Three Bridge Wealth Advisors, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Portola Valley, CA
CIK
0001950962
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 93 289,134 AFRM, ACWI, COIN, SPY 13F-HR 2/8/2024 000195096224000001
Q3 2023 93 240,948 AFRM, ACWI, SPY, COIN 13F-HR 11/13/2023 000195096223000008
Q2 2023 93 236,195 ACWI, AFRM, SPY, COIN 13F-HR 7/28/2023 000195096223000007
Q1 2023 92 215,787 ACWI, AFRM, SPY, COIN 13F-HR 5/11/2023 000195096223000006
Q4 2022 82 186,546 ACWI, AFRM, SPY, VT 13F-HR 2/14/2023 000195096223000003
Q3 2022 83 196,483 AFRM, ACWI, COIN, EEM 13F-HR 11/10/2022 000195096222000005
Q2 2022 83 204,164 AFRM, ACWI, EEM, GTLB 13F-HR 11/10/2022 000195096222000004
Q1 2022 87 357,596 AFRM, ACWI, COIN, EEM 13F-HR 2/14/2023 000195096223000004