0001172661-17-002109.txt : 20171114 0001172661-17-002109.hdr.sgml : 20171114 20171114141822 ACCESSION NUMBER: 0001172661-17-002109 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20170930 FILED AS OF DATE: 20171114 DATE AS OF CHANGE: 20171114 EFFECTIVENESS DATE: 20171114 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Bridgewater Wealth & Financial Management, LLC CENTRAL INDEX KEY: 0001648901 IRS NUMBER: 271593336 STATE OF INCORPORATION: MD FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-16952 FILM NUMBER: 171200492 BUSINESS ADDRESS: STREET 1: 7475 WISCONSIN AVE STREET 2: 600 CITY: BETHESDA STATE: MD ZIP: 20814 BUSINESS PHONE: 3016561551 MAIL ADDRESS: STREET 1: 7475 WISCONSIN AVE STREET 2: 600 CITY: BETHESDA STATE: MD ZIP: 20814 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001648901 XXXXXXXX 09-30-2017 09-30-2017 false Bridgewater Wealth & Financial Management, LLC

7475 Wisconsin Ave 600 Bethesda MD 20814

13F HOLDINGS REPORT 028-16952 N Ron Rubin 301-656-1200 /s/ Ron Rubin Bethesda MD 11-14-2017 0 30 244007 INFORMATION TABLE 2 infotable.xml ABBOTT LABS COM 002824100 7259 136047 SH SOLE 136047 0 0 ALPHABET INC CAP STK CL C 02079K107 4706 4907 SH SOLE 4907 0 0 ALPHABET INC CAP STK CL A 02079K305 4548 4671 SH SOLE 4671 0 0 AMERICAN EXPRESS CO COM 025816109 10445 115463 SH SOLE 115463 0 0 APPLE INC COM 037833100 12575 81594 SH SOLE 81594 0 0 BOEING CO COM 097023105 11405 44866 SH SOLE 44866 0 0 CENTENE CORP DEL COM 15135B101 7885 81480 SH SOLE 81480 0 0 CERNER CORP COM 156782104 7937 111284 SH SOLE 111284 0 0 DANAHER CORP DEL COM 235851102 6387 74454 SH SOLE 74454 0 0 DEVON ENERGY CORP NEW COM 25179M103 4682 127547 SH SOLE 127547 0 0 DISCOVER FINL SVCS COM 254709108 3549 55044 SH SOLE 55044 0 0 DISNEY WALT CO COM DISNEY 254687106 4434 44984 SH SOLE 44984 0 0 EXXON MOBIL CORP COM 30231G102 6981 85157 SH SOLE 85157 0 0 GENERAL ELECTRIC CO COM 369604103 5953 246192 SH SOLE 246192 0 0 INTUIT COM 461202103 3140 22088 SH SOLE 22088 0 0 ISHARES TR CORE US AGGBD ET 464287226 22915 209099 SH SOLE 209099 0 0 M & T BK CORP COM 55261F104 7928 49231 SH SOLE 49231 0 0 MCCORMICK & CO INC COM NON VTG 579780206 9930 96746 SH SOLE 96746 0 0 MEDNAX INC COM 58502B106 3235 75029 SH SOLE 75029 0 0 MICROSOFT CORP COM 594918104 10342 138842 SH SOLE 138842 0 0 PEPSICO INC COM 713448108 8224 73801 SH SOLE 73801 0 0 PROCTER AND GAMBLE CO COM 742718109 7294 80168 SH SOLE 80168 0 0 QUALCOMM INC COM 747525103 477 9205 SH SOLE 9205 0 0 SMUCKER J M CO COM NEW 832696405 7459 71081 SH SOLE 71081 0 0 UNDER ARMOUR INC CL A 904311107 1927 116928 SH SOLE 116928 0 0 UNDER ARMOUR INC CL C 904311206 3275 218013 SH SOLE 218013 0 0 UNITED THERAPEUTICS CORP DEL COM 91307C102 5727 48873 SH SOLE 48873 0 0 V F CORP COM 918204108 7914 124498 SH SOLE 124498 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 300 2261 SH SOLE 2261 0 0 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 45174 1040637 SH SOLE 1040637 0 0