205 is the total number of securities Bridge Advisory, LLC has owned. The longest Bridge Advisory, LLC has owned a single stock is 12 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
TIP | ISHARES TR | 12 | 12 | 6.48% | 12.10% | 15.52% | Q4 2020 | Q3 2023 | 12 |
IEI | ISHARES TR | 12 | 12 | 0.11% | 6.33% | 16.81% | Q4 2020 | Q3 2023 | 12 |
PHYS | SPROTT PHYSICAL GOLD TR | 12 | 12 | 3.71% | 4.89% | 6.04% | Q4 2020 | Q3 2023 | 12 |
SPIP | SPDR SER TR | 12 | 12 | 1.94% | 4.80% | 7.97% | Q4 2020 | Q3 2023 | 12 |
SHY | ISHARES TR | 12 | 12 | 0.74% | 4.75% | 10.84% | Q4 2020 | Q3 2023 | 12 |
GDX | VANECK VECTORS ETF TR | 12 | 12 | 2.64% | 3.39% | 4.53% | Q4 2020 | Q3 2023 | 12 |
AAPL | APPLE INC | 12 | 12 | 2.27% | 2.91% | 3.47% | Q4 2020 | Q3 2023 | 12 |
VMBS | VANGUARD SCOTTSDALE FDS | 12 | 12 | 0.78% | 2.50% | 4.62% | Q4 2020 | Q3 2023 | 12 |
PDT | HANCOCK JOHN PREM DIVI... | 12 | 12 | 0.16% | 1.37% | 2.59% | Q4 2020 | Q3 2023 | 12 |
QQQX | NUVEEN NASDAQ 100 DYNA... | 12 | 12 | 0.94% | 1.36% | 1.57% | Q4 2020 | Q3 2023 | 12 |
FIW | FIRST TR EXCHANGE TRAD... | 12 | 12 | 0.62% | 1.31% | 2.49% | Q4 2020 | Q3 2023 | 12 |
ERH | WELLS FARGO UTILITIES ... | 12 | 12 | 0.74% | 1.14% | 1.45% | Q4 2020 | Q3 2023 | 12 |
GDXJ | VANECK VECTORS ETF TR | 12 | 12 | 0.59% | 0.95% | 1.52% | Q4 2020 | Q3 2023 | 12 |
CGW | INVESCO EXCH TRADED FD... | 12 | 12 | 0.44% | 0.83% | 1.30% | Q4 2020 | Q3 2023 | 12 |
IWD | ISHARES TR | 12 | 12 | 0.09% | 0.83% | 8.62% | Q4 2020 | Q3 2023 | 12 |
ACWV | ISHARES INC | 12 | 12 | 0.24% | 0.80% | 1.84% | Q4 2020 | Q3 2023 | 12 |
BND | VANGUARD BD INDEX FDS | 12 | 12 | 0.20% | 0.73% | 3.54% | Q4 2020 | Q3 2023 | 12 |
SPEM | SPDR INDEX SHS FDS | 12 | 12 | 0.36% | 0.72% | 0.97% | Q4 2020 | Q3 2023 | 12 |
IVV | ISHARES TR | 12 | 12 | 0.31% | 0.65% | 1.67% | Q4 2020 | Q3 2023 | 12 |
LTPZ | PIMCO ETF TR | 12 | 12 | 0.28% | 0.60% | 1.42% | Q4 2020 | Q3 2023 | 12 |
MINT | PIMCO ETF TR | 12 | 12 | 0.14% | 0.59% | 1.17% | Q4 2020 | Q3 2023 | 12 |
MSFT | MICROSOFT CORP | 12 | 12 | 0.43% | 0.56% | 0.76% | Q4 2020 | Q3 2023 | 12 |
DIS | DISNEY WALT CO | 12 | 12 | 0.27% | 0.54% | 1.01% | Q4 2020 | Q3 2023 | 12 |
VHT | VANGUARD WORLD FDS | 12 | 12 | 0.35% | 0.47% | 0.60% | Q4 2020 | Q3 2023 | 12 |
NOC | NORTHROP GRUMMAN CORP | 12 | 12 | 0.33% | 0.43% | 0.53% | Q4 2020 | Q3 2023 | 12 |
XOM | EXXON MOBIL CORP | 12 | 12 | 0.20% | 0.41% | 0.96% | Q4 2020 | Q3 2023 | 12 |
CIBR | FIRST TR EXCHANGE TRAD... | 12 | 12 | 0.08% | 0.36% | 0.65% | Q4 2020 | Q3 2023 | 12 |
AMZN | AMAZON COM INC | 12 | 12 | 0.21% | 0.34% | 0.53% | Q4 2020 | Q3 2023 | 12 |
DON | WISDOMTREE TR | 12 | 12 | 0.15% | 0.32% | 0.55% | Q4 2020 | Q3 2023 | 12 |
NFLX | NETFLIX INC | 12 | 12 | 0.13% | 0.31% | 0.50% | Q4 2020 | Q3 2023 | 12 |
GOOGL | ALPHABET INC | 12 | 12 | 0.18% | 0.31% | 0.38% | Q4 2020 | Q3 2023 | 12 |
TSLA | TESLA INC | 12 | 12 | 0.08% | 0.29% | 0.53% | Q4 2020 | Q3 2023 | 12 |
COST | COSTCO WHSL CORP NEW | 12 | 12 | 0.22% | 0.29% | 0.34% | Q4 2020 | Q3 2023 | 12 |
HD | HOME DEPOT INC | 12 | 12 | 0.12% | 0.27% | 0.45% | Q4 2020 | Q3 2023 | 12 |
GOOG | ALPHABET INC | 12 | 12 | 0.18% | 0.27% | 0.58% | Q4 2020 | Q3 2023 | 12 |
BA | BOEING CO | 12 | 12 | 0.13% | 0.21% | 0.39% | Q4 2020 | Q3 2023 | 12 |
SNAP | SNAP INC | 12 | 12 | 0.07% | 0.21% | 0.49% | Q4 2020 | Q3 2023 | 12 |
VNQ | VANGUARD INDEX FDS | 12 | 12 | 0.09% | 0.20% | 0.75% | Q4 2020 | Q3 2023 | 12 |
SPYV | SPDR SER TR | 12 | 12 | 0.12% | 0.20% | 0.58% | Q4 2020 | Q3 2023 | 12 |
IBB | ISHARES TR | 12 | 12 | 0.11% | 0.19% | 0.28% | Q4 2020 | Q3 2023 | 12 |
JPM | JPMORGAN CHASE & CO | 12 | 12 | 0.15% | 0.18% | 0.24% | Q4 2020 | Q3 2023 | 12 |
NVDA | NVIDIA CORPORATION | 12 | 12 | 0.10% | 0.17% | 0.27% | Q4 2020 | Q3 2023 | 12 |
XLU | SELECT SECTOR SPDR TR | 12 | 12 | 0.07% | 0.13% | 0.20% | Q4 2020 | Q3 2023 | 12 |
EIX | EDISON INTL | 12 | 12 | 0.08% | 0.11% | 0.14% | Q4 2020 | Q3 2023 | 12 |
EDV | VANGUARD WORLD FD | 11 | 11 | 2.66% | 3.96% | 5.43% | Q1 2021 | Q3 2023 | 11 |
PCN | PIMCO CORPORATE & INCM... | 11 | 11 | 0.13% | 2.09% | 2.94% | Q1 2021 | Q3 2023 | 11 |
ZROZ | PIMCO ETF TR | 10 | 1 | 0.82% | 1.91% | 3.80% | Q4 2020 | Q3 2023 | 11 |
JEPI | J P MORGAN EXCHANGE-TR... | 11 | 11 | 0.28% | 0.69% | 0.88% | Q1 2021 | Q3 2023 | 11 |
CALF | PACER FDS TR | 11 | 11 | 0.23% | 0.63% | 0.84% | Q1 2021 | Q3 2023 | 11 |
RTM | INVESCO EXCHANGE TRADE... | 11 | 11 | 0.22% | 0.62% | 0.92% | Q1 2021 | Q3 2023 | 11 |
RWJ | INVESCO EXCH TRADED FD... | 11 | 11 | 0.15% | 0.59% | 0.87% | Q1 2021 | Q3 2023 | 11 |
DNL | WISDOMTREE TR | 11 | 11 | 0.08% | 0.42% | 0.89% | Q1 2021 | Q3 2023 | 11 |
IJH | ISHARES TR | 11 | 11 | 0.18% | 0.42% | 0.75% | Q1 2021 | Q3 2023 | 11 |
IAGG | ISHARES TR | 10 | 1 | 0.14% | 0.34% | 0.60% | Q4 2020 | Q3 2023 | 11 |
PSLV | SPROTT PHYSICAL SILVER TR | 11 | 11 | 0.07% | 0.24% | 0.70% | Q1 2021 | Q3 2023 | 11 |
ORCL | ORACLE CORP | 11 | 11 | 0.17% | 0.21% | 0.26% | Q4 2020 | Q2 2023 | 11 |
BSX | BOSTON SCIENTIFIC CORP | 11 | 11 | 0.11% | 0.15% | 0.19% | Q1 2021 | Q3 2023 | 11 |
BAC | BK OF AMERICA CORP | 10 | 1 | 0.08% | 0.11% | 0.15% | Q4 2020 | Q3 2023 | 11 |
TLH | ISHARES TR | 10 | 10 | 0.31% | 3.66% | 7.69% | Q2 2021 | Q3 2023 | 10 |
DFAU | DIMENSIONAL ETF TRUST | 10 | 10 | 0.12% | 0.92% | 2.14% | Q2 2021 | Q3 2023 | 10 |
REMX | VANECK VECTORS ETF TR | 10 | 10 | 0.28% | 0.63% | 1.12% | Q2 2021 | Q3 2023 | 10 |
TIPX | SPDR SER TR | 10 | 10 | 0.14% | 0.34% | 0.76% | Q2 2021 | Q3 2023 | 10 |
AVIG | AMERICAN CENTY ETF TR | 10 | 10 | 0.11% | 0.25% | 0.50% | Q2 2021 | Q3 2023 | 10 |
AGZ | ISHARES TR | 9 | 9 | 0.20% | 1.95% | 3.49% | Q4 2020 | Q4 2022 | 9 |
IEF | ISHARES TR | 5 | 4 | 0.12% | 0.56% | 1.82% | Q1 2021 | Q3 2023 | 9 |
AGGY | WISDOMTREE TR | 9 | 9 | 0.10% | 0.33% | 0.78% | Q4 2020 | Q4 2022 | 9 |
ARCC | ARES CAPITAL CORP | 9 | 9 | 0.09% | 0.12% | 0.14% | Q3 2021 | Q3 2023 | 9 |
TOTL | SSGA ACTIVE ETF TR | 8 | 8 | 0.14% | 0.69% | 1.50% | Q4 2020 | Q3 2022 | 8 |
DFAI | DIMENSIONAL ETF TRUST | 8 | 8 | 0.18% | 0.46% | 0.75% | Q4 2021 | Q3 2023 | 8 |
TMFC | RBB FD INC | 8 | 8 | 0.13% | 0.33% | 0.50% | Q1 2021 | Q4 2022 | 8 |
FISV | FISERV INC | 8 | 8 | 0.21% | 0.23% | 0.24% | Q4 2021 | Q3 2023 | 8 |
LOW | LOWES COS INC | 8 | 8 | 0.17% | 0.20% | 0.26% | Q4 2021 | Q3 2023 | 8 |
AGG | ISHARES TR | 8 | 8 | 0.14% | 0.19% | 0.27% | Q4 2020 | Q3 2022 | 8 |
EEMA | ISHARES INC | 8 | 8 | 0.11% | 0.19% | 0.27% | Q4 2021 | Q3 2023 | 8 |
ROK | ROCKWELL AUTOMATION INC | 8 | 8 | 0.12% | 0.16% | 0.20% | Q4 2021 | Q3 2023 | 8 |
DIMENSIONAL ETF TRUST | 6 | 1 | 0.56% | 1.07% | 2.14% | Q4 2021 | Q3 2023 | 7 | |
DIMENSIONAL ETF TRUST | 6 | 1 | 0.44% | 0.79% | 1.43% | Q4 2021 | Q3 2023 | 7 | |
DBE | INVESCO DB MULTI-SECTO... | 7 | 7 | 0.58% | 0.78% | 0.97% | Q1 2022 | Q3 2023 | 7 |
DBC | INVESCO DB COMMDY INDX... | 7 | 7 | 0.61% | 0.75% | 0.88% | Q1 2022 | Q3 2023 | 7 |
XSVM | INVESCO EXCHANGE TRADE... | 7 | 7 | 0.38% | 0.47% | 0.54% | Q1 2022 | Q3 2023 | 7 |
PDN | INVESCO EXCH TRADED FD... | 7 | 7 | 0.26% | 0.40% | 0.57% | Q2 2021 | Q4 2022 | 7 |
PDBC | INVESCO ACTVELY MNGD E... | 7 | 7 | 0.19% | 0.33% | 0.47% | Q1 2022 | Q3 2023 | 7 |
ENFR | ALPS ETF TR | 7 | 7 | 0.12% | 0.25% | 0.46% | Q1 2022 | Q3 2023 | 7 |
EEM | ISHARES TR | 7 | 7 | 0.08% | 0.12% | 0.16% | Q4 2021 | Q2 2023 | 7 |
CVX | CHEVRON CORP NEW | 7 | 7 | 0.09% | 0.10% | 0.12% | Q1 2022 | Q3 2023 | 7 |
CAPE | BARCLAYS BANK PLC | 6 | 6 | 1.80% | 2.42% | 3.09% | Q4 2020 | Q1 2022 | 6 |
SPTL | SPDR SER TR | 6 | 6 | 0.60% | 1.74% | 2.56% | Q2 2022 | Q3 2023 | 6 |
COWZ | PACER FDS TR | 6 | 6 | 0.73% | 0.83% | 0.90% | Q2 2022 | Q3 2023 | 6 |
DIMENSIONAL ETF TRUST | 6 | 6 | 0.44% | 0.55% | 0.69% | Q2 2022 | Q3 2023 | 6 | |
SGDM | SPROTT ETF TRUST | 6 | 6 | 0.20% | 0.37% | 0.46% | Q2 2022 | Q3 2023 | 6 |
SPMB | SPDR SER TR | 6 | 6 | 0.08% | 0.25% | 0.46% | Q1 2022 | Q2 2023 | 6 |
DFAE | DIMENSIONAL ETF TRUST | 6 | 6 | 0.14% | 0.21% | 0.30% | Q2 2022 | Q3 2023 | 6 |
XME | SPDR SER TR | 6 | 6 | 0.11% | 0.20% | 0.28% | Q2 2022 | Q3 2023 | 6 |
XMVM | INVESCO EXCHANGE TRADE... | 6 | 6 | 0.15% | 0.18% | 0.23% | Q2 2022 | Q3 2023 | 6 |
BRKB | BERKSHIRE HATHAWAY INC... | 6 | 6 | 0.14% | 0.17% | 0.26% | Q2 2022 | Q3 2023 | 6 |
RBLX | ROBLOX CORP | 5 | 1 | 0.08% | 0.16% | 0.22% | Q1 2021 | Q1 2023 | 6 |
ACWI | ISHARES TR | 4 | 2 | 0.09% | 0.16% | 0.30% | Q4 2021 | Q3 2023 | 6 |
SCHD | SCHWAB STRATEGIC TR | 3 | 1 | 0.09% | 0.12% | 0.17% | Q4 2020 | Q2 2023 | 6 |
UNH | UNITEDHEALTH GROUP INC | 6 | 6 | 0.10% | 0.11% | 0.12% | Q2 2022 | Q3 2023 | 6 |
MRK | MERCK & CO INC | 4 | 1 | 0.09% | 0.10% | 0.12% | Q4 2021 | Q3 2023 | 6 |
WMT | WALMART INC | 5 | 1 | 0.09% | 0.10% | 0.11% | Q1 2022 | Q3 2023 | 6 |
MCD | MCDONALDS CORP | 4 | 1 | 0.09% | 0.10% | 0.10% | Q4 2021 | Q3 2023 | 6 |
JNJ | JOHNSON & JOHNSON | 6 | 6 | 0.08% | 0.10% | 0.11% | Q2 2022 | Q3 2023 | 6 |
V | VISA INC | 3 | 1 | 0.08% | 0.09% | 0.11% | Q4 2020 | Q3 2023 | 6 |
CX | CEMEX SAB DE CV | 6 | 6 | 0.05% | 0.07% | 0.09% | Q2 2022 | Q3 2023 | 6 |
IVEDA SOLUTIONS INC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 | |
AMERICAN CENTY ETF TR | 5 | 5 | 0.96% | 0.98% | 1.03% | Q3 2022 | Q3 2023 | 5 | |
AVUS | AMERICAN CENTY ETF TR | 5 | 5 | 0.74% | 0.86% | 0.93% | Q3 2022 | Q3 2023 | 5 |
AVUV | AMERICAN CENTY ETF TR | 5 | 5 | 0.54% | 0.58% | 0.60% | Q3 2022 | Q3 2023 | 5 |
CAPITAL GROUP GROWTH ETF | 5 | 5 | 0.42% | 0.44% | 0.47% | Q3 2022 | Q3 2023 | 5 | |
AVDE | AMERICAN CENTY ETF TR | 5 | 5 | 0.35% | 0.38% | 0.41% | Q3 2022 | Q3 2023 | 5 |
GLD | SPDR GOLD TR | 5 | 5 | 0.21% | 0.30% | 0.54% | Q3 2022 | Q3 2023 | 5 |
BABA | ALIBABA GROUP HLDG LTD | 5 | 5 | 0.16% | 0.29% | 0.40% | Q4 2020 | Q4 2021 | 5 |
ICF | ISHARES TR | 4 | 1 | 0.11% | 0.19% | 0.34% | Q4 2021 | Q3 2023 | 5 |
CAPITAL GROUP INTL FOC... | 5 | 5 | 0.15% | 0.16% | 0.17% | Q3 2022 | Q3 2023 | 5 | |
ANGEL OAK FUNDS TRUST | 4 | 4 | 3.89% | 4.13% | 4.49% | Q4 2022 | Q3 2023 | 4 | |
WISDOMTREE TR | 4 | 4 | 3.27% | 3.78% | 4.19% | Q4 2022 | Q3 2023 | 4 | |
VTA | INVESCO DYNAMIC CR OPP... | 4 | 4 | 1.82% | 2.38% | 2.66% | Q4 2020 | Q3 2021 | 4 |
SHV | ISHARES TR | 4 | 4 | 1.00% | 1.19% | 1.58% | Q4 2022 | Q3 2023 | 4 |
JPST | J P MORGAN EXCHANGE TR... | 4 | 4 | 1.04% | 1.11% | 1.16% | Q4 2022 | Q3 2023 | 4 |
SCHO | SCHWAB STRATEGIC TR | 4 | 4 | 0.17% | 0.35% | 0.82% | Q4 2022 | Q3 2023 | 4 |
XLE | SELECT SECTOR SPDR TR | 4 | 4 | 0.22% | 0.28% | 0.36% | Q4 2022 | Q3 2023 | 4 |
TLT | ISHARES TR | 2 | 1 | 0.09% | 0.28% | 0.68% | Q4 2020 | Q3 2023 | 4 |
VCIT | VANGUARD SCOTTSDALE FDS | 4 | 4 | 0.13% | 0.20% | 0.24% | Q4 2020 | Q3 2021 | 4 |
AVSF | AMERICAN CENTY ETF TR | 4 | 4 | 0.15% | 0.17% | 0.18% | Q4 2022 | Q3 2023 | 4 |
RFV | INVESCO EXCHANGE TRADE... | 4 | 4 | 0.14% | 0.16% | 0.18% | Q4 2022 | Q3 2023 | 4 |
PTY | PIMCO CORPORATE & INCO... | 3 | 1 | 0.08% | 0.15% | 0.27% | Q4 2021 | Q4 2022 | 4 |
DIMENSIONAL ETF TRUST | 4 | 4 | 0.11% | 0.14% | 0.18% | Q4 2022 | Q3 2023 | 4 | |
PFE | PFIZER INC | 4 | 4 | 0.11% | 0.13% | 0.15% | Q4 2020 | Q3 2021 | 4 |
CMCSA | COMCAST CORP NEW | 4 | 4 | 0.10% | 0.13% | 0.16% | Q4 2020 | Q3 2021 | 4 |
FB | META PLATFORMS INC | 3 | 1 | 0.08% | 0.11% | 0.13% | Q2 2021 | Q3 2023 | 4 |
IEFA | ISHARES TR | 4 | 4 | 0.10% | 0.11% | 0.12% | Q3 2021 | Q2 2022 | 4 |
IYZ | ISHARES TR | 4 | 4 | 0.09% | 0.11% | 0.13% | Q1 2021 | Q4 2021 | 4 |
EMLC | VANECK ETF TRUST | 3 | 3 | 7.02% | 7.90% | 8.45% | Q1 2023 | Q3 2023 | 3 |
ELD | WISDOMTREE TR | 3 | 3 | 2.46% | 2.66% | 2.79% | Q1 2023 | Q3 2023 | 3 |
DEM | WISDOMTREE TR | 3 | 3 | 1.39% | 1.47% | 1.55% | Q1 2023 | Q3 2023 | 3 |
ICOW | PACER FDS TR | 3 | 3 | 1.03% | 1.09% | 1.16% | Q1 2023 | Q3 2023 | 3 |
AVDV | AMERICAN CENTY ETF TR | 3 | 3 | 0.83% | 0.90% | 0.96% | Q1 2023 | Q3 2023 | 3 |
VTIP | VANGUARD MALVERN FDS | 3 | 3 | 0.55% | 0.88% | 1.38% | Q2 2022 | Q4 2022 | 3 |
IEMG | ISHARES INC | 3 | 3 | 0.61% | 0.64% | 0.65% | Q1 2023 | Q3 2023 | 3 |
FEMS | FIRST TR EXCH TRD ALPH... | 3 | 3 | 0.61% | 0.63% | 0.67% | Q1 2023 | Q3 2023 | 3 |
SCHR | SCHWAB STRATEGIC TR | 3 | 3 | 0.23% | 0.30% | 0.44% | Q2 2022 | Q4 2022 | 3 |
SPAB | SPDR SER TR | 2 | 1 | 0.19% | 0.26% | 0.39% | Q4 2020 | Q3 2022 | 3 |
XBI | SPDR SER TR | 3 | 3 | 0.23% | 0.26% | 0.29% | Q2 2021 | Q4 2021 | 3 |
EMQQ | EXCHANGE TRADED CONCEP... | 3 | 3 | 0.21% | 0.25% | 0.28% | Q2 2021 | Q4 2021 | 3 |
IVW | ISHARES TR | 2 | 1 | 0.10% | 0.24% | 0.48% | Q4 2020 | Q1 2022 | 3 |
BRKA | BERKSHIRE HATHAWAY INC... | 3 | 3 | 0.20% | 0.20% | 0.20% | Q2 2022 | Q4 2022 | 3 |
SGDJ | SPROTT ETF TRUST | 2 | 1 | 0.09% | 0.18% | 0.22% | Q4 2021 | Q3 2022 | 3 |
GWX | SPDR INDEX SHS FDS | 2 | 1 | 0.10% | 0.14% | 0.20% | Q4 2020 | Q3 2022 | 3 |
VOO | VANGUARD INDEX FDS | 2 | 1 | 0.08% | 0.14% | 0.17% | Q2 2021 | Q3 2023 | 3 |
NEE | NEXTERA ENERGY INC | 2 | 1 | 0.10% | 0.11% | 0.13% | Q1 2021 | Q4 2021 | 3 |
T | AT&T INC | 3 | 3 | 0.10% | 0.11% | 0.13% | Q4 2020 | Q2 2021 | 3 |
AVAV | AEROVIRONMENT INC | 3 | 3 | 0.10% | 0.10% | 0.11% | Q1 2023 | Q3 2023 | 3 |
MUC | BLACKROCK MUNIHLDNGS C... | 3 | 3 | 0.07% | 0.08% | 0.10% | Q4 2020 | Q2 2021 | 3 |
SPY | SPDR S&P 500 ETF TR | 2 | 2 | 0.11% | 0.73% | 1.34% | Q2 2023 | Q3 2023 | 2 |
FVD | FIRST TR VALUE LINE DI... | 1 | 1 | 0.32% | 0.64% | 0.95% | Q4 2020 | Q3 2023 | 2 |
BIT | BLACKROCK MULTI SECTOR... | 2 | 2 | 0.59% | 0.59% | 0.59% | Q2 2022 | Q3 2022 | 2 |
SCHW | SCHWAB CHARLES CORP | 2 | 2 | 0.19% | 0.20% | 0.21% | Q2 2023 | Q3 2023 | 2 |
PFF | ISHARES TR | 2 | 2 | 0.12% | 0.16% | 0.20% | Q2 2022 | Q3 2022 | 2 |
EWSC | INVESCO EXCHANGE TRADE... | 1 | 1 | 0.10% | 0.14% | 0.18% | Q2 2022 | Q4 2022 | 2 |
GBCI | GLACIER BANCORP INC NEW | 2 | 2 | 0.12% | 0.13% | 0.14% | Q2 2023 | Q3 2023 | 2 |
QQQ | INVESCO QQQ TR | 2 | 2 | 0.10% | 0.12% | 0.15% | Q2 2023 | Q3 2023 | 2 |
MUB | ISHARES TR | 1 | 1 | 0.09% | 0.11% | 0.13% | Q4 2020 | Q3 2023 | 2 |
FLOT | ISHARES TR | 2 | 2 | 0.10% | 0.10% | 0.10% | Q3 2022 | Q4 2022 | 2 |
AMGN | AMGEN INC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2020 | Q3 2023 | 2 |
IWF | ISHARES TR | 1 | 1 | 0.08% | 0.10% | 0.12% | Q3 2022 | Q3 2023 | 2 |
USRT | ISHARES TR | 1 | 1 | 0.09% | 0.09% | 0.10% | Q4 2021 | Q2 2022 | 2 |
ABBV | ABBVIE INC | 1 | 1 | 0.08% | 0.09% | 0.10% | Q1 2022 | Q1 2023 | 2 |
CAT | CATERPILLAR INC | 2 | 2 | 0.07% | 0.08% | 0.08% | Q2 2023 | Q3 2023 | 2 |
PEP | PEPSICO INC | 2 | 2 | 0.07% | 0.08% | 0.08% | Q1 2023 | Q2 2023 | 2 |
SIEN | SIENTRA INC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q4 2022 | 2 |
SCHH | SCHWAB STRATEGIC TR | 1 | 1 | 1.00% | 1.00% | 1.00% | Q4 2020 | Q4 2020 | 1 |
CLTL | INVESCO EXCH TRADED FD... | 1 | 1 | 0.94% | 0.94% | 0.94% | Q4 2020 | Q4 2020 | 1 |
IJR | ISHARES TR | 1 | 1 | 0.76% | 0.76% | 0.76% | Q3 2023 | Q3 2023 | 1 |
SDY | SPDR SER TR | 1 | 1 | 0.65% | 0.65% | 0.65% | Q3 2023 | Q3 2023 | 1 |
MEAR | ISHARES U S ETF TR | 1 | 1 | 0.56% | 0.56% | 0.56% | Q3 2023 | Q3 2023 | 1 |
IVE | ISHARES TR | 1 | 1 | 0.36% | 0.36% | 0.36% | Q4 2020 | Q4 2020 | 1 |
IWN | ISHARES TR | 1 | 1 | 0.35% | 0.35% | 0.35% | Q3 2023 | Q3 2023 | 1 |
IJK | ISHARES TR | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2020 | Q4 2020 | 1 |
IJT | ISHARES TR | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2020 | Q4 2020 | 1 |
IXN | ISHARES TR | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2023 | Q3 2023 | 1 |
IJS | ISHARES TR | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2020 | Q4 2020 | 1 |
IJJ | ISHARES TR | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2020 | Q4 2020 | 1 |
DIVO | AMPLIFY ETF TR | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
SLYV | SPDR SER TR | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2020 | Q4 2020 | 1 |
EEMV | ISHARES INC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
ERSX | ENTREPRENEURSHARES SER... | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2021 | Q1 2021 | 1 |
VIGI | VANGUARD WHITEHALL FDS | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2022 | Q2 2022 | 1 |
XLY | SELECT SECTOR SPDR TR | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
VIG | VANGUARD SPECIALIZED F... | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
NOBL | PROSHARES TR | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
DGRW | WISDOMTREE TR | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2022 | Q4 2022 | 1 |
ITOT | ISHARES TR | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
SPIB | SPDR SER TR | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2021 | Q2 2021 | 1 |
RWX | SPDR INDEX SHS FDS | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2022 | Q2 2022 | 1 |
HACK | ETF MANAGERS TR | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q4 2022 | 1 |
VUG | VANGUARD INDEX FDS | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2022 | Q1 2022 | 1 |
MKC | MCCORMICK & CO INC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2020 | Q4 2020 | 1 |
VTEB | VANGUARD MUN BD FDS | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
ISCF | ISHARES TR | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2022 | Q4 2022 | 1 |
NEM | NEWMONT CORP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2022 | Q1 2022 | 1 |
XLI | SELECT SECTOR SPDR TR | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
ADBE | ADOBE INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
RTX | RAYTHEON TECHNOLOGIES ... | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q2 2023 | 1 |
NEOS | NEOS THERAPEUTICS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
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The securities at the top of the list , including ISHARES TR, ISHARES TR, and SPROTT PHYSICAL GOLD TR, are the highest-conviction holdings of Bridge Advisory, LLC.
The conviction is calculated by counting the number of quarters a security has been reported by Bridge Advisory, LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Bridge Advisory, LLC owns currently or has owned in the past.