$628 Million is the total value of Bridgeworth, LLC's 157 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 19.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPYG | Buy | SPDR SER TRprtflo s&p500 gw | $77,907,987 | +1704.3% | 1,537,556 | +1683.8% | 12.40% | +1141.1% |
| SPMD | Buy | SPDR SER TRportfolio s&p400 | $65,931,295 | +908.4% | 1,551,325 | +814.9% | 10.49% | +593.5% |
| VOO | Sell | VANGUARD INDEX FDS | $59,862,807 | -2.6% | 170,384 | -9.0% | 9.53% | -33.0% |
| SPSM | Buy | SPDR SER TRportfolio s&p600 | $32,224,870 | +822.3% | 871,649 | +749.7% | 5.13% | +534.0% |
| SPLG | Buy | SPDR SER TRportfolio s&p500 | $29,256,545 | +337.8% | 650,435 | +308.7% | 4.66% | +201.0% |
| DFAC | Buy | DIMENSIONAL ETF TRUSTus core equity 2 | $24,763,803 | +103.6% | 1,019,926 | +86.5% | 3.94% | +40.0% |
| LCR | Buy | LEUTHOLD FDS INCcore etf | $24,473,844 | +405.3% | 844,427 | +379.6% | 3.90% | +247.5% |
| SCHP | Buy | SCHWAB STRATEGIC TRus tips etf | $23,064,292 | +39.7% | 445,343 | +39.7% | 3.67% | -3.9% |
| TIP | Sell | ISHARES TRtips bd etf | $21,920,555 | -10.9% | 205,943 | -12.2% | 3.49% | -38.7% |
| BNDX | Buy | VANGUARD CHARLOTTE FDStotal int bd etf | $19,201,963 | +24.0% | 404,848 | +24.8% | 3.06% | -14.7% |
| SPDW | Buy | SPDR INDEX SHS FDSportfolio devlpd | $14,102,417 | +436.6% | 474,989 | +366.4% | 2.24% | +269.1% |
| IVOO | Sell | VANGUARD ADMIRAL FDS INCmidcp 400 idx | $12,857,972 | -64.4% | 78,608 | -67.6% | 2.05% | -75.5% |
| SO | Buy | SOUTHERN CO | $9,493,644 | +7.4% | 132,946 | +2.3% | 1.51% | -26.1% |
| New | DIMENSIONAL ETF TRUSTus real estate e | $8,604,613 | – | 406,838 | +100.0% | 1.37% | – | |
| GSLC | Sell | GOLDMAN SACHS ETF TRactivebeta us lg | $8,319,654 | -11.7% | 109,282 | -17.7% | 1.32% | -39.3% |
| VEA | Sell | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $8,150,288 | -0.7% | 194,193 | -14.0% | 1.30% | -31.7% |
| SPBO | New | SPDR SER TRportfolio crport | $8,102,743 | – | 285,509 | +100.0% | 1.29% | – |
| VTEB | Buy | VANGUARD MUN BD FDStax exempt bd | $7,811,205 | +3499.6% | 157,834 | +3398.9% | 1.24% | +2386.0% |
| SPTS | New | SPDR SER TRportfolio sh tsr | $7,374,396 | – | 255,258 | +100.0% | 1.17% | – |
| VXF | Sell | VANGUARD INDEX FDSextend mkt etf | $7,147,149 | -80.3% | 53,795 | -81.1% | 1.14% | -86.4% |
| VIOO | Sell | VANGUARD ADMIRAL FDS INCsmllcp 600 idx | $6,861,948 | -64.8% | 39,593 | -67.2% | 1.09% | -75.8% |
| AAPL | Buy | APPLE INC | $6,811,377 | -5.9% | 52,423 | +0.1% | 1.08% | -35.2% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $5,852,697 | -21.3% | 15,304 | -26.5% | 0.93% | -45.9% |
| VOOV | Sell | VANGUARD ADMIRAL FDS INC500 val idx fd | $4,833,506 | +5.9% | 34,510 | -6.1% | 0.77% | -27.2% |
| Buy | DIMENSIONAL ETF TRUSTus mktwide value | $4,782,061 | +31.2% | 142,833 | +16.0% | 0.76% | -9.8% | |
| MDY | Sell | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $4,591,446 | -19.1% | 10,369 | -26.6% | 0.73% | -44.3% |
| Buy | DIMENSIONAL ETF TRUSTworld ex us core | $4,386,606 | +15.7% | 203,084 | +1.2% | 0.70% | -20.4% | |
| VUSB | Sell | VANGUARD BD INDEX FDSvanguard ultra | $4,043,039 | -37.6% | 82,511 | -37.7% | 0.64% | -57.1% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $3,926,350 | +7.7% | 22,586 | +0.1% | 0.62% | -25.9% |
| New | DIMENSIONAL ETF TRUSTintl core equity | $3,805,177 | – | 170,254 | +100.0% | 0.61% | – | |
| FTLS | New | FIRST TR EXCH TRADED FD IIIlng/sht equity | $3,779,969 | – | 77,347 | +100.0% | 0.60% | – |
| GL | Buy | GLOBE LIFE INC | $3,248,621 | +25.1% | 26,948 | +3.5% | 0.52% | -14.0% |
| VOOG | Sell | VANGUARD ADMIRAL FDS INC500 grth idx f | $3,246,477 | -28.7% | 15,391 | -29.5% | 0.52% | -50.9% |
| SPSB | Buy | SPDR SER TRportfolio short | $2,909,407 | +39.2% | 99,027 | +38.5% | 0.46% | -4.3% |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $2,909,318 | -66.8% | 15,217 | -68.8% | 0.46% | -77.2% |
| VUG | Sell | VANGUARD INDEX FDSgrowth etf | $2,677,940 | -18.8% | 12,566 | -18.4% | 0.43% | -44.2% |
| SPYV | Buy | SPDR SER TRprtflo s&p500 vl | $2,583,185 | +92.9% | 66,423 | +71.1% | 0.41% | +32.6% |
| SPEM | Buy | SPDR INDEX SHS FDSportfolio emg mk | $2,387,934 | +275.5% | 72,449 | +253.5% | 0.38% | +158.5% |
| VV | VANGUARD INDEX FDSlarge cap etf | $2,352,264 | +6.5% | 13,503 | 0.0% | 0.37% | -26.8% | |
| SFBS | SERVISFIRST BANCSHARES INC | $2,231,306 | -13.8% | 32,380 | 0.0% | 0.36% | -40.7% | |
| MSFT | Buy | MICROSOFT CORP | $2,037,439 | +25.1% | 8,496 | +21.5% | 0.32% | -14.1% |
| HD | Buy | HOME DEPOT INC | $1,919,900 | +19.5% | 6,078 | +4.5% | 0.31% | -17.7% |
| XLRE | New | SELECT SECTOR SPDR TRrl est sel sec | $1,775,337 | – | 48,073 | +100.0% | 0.28% | – |
| UCON | New | FIRST TR EXCHNG TRADED FD VItcw unconstrai | $1,753,102 | – | 72,713 | +100.0% | 0.28% | – |
| VIG | Sell | VANGUARD SPECIALIZED FUNDSdiv app etf | $1,749,518 | +12.2% | 11,521 | -0.1% | 0.28% | -23.0% |
| VONE | VANGUARD SCOTTSDALE FDSvng rus1000idx | $1,698,388 | +6.7% | 9,746 | 0.0% | 0.27% | -26.6% | |
| AMZN | Buy | AMAZON COM INC | $1,643,053 | -25.3% | 19,560 | +0.5% | 0.26% | -48.7% |
| PG | Buy | PROCTER AND GAMBLE CO | $1,622,876 | +22.5% | 10,708 | +2.0% | 0.26% | -16.0% |
| WISDOMTREE TRfloatng rat trea | $1,555,118 | +0.0% | 30,935 | 0.0% | 0.25% | -31.1% | ||
| EQT | EQT CORP | $1,533,495 | -17.0% | 45,329 | 0.0% | 0.24% | -42.9% | |
| KO | Sell | COCA COLA CO | $1,474,667 | +9.3% | 23,183 | -3.7% | 0.24% | -24.7% |
| BND | Sell | VANGUARD BD INDEX FDStotal bnd mrkt | $1,467,538 | -76.4% | 20,428 | -76.6% | 0.23% | -83.8% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $1,461,401 | -7.2% | 3,804 | -13.4% | 0.23% | -36.0% |
| SLY | Sell | SPDR SER TRs&p 600 sml cap | $1,453,053 | -42.0% | 17,675 | -46.6% | 0.23% | -60.1% |
| GPN | GLOBAL PMTS INC | $1,433,386 | -8.1% | 14,432 | 0.0% | 0.23% | -36.8% | |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $1,406,133 | +15.4% | 3 | 0.0% | 0.22% | -20.6% | |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $1,387,882 | +1.4% | 5,738 | -8.1% | 0.22% | -30.3% |
| JNJ | Buy | JOHNSON & JOHNSON | $1,368,695 | +9.9% | 7,748 | +1.7% | 0.22% | -24.3% |
| JKHY | Sell | HENRY JACK & ASSOC INC | $1,366,383 | -5.0% | 7,783 | -1.4% | 0.22% | -34.8% |
| MCK | Sell | MCKESSON CORP | $1,355,309 | +6.1% | 3,613 | -3.8% | 0.22% | -27.0% |
| ACN | Buy | ACCENTURE PLC IRELAND | $1,301,975 | +3.8% | 4,879 | +0.1% | 0.21% | -28.6% |
| RF | Sell | REGIONS FINANCIAL CORP NEW | $1,267,076 | +4.1% | 58,770 | -3.1% | 0.20% | -28.4% |
| ICF | Sell | ISHARES TRcohen steer reit | $1,246,372 | +1.2% | 22,727 | -0.9% | 0.20% | -30.5% |
| VGSH | Sell | VANGUARD SCOTTSDALE FDSshort term treas | $1,230,178 | -82.3% | 21,276 | -82.3% | 0.20% | -87.8% |
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $1,120,071 | +15.7% | 3,626 | 0.0% | 0.18% | -20.5% | |
| XOM | Buy | EXXON MOBIL CORP | $1,091,603 | +58.4% | 9,897 | +25.4% | 0.17% | +9.4% |
| VOT | VANGUARD INDEX FDSmcap gr idxvip | $1,092,941 | +5.4% | 6,080 | 0.0% | 0.17% | -27.5% | |
| T | Buy | AT&T INC | $1,049,115 | +23.3% | 56,986 | +2.7% | 0.17% | -15.2% |
| ABBV | ABBVIE INC | $1,015,750 | +20.3% | 6,285 | 0.0% | 0.16% | -16.9% | |
| VOE | Sell | VANGUARD INDEX FDSmcap vl idxvip | $987,453 | +8.9% | 7,301 | -2.0% | 0.16% | -25.2% |
| VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $982,316 | +2.3% | 11,910 | -0.6% | 0.16% | -29.7% |
| New | DIMENSIONAL ETF TRUSTintl small cap v | $948,611 | – | 42,711 | +100.0% | 0.15% | – | |
| SPTM | Buy | SPDR SER TRportfoli s&p1500 | $918,692 | +20.9% | 19,427 | +12.7% | 0.15% | -17.0% |
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $882,699 | -46.4% | 22,645 | -49.8% | 0.14% | -63.3% |
| VO | Sell | VANGUARD INDEX FDSmid cap etf | $869,649 | -20.9% | 4,267 | -27.0% | 0.14% | -45.7% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $859,593 | +25.1% | 9,083 | +15.3% | 0.14% | -13.8% |
| CVX | Buy | CHEVRON CORP NEW | $808,161 | +32.7% | 4,503 | +6.3% | 0.13% | -8.5% |
| VTV | Sell | VANGUARD INDEX FDSvalue etf | $801,186 | -8.9% | 5,708 | -19.8% | 0.13% | -36.9% |
| PFE | Sell | PFIZER INC | $789,116 | +16.0% | 15,400 | -0.9% | 0.13% | -19.7% |
| WMT | Buy | WALMART INC | $768,579 | +11.5% | 5,421 | +2.0% | 0.12% | -23.3% |
| PRFZ | Buy | INVESCO EXCHANGE TRADED FD Tftse rafi 1500 | $755,933 | +27.5% | 4,772 | +17.2% | 0.12% | -12.4% |
| TSLA | Sell | TESLA INC | $736,740 | -58.7% | 5,981 | -11.0% | 0.12% | -71.6% |
| GBIL | Sell | GOLDMAN SACHS ETF TRacces treasury | $735,329 | -51.1% | 7,375 | -51.0% | 0.12% | -66.4% |
| DE | Sell | DEERE & CO | $715,172 | +27.3% | 1,668 | -1.0% | 0.11% | -12.3% |
| XOP | SPDR SER TRs&p oilgas exp | $698,831 | +9.0% | 5,143 | 0.0% | 0.11% | -25.0% | |
| LLY | Buy | LILLY ELI & CO | $672,446 | +13.4% | 1,838 | +0.2% | 0.11% | -21.9% |
| ES | Buy | EVERSOURCE ENERGY | $675,415 | +7.9% | 8,056 | +0.4% | 0.11% | -26.2% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $630,727 | +27.7% | 1,814 | +4.3% | 0.10% | -12.3% |
| DIS | Buy | DISNEY WALT CO | $621,390 | -7.5% | 7,152 | +0.5% | 0.10% | -36.5% |
| IWF | Buy | ISHARES TRrus 1000 grw etf | $600,523 | +8.2% | 2,803 | +6.3% | 0.10% | -25.0% |
| SMMD | Sell | ISHARES TRrusel 2500 etf | $583,138 | -16.6% | 10,974 | -21.9% | 0.09% | -42.6% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $575,237 | -11.0% | 6,483 | -3.5% | 0.09% | -38.7% |
| FANG | Buy | DIAMONDBACK ENERGY INC | $552,211 | +42.0% | 4,037 | +25.2% | 0.09% | -2.2% |
| DFAE | Buy | DIMENSIONAL ETF TRUSTemgr cre eqt mng | $538,982 | +22.8% | 24,555 | +12.3% | 0.09% | -15.7% |
| MCD | Buy | MCDONALDS CORP | $526,755 | +20.3% | 1,999 | +5.3% | 0.08% | -16.8% |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $523,475 | -19.0% | 1,966 | -18.6% | 0.08% | -44.7% |
| IAU | New | ISHARES GOLD TRishares new | $509,545 | – | 14,731 | +100.0% | 0.08% | – |
| HON | Sell | HONEYWELL INTL INC | $451,180 | +24.3% | 2,105 | -3.0% | 0.07% | -14.3% |
| VNOM | VIPER ENERGY PARTNERS LP | $435,396 | +10.8% | 13,696 | 0.0% | 0.07% | -24.2% | |
| GLD | Sell | SPDR GOLD TR | $421,895 | -47.7% | 2,487 | -52.3% | 0.07% | -64.2% |
| LSI | Buy | LIFE STORAGE INC | $421,643 | -10.1% | 4,281 | +1.0% | 0.07% | -38.5% |
| MINT | Sell | PIMCO ETF TRenhan shrt ma ac | $394,784 | -63.7% | 4,002 | -63.6% | 0.06% | -75.0% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $384,330 | -8.3% | 4,356 | -0.6% | 0.06% | -37.1% |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $381,325 | -9.4% | 5,300 | -10.5% | 0.06% | -37.1% |
| BA | Sell | BOEING CO | $378,143 | +55.6% | 1,985 | -1.0% | 0.06% | +7.1% |
| SLYV | Buy | SPDR SER TRs&p 600 smcp val | $377,177 | +24.5% | 5,082 | +12.7% | 0.06% | -14.3% |
| NEE | Buy | NEXTERA ENERGY INC | $377,788 | +15.5% | 4,519 | +8.5% | 0.06% | -21.1% |
| VT | Sell | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $366,825 | +8.5% | 4,256 | -0.7% | 0.06% | -25.6% |
| PRA | Buy | PROASSURANCE CORP | $364,591 | -10.4% | 20,870 | +0.1% | 0.06% | -38.3% |
| ULST | Sell | SSGA ACTIVE ETF TRult sht trm bd | $360,465 | -22.8% | 9,015 | -22.9% | 0.06% | -47.2% |
| DFAS | DIMENSIONAL ETF TRUSTus small cap etf | $360,505 | +9.9% | 7,048 | 0.0% | 0.06% | -25.0% | |
| EFA | Sell | ISHARES TRmsci eafe etf | $358,118 | -10.0% | 5,456 | -23.3% | 0.06% | -38.0% |
| HCA | Sell | HCA HEALTHCARE INC | $341,223 | +28.8% | 1,422 | -1.4% | 0.05% | -11.5% |
| DUK | Sell | DUKE ENERGY CORP NEW | $337,603 | +9.3% | 3,278 | -1.3% | 0.05% | -25.0% |
| EMXC | ISHARES INCmsci emrg chn | $331,530 | +7.3% | 6,984 | 0.0% | 0.05% | -26.4% | |
| VCSH | Sell | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $325,723 | -11.5% | 4,332 | -12.6% | 0.05% | -38.8% |
| JPM | Sell | JPMORGAN CHASE & CO | $319,659 | +22.9% | 2,384 | -4.0% | 0.05% | -15.0% |
| V | Sell | VISA INC | $317,876 | +11.5% | 1,530 | -4.6% | 0.05% | -22.7% |
| SNV | SYNOVUS FINL CORP | $311,665 | +0.2% | 8,300 | 0.0% | 0.05% | -30.6% | |
| SSB | SOUTHSTATE CORPORATION | $305,440 | -3.3% | 4,000 | 0.0% | 0.05% | -32.9% | |
| BSCO | New | INVESCO EXCH TRD SLF IDX FD | $302,708 | – | 14,777 | +100.0% | 0.05% | – |
| PRF | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $299,284 | +11.7% | 1,929 | 0.0% | 0.05% | -22.6% | |
| BSCP | New | INVESCO EXCH TRD SLF IDX FD | $304,698 | – | 15,129 | +100.0% | 0.05% | – |
| BSV | Sell | VANGUARD BD INDEX FDSshort trm bond | $301,805 | -33.2% | 4,009 | -33.7% | 0.05% | -54.3% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $297,651 | +19.1% | 2,113 | +0.6% | 0.05% | -19.0% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $297,488 | +9.4% | 561 | +4.1% | 0.05% | -25.4% |
| ESML | Buy | ISHARES TResg aware msci | $286,714 | +9.4% | 8,720 | +2.1% | 0.05% | -24.6% |
| ANTM | Sell | ELEVANCE HEALTH INC | $277,234 | +11.8% | 540 | -0.9% | 0.04% | -22.8% |
| IWM | Sell | ISHARES TRrussell 2000 etf | $279,239 | -13.3% | 1,602 | -17.8% | 0.04% | -41.3% |
| BOND | New | PIMCO ETF TRactive bd etf | $277,231 | – | 3,064 | +100.0% | 0.04% | – |
| WM | Sell | WASTE MGMT INC DEL | $272,442 | -7.3% | 1,737 | -5.4% | 0.04% | -36.8% |
| BAC | Buy | BANK AMERICA CORP | $261,006 | +9.7% | 7,881 | +0.2% | 0.04% | -23.6% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $266,982 | -9.5% | 6,776 | -12.9% | 0.04% | -38.2% |
| EFG | Buy | ISHARES TReafe grwth etf | $265,017 | +26.2% | 3,164 | +9.3% | 0.04% | -14.3% |
| EFV | Buy | ISHARES TReafe value etf | $260,010 | +30.0% | 5,667 | +9.2% | 0.04% | -10.9% |
| ORCL | Sell | ORACLE CORP | $259,409 | +29.1% | 3,174 | -3.7% | 0.04% | -12.8% |
| COST | Buy | COSTCO WHSL CORP NEW | $251,122 | +10.6% | 550 | +14.3% | 0.04% | -24.5% |
| IWD | New | ISHARES TRrus 1000 val etf | $242,542 | – | 1,599 | +100.0% | 0.04% | – |
| SDY | Sell | SPDR SER TRs&p divid etf | $247,581 | +8.1% | 1,979 | -3.8% | 0.04% | -26.4% |
| CSX | CSX CORP | $246,012 | +16.0% | 7,941 | 0.0% | 0.04% | -20.4% | |
| VBR | Sell | VANGUARD INDEX FDSsm cp val etf | $246,443 | +6.7% | 1,552 | -3.5% | 0.04% | -26.4% |
| SPIB | New | SPDR SER TRportfolio intrmd | $240,002 | – | 7,540 | +100.0% | 0.04% | – |
| PEP | Buy | PEPSICO INC | $235,761 | +11.7% | 1,305 | +1.0% | 0.04% | -22.4% |
| LUV | SOUTHWEST AIRLS CO | $232,087 | +9.0% | 6,893 | 0.0% | 0.04% | -24.5% | |
| ADP | AUTOMATIC DATA PROCESSING IN | $224,290 | +5.8% | 939 | 0.0% | 0.04% | -26.5% | |
| MRK | New | MERCK & CO INC | $217,795 | – | 1,963 | +100.0% | 0.04% | – |
| MMM | New | 3M CO | $218,099 | – | 1,819 | +100.0% | 0.04% | – |
| LMT | New | LOCKHEED MARTIN CORP | $221,839 | – | 456 | +100.0% | 0.04% | – |
| AFL | New | AFLAC INC | $207,227 | – | 2,881 | +100.0% | 0.03% | – |
| VDE | New | VANGUARD WORLD FDSenergy etf | $204,599 | – | 1,687 | +100.0% | 0.03% | – |
| GPC | New | GENUINE PARTS CO | $209,253 | – | 1,206 | +100.0% | 0.03% | – |
| XLE | New | SELECT SECTOR SPDR TRenergy | $205,380 | – | 2,348 | +100.0% | 0.03% | – |
| SBUX | New | STARBUCKS CORP | $202,084 | – | 2,037 | +100.0% | 0.03% | – |
| HAS | Sell | HASBRO INC | $201,980 | -12.6% | 3,311 | -3.4% | 0.03% | -39.6% |
| MPW | Sell | MEDICAL PPTYS TRUST INC | $177,266 | -10.9% | 15,913 | -5.0% | 0.03% | -39.1% |
| BBVA | BANCO BILBAO VIZCAYA ARGENTAsponsored adr | $118,602 | +34.8% | 19,734 | 0.0% | 0.02% | -5.0% | |
| Buy | WARNER BROS DISCOVERY INC | $106,015 | -15.2% | 11,183 | +2.7% | 0.02% | -41.4% | |
| SCHH | Exit | SCHWAB STRATEGIC TRus reit etf | $0 | – | -10,349 | -100.0% | -0.04% | – |
| SUSB | Exit | ISHARES TResg awre 1 5 yr | $0 | – | -8,517 | -100.0% | -0.05% | – |
| VB | Exit | VANGUARD INDEX FDSsmall cp etf | $0 | – | -1,346 | -100.0% | -0.05% | – |
| ITOT | Exit | ISHARES TRcore s&p ttl stk | $0 | – | -3,023 | -100.0% | -0.06% | – |
| STIP | Exit | ISHARES TR0-5 yr tips etf | $0 | – | -3,397 | -100.0% | -0.08% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-07
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.