOCUS ETF | 13 | $912 | <0.1% | 00.0% | 不變 | – |
| MCDMcDonalds Corp | Stock | 3 | $877 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Scottsdale FDS92206C623 | VNG RUS2000GRW | 4 | $834 | <0.1% | 00.0% | 不變 | – |
| LLYEli Lilly & Co | Stock | 1 | $780 | <0.1% | 00.0% | 不變 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 1 | $708 | <0.1% | 00.0% | 不變 | 歷史 |
| HONHoneywell International Inc | COM | 3 | $699 | <0.1% | 00.0% | 不變 | 歷史 |
| DCIDonaldson Co Inc | Stock | 10 | $694 | <0.1% | 00.0% | 不變 | 歷史 |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 9 | $681 | <0.1% | 00.0% | 不變 | – |
2025 年第 1 季之後清倉（26 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Vanguard Star FDS921909768 | VG TL INTL STK F | 2,407 | $15.0 萬 | 0.1% | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 890 | $6.54 萬 | <0.1% | – |
| MMM3M Co | Stock | 359 | $5.27 萬 | <0.1% | 歷史 |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 500 | $3.91 萬 | <0.1% | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 166 | $2.88 萬 | <0.1% | – |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 1,169 | $2.76 萬 | <0.1% | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 389 | $1.90 萬 | <0.1% | – |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 212 | $1.76 萬 | <0.1% | – |
| Schwab Fundamental International Equity ETF808524755 | ETF | 463 | $1.67 萬 | <0.1% | – |
| Schwab Fundamental U.S. Small Company ETF808524763 | ETF | 563 | $1.54 萬 | <0.1% | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 88 | $1.41 萬 | <0.1% | – |
| Invesco Exch Traded FD Tr II46138E420 | RUSEL 1000 EQL | 283 | $1.34 萬 | <0.1% | – |
| Vanguard Real Estate ETF922908553 | ETF | 129 | $1.17 萬 | <0.1% | – |
| Schwab International Equity ETF808524805 | ETF | 540 | $1.07 萬 | <0.1% | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 327 | $7,658 | <0.1% | – |
| Schwab Fundamental International Small Equity ETF808524748 | ETF | 201 | $7,293 | <0.1% | – |
| Schwab Fundamental Emerging Markets Equity ETF808524730 | ETF | 236 | $7,258 | <0.1% | – |
| SOLVSolventum Corp | Stock | 89 | $6,768 | <0.1% | 歷史 |
| Schwab U.S. REIT ETF808524847 | ETF | 227 | $4,877 | <0.1% | – |
| IAUiShares Gold Trust | ETF | 80 | $4,717 | <0.1% | 歷史 |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 156 | $4,312 | <0.1% | – |
| Schwab International Small-Cap Equity ETF808524888 | ETF | 116 | $4,157 | <0.1% | – |
| Vanguard Intl Equity Index F922042676 | GLB EX US ETF | 47 | $1,904 | <0.1% | – |
| Pacer Developed Markets International Cash Cows 100 ETF69374H873 | ETF | 28 | $880 | <0.1% | – |
| Matthews Asia FDS577125792 | EMER MARK EX ETF | 21 | $588 | <0.1% | – |
| Pacer FDS Tr69374H766 | INDUSTRIAL RELET | 9 | $333 | <0.1% | – |