Bridge Generations Wealth Management LLC
- SEC CIK
- 0002056071
- 最新申報
- 2026/7/20
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/2/10 申報。只含多頭部位，變化是跟 2025 年第 3 季比股數。
- 持股檔數
- 129
- 較 2025 年第 3 季 −5
- 總值
- $1.62 億
- 較 2025 年第 3 季 +$1,096 萬 (+7.3%)
| 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 | 758,615 | $3,003 萬 | 18.6% | −5,081−0.7% | 減碼 | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 301,329 | $1,794 萬 | 11.1% | +7,494+2.6% | 加碼 | – |
| SPDR Series Trust78464A672 | ST INTER ETF | 598,595 | $1,726 萬 | 10.7% | +90,353+17.8% | 加碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 95,206 | $1,020 萬 | 6.3% | +34,344+56.4% | 加碼 | – |
| Dimensional ETF Trust25434V658 | GLOBAL REAL EST | 347,822 | $918.9 萬 | 5.7% | +2,522+0.7% | 加碼 | – |
| Dimensional ETF Trust25434V583 | GLOB CO PLUS ETF | 159,541 | $862.6 萬 | 5.3% | −1,973−1.2% | 減碼 | – |
| Dimensional ETF Trust25434V799 | INTL CORE EQUITY | 245,966 | $847.6 萬 | 5.2% | +1,558+0.6% | 加碼 | – |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 248,556 | $822.2 萬 | 5.1% | −10,624−4.1% | 減碼 | – |
| Dimensional ETF Trust25434V831 | US HIGH PROF ETF | 152,531 | $580.1 萬 | 3.6% | +6,288+4.3% | 加碼 | – |
| Dimensional ETF Trust25434V765 | INTL HIGH PROFIT | 156,015 | $494.0 萬 | 3.1% | −4,793−3.0% | 減碼 | – |
| Dimensional ETF Trust25434V781 | INTL SMALL CAP V | 127,174 | $483.3 萬 | 3.0% | −4,251−3.2% | 減碼 | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 51,157 | $428.4 萬 | 2.7% | +13,812+37.0% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 12,099 | $405.7 萬 | 2.5% | +1,473+13.9% | 加碼 | – |
| Dimensional ETF Trust25434V575 | INTL COR FIX ETF | 60,342 | $317.6 萬 | 2.0% | +26,530+78.5% | 加碼 | – |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 89,942 | $294.4 萬 | 1.8% | −289−0.3% | 減碼 | – |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 56,732 | $264.3 萬 | 1.6% | −404−0.7% | 減碼 | – |
| PIMCO ETF Tr72201R866 | INTER MUN BD ACT | 35,395 | $185.5 萬 | 1.1% | +3,150+9.8% | 加碼 | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 17,025 | $181.7 萬 | 1.1% | 00.0% | 不變 | – |
| iShares Tr464288653 | 10-20 YR TRS ETF | 17,855 | $181.5 萬 | 1.1% | −14,027−44.0% | 減碼 | – |
| J P Morgan Exchange Traded F46641Q647 | MUNICIPAL ETF | 35,241 | $178.0 萬 | 1.1% | +7,947+29.1% | 加碼 | – |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 33,191 | $165.6 萬 | 1.0% | 00.0% | 不變 | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 14,894 | $152.5 萬 | 0.9% | +11,554+345.9% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 23,569 | $147.2 萬 | 0.9% | +2,085+9.7% | 加碼 | – |
| NOWServiceNow, Inc. | Stock | 7,705 | $118.0 萬 | 0.7% | −1,095−12.4% | 減碼依 5 比 1 拆股換算 | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 4,925 | $104.3 萬 | 0.6% | −974−16.5% | 減碼 | – |
| Dimensional ETF Trust25434V716 | US SUSTAINABILTY | 17,151 | $74.5 萬 | 0.5% | 00.0% | 不變 | – |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 8,364 | $62.0 萬 | 0.4% | 00.0% | 不變 | – |
| iShares Tr464288273 | EAFE SML CP ETF | 6,262 | $48.5 萬 | 0.3% | 00.0% | 不變 | – |
| Dimensional ETF Trust25434V690 | INTERNATIONAL | 8,754 | $37.5 萬 | 0.2% | −2,222−20.2% | 減碼 | – |
| iShares Tr464288877 | EAFE VALUE ETF | 4,961 | $35.4 萬 | 0.2% | 00.0% | 不變 | – |
| VanEck ETF Trust92189H409 | HIGH YLD MUNIETF | 5,713 | $29.2 萬 | 0.2% | 00.0% | 不變 | – |
| Dimensional ETF Trust25434V682 | EMER MARK SU ETF | 4,884 | $20.3 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 3,144 | $18.8 萬 | 0.1% | 00.0% | 不變 | – |
| ORCLOracle Corp | Stock | 911 | $17.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Ea Series Trust02072L532 | BRID OMN SMA ETF | 7,375 | $17.2 萬 | 0.1% | 00.0% | 不變 | – |
| Dimensional ETF Trust25434V856 | INFLATION PROTE | 3,449 | $14.3 萬 | 0.1% | 00.0% | 不變 | – |
| NUENucor Corp | COM | 712 | $11.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SKYWSkywest Inc | COM | 1,000 | $10.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| WFCWells Fargo & Company | Stock | 962 | $8.97 萬 | 0.1% | +682+243.6% | 加碼 | 歷史 |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 1,015 | $7.07 萬 | <0.1% | 00.0% | 不變 | – |
| Dimensional ETF Trust25434V823 | US REAL ESTA ETF | 2,867 | $6.57 萬 | <0.1% | 00.0% | 不變 | – |
| GBCIGlacier Bancorp, Inc. | COM | 1,402 | $6.18 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ABBVAbbVie Inc. | Stock | 255 | $5.83 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PSAPublic Storage | COM | 188 | $4.88 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 68 | $4.18 萬 | <0.1% | 00.0% | 不變 | – |
| Dimensional ETF Trust25434V815 | US SMALL CAP ETF | 1,110 | $3.65 萬 | <0.1% | 00.0% | 不變 | – |
| PEPPepsiCo Inc | Stock | 250 | $3.59 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ABTAbbott Laboratories | Stock | 250 | $3.13 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ICUIIcu Medical Inc | COM | 164 | $2.34 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ZIONZions Bancorporation, National Association | COM | 398 | $2.33 萬 | <0.1% | −906−69.5% | 減碼 | 歷史 |
| Vanguard Long-Term Treasury ETF92206C847 | ETF | 358 | $2.00 萬 | <0.1% | 00.0% | 不變 | – |
| DISWalt Disney Co | Stock | 160 | $1.82 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Manager Directed Portfolios56170L695 | VERT GLB SUST RE | 1,554 | $1.62 萬 | <0.1% | 00.0% | 不變 | – |
| YUMYum Brands Inc | Stock | 100 | $1.51 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 22 | $1.51 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 | – |
| AVGOBroadcom Inc. | Stock | 19 | $6,576 | <0.1% | 00.0% | 不變 | 歷史 |
| AAPLApple Inc. | Stock | 18 | $4,894 | <0.1% | 00.0% | 不變 | 歷史 |
| YUMCYum China Holdings, Inc. | COM | 100 | $4,774 | <0.1% | 00.0% | 不變 | 歷史 |
| DHRDanaher Corp | Stock | 18 | $4,121 | <0.1% | 00.0% | 不變 | 歷史 |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 16 | $4,047 | <0.1% | 00.0% | 不變 | – |
| VVisa Inc. | Stock | 10 | $3,508 | <0.1% | 00.0% | 不變 | 歷史 |
| MSFTMicrosoft Corp | Stock | 7 | $3,386 | <0.1% | 00.0% | 不變 | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 108 | $2,907 | <0.1% | 00.0% | 不變 | – |
| Vanguard Whitehall FDS921946810 | INTL DVD ETF | 31 | $2,835 | <0.1% | 00.0% | 不變 | – |
| Dimensional ETF Trust25434V864 | SHOR DUR FIX ETF | 53 | $2,542 | <0.1% | 00.0% | 不變 | – |
| AMZNAmazon Com Inc | Stock | 10 | $2,359 | <0.1% | −233−95.9% | 減碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 28 | $2,247 | <0.1% | 00.0% | 不變 | – |
| HDHome Depot, Inc. | Stock | 6 | $2,065 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 41 | $2,062 | <0.1% | 00.0% | 不變 | – |
| PNCPNC Financial Services Group, Inc. | Stock | 9 | $1,879 | <0.1% | 00.0% | 不變 | 歷史 |
| WMTWalmart Inc. | Stock | 15 | $1,672 | <0.1% | 00.0% | 不變 | 歷史 |
| ETNEaton Corp plc | Stock | 5 | $1,593 | <0.1% | 00.0% | 不變 | 歷史 |
| AXPAmerican Express Co | Stock | 4 | $1,480 | <0.1% | 00.0% | 不變 | 歷史 |
| KOCoca Cola Co | Stock | 21 | $1,469 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 10 | $1,440 | <0.1% | 00.0% | 不變依 2 比 1 拆股換算 | – |
| ADIAnalog Devices Inc | Stock | 5 | $1,356 | <0.1% | 00.0% | 不變 | 歷史 |
| ACNAccenture plc | Stock | 5 | $1,342 | <0.1% | 00.0% | 不變 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 4 | $1,321 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 20 | $1,320 | <0.1% | 00.0% | 不變 | – |
| JPMJPMorgan Chase & Co | Stock | 4 | $1,289 | <0.1% | 00.0% | 不變 | 歷史 |
| LINLinde PLC | Stock | 3 | $1,280 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 6 | $1,273 | <0.1% | 00.0% | 不變 | – |
| Vanguard World FD921910873 | MEGA CAP INDEX | 5 | $1,256 | <0.1% | 00.0% | 不變 | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 21 | $1,203 | <0.1% | 00.0% | 不變 | – |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 10 | $1,195 | <0.1% | 00.0% | 不變依 2 比 1 拆股換算 | – |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 10 | $1,178 | <0.1% | 00.0% | 不變 | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 11 | $1,122 | <0.1% | 00.0% | 不變 | – |
| Global X FDS37954Y673 | US INFR DEV ETF | 23 | $1,100 | <0.1% | 00.0% | 不變 | – |
| WMWaste Management Inc | Stock | 5 | $1,099 | <0.1% | 00.0% | 不變 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 9 | $1,084 | <0.1% | 00.0% | 不變 | 歷史 |
| LLYEli Lilly & Co | Stock | 1 | $1,075 | <0.1% | 00.0% | 不變 | 歷史 |
| VZVerizon Communications Inc | Stock | 26 | $1,059 | <0.1% | 00.0% | 不變 | 歷史 |
| ATOAtmos Energy Corp | COM | 6 | $1,006 | <0.1% | 00.0% | 不變 | 歷史 |
| J P Morgan Exchange Traded F46654Q781 | EQUITY FOCUS ETF | 13 | $971 | <0.1% | 00.0% | 不變 | – |
| Vanguard Scottsdale FDS92206C623 | VNG RUS2000GRW | 4 | $944 | <0.1% | 00.0% | 不變 | – |
| MCDMcDonalds Corp | Stock | 3 | $917 | <0.1% | 00.0% | 不變 | 歷史 |
| DCIDonaldson Co Inc | Stock | 10 | $887 | <0.1% | 00.0% | 不變 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 1 | $879 | <0.1% | 00.0% | 不變 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 1 | $863 | <0.1% | 00.0% | 不變 | 歷史 |
2025 年第 3 季之後清倉（5 檔）
2025 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 3 季股數 | 2025 年第 3 季市值 | 2025 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 400 | $7.46 萬 | <0.1% | 歷史 |
| NTAPNetApp, Inc. | Stock | 200 | $2.37 萬 | <0.1% | 歷史 |
| EGOEldorado Gold Corp | COM | 300 | $8,667 | <0.1% | 歷史 |
| ACHRArcher Aviation Inc. | Stock | 231 | $2,212 | <0.1% | 歷史 |
| AALAmerican Airlines Group Inc. | Stock | 10 | $113 | <0.1% | 歷史 |