Bridge Generations Wealth Management LLC
- SEC CIK
- 0002056071
- 最新申報
- 2026/7/20
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/11/6 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 134
- 較 2025 年第 2 季 +7
- 總值
- $1.51 億
- 較 2025 年第 2 季 −$1,433 萬 (−8.7%)
| 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 | 763,696 | $2,946 萬 | 19.6% | −206,352−21.3% | 減碼 | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 293,835 | $1,710 萬 | 11.4% | −78,157−21.0% | 減碼 | – |
| SPDR Series Trust78464A672 | ST INTER ETF | 508,242 | $1,469 萬 | 9.8% | +164,037+47.7% | 加碼 | – |
| Dimensional ETF Trust25434V658 | GLOBAL REAL EST | 345,300 | $943.0 萬 | 6.3% | −28,611−7.7% | 減碼 | – |
| Dimensional ETF Trust25434V583 | GLOB CO PLUS ETF | 161,514 | $897.5 萬 | 6.0% | +3,035+1.9% | 加碼 | – |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 259,180 | $831.2 萬 | 5.5% | −77,601−23.0% | 減碼 | – |
| Dimensional ETF Trust25434V799 | INTL CORE EQUITY | 244,408 | $801.4 萬 | 5.3% | −23,276−8.7% | 減碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 60,862 | $648.1 萬 | 4.3% | +15,506+34.2% | 加碼 | – |
| Dimensional ETF Trust25434V831 | US HIGH PROF ETF | 146,243 | $552.4 萬 | 3.7% | −20,331−12.2% | 減碼 | – |
| Dimensional ETF Trust25434V765 | INTL HIGH PROFIT | 160,808 | $488.8 萬 | 3.2% | −54,142−25.2% | 減碼 | – |
| Dimensional ETF Trust25434V781 | INTL SMALL CAP V | 131,425 | $469.1 萬 | 3.1% | −4,725−3.5% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 10,626 | $348.7 萬 | 2.3% | +260+2.5% | 加碼 | – |
| iShares Tr464288653 | 10-20 YR TRS ETF | 31,882 | $328.4 萬 | 2.2% | −56,016−63.7% | 減碼 | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 37,345 | $314.1 萬 | 2.1% | +16,068+75.5% | 加碼 | – |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 90,231 | $283.1 萬 | 1.9% | −531−0.6% | 減碼 | – |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 57,136 | $255.3 萬 | 1.7% | −22,175−28.0% | 減碼 | – |
| Dimensional ETF Trust25434V575 | INTL COR FIX ETF | 33,812 | $182.4 萬 | 1.2% | +24,392+258.9% | 加碼 | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 17,025 | $181.8 萬 | 1.2% | −1,000−5.5% | 減碼 | – |
| PIMCO ETF Tr72201R866 | INTER MUN BD ACT | 32,245 | $168.6 萬 | 1.1% | −15,128−31.9% | 減碼 | – |
| NOWServiceNow, Inc. | Stock | 1,760 | $162.0 萬 | 1.1% | +71+4.2% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 33,191 | $153.1 萬 | 1.0% | −42,595−56.2% | 減碼 | – |
| J P Morgan Exchange Traded F46641Q647 | MUNICIPAL ETF | 27,294 | $137.8 萬 | 0.9% | −33,612−55.2% | 減碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 21,484 | $128.7 萬 | 0.9% | −7,313−25.4% | 減碼 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 5,899 | $123.1 萬 | 0.8% | −7,141−54.8% | 減碼 | – |
| Dimensional ETF Trust25434V716 | US SUSTAINABILTY | 17,151 | $72.8 萬 | 0.5% | 00.0% | 不變 | – |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 8,364 | $60.6 萬 | 0.4% | 00.0% | 不變 | – |
| iShares Tr464288273 | EAFE SML CP ETF | 6,262 | $48.0 萬 | 0.3% | 00.0% | 不變 | – |
| Dimensional ETF Trust25434V690 | INTERNATIONAL | 10,976 | $44.9 萬 | 0.3% | 00.0% | 不變 | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 3,340 | $34.5 萬 | 0.2% | +590+21.5% | 加碼 | – |
| iShares Tr464288877 | EAFE VALUE ETF | 4,961 | $33.7 萬 | 0.2% | 00.0% | 不變 | – |
| VanEck ETF Trust92189H409 | HIGH YLD MUNIETF | 5,713 | $29.1 萬 | 0.2% | −1,390−19.6% | 減碼 | – |
| ORCLOracle Corp | Stock | 911 | $25.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Dimensional ETF Trust25434V682 | EMER MARK SU ETF | 4,884 | $20.1 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 3,144 | $18.9 萬 | 0.1% | 00.0% | 不變 | – |
| Ea Series Trust02072L532 | BRID OMN SMA ETF | 7,375 | $16.7 萬 | 0.1% | 00.0% | 不變 | – |
| Dimensional ETF Trust25434V856 | INFLATION PROTE | 3,449 | $14.6 萬 | 0.1% | −160−4.4% | 減碼 | – |
| SKYWSkywest Inc | COM | 1,000 | $10.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NUENucor Corp | COM | 712 | $9.64 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NVDANVIDIA Corp | Stock | 400 | $7.46 萬 | <0.1% | +400 | 新進 | 歷史 |
| ZIONZions Bancorporation, National Association | COM | 1,304 | $7.38 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 1,015 | $6.95 萬 | <0.1% | 00.0% | 不變 | – |
| Dimensional ETF Trust25434V823 | US REAL ESTA ETF | 2,867 | $6.84 萬 | <0.1% | 00.0% | 不變 | – |
| GBCIGlacier Bancorp, Inc. | COM | 1,402 | $6.82 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ABBVAbbVie Inc. | Stock | 255 | $5.90 萬 | <0.1% | +250+5,000.0% | 加碼 | 歷史 |
| PSAPublic Storage | COM | 188 | $5.43 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AMZNAmazon Com Inc | Stock | 243 | $5.34 萬 | <0.1% | +233+2,330.0% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 68 | $4.08 萬 | <0.1% | 00.0% | 不變 | – |
| Dimensional ETF Trust25434V815 | US SMALL CAP ETF | 1,110 | $3.53 萬 | <0.1% | 00.0% | 不變 | – |
| PEPPepsiCo Inc | Stock | 250 | $3.51 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ABTAbbott Laboratories | Stock | 250 | $3.35 萬 | <0.1% | +250 | 新進 | 歷史 |
| NTAPNetApp, Inc. | Stock | 200 | $2.37 萬 | <0.1% | +200 | 新進 | 歷史 |
| WFCWells Fargo & Company | Stock | 280 | $2.35 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Long-Term Treasury ETF92206C847 | ETF | 358 | $2.04 萬 | <0.1% | −29−7.5% | 減碼 | – |
| ICUIIcu Medical Inc | COM | 164 | $1.97 萬 | <0.1% | +164 | 新進 | 歷史 |
| DISWalt Disney Co | Stock | 160 | $1.83 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Manager Directed Portfolios56170L695 | VERT GLB SUST RE | 1,554 | $1.66 萬 | <0.1% | 00.0% | 不變 | – |
| YUMYum Brands Inc | Stock | 100 | $1.52 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 22 | $1.47 萬 | <0.1% | 00.0% | 不變 | – |
| SPDR Index Shs FDS78463X863 | ST DOW INTL ETF | 398 | $1.11 萬 | <0.1% | 00.0% | 不變 | – |
| EGOEldorado Gold Corp | COM | 300 | $8,667 | <0.1% | +300 | 新進 | 歷史 |
| AVGOBroadcom Inc. | Stock | 19 | $6,269 | <0.1% | 00.0% | 不變 | 歷史 |
| AAPLApple Inc. | Stock | 18 | $4,584 | <0.1% | 00.0% | 不變 | 歷史 |
| YUMCYum China Holdings, Inc. | COM | 100 | $4,292 | <0.1% | 00.0% | 不變 | 歷史 |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 16 | $3,954 | <0.1% | 00.0% | 不變 | – |
| MSFTMicrosoft Corp | Stock | 7 | $3,626 | <0.1% | 00.0% | 不變 | 歷史 |
| DHRDanaher Corp | Stock | 18 | $3,569 | <0.1% | 00.0% | 不變 | 歷史 |
| VVisa Inc. | Stock | 10 | $3,414 | <0.1% | 00.0% | 不變 | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 108 | $2,845 | <0.1% | 00.0% | 不變 | – |
| Vanguard Whitehall FDS921946810 | INTL DVD ETF | 31 | $2,777 | <0.1% | 00.0% | 不變 | – |
| Dimensional ETF Trust25434V864 | SHOR DUR FIX ETF | 53 | $2,555 | <0.1% | 00.0% | 不變 | – |
| HDHome Depot, Inc. | Stock | 6 | $2,432 | <0.1% | 00.0% | 不變 | 歷史 |
| ACHRArcher Aviation Inc. | Stock | 231 | $2,212 | <0.1% | +231 | 新進 | 歷史 |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 28 | $2,194 | <0.1% | 00.0% | 不變 | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 41 | $2,053 | <0.1% | 00.0% | 不變 | – |
| ETNEaton Corp plc | Stock | 5 | $1,872 | <0.1% | 00.0% | 不變 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 9 | $1,809 | <0.1% | 00.0% | 不變 | 歷史 |
| WMTWalmart Inc. | Stock | 15 | $1,546 | <0.1% | 00.0% | 不變 | 歷史 |
| LINLinde PLC | Stock | 3 | $1,425 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 5 | $1,410 | <0.1% | 00.0% | 不變 | – |
| KOCoca Cola Co | Stock | 21 | $1,393 | <0.1% | 00.0% | 不變 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 4 | $1,382 | <0.1% | 00.0% | 不變 | 歷史 |
| AXPAmerican Express Co | Stock | 4 | $1,329 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 20 | $1,306 | <0.1% | 00.0% | 不變 | – |
| JPMJPMorgan Chase & Co | Stock | 4 | $1,262 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 6 | $1,240 | <0.1% | 00.0% | 不變 | – |
| ACNAccenture plc | Stock | 5 | $1,233 | <0.1% | 00.0% | 不變 | 歷史 |
| ADIAnalog Devices Inc | Stock | 5 | $1,229 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard World FD921910873 | MEGA CAP INDEX | 5 | $1,221 | <0.1% | 00.0% | 不變 | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 21 | $1,200 | <0.1% | 00.0% | 不變 | – |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 5 | $1,199 | <0.1% | 00.0% | 不變 | – |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 10 | $1,184 | <0.1% | 00.0% | 不變 | – |
| VZVerizon Communications Inc | Stock | 26 | $1,143 | <0.1% | 00.0% | 不變 | 歷史 |
| WMWaste Management Inc | Stock | 5 | $1,105 | <0.1% | 00.0% | 不變 | 歷史 |
| Global X FDS37954Y673 | US INFR DEV ETF | 23 | $1,096 | <0.1% | 00.0% | 不變 | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 11 | $1,095 | <0.1% | 00.0% | 不變 | – |
| ATOAtmos Energy Corp | COM | 6 | $1,025 | <0.1% | 00.0% | 不變 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 9 | $1,015 | <0.1% | 00.0% | 不變 | 歷史 |
| J P Morgan Exchange Traded F46654Q781 | EQUITY FOCUS ETF | 13 | $964 | <0.1% | 00.0% | 不變 | – |
| Vanguard Scottsdale FDS92206C623 | VNG RUS2000GRW | 4 | $936 | <0.1% | 00.0% | 不變 | – |
| COSTCostco Wholesale Corp | Stock | 1 | $926 | <0.1% | 00.0% | 不變 | 歷史 |