$358 Thousand is the total value of Three Bridge Wealth Advisors, LLC's 87 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2022 |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-14
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
AFFIRM HLDGS INC | 7 | Q3 2023 | 42.2% |
ISHARES TR | 7 | Q3 2023 | 17.6% |
COINBASE GLOBAL INC | 7 | Q3 2023 | 8.6% |
SPDR S&P 500 ETF TR | 7 | Q3 2023 | 6.1% |
ISHARES TR | 7 | Q3 2023 | 5.0% |
SPDR GOLD TR | 7 | Q3 2023 | 3.5% |
GITLAB INC | 7 | Q3 2023 | 3.7% |
INVESCO EXCHANGE TRADED FD T | 7 | Q3 2023 | 3.0% |
VANGUARD INTL EQUITY INDEX F | 7 | Q3 2023 | 2.8% |
ISHARES TR | 7 | Q3 2023 | 2.8% |
View Three Bridge Wealth Advisors, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-02-08 |
13F-HR | 2023-11-13 |
13F-HR | 2023-07-28 |
13F-HR | 2023-05-11 |
13F-HR | 2023-02-14 |
13F-HR | 2023-02-14 |
13F-HR | 2022-11-10 |
13F-HR | 2022-11-10 |
View Three Bridge Wealth Advisors, 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.