0001950962-22-000004.txt : 20221110 0001950962-22-000004.hdr.sgml : 20221110 20221110111359 ACCESSION NUMBER: 0001950962-22-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20221110 DATE AS OF CHANGE: 20221110 EFFECTIVENESS DATE: 20221110 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Three Bridge Wealth Advisors, LLC CENTRAL INDEX KEY: 0001950962 IRS NUMBER: 000000000 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-22674 FILM NUMBER: 221375692 BUSINESS ADDRESS: STREET 1: 3270 ALPINE ROAD CITY: PORTOLA VALLEY STATE: CA ZIP: 94028 BUSINESS PHONE: 650-433-3500 MAIL ADDRESS: STREET 1: 3270 ALPINE ROAD CITY: PORTOLA VALLEY STATE: CA ZIP: 94028 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001950962 XXXXXXXX 06-30-2022 06-30-2022 Three Bridge Wealth Advisors, LLC

3270 ALPINE ROAD PORTOLA VALLEY CA 94028

13F HOLDINGS REPORT 028-22674 N Brett Sharkey (650) 433-3500 Brett Sharkey Portola Valley CA 11-10-2022 0 83 204164 false INFORMATION TABLE 2 tbw13fq22022.xml AFFIRM HLDGS INC COM CL A 00827B106 44940 2488387 SH SOLE 0 0 2488387 ISHARES TR MSCI ACWI ETF 464288257 31994 381384 SH SOLE 0 0 381384 ISHARES TR MSCI EMG MKT ETF 464287234 10213 254681 SH SOLE 0 0 254681 GITLAB INC CLASS A COM 37637K108 7521 141532 SH SOLE 0 0 141532 COINBASE GLOBAL INC COM CL A 19260Q107 7411 157616 SH SOLE 0 0 157616 SPDR GOLD TR GOLD SHS 78463V107 7138 42375 SH SOLE 0 0 42375 ISHARES TR RUS MID CAP ETF 464287499 5756 89026 SH SOLE 0 0 89026 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 4906 117782 SH SOLE 0 0 117782 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1500 46137V597 4687 30565 SH SOLE 0 0 30565 SPDR S&P 500 ETF TR TR UNIT 78462F103 4678 12348 SH SOLE 0 0 12348 ISHARES GOLD TR ISHARES NEW 464285204 3911 113987 SH SOLE 0 0 113987 ISHARES TR RUS 1000 GRW ETF 464287614 3019 13805 SH SOLE 0 0 13805 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 2799 28243 SH SOLE 0 0 28243 APPLE INC COM 037833100 2780 20333 SH SOLE 0 0 20333 ORACLE CORP COM 68389X105 2490 35633 SH SOLE 0 0 35633 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 2221 26030 SH SOLE 0 0 26030 MICROSOFT CORP COM 594918104 2183 8499 SH SOLE 0 0 8499 GINKGO BIOWORKS HOLDINGS INC CL A SHS 37611X100 2167 910302 SH SOLE 0 0 910302 RAYTHEON TECHNOLOGIES CORP COM 75513E101 2072 21561 SH SOLE 0 0 21561 DISNEY WALT CO COM 254687106 1921 20350 SH SOLE 0 0 20350 ALPHABET INC CAP STK CL A 02079K305 1846 847 SH SOLE 0 0 847 DOCUSIGN INC COM 256163106 1686 29382 SH SOLE 0 0 29382 INVESCO QQQ TR UNIT SER 1 46090E103 1679 5978 SH SOLE 0 0 5978 J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL 46641Q654 1649 32560 SH SOLE 0 0 32560 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1647 6034 SH SOLE 0 0 6034 META PLATFORMS INC CL A 30303M102 1646 10210 SH SOLE 0 0 10210 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 46137V613 1536 10361 SH SOLE 0 0 10361 GENERAL DYNAMICS CORP COM 369550108 1503 6754 SH SOLE 0 0 6754 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1463 4200 SH SOLE 0 0 4200 UNILEVER PLC SPON ADR NEW 904767704 1455 31740 SH SOLE 0 0 31740 NOVO-NORDISK A S ADR 670100205 1451 13022 SH SOLE 0 0 13022 NIKE INC CL B 654106103 1375 13412 SH SOLE 0 0 13412 C H ROBINSON WORLDWIDE INC COM NEW 12541W209 1312 12837 SH SOLE 0 0 12837 HOME DEPOT INC COM 437076102 1306 4761 SH SOLE 0 0 4761 INTUIT COM 461202103 1291 3349 SH SOLE 0 0 3349 ISHARES TR MSCI EAFE ETF 464287465 1260 20165 SH SOLE 0 0 20165 MEDTRONIC PLC SHS G5960L103 1230 13607 SH SOLE 0 0 13607 INTERNATIONAL FLAVORS&FRAGRA COM 459506101 1129 9413 SH SOLE 0 0 9413 ADOBE SYSTEMS INCORPORATED COM 00724F101 1111 3034 SH SOLE 0 0 3034 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 1108 3989 SH SOLE 0 0 3989 STARBUCKS CORP COM 855244109 1046 13695 SH SOLE 0 0 13695 VISA INC COM CL A 92826C839 1019 5175 SH SOLE 0 0 5175 BECTON DICKINSON & CO COM 075887109 964 3912 SH SOLE 0 0 3912 COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 866 12834 SH SOLE 0 0 12834 CISCO SYS INC COM 17275R102 856 20083 SH SOLE 0 0 20083 JOHNSON & JOHNSON COM 478160104 847 4774 SH SOLE 0 0 4774 PALO ALTO NETWORKS INC COM 697435105 841 1702 SH SOLE 0 0 1702 BIOGEN INC COM 09062X103 836 4097 SH SOLE 0 0 4097 WALMART INC COM 931142103 823 6771 SH SOLE 0 0 6771 VANGUARD TAX-MANAGED INTL FD VAN FTSE DEV MKT 921943858 703 17233 SH SOLE 0 0 17233 INVESCO EXCH TRADED FD TR II FTSE RAFI DEV 46138E743 682 17135 SH SOLE 0 0 17135 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 628 4851 SH SOLE 0 0 4851 PEPSICO INC COM 713448108 621 3729 SH SOLE 0 0 3729 ALPHABET INC CAP STK CL C 02079K107 575 263 SH SOLE 0 0 263 3M CO COM 88579Y101 560 4329 SH SOLE 0 0 4329 PROCTER AND GAMBLE CO COM 742718109 553 3845 SH SOLE 0 0 3845 J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837 501 10000 SH SOLE 0 0 10000 VANGUARD INDEX FDS TOTAL STK MKT 922908769 491 2601 SH SOLE 0 0 2601 ISHARES TR CORE US AGGBD ET 464287226 442 4345 SH SOLE 0 0 4345 INVESCO EXCH TRADED FD TR II FTSE RAFI EMNG 46138E727 413 22723 SH SOLE 0 0 22723 ISHARES TR NATIONAL MUN ETF 464288414 411 3865 SH SOLE 0 0 3865 PALANTIR TECHNOLOGIES INC CL A 69608A108 392 43221 SH SOLE 0 0 43221 AMAZON COM INC COM 023135106 389 3660 SH SOLE 0 0 3660 ISHARES TR COHEN STEER REIT 464287564 354 5822 SH SOLE 0 0 5822 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 351 7940 SH SOLE 0 0 7940 INVESCO EXCH TRADED FD TR II FTSE RAFI SML 46138E735 345 11844 SH SOLE 0 0 11844 WISDOMTREE TR EMER MKT HIGH FD 97717W315 324 8738 SH SOLE 0 0 8738 VANGUARD INDEX FDS LARGE CAP ETF 922908637 313 1815 SH SOLE 0 0 1815 COSTCO WHSL CORP NEW COM 22160K105 312 650 SH SOLE 0 0 650 ISHARES TR GLOBAL REIT ETF 46434V647 302 12496 SH SOLE 0 0 12496 THERMO FISHER SCIENTIFIC INC COM 883556102 299 550 SH SOLE 0 0 550 GOLDMAN SACHS BDC INC SHS 38147U107 281 16276 SH SOLE 0 0 16276 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 271 5462 SH SOLE 0 0 5462 WORKDAY INC CL A 98138H101 259 1852 SH SOLE 0 0 1852 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 258 4105 SH SOLE 0 0 4105 ISHARES TR TIPS BD ETF 464287176 257 2258 SH SOLE 0 0 2258 COCA COLA CO COM 191216100 253 3997 SH SOLE 0 0 3997 ISHARES TR RUS 2000 VAL ETF 464287630 242 1778 SH SOLE 0 0 1778 ISHARES TR 3 7 YR TREAS BD 464288661 233 1955 SH SOLE 0 0 1955 SCHWAB CHARLES CORP COM 808513105 211 3335 SH SOLE 0 0 3335 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 202 1953 SH SOLE 0 0 1953 WEAVE COMMUNICATIONS INC COM 94724R108 95 31372 SH SOLE 0 0 31372 TILRAY BRANDS INC COM CL 2 88688T100 53 17070 SH SOLE 0 0 17070