Three Bridge Wealth Advisors, LLC
CIK 1950962 · Holdings on Jun 30, 2024 · First reported Aug 14, 2024
Top ten holdings
Q2 2024- ACWI16.88%
- COIN10.96%
- SPY7.48%
- VOO5.18%
- VT4.38%
- IAU3.38%
- PRFZ2.98%
- IWR2.92%
- QQQ2.90%
- VWO2.61%
Share classes counted separately59.67%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- COINWeight decreased · -2.03 pp12.99% → 10.96%Shares +52 (+0.04%)
- VOOWeight increased · +1.53 pp3.65% → 5.18%Shares +6.79K (+35.27%)
- QQQWeight increased · +0.64 pp2.26% → 2.90%Shares +2.37K (+18.39%)
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 | ACWIISHARES MSCI ACWI ETFMSCI ACWI ETF View history and evidence | $42.60M | 16.88% | 378.98K shares | 16.89% → 16.88%-0.01 pp -10.27K (-2.64%) | Reduced | ↗▾ |
| 02 | COINCOINBASE GLOBAL INC -CLASS ACOM CL A View history and evidence | $27.64M | 10.96% | 124.40K shares | 12.99% → 10.96%-2.03 pp +52 (+0.04%) | Added | ↗▾ |
| 03 | SPYSS SPDR S&P 500 ETF TRUST-USTR UNIT View history and evidence | $18.87M | 7.48% | 34.57K shares | 7.20% → 7.48%+0.28 pp -264 (-0.76%) | Reduced | ↗▾ |
| 04 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $13.08M | 5.18% | 26.05K shares | 3.65% → 5.18%+1.53 pp +6.79K (+35.27%) | Added | ↗▾ |
| 05 | VTVANGUARD TOT WORLD STK ETFTT WRLD ST ETF View history and evidence | $11.04M | 4.38% | 98.03K shares | 4.27% → 4.38%+0.11 pp 0 (0.00%) | Unchanged | ↗▾ |
| 06 | IAUISHARES GOLD TRUSTISHARES NEW View history and evidence | $8.54M | 3.38% | 194.37K shares | 3.03% → 3.38%+0.35 pp +11.49K (+6.29%) | Added | ↗▾ |
| 07 | PRFZINV RAFI US 1500 SM-USD INCFTSE RAFI 1500 View history and evidence | $7.52M | 2.98% | 197.09K shares | 3.04% → 2.98%-0.06 pp +383 (+0.19%) | Added | ↗▾ |
| 08 | IWRISHARES RUSSELL MID-CAP ETFRUS MID CAP ETF View history and evidence | $7.36M | 2.92% | 90.74K shares | 2.55% → 2.92%+0.37 pp +13.86K (+18.03%) | Added | ↗▾ |
| 09 | QQQINVESCO QQQ TRUST SERIES 1UNIT SER 1 View history and evidence | $7.33M | 2.90% | 15.27K shares | 2.26% → 2.90%+0.64 pp +2.37K (+18.39%) | Added | ↗▾ |
| 10 | VWOVANGUARD FTSE EMERGING MARKEFTSE EMR MKT ETF View history and evidence | $6.59M | 2.61% | 150.69K shares | 2.73% → 2.61%-0.12 pp -15.36K (-9.25%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 5
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| AMZN AMAZON.COM INC | Non-derivative | -3,380 | -$609.68K | SEC filing ↗ | SEC filing ↗ |
| VTI VG MORNINGSTAR TS MKT ETF-US | Non-derivative | -2,329 | -$605.31K | SEC filing ↗ | SEC filing ↗ |
| VGK VANGUARD FTSE EUROPE ETF | Non-derivative | -3,805 | -$256.23K | SEC filing ↗ | SEC filing ↗ |
3 / 5 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 1950962 · Period 2024-06-30
Data loaded 2026-09-23 · First reported 2024-08-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 252337170
}Research all 91 reported holdings.
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