Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| THREE BRIDGE WEALTH ADVISORS LLC | 05-14-2024 | 03-31-2024 | 92 | 253,764,973 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | MCAP VL IDXVIP | 51 | $813,393 | 5,217 | 0.00 | 0.00 | 210 | 4.19 | 03-31-2024 |
| ALPHABET INC | CAP STK CL C | 52 | $800,888 | 5,260 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES TR | RUSSELL 2000 ETF | 53 | $797,458 | 3,792 | 0.00 | 3,792 | +Inf | 03-31-2024 | |
| PEPSICO INC | COM | 54 | $769,793 | 4,367 | 0.00 | 0.00 | 1,365 | 45.47 | 03-31-2024 |
