0001847956-22-000003.txt : 20220418 0001847956-22-000003.hdr.sgml : 20220418 20220418150838 ACCESSION NUMBER: 0001847956-22-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220418 DATE AS OF CHANGE: 20220418 EFFECTIVENESS DATE: 20220418 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: 22831987 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 false true 0001847956 XXXXXXXX 03-31-2022 03-31-2022 Bridge Advisory, LLC
PO BOX 7001 PASADENA CA 91109
13F HOLDINGS REPORT 028-21072 N
Warren Yee Chief Compliance Officer 6267953062 Warren Yee Pasadena CA 04-18-2022 0 95 229005 false
INFORMATION TABLE 2 BridgeAdvisory_13f.xml ABBVIE INC COM 00287Y109 222 1369 SH SOLE 0 0 0 1369 ALPHABET INC CAP STK CL A 02079K305 745 268 SH SOLE 0 0 0 268 ALPHABET INC CAP STK CL C 02079K107 573 205 SH SOLE 0 0 0 205 ALPS ETF TR ALERIAN ENERGY 00162Q676 823 36237 SH SOLE 0 0 0 36237 AMAZON COM INC COM 023135106 714 219 SH SOLE 0 0 0 219 AMERICAN CENTY ETF TR AVANTIS CORE FI 025072562 872 19232 SH SOLE 0 0 0 19232 APPLE INC COM 037833100 7331 41983 SH SOLE 0 0 0 41983 ARES CAPITAL CORP COM 04010L103 211 10048 SH SOLE 0 0 0 10048 BARCLAYS BANK PLC IPATH SHILR CAPE 06742A669 4117 184691 SH SOLE 0 0 0 184691 BK OF AMERICA CORP COM 060505104 291 7054 SH SOLE 0 0 0 7054 BOEING CO COM 097023105 433 2262 SH SOLE 0 0 0 2262 BOSTON SCIENTIFIC CORP COM 101137107 358 8093 SH SOLE 0 0 0 8093 CHEVRON CORP NEW COM 166764100 211 1295 SH SOLE 0 0 0 1295 COSTCO WHSL CORP NEW COM 22160K105 756 1313 SH SOLE 0 0 0 1313 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 1104 35026 SH SOLE 0 0 0 35026 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 598 21244 SH SOLE 0 0 0 21244 DISNEY WALT CO COM 254687106 1196 8721 SH SOLE 0 0 0 8721 EDISON INTL COM 281020107 276 3938 SH SOLE 0 0 0 3938 EXXON MOBIL CORP COM 30231G102 830 10045 SH SOLE 0 0 0 10045 FIRST TR EXCHANGE TRADED FD WTR ETF 33733B100 2199 26094 SH SOLE 0 0 0 26094 FIRST TR EXCHANGE TRADED FD NASDAQ CYB ETF 33734X846 1479 27851 SH SOLE 0 0 0 27851 FISERV INC COM 337738108 527 5200 SH SOLE 0 0 0 5200 HANCOCK JOHN PREM DIVID FD COM SH BEN INT 41013T105 3372 205484 SH SOLE 0 0 0 205484 HOME DEPOT INC COM 437076102 694 2317 SH SOLE 0 0 0 2317 INVESCO ACTIVLY MANGD ETC FD OPTIMUM YIELD 46090F100 811 45970 SH SOLE 0 0 0 45970 INVESCO DB COMMDY INDX TRCK UNIT 46138B103 1719 65977 SH SOLE 0 0 0 65977 INVESCO DB MULTI-SECTOR COMM ENERGY FD 46140H304 1747 75672 SH SOLE 0 0 0 75672 INVESCO EXCH TRADED FD TR II S&P GBL WATER 46138E263 2140 40834 SH SOLE 0 0 0 40834 INVESCO EXCH TRADED FD TR II S&P SMALLCAP 600 46138G664 1993 16613 SH SOLE 0 0 0 16613 INVESCO EXCH TRADED FD TR II FTSE RAFI SML 46138E735 1311 38021 SH SOLE 0 0 0 38021 INVESCO EXCHANGE TRADED FD T S&P500 EQL MAT 46137V316 2107 11410 SH SOLE 0 0 0 11410 INVESCO EXCHANGE TRADED FD T S&P SMCP VLU MNT 46137V480 1155 21435 SH SOLE 0 0 0 21435 ISHARES INC MSCI GBL MIN VOL 464286525 1524 14539 SH SOLE 0 0 0 14539 ISHARES INC MSCI EM ASIA ETF 464286426 604 8173 SH SOLE 0 0 0 8173 ISHARES TR 10-20 YR TRS ETF 464288653 16674 123868 SH SOLE 0 0 0 123868 ISHARES TR TIPS BD ETF 464287176 35550 285379 SH SOLE 0 0 0 285379 ISHARES TR COHEN STEER REIT 464287564 367 5164 SH SOLE 0 0 0 5164 ISHARES TR AGENCY BOND ETF 464288166 7995 71195 SH SOLE 0 0 0 71195 ISHARES TR 3 7 YR TREAS BD 464288661 7750 63496 SH SOLE 0 0 0 63496 ISHARES TR NASDAQ BIOTECH 464287556 379 2911 SH SOLE 0 0 0 2911 ISHARES TR BARCLAYS 7 10 YR 464287440 2219 20648 SH SOLE 0 0 0 20648 ISHARES TR RUS 1000 VAL ETF 464287598 277 1668 SH SOLE 0 0 0 1668 ISHARES TR CORE US AGGBD ET 464287226 318 2968 SH SOLE 0 0 0 2968 ISHARES TR CORE INTL AGGR 46435G672 1170 22437 SH SOLE 0 0 0 22437 ISHARES TR 1 3 YR TREAS BD 464287457 8910 106899 SH SOLE 0 0 0 106899 ISHARES TR S&P 500 GRWT ETF 464287309 228 2981 SH SOLE 0 0 0 2981 ISHARES TR MSCI ACWI ETF 464288257 677 6783 SH SOLE 0 0 0 6783 ISHARES TR MSCI EMG MKT ETF 464287234 318 7047 SH SOLE 0 0 0 7047 ISHARES TR CORE S&P MCP ETF 464287507 939 3498 SH SOLE 0 0 0 3498 ISHARES TR CORE MSCI EAFE 46432F842 226 3254 SH SOLE 0 0 0 3254 ISHARES TR CORE S&P500 ETF 464287200 1292 2849 SH SOLE 0 0 0 2849 J P MORGAN EXCHANGE-TRADED F EQUITY PREMIUM 46641Q332 2027 33016 SH SOLE 0 0 0 33016 JPMORGAN CHASE & CO COM 46625H100 438 3211 SH SOLE 0 0 0 3211 LOWES COS INC COM 548661107 455 2248 SH SOLE 0 0 0 2248 MICROSOFT CORP COM 594918104 1272 4125 SH SOLE 0 0 0 4125 NETFLIX INC COM 64110L106 604 1612 SH SOLE 0 0 0 1612 NEWMONT CORP COM 651639106 214 2691 SH SOLE 0 0 0 2691 NORTHROP GRUMMAN CORP COM 666807102 1014 2267 SH SOLE 0 0 0 2267 NUVEEN NASDAQ 100 DYNAMIC OV COM SHS 670699107 3602 126595 SH SOLE 0 0 0 126595 NVIDIA CORPORATION COM 67066G104 410 1504 SH SOLE 0 0 0 1504 ORACLE CORP COM 68389X105 453 5471 SH SOLE 0 0 0 5471 PACER FDS TR PACER US SMALL 69374H857 1916 47783 SH SOLE 0 0 0 47783 PIMCO CORPORATE & INCM STRG COM 72200U100 5373 341352 SH SOLE 0 0 0 341352 PIMCO CORPORATE & INCOME OPP COM 72201B101 210 13694 SH SOLE 0 0 0 13694 PIMCO ETF TR 15+ YR US TIPS 72201R304 1126 13635 SH SOLE 0 0 0 13635 PIMCO ETF TR 25YR+ ZERO U S 72201R882 8708 65676 SH SOLE 0 0 0 65676 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 309 3082 SH SOLE 0 0 0 3082 RBB FD INC MOTLEY FOL ETF 74933W601 1148 28074 SH SOLE 0 0 0 28074 ROBLOX CORP CL A 771049103 215 4643 SH SOLE 0 0 0 4643 ROCKWELL AUTOMATION INC COM 773903109 346 1236 SH SOLE 0 0 0 1236 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 462 6204 SH SOLE 0 0 0 6204 SNAP INC CL A 83304A106 498 13835 SH SOLE 0 0 0 13835 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 2212 57237 SH SOLE 0 0 0 57237 SPDR SER TR PRTFLO S&P500 VL 78464A508 313 7490 SH SOLE 0 0 0 7490 SPDR SER TR BLOMBERG 1 10 YR 78468R861 321 15522 SH SOLE 0 0 0 15522 SPDR SER TR PORTFLI TIPS ETF 78464A656 9113 301173 SH SOLE 0 0 0 301173 SPDR SER TR PORTFLI MORTGAGE 78464A383 652 27200 SH SOLE 0 0 0 27200 SPROTT PHYSICAL GOLD TR UNIT 85207H104 13834 900088 SH SOLE 0 0 0 900088 SPROTT PHYSICAL SILVER TR TR UNIT 85207K107 448 51119 SH SOLE 0 0 0 51119 SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 377 8427 SH SOLE 0 0 0 8427 TESLA INC COM 88160R101 1203 1116 SH SOLE 0 0 0 1116 VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106 10373 270473 SH SOLE 0 0 0 270473 VANECK VECTORS ETF TR JR GOLD MINERS E 92189F791 3483 74318 SH SOLE 0 0 0 74318 VANECK VECTORS ETF TR RARE EARTH STRAT 92189H805 2565 21685 SH SOLE 0 0 0 21685 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 2030 25520 SH SOLE 0 0 0 25520 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 390 3596 SH SOLE 0 0 0 3596 VANGUARD INDEX FDS GROWTH ETF 922908736 231 804 SH SOLE 0 0 0 804 VANGUARD SCOTTSDALE FDS MORTG-BACK SEC 92206C771 6195 123660 SH SOLE 0 0 0 123660 VANGUARD WORLD FD EXTENDED DUR 921910709 6256 51394 SH SOLE 0 0 0 51394 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 1124 4417 SH SOLE 0 0 0 4417 WALMART INC COM 931142103 205 1377 SH SOLE 0 0 0 1377 WELLS FARGO UTILITIES AND HI WF UTILITIES INC 94987E109 2842 202888 SH SOLE 0 0 0 202888 WISDOMTREE TR US MIDCAP DIVID 97717W505 1033 23253 SH SOLE 0 0 0 23253 WISDOMTREE TR GLB US QTLY DIV 97717W844 2048 51572 SH SOLE 0 0 0 51572 WISDOMTREE TR YIELD ENHANCD US 97717X511 625 13056 SH SOLE 0 0 0 13056