Fund Universe

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☆BRIDGE GENERATIONS WEALTH MANAGEMENT LLC

CIK 0002056071 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.712
AUM ($M)
196
Positions
34
Turnover
0.03
Top-10 wt
74%
Herfindahl
0.077
History (qtrs)
6
Excess Return
not eligible

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Holdings · 35 positions · portfolio value $196M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆DFAC funds › DIMENSIONAL ETF TRUST TRIM — 17.5% +0.1% 34.3 772,256 -5,155 5 —
☆DFAT funds › DIMENSIONAL ETF TRUST ADD — 11.1% -0.0% 21.8 311,403 +903 5 —
☆SPTI funds › SPDR SERIES TRUST ADD — 10.2% -0.6% 20.1 708,223 +47,306 5 —
☆MUB funds › ISHARES TR ADD — 7.5% +0.0% 14.8 137,613 +13,603 5 —
☆DFGR funds › DIMENSIONAL ETF TRUST ADD — 5.5% -0.0% 10.7 370,107 +10,421 5 —
☆DFEM funds › DIMENSIONAL ETF TRUST ADD — 5.2% +0.3% 10.2 250,965 +2,565 5 —
☆DFIC funds › DIMENSIONAL ETF TRUST ADD — 4.7% -0.3% 9.2 247,440 +1,832 5 —
☆DFGP funds › DIMENSIONAL ETF TRUST TRIM — 4.4% -0.7% 8.5 156,964 -5,223 5 —
☆DFGX funds › DIMENSIONAL ETF TRUST ADD — 4.0% +0.7% 7.8 145,346 +37,181 5 —
☆DUHP funds › DIMENSIONAL ETF TRUST ADD — 3.7% +0.2% 7.3 174,112 +7,464 5 —
☆VCIT funds › VANGUARD SCOTTSDALE FDS ADD — 3.5% +0.2% 6.8 82,421 +12,504 5 —
☆STIP funds › ISHARES TR ADD — 3.2% +0.6% 6.3 61,524 +17,326 5 —
☆DIHP funds › DIMENSIONAL ETF TRUST ADD — 2.8% -0.1% 5.5 162,388 +3,101 5 —
☆DISV funds › DIMENSIONAL ETF TRUST ADD — 2.6% -0.2% 5.1 127,787 +2,761 5 —
☆VTI funds › VANGUARD INDEX FDS ADD — 2.4% +0.1% 4.6 12,566 +376 5 —
☆DFAX funds › DIMENSIONAL ETF TRUST TRIM — 1.7% -0.1% 3.3 89,299 -152 5 —
☆MUNI funds › PIMCO ETF TR ADD — 1.6% +0.2% 3.1 59,878 +13,081 5 —
☆DFUV funds › DIMENSIONAL ETF TRUST HOLD — 1.6% +0.0% 3.1 56,732 +0 5 —
☆JMUB funds › J P MORGAN EXCHANGE TRADED F ADD — 1.3% +0.1% 2.6 52,136 +9,535 5 —
☆VEA funds › VANGUARD TAX-MANAGED FDS ADD — 0.9% +0.1% 1.8 25,677 +2,338 5 —
☆SUB funds › ISHARES TR HOLD — 0.9% -0.1% 1.8 17,025 +0 5 —
☆DFIV funds › DIMENSIONAL ETF TRUST HOLD — 0.7% -0.1% 1.4 25,732 +0 5 —
☆VBR funds › VANGUARD INDEX FDS HOLD — 0.6% -0.0% 1.2 4,925 +0 5 —
☆NOW funds › SERVICENOW INC TRIM — 0.5% -0.1% 0.9 9,113 -997 5 —
☆DFSU funds › DIMENSIONAL ETF TRUST HOLD — 0.4% +0.0% 0.8 17,946 +0 5 —
☆DFUS funds › DIMENSIONAL ETF TRUST HOLD — 0.3% +0.0% 0.6 7,013 +0 5 —
☆SCZ funds › ISHARES TR HOLD — 0.3% -0.0% 0.5 6,262 +0 5 —
☆DFSI funds › DIMENSIONAL ETF TRUST HOLD — 0.2% -0.0% 0.3 7,467 +0 5 —
☆EFV funds › ISHARES TR HOLD — 0.2% -0.0% 0.3 4,136 +0 5 —
☆HYD funds › VANECK ETF TRUST HOLD — 0.1% -0.0% 0.3 5,563 +0 5 —
☆DFSE funds › DIMENSIONAL ETF TRUST HOLD — 0.1% +0.0% 0.3 5,199 +0 5 —
☆SPY funds › STATE STR SPDR S&P 500 ETF T NEW — 0.1% +0.1% 0.2 319 +319 1 —
☆FBTC funds › FIDELITY WISE ORIGIN BITCOIN NEW — 0.1% +0.1% 0.2 4,183 +4,183 1 —
☆DFIP funds › DIMENSIONAL ETF TRUST NEW — 0.1% +0.1% 0.2 4,878 +4,878 1 —
☆TLH funds › ISHARES TR EXIT — 0.0% -0.6% 0.0 0 -9,636 0 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 196 34 0.03 74% 0.077 0.711 — in
2026Q1 174 32 0.05 74% 0.078 0.657 — in
2025Q4 162 129 0.06 75% 0.080 0.607 — in
2025Q3 151 134 0.10 75% 0.082 0.507 — in
2025Q2 165 127 0.04 75% 0.086 0.686 — entered
2025Q1 159 151 0.00 76% 0.089 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status