$435 Million is the total value of Bridgeworth, LLC's 143 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 15.9% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VOO | Buy | VANGUARD INDEX FDS | $66,439,000 | -4.0% | 160,029 | +0.9% | 15.28% | -0.0% |
| VXF | Buy | VANGUARD INDEX FDSextend mkt etf | $44,276,000 | -8.5% | 267,271 | +1.0% | 10.18% | -4.6% |
| TIP | Buy | ISHARES TRtips bd etf | $36,094,000 | +144.8% | 289,748 | +153.9% | 8.30% | +155.0% |
| IVOO | Buy | VANGUARD ADMIRAL FDS INCmidcp 400 idx | $35,272,000 | +0.5% | 194,004 | +5.9% | 8.11% | +4.7% |
| VIOO | Buy | VANGUARD ADMIRAL FDS INCsmllcp 600 idx | $19,121,000 | -1.7% | 96,559 | +4.3% | 4.40% | +2.4% |
| DFAC | Sell | DIMENSIONAL ETF TRUSTus core equity 2 | $14,639,000 | -5.3% | 530,774 | -0.5% | 3.37% | -1.3% |
| GSLC | Buy | GOLDMAN SACHS ETF TRactivebeta us lg | $13,950,000 | -1.8% | 156,675 | +4.9% | 3.21% | +2.3% |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $10,863,000 | -7.4% | 47,715 | -1.8% | 2.50% | -3.5% |
| VEA | Buy | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $10,127,000 | +16.6% | 210,853 | +24.0% | 2.33% | +21.5% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $9,931,000 | -16.2% | 21,988 | -11.9% | 2.28% | -12.7% |
| SO | Sell | SOUTHERN CO | $9,901,000 | -21.1% | 136,553 | -25.4% | 2.28% | -17.8% |
| AAPL | Sell | APPLE INC | $8,805,000 | -14.4% | 50,428 | -12.9% | 2.02% | -10.8% |
| MDY | Sell | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $8,077,000 | -7.9% | 16,468 | -2.8% | 1.86% | -4.1% |
| BND | Sell | VANGUARD BD INDEX FDStotal bnd mrkt | $7,641,000 | -7.2% | 96,071 | -1.1% | 1.76% | -3.4% |
| VOOG | Buy | VANGUARD ADMIRAL FDS INC500 grth idx f | $6,116,000 | +34.5% | 22,187 | +47.2% | 1.41% | +40.0% |
| Sell | DIMENSIONAL ETF TRUSTworld ex us core | $5,287,000 | -4.7% | 211,923 | -0.3% | 1.22% | -0.7% | |
| VOOV | Buy | VANGUARD ADMIRAL FDS INC500 val idx fd | $4,850,000 | +4.1% | 32,186 | +4.6% | 1.12% | +8.5% |
| UPS | Sell | UNITED PARCEL SERVICE INCcl b | $4,797,000 | -61.9% | 22,370 | -61.9% | 1.10% | -60.3% |
| VUG | Sell | VANGUARD INDEX FDSgrowth etf | $4,425,000 | -10.9% | 15,385 | -0.6% | 1.02% | -7.2% |
| SPSB | Sell | SPDR SER TRportfolio short | $4,412,000 | -15.6% | 146,426 | -13.3% | 1.02% | -12.0% |
| VV | Buy | VANGUARD INDEX FDSlarge cap etf | $4,034,000 | -4.7% | 19,347 | +1.0% | 0.93% | -0.6% |
| SPYG | Buy | SPDR SER TRprtflo s&p500 gw | $3,479,000 | -5.8% | 52,549 | +3.1% | 0.80% | -1.8% |
| MINT | Buy | PIMCO ETF TRenhan shrt ma ac | $3,353,000 | +163.6% | 33,472 | +167.2% | 0.77% | +174.4% |
| SFBS | SERVISFIRST BANCSHARES INC | $3,085,000 | +12.2% | 32,380 | 0.0% | 0.71% | +16.8% | |
| AMZN | Buy | AMAZON COM INC | $2,944,000 | -2.1% | 903 | +0.1% | 0.68% | +2.0% |
| GL | Sell | GLOBE LIFE INC | $2,878,000 | -35.5% | 28,612 | -39.9% | 0.66% | -32.8% |
| SLY | Buy | SPDR SER TRs&p 600 sml cap | $2,548,000 | -4.3% | 27,223 | +1.7% | 0.59% | -0.3% |
| GLD | Buy | SPDR GOLD TR | $2,509,000 | +7.8% | 13,886 | +2.0% | 0.58% | +12.3% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $2,287,000 | +156.4% | 49,573 | +174.9% | 0.53% | +167.0% |
| GBIL | Sell | GOLDMAN SACHS ETF TRacces treasury | $2,245,000 | -15.2% | 22,462 | -15.1% | 0.52% | -11.6% |
| VONE | Sell | VANGUARD SCOTTSDALE FDSvng rus1000idx | $2,121,000 | -8.5% | 10,235 | -3.4% | 0.49% | -4.7% |
| MSFT | Sell | MICROSOFT CORP | $2,076,000 | -19.8% | 6,732 | -12.5% | 0.48% | -16.5% |
| GPN | Sell | GLOBAL PMTS INC | $1,975,000 | -2.2% | 14,432 | -3.3% | 0.45% | +1.8% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $1,961,000 | -0.5% | 4,322 | +4.6% | 0.45% | +3.7% |
| RF | Sell | REGIONS FINANCIAL CORP NEW | $1,885,000 | +1.0% | 84,669 | -1.2% | 0.43% | +5.1% |
| TSLA | Sell | TESLA INC | $1,876,000 | -6.1% | 1,741 | -7.9% | 0.43% | -2.3% |
| SPDW | Buy | SPDR INDEX SHS FDSportfolio devlpd | $1,818,000 | +77.4% | 53,035 | +88.8% | 0.42% | +85.0% |
| HD | Buy | HOME DEPOT INC | $1,762,000 | -20.1% | 5,885 | +10.8% | 0.40% | -16.8% |
| VIG | Sell | VANGUARD SPECIALIZED FUNDSdiv app etf | $1,750,000 | -11.4% | 10,795 | -6.2% | 0.40% | -7.8% |
| PG | Sell | PROCTER AND GAMBLE CO | $1,686,000 | -14.5% | 11,035 | -8.5% | 0.39% | -11.0% |
| ICF | Sell | ISHARES TRcohen steer reit | $1,686,000 | -6.9% | 23,737 | -0.2% | 0.39% | -3.0% |
| VO | Sell | VANGUARD INDEX FDSmid cap etf | $1,605,000 | -12.2% | 6,748 | -5.9% | 0.37% | -8.4% |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $1,587,000 | +17.4% | 3 | 0.0% | 0.36% | +22.5% | |
| JKHY | HENRY JACK & ASSOC INC | $1,561,000 | +18.0% | 7,923 | 0.0% | 0.36% | +22.9% | |
| KO | Sell | COCA COLA CO | $1,547,000 | -15.1% | 24,959 | -18.9% | 0.36% | -11.4% |
| T | Sell | AT&T INC | $1,486,000 | -14.5% | 62,902 | -11.0% | 0.34% | -10.9% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $1,443,000 | -4.5% | 5,379 | +0.8% | 0.33% | -0.6% |
| VOT | Sell | VANGUARD INDEX FDSmcap gr idxvip | $1,409,000 | -21.2% | 6,326 | -9.9% | 0.32% | -18.0% |
| JNJ | Sell | JOHNSON & JOHNSON | $1,370,000 | +1.1% | 7,732 | -2.4% | 0.32% | +5.4% |
| XOP | Sell | SPDR SER TRs&p oilgas exp | $1,273,000 | +13.4% | 9,458 | -19.3% | 0.29% | +18.1% |
| SCHH | Buy | SCHWAB STRATEGIC TRus reit etf | $1,268,000 | +8.8% | 50,931 | +130.4% | 0.29% | +13.6% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $1,236,000 | +15.1% | 3,503 | -2.5% | 0.28% | +19.8% |
| EQT | EQT CORP | $1,162,000 | +57.9% | 33,761 | 0.0% | 0.27% | +64.8% | |
| EFA | Sell | ISHARES TRmsci eafe etf | $1,162,000 | -15.2% | 15,795 | -9.4% | 0.27% | -11.9% |
| MCK | MCKESSON CORP | $1,150,000 | +23.1% | 3,757 | 0.0% | 0.26% | +28.2% | |
| VOE | Buy | VANGUARD INDEX FDSmcap vl idxvip | $1,149,000 | +5.6% | 7,677 | +6.1% | 0.26% | +10.0% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $1,072,000 | +17.2% | 9,941 | +24.4% | 0.25% | +22.3% |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $1,063,000 | +14.7% | 7,190 | +14.1% | 0.24% | +19.0% |
| SPYV | Buy | SPDR SER TRprtflo s&p500 vl | $1,061,000 | +10.9% | 25,406 | +11.5% | 0.24% | +15.6% |
| ABBV | Sell | ABBVIE INC | $1,051,000 | +5.9% | 6,486 | -11.4% | 0.24% | +10.5% |
| ACN | Sell | ACCENTURE PLC IRELAND | $1,020,000 | -27.9% | 3,026 | -11.3% | 0.24% | -24.7% |
| DIS | DISNEY WALT CO | $975,000 | -11.4% | 7,110 | 0.0% | 0.22% | -7.8% | |
| SPEM | Buy | SPDR INDEX SHS FDSportfolio emg mk | $937,000 | +49.9% | 24,240 | +61.0% | 0.22% | +55.8% |
| SPTM | Buy | SPDR SER TRportfoli s&p1500 | $924,000 | +16.7% | 16,626 | +22.6% | 0.21% | +21.1% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $885,000 | -3.9% | 2,441 | +5.5% | 0.20% | +0.5% |
| IWF | Sell | ISHARES TRrus 1000 grw etf | $889,000 | -9.2% | 3,203 | -0.1% | 0.20% | -5.6% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $841,000 | +15.8% | 301 | +19.9% | 0.19% | +20.6% |
| WMT | Buy | WALMART INC | $823,000 | +3.0% | 5,529 | +0.1% | 0.19% | +7.4% |
| PFE | Sell | PFIZER INC | $805,000 | -18.7% | 15,554 | -7.2% | 0.18% | -15.5% |
| DE | Sell | DEERE & CO | $770,000 | -11.2% | 1,854 | -26.7% | 0.18% | -7.3% |
| ES | EVERSOURCE ENERGY | $708,000 | -3.0% | 8,024 | 0.0% | 0.16% | +1.2% | |
| CVX | Sell | CHEVRON CORP NEW | $689,000 | +35.9% | 4,232 | -2.1% | 0.16% | +41.1% |
| STIP | Buy | ISHARES TR0-5 yr tips etf | $650,000 | +133.8% | 6,189 | +135.3% | 0.15% | +144.3% |
| LLY | Buy | LILLY ELI & CO | $623,000 | +4.0% | 2,175 | +0.2% | 0.14% | +8.3% |
| LSI | Buy | LIFE STORAGE INC | $586,000 | -7.6% | 4,170 | +0.7% | 0.14% | -3.6% |
| IWM | Sell | ISHARES TRrussell 2000 etf | $584,000 | -25.8% | 2,847 | -19.6% | 0.13% | -23.0% |
| GOOGL | New | ALPHABET INCcap stk cl a | $579,000 | – | 208 | +100.0% | 0.13% | – |
| PRA | Buy | PROASSURANCE CORP | $560,000 | +36.6% | 20,825 | +28.7% | 0.13% | +41.8% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $537,000 | +1.5% | 1,503 | +2.0% | 0.12% | +5.1% |
| IAU | Sell | ISHARES GOLD TRishares new | $517,000 | +3.8% | 14,029 | -2.0% | 0.12% | +8.2% |
| SCZ | Buy | ISHARES TReafe sml cp etf | $512,000 | +29.0% | 7,714 | +42.0% | 0.12% | +34.1% |
| SMMD | Buy | ISHARES TRrusel 2500 etf | $510,000 | -5.9% | 8,173 | +0.1% | 0.12% | -2.5% |
| XOM | Buy | EXXON MOBIL CORP | $505,000 | +36.5% | 6,113 | +1.2% | 0.12% | +41.5% |
| VSS | Sell | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $470,000 | -20.6% | 3,794 | -14.2% | 0.11% | -17.6% |
| FANG | Sell | DIAMONDBACK ENERGY INC | $459,000 | +20.5% | 3,345 | -5.4% | 0.11% | +26.2% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $456,000 | -14.1% | 8,961 | -12.4% | 0.10% | -10.3% |
| VCSH | Sell | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $454,000 | -10.8% | 5,820 | -7.1% | 0.10% | -7.1% |
| MCD | Sell | MCDONALDS CORP | $434,000 | -17.0% | 1,754 | -10.1% | 0.10% | -13.0% |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $436,000 | +5.8% | 5,965 | -9.7% | 0.10% | +9.9% |
| VT | Sell | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $434,000 | -8.4% | 4,286 | -2.9% | 0.10% | -4.8% |
| HON | Buy | HONEYWELL INTL INC | $427,000 | -5.5% | 2,194 | +1.3% | 0.10% | -2.0% |
| BSV | Sell | VANGUARD BD INDEX FDSshort trm bond | $417,000 | -6.7% | 5,354 | -3.1% | 0.10% | -3.0% |
| SNV | Sell | SYNOVUS FINL CORP | $407,000 | -5.6% | 8,300 | -7.8% | 0.09% | -1.1% |
| ITOT | ISHARES TRcore s&p ttl stk | $409,000 | -5.5% | 4,050 | 0.0% | 0.09% | -2.1% | |
| VNOM | VIPER ENERGY PARTNERS LP | $405,000 | +38.7% | 13,696 | 0.0% | 0.09% | +45.3% | |
| PRFZ | INVESCO EXCHANGE TRADED FD Tftse rafi 1500 | $395,000 | -4.6% | 2,162 | 0.0% | 0.09% | 0.0% | |
| DFAS | DIMENSIONAL ETF TRUSTus small cap etf | $395,000 | -6.6% | 7,048 | 0.0% | 0.09% | -2.2% | |
| V | Sell | VISA INC | $391,000 | -3.7% | 1,762 | -5.9% | 0.09% | 0.0% |
| NEE | Sell | NEXTERA ENERGY INC | $389,000 | -13.6% | 4,597 | -4.6% | 0.09% | -10.1% |
| BA | Buy | BOEING CO | $377,000 | -4.6% | 1,970 | +0.5% | 0.09% | 0.0% |
| PRF | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $375,000 | -0.5% | 2,194 | 0.0% | 0.09% | +3.6% | |
| DUK | Sell | DUKE ENERGY CORP NEW | $373,000 | -11.4% | 3,342 | -16.7% | 0.09% | -7.5% |
| HCA | HCA HEALTHCARE INC | $361,000 | -2.4% | 1,442 | 0.0% | 0.08% | +1.2% | |
| USMV | Sell | ISHARES TRmsci usa min vol | $359,000 | -16.7% | 4,623 | -13.2% | 0.08% | -12.6% |
| VEU | New | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $334,000 | – | 5,795 | +100.0% | 0.08% | – |
| Sell | INVENTRUST PPTYS CORP | $331,000 | -97.8% | 10,754 | -98.0% | 0.08% | -97.7% | |
| SSB | SOUTHSTATE CORPORATION | $326,000 | +1.9% | 4,000 | 0.0% | 0.08% | +5.6% | |
| INTC | Sell | INTEL CORP | $327,000 | -6.0% | 6,593 | -2.4% | 0.08% | -2.6% |
| EXG | EATON VANCE TAX-MANAGED GLOB | $318,000 | -8.9% | 32,750 | 0.0% | 0.07% | -5.2% | |
| LUV | SOUTHWEST AIRLS CO | $319,000 | +7.0% | 6,955 | 0.0% | 0.07% | +10.6% | |
| VB | Sell | VANGUARD INDEX FDSsmall cp etf | $318,000 | -27.1% | 1,496 | -22.5% | 0.07% | -24.0% |
| JPM | Sell | JPMORGAN CHASE & CO | $316,000 | -35.0% | 2,318 | -24.4% | 0.07% | -31.8% |
| BAC | Buy | BK OF AMERICA CORP | $303,000 | -7.3% | 7,349 | +0.1% | 0.07% | -2.8% |
| VBR | Sell | VANGUARD INDEX FDSsm cp val etf | $294,000 | -3.6% | 1,672 | -2.0% | 0.07% | +1.5% |
| CSX | Sell | CSX CORP | $297,000 | -4.5% | 7,941 | -4.0% | 0.07% | -1.4% |
| HAS | HASBRO INC | $285,000 | -19.5% | 3,481 | 0.0% | 0.07% | -15.4% | |
| COST | Sell | COSTCO WHSL CORP NEW | $283,000 | -6.9% | 492 | -8.2% | 0.06% | -3.0% |
| TGT | TARGET CORP | $277,000 | -8.3% | 1,307 | 0.0% | 0.06% | -4.5% | |
| UNH | UNITEDHEALTH GROUP INC | $275,000 | +1.5% | 539 | 0.0% | 0.06% | +5.0% | |
| ORCL | Buy | ORACLE CORP | $272,000 | -4.9% | 3,286 | +0.2% | 0.06% | 0.0% |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $276,000 | -18.6% | 2,121 | -16.3% | 0.06% | -16.0% |
| ANTM | ANTHEM INC | $268,000 | +5.9% | 545 | 0.0% | 0.06% | +10.7% | |
| SPTS | New | SPDR SER TRportfolio sh tsr | $266,000 | – | 8,967 | +100.0% | 0.06% | – |
| IWD | Sell | ISHARES TRrus 1000 val etf | $261,000 | -1.5% | 1,574 | -0.3% | 0.06% | +3.4% |
| SDY | Sell | SPDR SER TRs&p divid etf | $263,000 | -55.7% | 2,055 | -55.3% | 0.06% | -54.2% |
| PTBD | PACER FDS TRtrendpilot us bd | $258,000 | -9.8% | 10,630 | 0.0% | 0.06% | -6.3% | |
| MMM | Sell | 3M CO | $252,000 | -22.9% | 1,691 | -8.1% | 0.06% | -19.4% |
| D | Buy | DOMINION ENERGY INC | $253,000 | +8.6% | 2,977 | +0.5% | 0.06% | +13.7% |
| EFV | New | ISHARES TReafe value etf | $248,000 | – | 4,927 | +100.0% | 0.06% | – |
| FEX | Sell | FIRST TR LRGE CP CORE ALPHA | $245,000 | -6.1% | 2,780 | -1.8% | 0.06% | -3.4% |
| EFG | New | ISHARES TReafe grwth etf | $242,000 | – | 2,516 | +100.0% | 0.06% | – |
| WM | Sell | WASTE MGMT INC DEL | $240,000 | -10.8% | 1,513 | -6.2% | 0.06% | -6.8% |
| FB | Sell | META PLATFORMS INCcl a | $240,000 | -37.5% | 1,079 | -5.4% | 0.06% | -35.3% |
| VNQ | New | VANGUARD INDEX FDSreal estate etf | $232,000 | – | 2,143 | +100.0% | 0.05% | – |
| PEP | Buy | PEPSICO INC | $229,000 | +9.0% | 1,366 | +13.2% | 0.05% | +15.2% |
| SPLG | Buy | SPDR SER TRportfolio s&p500 | $223,000 | -5.1% | 4,206 | +0.0% | 0.05% | -1.9% |
| ADP | Sell | AUTOMATIC DATA PROCESSING IN | $214,000 | -15.1% | 939 | -7.9% | 0.05% | -12.5% |
| MRK | New | MERCK & CO INC | $207,000 | – | 2,518 | +100.0% | 0.05% | – |
| ACWI | ISHARES TRmsci acwi etf | $210,000 | -5.4% | 2,102 | 0.0% | 0.05% | -2.0% | |
| EEM | Buy | ISHARES TRmsci emg mkt etf | $205,000 | -2.8% | 4,543 | +5.1% | 0.05% | 0.0% |
| SLYV | New | SPDR SER TRs&p 600 smcp val | $202,000 | – | 2,427 | +100.0% | 0.05% | – |
| ETY | EATON VANCE TAX-MANAGED DIVE | $168,000 | -7.2% | 12,000 | 0.0% | 0.04% | -2.5% | |
| BBVA | Sell | BANCO BILBAO VIZCAYA ARGENTAsponsored adr | $111,000 | -20.7% | 19,497 | -18.4% | 0.03% | -16.1% |
| AAPL | Exit | APPLE INCcall | $0 | – | -643,500 | -100.0% | 0.00% | – |
| SPHQ | Exit | INVESCO EXCHANGE TRADED FD Ts&p500 quality | $0 | – | -4,008 | -100.0% | -0.05% | – |
| CSCO | Exit | CISCO SYS INC | $0 | – | -3,618 | -100.0% | -0.05% | – |
| SBUX | Exit | STARBUCKS CORP | $0 | – | -2,006 | -100.0% | -0.05% | – |
| LMT | Exit | LOCKHEED MARTIN CORP | $0 | – | -678 | -100.0% | -0.05% | – |
| BOND | Exit | PIMCO ETF TRactive bd etf | $0 | – | -2,297 | -100.0% | -0.06% | – |
| FSK | Exit | FS KKR CAP CORP | $0 | – | -11,815 | -100.0% | -0.06% | – |
| AOS | Exit | SMITH A O CORP | $0 | – | -3,005 | -100.0% | -0.06% | – |
| Exit | GENERAL ELECTRIC CO | $0 | – | -2,807 | -100.0% | -0.06% | – | |
| SHOP | Exit | SHOPIFY INCcl a | $0 | – | -193 | -100.0% | -0.06% | – |
| DHS | Exit | WISDOMTREE TRus high dividend | $0 | – | -3,501 | -100.0% | -0.06% | – |
| SRC | Exit | SPIRIT RLTY CAP INC NEW | $0 | – | -6,000 | -100.0% | -0.06% | – |
| XHR | Exit | XENIA HOTELS & RESORTS INC | $0 | – | -16,698 | -100.0% | -0.07% | – |
| OPI | Exit | OFFICE PPTYS INCOME TR | $0 | – | -12,926 | -100.0% | -0.07% | – |
| GPC | Exit | GENUINE PARTS CO | $0 | – | -2,768 | -100.0% | -0.09% | – |
| SCHD | Exit | SCHWAB STRATEGIC TRus dividend eq | $0 | – | -5,851 | -100.0% | -0.10% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-09
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD S&P | 28 | Q3 2023 | 18.4% |
| VANGUARD INDEX FDS | 28 | Q3 2023 | 13.6% |
| VANGUARD S&P | 28 | Q3 2023 | 8.9% |
| VANGUARD TOTAL | 28 | Q3 2023 | 15.2% |
| VANGUARD S&P | 28 | Q3 2023 | 5.3% |
| SPDR SER TR | 28 | Q3 2023 | 10.1% |
| SPDR S&P 500 ETF TR | 28 | Q3 2023 | 4.4% |
| VANGUARD TOTAL | 28 | Q3 2023 | 5.1% |
| SPDR S&P MIDCAP 400 ETF TR | 28 | Q3 2023 | 2.8% |
| VANGUARD TAX-MANAGED INTL FD | 28 | Q3 2023 | 2.9% |
View Bridgeworth, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-01-26 |
| 13F-HR | 2023-10-24 |
| 13F-HR | 2023-07-31 |
| 13F-HR | 2023-04-20 |
| 13F-HR | 2023-02-07 |
| 13F-HR | 2022-10-28 |
| 13F-HR | 2022-08-10 |
| 13F-HR | 2022-05-09 |
| 13F-HR | 2022-02-10 |
| 13F-HR | 2021-10-21 |
View Bridgeworth, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.