0001950962-24-000004.txt : 20240514 0001950962-24-000004.hdr.sgml : 20240514 20240514105345 ACCESSION NUMBER: 0001950962-24-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240514 DATE AS OF CHANGE: 20240514 EFFECTIVENESS DATE: 20240514 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Three Bridge Wealth Advisors, LLC CENTRAL INDEX KEY: 0001950962 ORGANIZATION NAME: 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: 24942032 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 X0202 13F-HR LIVE false false false 0001950962 XXXXXXXX 03-31-2024 03-31-2024 Three Bridge Wealth Advisors, LLC
3270 ALPINE ROAD PORTOLA VALLEY CA 94028
13F HOLDINGS REPORT 028-22674 000150460 801-70332 N
Brett Sharkey Co-Founder & Managing Director (650) 433-3500 Brett Sharkey Portola Valley CA 05-14-2024 0 92 253764973 false
INFORMATION TABLE 2 tbwa13fq12024.xml ISHARES TR MSCI ACWI ETF 464288257 42868604 389255 SH SOLE 0 0 389255 COINBASE GLOBAL INC COM CL A 19260Q107 32966612 124346 SH SOLE 0 0 124346 SPDR S&P 500 ETF TR TR UNIT 78462F103 18274718 34831 SH SOLE 0 0 34831 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 10832205 98029 SH SOLE 0 0 98029 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 9258181 19260 SH SOLE 0 0 19260 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1500 46137V597 7726455 196702 SH SOLE 0 0 196702 ISHARES GOLD TR ISHARES NEW 464285204 7682747 182879 SH SOLE 0 0 182879 META PLATFORMS INC CL A 30303M102 7482788 15410 SH SOLE 0 0 15410 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 6936036 166053 SH SOLE 0 0 166053 ISHARES TR RUS MID CAP ETF 464287499 6464517 76876 SH SOLE 0 0 76876 SPDR GOLD TR GOLD SHS 78463V107 6256974 30415 SH SOLE 0 0 30415 ISHARES TR MSCI EMG MKT ETF 464287234 5869277 142874 SH SOLE 0 0 142874 ISHARES TR RUS 1000 GRW ETF 464287614 5766926 17110 SH SOLE 0 0 17110 INVESCO QQQ TR UNIT SER 1 46090E103 5734205 12898 SH SOLE 0 0 12898 J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL 46641Q654 5506901 108532 SH SOLE 0 0 108532 MAPLEBEAR INC COM 565394103 3916979 105041 SH SOLE 0 0 105041 ROBLOX CORP CL A 771049103 3294552 86290 SH SOLE 0 0 86290 ALPHABET INC CAP STK CL A 02079K305 2821033 18691 SH SOLE 0 0 18691 APPLE INC COM 037833100 2787900 16258 SH SOLE 0 0 16258 MICROSOFT CORP COM 594918104 2722228 6470 SH SOLE 0 0 6470 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 2409213 23963 SH SOLE 0 0 23963 ORACLE CORP COM 68389X105 2325669 18515 SH SOLE 0 0 18515 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 46137V613 2257180 58674 SH SOLE 0 0 58674 RTX CORPORATION COM 75513E101 2246311 23032 SH SOLE 0 0 23032 DISNEY WALT CO COM 254687106 2235648 18271 SH SOLE 0 0 18271 GITLAB INC CLASS A COM 37637K108 2132879 36572 SH SOLE 0 0 36572 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2081995 4951 SH SOLE 0 0 4951 NVIDIA CORPORATION COM 67066G104 1953497 2162 SH SOLE 0 0 2162 UNILEVER PLC SPON ADR NEW 904767704 1889403 37645 SH SOLE 0 0 37645 ISHARES TR MSCI EAFE ETF 464287465 1888130 23643 SH SOLE 0 0 23643 NOVO-NORDISK A S ADR 670100205 1683868 13020 SH SOLE 0 0 13020 MEDTRONIC PLC SHS G5960L103 1546576 17607 SH SOLE 0 0 17607 SPDR SER TR PRTFLO S&P500 GW 78464A409 1331330 18200 SH SOLE 0 0 18200 PALO ALTO NETWORKS INC COM 697435105 1272618 4479 SH SOLE 0 0 4479 GENERAL DYNAMICS CORP COM 369550108 1224594 4335 SH SOLE 0 0 4335 INVESCO EXCH TRADED FD TR II FTSE RAFI DEV 46138E743 1185588 23879 SH SOLE 0 0 23879 VISA INC COM CL A 92826C839 1177439 4219 SH SOLE 0 0 4219 HOME DEPOT INC COM 437076102 1153102 3006 SH SOLE 0 0 3006 INTUIT COM 461202103 1063400 1636 SH SOLE 0 0 1636 NIKE INC CL B 654106103 1030962 10927 SH SOLE 0 0 10927 PALANTIR TECHNOLOGIES INC CL A 69608A108 994515 43221 SH SOLE 0 0 43221 JOHNSON & JOHNSON COM 478160104 878429 5553 SH SOLE 0 0 5553 WALMART INC COM 931142103 874689 14487 SH SOLE 0 0 14487 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 828414 16841 SH SOLE 0 0 16841 DIAGEO PLC SPON ADR NEW 25243Q205 820568 5462 SH SOLE 0 0 5462 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 813393 5217 SH SOLE 0 0 5217 ALPHABET INC CAP STK CL C 02079K107 800888 5260 SH SOLE 0 0 5260 ISHARES TR RUSSELL 2000 ETF 464287655 797458 3792 SH SOLE 0 0 3792 PEPSICO INC COM 713448108 769793 4367 SH SOLE 0 0 4367 STARBUCKS CORP COM 855244109 762101 8339 SH SOLE 0 0 8339 ADOBE INC COM 00724F101 722083 1431 SH SOLE 0 0 1431 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 686143 13676 SH SOLE 0 0 13676 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 672423 1940 SH SOLE 0 0 1940 ISHARES TR CALIF MUN BD ETF 464288356 671080 11663 SH SOLE 0 0 11663 CISCO SYS INC COM 17275R102 654911 13122 SH SOLE 0 0 13122 3M CO COM 88579Y101 654876 6174 SH SOLE 0 0 6174 AMAZON COM INC COM 023135106 609684 3380 SH SOLE 0 0 3380 VANGUARD INDEX FDS TOTAL STK MKT 922908769 605307 2329 SH SOLE 0 0 2329 PROCTER AND GAMBLE CO COM 742718109 583451 3596 SH SOLE 0 0 3596 BIOGEN INC COM 09062X103 545328 2529 SH SOLE 0 0 2529 C H ROBINSON WORLDWIDE INC COM NEW 12541W209 511309 6662 SH SOLE 0 0 6662 WORKDAY INC CL A 98138H101 505133 1852 SH SOLE 0 0 1852 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 478419 5942 SH SOLE 0 0 5942 ISHARES TR CORE S&P US GWT 464287671 478217 4080 SH SOLE 0 0 4080 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 438935 11249 SH SOLE 0 0 11249 VANGUARD INDEX FDS LARGE CAP ETF 922908637 435164 1815 SH SOLE 0 0 1815 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 427307 2340 SH SOLE 0 0 2340 COSTCO WHSL CORP NEW COM 22160K105 420530 574 SH SOLE 0 0 574 JPMORGAN CHASE & CO COM 46625H100 408612 2040 SH SOLE 0 0 2040 BECTON DICKINSON & CO COM 075887109 390971 1580 SH SOLE 0 0 1580 WEAVE COMMUNICATIONS INC COM 94724R108 360151 31372 SH SOLE 0 0 31372 THERMO FISHER SCIENTIFIC INC COM 883556102 349542 601 SH SOLE 0 0 601 INVESCO EXCH TRADED FD TR II FTSE RAFI SML 46138E735 346511 10539 SH SOLE 0 0 10539 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 344479 1654 SH SOLE 0 0 1654 SALESFORCE INC COM 79466L302 318468 1056 SH SOLE 0 0 1056 ISHARES TR RUS 2000 VAL ETF 464287630 284241 1790 SH SOLE 0 0 1790 VANGUARD INDEX FDS MID CAP ETF 922908629 278594 1115 SH SOLE 0 0 1115 BANK AMERICA CORP COM 060505104 276816 7300 SH SOLE 0 0 7300 GOLDMAN SACHS GROUP INC COM 38141G104 268992 644 SH SOLE 0 0 644 INVESCO EXCH TRADED FD TR II EMRNG MKT SVRG 46138E784 265898 12996 SH SOLE 0 0 12996 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 256229 3805 SH SOLE 0 0 3805 ISHARES TR US TREAS BD ETF 46429B267 245734 10792 SH SOLE 0 0 10792 COCA COLA CO COM 191216100 237719 3855 SH SOLE 0 0 3855 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 233279 3821 SH SOLE 0 0 3821 ISHARES TR JPMORGAN USD EMG 464288281 229555 2560 SH SOLE 0 0 2560 PHILLIPS EDISON & CO INC COMMON STOCK 71844V201 224114 6231 SH SOLE 0 0 6231 ISHARES TR CORE MSCI PAC 46434V696 216014 3412 SH SOLE 0 0 3412 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 213276 2782 SH SOLE 0 0 2782 SCHWAB CHARLES CORP COM 808513105 211125 2919 SH SOLE 0 0 2919 MATTERPORT INC COM CL A 577096100 69992 30970 SH SOLE 0 0 30970 TILRAY BRANDS INC COM 88688T100 24700 10000 SH SOLE 0 0 10000 VAXXINITY INC COM CL A 92244V104 10173 14178 SH SOLE 0 0 14178