Bridge Advisory, LLC
CIK 1847956 · Holdings on Mar 31, 2024 · First reported Apr 16, 2024
Top ten holdings
Q1 2024- SHV8.59%
- EMLC6.77%
- PHYS5.54%
- PSLV3.86%
- DFAU3.68%
- GDX2.91%
- AAPL2.86%
- MINT2.60%
- IUSV2.57%
- COWZ2.53%
Share classes counted separately41.91%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- SHVWeight increased · +4.46 pp4.13% → 8.59%Shares +81.89K (+109.55%)
- TIPWeight decreased · -2.50 pp4.28% → 1.78%Shares -46.07K (-58.01%)
- MINTWeight increased · +2.48 pp0.12% → 2.60%Shares +49.67K (+2088.65%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | SHVISHARES 0-1 YEAR TREASURY BOSHORT TREAS BD View history and evidence | $17.32M | 8.59% | 156.65K shares | 4.13% → 8.59%+4.46 pp +81.89K (+109.55%) | Added | ↗▾ |
| 02 | EMLCVANECK JPM EM LOCAL CURR BNDJP MRGAN EM LOC View history and evidence | $13.63M | 6.77% | 556.29K shares | 8.02% → 6.77%-1.25 pp -74.25K (-11.78%) | Reduced | ↗▾ |
| 03 | PHYSSPROTT PHYSICAL GOLD TRUSTUNIT View history and evidence | $11.16M | 5.54% | 645.28K shares | 6.34% → 5.54%-0.80 pp -148.90K (-18.75%) | Reduced | ↗▾ |
| 04 | PSLVSPROTT PHYSICAL SILVER TRUSTTR UNIT View history and evidence | $7.78M | 3.86% | 938.71K shares | 4.54% → 3.86%-0.68 pp -181.41K (-16.20%) | Reduced | ↗▾ |
| 05 | DFAUDIMENSIONAL US CORE EQUITY MUS CORE EQT MKT View history and evidence | $7.41M | 3.68% | 202.74K shares | 3.36% → 3.68%+0.32 pp +1.05K (+0.52%) | Added | ↗▾ |
| 06 | GDXVANECK GOLD MINERS ETFGOLD MINERS ETF View history and evidence | $5.87M | 2.91% | 185.59K shares | 3.79% → 2.91%-0.88 pp -58.23K (-23.88%) | Reduced | ↗▾ |
| 07 | AAPLAPPLE INC View history and evidence | $5.76M | 2.86% | 33.56K shares | 3.41% → 2.86%-0.55 pp -1.80K (-5.10%) | Reduced | ↗▾ |
| 08 | MINTPIMCO ENHANCED SHORT MATURITENHAN SHRT MA AC View history and evidence | $5.23M | 2.60% | 52.05K shares | 0.12% → 2.60%+2.48 pp +49.67K (+2088.65%) | Added | ↗▾ |
| 09 | IUSVISHARES CORE S&P U.S. VALUECORE S&P US VLU View history and evidence | $5.18M | 2.57% | 57.27K shares | 1.32% → 2.57%+1.25 pp +26.06K (+83.51%) | Added | ↗▾ |
| 10 | COWZPACER US CASH COWS 100 ETFUS CASH COWS 100 View history and evidence | $5.10M | 2.53% | 87.70K shares | 1.47% → 2.53%+1.06 pp +31.13K (+55.04%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 16
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| ZROZ PIMCO 25+ YR ZERO CPN US TIF | Non-derivative | -34,349 | -$2.93M | SEC filing ↗ | SEC filing ↗ |
| VMBS VANGUARD MORTGAGE-BACKED SEC | Non-derivative | -57,419 | -$2.66M | SEC filing ↗ | SEC filing ↗ |
| EDV VANGUARD EXTENDED DUR TREAS | Non-derivative | -27,870 | -$2.26M | SEC filing ↗ | SEC filing ↗ |
3 / 16 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1847956 · Period 2024-03-31
Data loaded 2026-09-23 · First reported 2024-04-16
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 201517362
}Research all 101 reported holdings.
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