Filed: 2/13/2025ACC: 0002056071-25-000002
📋 What this filing means
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 97 equity positions with a total reported market value of $151.41M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
97
Positions
$151.41M
Total AUM (reported)
3.82M
Total Shares
Allocation by class
US CORE EQUITY 2$35.66M23.6%
US TARGETED VLU$21.02M13.9%
10-20 YR TRS ETF$20.92M13.8%
GLOBAL REAL EST$10.02M6.6%
GLOBAL CORE PLUS$9.65M6.4%
EMERGING MKTS CO$9.41M6.2%
INTL CORE EQUITY$7.83M5.2%
Portfolio Concentration
Top 3$77.60M51.3%
4–10$51.36M33.9%
11–25$21.26M14.0%
Rest$1.19M0.8%
Top 3 weight
51.3%
Top 10 weight
85.2%
Voting Authority Distribution
Total shares with voting rights: 3.82M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
3.82M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole97
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings97
Rows:
DIMENSIONAL ETF TRUST
SOLEShares1.03M
TypeSH
Market value$35.66M
23.55%
Sole
0.00
Shared
0.00
None
1.03M
DIMENSIONAL ETF TRUST
SOLEShares377.63K
TypeSH
Market value$21.02M
13.88%
Sole
0.00
Shared
0.00
None
377.63K
ISHARES TR
SOLEShares210.20K
TypeSH
Market value$20.92M
13.82%
Sole
0.00
Shared
0.00
None
210.20K
DIMENSIONAL ETF TRUST
SOLEShares392.26K
TypeSH
Market value$10.02M
6.62%
Sole
0.00
Shared
0.00
None
392.26K
DIMENSIONAL ETF TRUST
SOLEShares182.75K
TypeSH
Market value$9.65M
6.38%
Sole
0.00
Shared
0.00
None
182.75K
DIMENSIONAL ETF TRUST
SOLEShares359.38K
TypeSH
Market value$9.41M
6.22%
Sole
0.00
Shared
0.00
None
359.38K
DIMENSIONAL ETF TRUST
SOLEShares302.78K
TypeSH
Market value$7.83M
5.17%
Sole
0.00
Shared
0.00
None
302.78K
DIMENSIONAL ETF TRUST
SOLEShares224.17K
TypeSH
Market value$5.66M
3.74%
Sole
0.00
Shared
0.00
None
224.17K
DIMENSIONAL ETF TRUST
SOLEShares140.85K
TypeSH
Market value$4.76M
3.14%
Sole
0.00
Shared
0.00
None
140.85K
DIMENSIONAL ETF TRUST
SOLEShares98.51K
TypeSH
Market value$4.03M
2.66%
Sole
0.00
Shared
0.00
None
98.51K
ISHARES TR
SOLEShares35.49K
TypeSH
Market value$3.78M
2.50%
Sole
0.00
Shared
0.00
None
35.49K
DIMENSIONAL ETF TRUST
SOLEShares135K
TypeSH
Market value$3.59M
2.37%
Sole
0.00
Shared
0.00
None
135K
DIMENSIONAL ETF TRUST
SOLEShares119.03K
TypeSH
Market value$2.96M
1.95%
Sole
0.00
Shared
0.00
None
119.03K
VANGUARD INDEX FDS
SOLEShares14.06K
TypeSH
Market value$2.79M
1.84%
Sole
0.00
Shared
0.00
None
14.06K
DIMENSIONAL ETF TRUST
SOLEShares77.19K
TypeSH
Market value$2.74M
1.81%
Sole
0.00
Shared
0.00
None
77.19K
ISHARES TR
SOLEShares18.02K
TypeSH
Market value$1.90M
1.26%
Sole
0.00
Shared
0.00
None
18.02K
DIMENSIONAL ETF TRUST
SOLEShares17.17K
TypeSH
Market value$650.6K
0.43%
Sole
0.00
Shared
0.00
None
17.17K
DIMENSIONAL ETF TRUST
SOLEShares8.36K
TypeSH
Market value$533.2K
0.35%
Sole
0.00
Shared
0.00
None
8.36K
ISHARES TR
SOLEShares7.18K
TypeSH
Market value$435.9K
0.29%
Sole
0.00
Shared
0.00
None
7.18K
VANECK ETF TRUST
SOLEShares7.76K
TypeSH
Market value$402.8K
0.27%
Sole
0.00
Shared
0.00
None
7.76K
DIMENSIONAL ETF TRUST
SOLEShares11.16K
TypeSH
Market value$366.6K
0.24%
Sole
0.00
Shared
0.00
None
11.16K
DIMENSIONAL ETF TRUST
SOLEShares10.75K
TypeSH
Market value$356.3K
0.24%
Sole
0.00
Shared
0.00
None
10.75K
VANGUARD INDEX FDS
SOLEShares1.09K
TypeSH
Market value$315.8K
0.21%
Sole
0.00
Shared
0.00
None
1.09K
ISHARES TR
SOLEShares4.96K
TypeSH
Market value$260.3K
0.17%
Sole
0.00
Shared
0.00
None
4.96K
EA SERIES TRUST
SOLEShares8.72K
TypeSH
Market value$188.9K
0.12%
Sole
0.00
Shared
0.00
None
8.72K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 1.03M | SH | $35.66M 23.55% | 0.00 | 0.00 | 1.03M |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 377.63K | SH | $21.02M 13.88% | 0.00 | 0.00 | 377.63K |
ISHARES TRSOLE | 10-20 YR TRS ETF | 210.20K | SH | $20.92M 13.82% | 0.00 | 0.00 | 210.20K |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL REAL EST | 392.26K | SH | $10.02M 6.62% | 0.00 | 0.00 | 392.26K |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL CORE PLUS | 182.75K | SH | $9.65M 6.38% | 0.00 | 0.00 | 182.75K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 359.38K | SH | $9.41M 6.22% | 0.00 | 0.00 | 359.38K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 302.78K | SH | $7.83M 5.17% | 0.00 | 0.00 | 302.78K |
DIMENSIONAL ETF TRUSTSOLE | INTL HIGH PROFIT | 224.17K | SH | $5.66M 3.74% | 0.00 | 0.00 | 224.17K |
DIMENSIONAL ETF TRUSTSOLE | US HIGH PROFITAB | 140.85K | SH | $4.76M 3.14% | 0.00 | 0.00 | 140.85K |
DIMENSIONAL ETF TRUSTSOLE | US MKTWIDE VALUE | 98.51K | SH | $4.03M 2.66% | 0.00 | 0.00 | 98.51K |
ISHARES TRSOLE | NATIONAL MUN ETF | 35.49K | SH | $3.78M 2.50% | 0.00 | 0.00 | 35.49K |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP V | 135K | SH | $3.59M 2.37% | 0.00 | 0.00 | 135K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 119.03K | SH | $2.96M 1.95% | 0.00 | 0.00 | 119.03K |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 14.06K | SH | $2.79M 1.84% | 0.00 | 0.00 | 14.06K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 77.19K | SH | $2.74M 1.81% | 0.00 | 0.00 | 77.19K |
ISHARES TRSOLE | SHRT NAT MUN ETF | 18.02K | SH | $1.90M 1.26% | 0.00 | 0.00 | 18.02K |
DIMENSIONAL ETF TRUSTSOLE | US SUSTAINABILTY | 17.17K | SH | $650.6K 0.43% | 0.00 | 0.00 | 17.17K |
DIMENSIONAL ETF TRUSTSOLE | US EQUITY MARKET | 8.36K | SH | $533.2K 0.35% | 0.00 | 0.00 | 8.36K |
ISHARES TRSOLE | EAFE SML CP ETF | 7.18K | SH | $435.9K 0.29% | 0.00 | 0.00 | 7.18K |
VANECK ETF TRUSTSOLE | HIGH YLD MUNIETF | 7.76K | SH | $402.8K 0.27% | 0.00 | 0.00 | 7.76K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATIONAL | 11.16K | SH | $366.6K 0.24% | 0.00 | 0.00 | 11.16K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MARKETS | 10.75K | SH | $356.3K 0.24% | 0.00 | 0.00 | 10.75K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 1.09K | SH | $315.8K 0.21% | 0.00 | 0.00 | 1.09K |
ISHARES TRSOLE | EAFE VALUE ETF | 4.96K | SH | $260.3K 0.17% | 0.00 | 0.00 | 4.96K |
EA SERIES TRUSTSOLE | EA BRIDGEWAY OMN | 8.72K | SH | $188.9K 0.12% | 0.00 | 0.00 | 8.72K |
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