0001847956-22-000001.txt : 20220119 0001847956-22-000001.hdr.sgml : 20220119 20220119162312 ACCESSION NUMBER: 0001847956-22-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220119 DATE AS OF CHANGE: 20220119 EFFECTIVENESS DATE: 20220119 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Bridge Advisory, LLC CENTRAL INDEX KEY: 0001847956 IRS NUMBER: 364942500 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21072 FILM NUMBER: 22539059 BUSINESS ADDRESS: STREET 1: 123 SOUTH MARENGO AVE. STREET 2: SUITE 200 CITY: PASADENA STATE: CA ZIP: 91101 BUSINESS PHONE: 6267953062 MAIL ADDRESS: STREET 1: PO BOX 7001 CITY: PASADENA STATE: CA ZIP: 91109 13F-HR 1 primary_doc.xml 13F-HR LIVE false true true 0001847956 XXXXXXXX 12-31-2021 12-31-2021 Bridge Advisory, LLC
PO BOX 7001 PASADENA CA 91109
13F HOLDINGS REPORT 028-21072 N
Justin Dyer CIO 6267953062 Justin Dyer Pasadena CA 01-19-2022 0 97 221151 false
INFORMATION TABLE 2 BridgeAdvisory_13f.xml ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 358 3010 SH SOLE 0 0 0 3010 ALLSPRING UTILITIES AND HIGH WF UTILITIES INC 94987E109 2659 180237 SH SOLE 0 0 0 180237 ALPHABET INC CAP STK CL A 02079K305 831 287 SH SOLE 0 0 0 287 ALPHABET INC CAP STK CL C 02079K107 593 205 SH SOLE 0 0 0 205 AMAZON COM INC COM 023135106 730 219 SH SOLE 0 0 0 219 AMERICAN CENTY ETF TR AVANTIS CORE FI 025072562 697 14291 SH SOLE 0 0 0 14291 APPLE INC COM 037833100 7668 43186 SH SOLE 0 0 0 43186 ARES CAPITAL CORP COM 04010L103 211 9937 SH SOLE 0 0 0 9937 BARCLAYS BANK PLC IPATH SHILR CAPE 06742A669 5421 238185 SH SOLE 0 0 0 238185 BK OF AMERICA CORP COM 060505104 334 7515 SH SOLE 0 0 0 7515 BOEING CO COM 097023105 455 2262 SH SOLE 0 0 0 2262 BOSTON SCIENTIFIC CORP COM 101137107 344 8093 SH SOLE 0 0 0 8093 COSTCO WHSL CORP NEW COM 22160K105 742 1307 SH SOLE 0 0 0 1307 DIMENSIONAL ETF TRUST SHORT DURATION F 25434V864 4737 94740 SH SOLE 0 0 0 94740 DIMENSIONAL ETF TRUST CORE FIXED INCOM 25434V872 969 19325 SH SOLE 0 0 0 19325 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 711 21534 SH SOLE 0 0 0 21534 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 407 13775 SH SOLE 0 0 0 13775 DISNEY WALT CO COM 254687106 1364 8807 SH SOLE 0 0 0 8807 EDISON INTL COM 281020107 266 3901 SH SOLE 0 0 0 3901 EXCHANGE TRADED CONCEPTS TR EMQQ EM INTERN 301505889 473 11019 SH SOLE 0 0 0 11019 EXXON MOBIL CORP COM 30231G102 613 10015 SH SOLE 0 0 0 10015 FIRST TR EXCHANGE TRADED FD NASDAQ CYB ETF 33734X846 1042 19748 SH SOLE 0 0 0 19748 FIRST TR EXCHANGE TRADED FD WTR ETF 33733B100 4474 47199 SH SOLE 0 0 0 47199 FISERV INC COM 337738108 540 5200 SH SOLE 0 0 0 5200 HANCOCK JOHN PREM DIVID FD COM SH BEN INT 41013T105 2226 133211 SH SOLE 0 0 0 133211 HOME DEPOT INC COM 437076102 994 2395 SH SOLE 0 0 0 2395 INVESCO EXCH TRADED FD TR II FTSE RAFI SML 46138E735 697 18951 SH SOLE 0 0 0 18951 INVESCO EXCH TRADED FD TR II S&P GBL WATER 46138E263 2863 47226 SH SOLE 0 0 0 47226 INVESCO EXCH TRADED FD TR II S&P SMALLCAP 600 46138G664 1396 11338 SH SOLE 0 0 0 11338 INVESCO EXCHANGE TRADED FD T S&P500 EQL MAT 46137V316 1511 8396 SH SOLE 0 0 0 8396 ISHARES INC MSCI GBL MIN VOL 464286525 2412 22273 SH SOLE 0 0 0 22273 ISHARES INC MSCI EM ASIA ETF 464286426 606 7390 SH SOLE 0 0 0 7390 ISHARES TR US TELECOM ETF 464287713 205 6215 SH SOLE 0 0 0 6215 ISHARES TR MSCI EMG MKT ETF 464287234 345 7069 SH SOLE 0 0 0 7069 ISHARES TR CORE US AGGBD ET 464287226 338 2961 SH SOLE 0 0 0 2961 ISHARES TR ISHARES BIOTECH 464287556 541 3546 SH SOLE 0 0 0 3546 ISHARES TR CORE S&P500 ETF 464287200 1353 2837 SH SOLE 0 0 0 2837 ISHARES TR 3 7 YR TREAS BD 464288661 17500 136010 SH SOLE 0 0 0 136010 ISHARES TR BARCLAYS 7 10 YR 464287440 4031 35049 SH SOLE 0 0 0 35049 ISHARES TR AGENCY BOND ETF 464288166 6121 52241 SH SOLE 0 0 0 52241 ISHARES TR MSCI ACWI ETF 464288257 399 3773 SH SOLE 0 0 0 3773 ISHARES TR 1 3 YR TREAS BD 464287457 13648 159557 SH SOLE 0 0 0 159557 ISHARES TR S&P 500 GRWT ETF 464287309 346 4135 SH SOLE 0 0 0 4135 ISHARES TR 10-20 YR TRS ETF 464288653 1007 6784 SH SOLE 0 0 0 6784 ISHARES TR CORE INTL AGGR 46435G672 670 12282 SH SOLE 0 0 0 12282 ISHARES TR TIPS BD ETF 464287176 30758 238062 SH SOLE 0 0 0 238062 ISHARES TR RUS 1000 VAL ETF 464287598 280 1665 SH SOLE 0 0 0 1665 ISHARES TR CORE S&P MCP ETF 464287507 791 2795 SH SOLE 0 0 0 2795 ISHARES TR CORE MSCI EAFE 46432F842 269 3608 SH SOLE 0 0 0 3608 ISHARES TR CRE U S REIT ETF 464288521 200 2963 SH SOLE 0 0 0 2963 ISHARES TR COHEN STEER REIT 464287564 329 4321 SH SOLE 0 0 0 4321 J P MORGAN EXCHANGE-TRADED F EQUITY PREMIUM 46641Q332 1413 22354 SH SOLE 0 0 0 22354 JPMORGAN CHASE & CO COM 46625H100 540 3412 SH SOLE 0 0 0 3412 LOWES COS INC COM 548661107 584 2260 SH SOLE 0 0 0 2260 MCDONALDS CORP COM 580135101 213 794 SH SOLE 0 0 0 794 MERCK & CO INC COM 58933Y105 215 2809 SH SOLE 0 0 0 2809 META PLATFORMS INC CL A 30303M102 259 770 SH SOLE 0 0 0 770 MICROSOFT CORP COM 594918104 1540 4580 SH SOLE 0 0 0 4580 NETFLIX INC COM 64110L106 935 1552 SH SOLE 0 0 0 1552 NEXTERA ENERGY INC COM 65339F101 236 2530 SH SOLE 0 0 0 2530 NORTHROP GRUMMAN CORP COM 666807102 878 2267 SH SOLE 0 0 0 2267 NUVEEN NASDAQ 100 DYNAMIC OV COM SHS 670699107 3081 100513 SH SOLE 0 0 0 100513 NVIDIA CORPORATION COM 67066G104 458 1556 SH SOLE 0 0 0 1556 ORACLE CORP COM 68389X105 477 5471 SH SOLE 0 0 0 5471 PACER FDS TR PACER US SMALL 69374H857 1403 32807 SH SOLE 0 0 0 32807 PIMCO CORPORATE & INCM STRG COM 72200U100 4509 263529 SH SOLE 0 0 0 263529 PIMCO CORPORATE & INCOME OPP COM 72201B101 607 36682 SH SOLE 0 0 0 36682 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 1162 11444 SH SOLE 0 0 0 11444 PIMCO ETF TR 25YR+ ZERO U S 72201R882 3369 22120 SH SOLE 0 0 0 22120 PIMCO ETF TR 15+ YR US TIPS 72201R304 1212 13263 SH SOLE 0 0 0 13263 RBB FD INC MOTLEY FOL ETF 74933W601 723 16386 SH SOLE 0 0 0 16386 ROBLOX CORP CL A 771049103 479 4643 SH SOLE 0 0 0 4643 ROCKWELL AUTOMATION INC COM 773903109 432 1239 SH SOLE 0 0 0 1239 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 283 3954 SH SOLE 0 0 0 3954 SNAP INC CL A 83304A106 550 11703 SH SOLE 0 0 0 11703 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 1791 43175 SH SOLE 0 0 0 43175 SPDR SER TR S&P BIOTECH 78464A870 507 4527 SH SOLE 0 0 0 4527 SPDR SER TR BLOOMBERG 1 10 Y 78468R861 793 37532 SH SOLE 0 0 0 37532 SPDR SER TR PORTFLI TIPS ETF 78464A656 12636 401149 SH SOLE 0 0 0 401149 SPDR SER TR PRTFLO S&P500 VL 78464A508 263 6256 SH SOLE 0 0 0 6256 SPROTT ETF TRUST JR GOLD MINERS E 85210B201 208 5086 SH SOLE 0 0 0 5086 SPROTT PHYSICAL GOLD TR UNIT 85207H104 10914 760012 SH SOLE 0 0 0 760012 SPROTT PHYSICAL SILVER TR TR UNIT 85207K107 256 31893 SH SOLE 0 0 0 31893 SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 1277 26983 SH SOLE 0 0 0 26983 TESLA INC COM 88160R101 1174 1111 SH SOLE 0 0 0 1111 VANECK ETF TRUST GOLD MINERS ETF 92189F106 7832 244524 SH SOLE 0 0 0 244524 VANECK ETF TRUST JUNIOR GOLD MINE 92189F791 1931 46042 SH SOLE 0 0 0 46042 VANECK ETF TRUST RARE EARTH/STRTG 92189H805 838 7468 SH SOLE 0 0 0 7468 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 2159 25475 SH SOLE 0 0 0 25475 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 471 4060 SH SOLE 0 0 0 4060 VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 92206C771 7916 149819 SH SOLE 0 0 0 149819 VANGUARD WORLD FD EXTENDED DUR 921910709 11329 80923 SH SOLE 0 0 0 80923 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 1256 4713 SH SOLE 0 0 0 4713 VISA INC COM CL A 92826C839 214 988 SH SOLE 0 0 0 988 WISDOMTREE TR US MIDCAP DIVID 97717W505 411 9266 SH SOLE 0 0 0 9266 WISDOMTREE TR YIELD ENHANCD US 97717X511 1717 33224 SH SOLE 0 0 0 33224 WISDOMTREE TR GLB US QTLY DIV 97717W844 1225 28115 SH SOLE 0 0 0 28115