Chief Compliance Officer

0001847956-22-000004.txt : 20220713 0001847956-22-000004.hdr.sgml : 20220713 20220713130815 ACCESSION NUMBER: 0001847956-22-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220713 DATE AS OF CHANGE: 20220713 EFFECTIVENESS DATE: 20220713 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: 221080708 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 false 0001847956 XXXXXXXX 06-30-2022 06-30-2022 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 07-13-2022 0 114 205998 false INFORMATION TABLE 2 BridgeAdvisory_13f.xml ALLSPRING UTILITIES AND HIGH WF UTILITIES INC 94987E109 2870 233518 SH SOLE 0 0 0 233518 ALPHABET INC CAP STK CL C 02079K107 505 220 SH SOLE 0 0 0 220 ALPHABET INC CAP STK CL A 02079K305 597 262 SH SOLE 0 0 0 262 ALPS ETF TR ALERIAN ENERGY 00162Q676 886 44463 SH SOLE 0 0 0 44463 AMAZON COM INC COM 023135106 537 4919 SH SOLE 0 0 0 4919 AMERICAN CENTY ETF TR AVANTIS CORE FI 025072562 1037 24138 SH SOLE 0 0 0 24138 APPLE INC COM 037833100 6198 42493 SH SOLE 0 0 0 42493 ARES CAPITAL CORP COM 04010L103 287 15017 SH SOLE 0 0 0 15017 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 545 1964 SH SOLE 0 0 0 1964 BERKSHIRE HATHAWAY INC DEL CL A 084670108 416 1 SH SOLE 0 0 0 1 BK OF AMERICA CORP COM 060505104 223 7107 SH SOLE 0 0 0 7107 BLACKROCK MULTI SECTOR INC T COM 09258A107 1220 83282 SH SOLE 0 0 0 83282 BOEING CO COM 097023105 348 2362 SH SOLE 0 0 0 2362 BOSTON SCIENTIFIC CORP COM 101137107 298 8093 SH SOLE 0 0 0 8093 CEMEX SAB DE CV SPON ADR NEW 151290889 194 50008 SH SOLE 0 0 0 50008 CHEVRON CORP NEW COM 166764100 203 1458 SH SOLE 0 0 0 1458 COSTCO WHSL CORP NEW COM 22160K105 671 1367 SH SOLE 0 0 0 1367 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 1264 47428 SH SOLE 0 0 0 47428 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 287 12839 SH SOLE 0 0 0 12839 DIMENSIONAL ETF TRUST CORE FIXED INCOM 25434V872 2973 67960 SH SOLE 0 0 0 67960 DIMENSIONAL ETF TRUST SHORT DURATION F 25434V864 1152 24559 SH SOLE 0 0 0 24559 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 834 35283 SH SOLE 0 0 0 35283 DIMENSIONAL ETF TRUST INFLATION PROTE 25434V856 923 20840 SH SOLE 0 0 0 20840 DISNEY WALT CO COM 254687106 812 8670 SH SOLE 0 0 0 8670 EDISON INTL COM 281020107 247 3971 SH SOLE 0 0 0 3971 EXXON MOBIL CORP COM 30231G102 851 10070 SH SOLE 0 0 0 10070 FIRST TR EXCHANGE TRADED FD NASDAQ CYB ETF 33734X846 1146 28091 SH SOLE 0 0 0 28091 FIRST TR EXCHANGE TRADED FD WTR ETF 33733B100 1658 23094 SH SOLE 0 0 0 23094 FISERV INC COM 337738108 481 5200 SH SOLE 0 0 0 5200 HANCOCK JOHN PREM DIVID FD COM SH BEN INT 41013T105 3383 248190 SH SOLE 0 0 0 248190 HOME DEPOT INC COM 437076102 704 2471 SH SOLE 0 0 0 2471 INVESCO ACTVELY MNGD ETC FD OPTIMUM YIELD 46090F100 936 55660 SH SOLE 0 0 0 55660 INVESCO DB COMMDY INDX TRCK UNIT 46138B103 1829 73631 SH SOLE 0 0 0 73631 INVESCO DB MULTI-SECTOR COMM ENERGY FD 46140H304 1901 78411 SH SOLE 0 0 0 78411 INVESCO EXCH TRADED FD TR II FTSE RAFI SML 46138E735 1049 36830 SH SOLE 0 0 0 36830 INVESCO EXCH TRADED FD TR II S&P SMALLCAP 600 46138G664 1680 16411 SH SOLE 0 0 0 16411 INVESCO EXCH TRADED FD TR II S&P GBL WATER 46138E263 1636 37238 SH SOLE 0 0 0 37238 INVESCO EXCHANGE TRADED FD T S&P MDCP VLU MNT 46137V456 305 7732 SH SOLE 0 0 0 7732 INVESCO EXCHANGE TRADED FD T S&P500 EQL MAT 46137V316 1742 11266 SH SOLE 0 0 0 11266 INVESCO EXCHANGE TRADED FD T S&P SML 600 EQ 46137V183 214 3142 SH SOLE 0 0 0 3142 INVESCO EXCHANGE TRADED FD T S&P SMCP VLU MNT 46137V480 1110 24907 SH SOLE 0 0 0 24907 ISHARES INC MSCI GBL MIN VOL 464286525 1146 12073 SH SOLE 0 0 0 12073 ISHARES INC MSCI EM ASIA ETF 464286426 355 5375 SH SOLE 0 0 0 5375 ISHARES TR 10-20 YR TRS ETF 464288653 15957 132216 SH SOLE 0 0 0 132216 ISHARES TR ISHARES BIOTECH 464287556 352 2852 SH SOLE 0 0 0 2852 ISHARES TR TIPS BD ETF 464287176 27833 244902 SH SOLE 0 0 0 244902 ISHARES TR COHEN STEER REIT 464287564 441 7258 SH SOLE 0 0 0 7258 ISHARES TR 1 3 YR TREAS BD 464287457 6677 80804 SH SOLE 0 0 0 80804 ISHARES TR AGENCY BOND ETF 464288166 5160 46947 SH SOLE 0 0 0 46947 ISHARES TR CORE INTL AGGR 46435G672 1247 24771 SH SOLE 0 0 0 24771 ISHARES TR CORE US AGGBD ET 464287226 406 3989 SH SOLE 0 0 0 3989 ISHARES TR RUS 1000 VAL ETF 464287598 243 1672 SH SOLE 0 0 0 1672 ISHARES TR PFD AND INCM SEC 464288687 423 12773 SH SOLE 0 0 0 12773 ISHARES TR 3 7 YR TREAS BD 464288661 6385 53473 SH SOLE 0 0 0 53473 ISHARES TR CRE U S REIT ETF 464288521 205 3820 SH SOLE 0 0 0 3820 ISHARES TR CORE S&P500 ETF 464287200 1088 2843 SH SOLE 0 0 0 2843 ISHARES TR CORE MSCI EAFE 46432F842 216 3736 SH SOLE 0 0 0 3736 ISHARES TR MSCI ACWI ETF 464288257 337 4023 SH SOLE 0 0 0 4023 ISHARES TR MSCI EMG MKT ETF 464287234 285 7329 SH SOLE 0 0 0 7329 ISHARES TR CORE S&P MCP ETF 464287507 919 4023 SH SOLE 0 0 0 4023 IVEDA SOLUTIONS INC COM NEW 46583A204 31 25000 SH SOLE 0 0 0 25000 J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332 1820 32955 SH SOLE 0 0 0 32955 JOHNSON & JOHNSON COM 478160104 224 1274 SH SOLE 0 0 0 1274 JPMORGAN CHASE & CO COM 46625H100 331 2927 SH SOLE 0 0 0 2927 LOWES COS INC COM 548661107 420 2321 SH SOLE 0 0 0 2321 MCDONALDS CORP COM 580135101 201 800 SH SOLE 0 0 0 800 MERCK & CO INC COM 58933Y105 225 2399 SH SOLE 0 0 0 2399 MICROSOFT CORP COM 594918104 1060 4178 SH SOLE 0 0 0 4178 NETFLIX INC COM 64110L106 278 1592 SH SOLE 0 0 0 1592 NORTHROP GRUMMAN CORP COM 666807102 1038 2214 SH SOLE 0 0 0 2214 NUVEEN NASDAQ 100 DYNAMIC OV COM SHS 670699107 3120 137486 SH SOLE 0 0 0 137486 NVIDIA CORPORATION COM 67066G104 268 1775 SH SOLE 0 0 0 1775 ORACLE CORP COM 68389X105 393 5588 SH SOLE 0 0 0 5588 PACER FDS TR US CASH COWS 100 69374H881 1727 39856 SH SOLE 0 0 0 39856 PACER FDS TR PACER US SMALL 69374H857 1550 45490 SH SOLE 0 0 0 45490 PIMCO CORPORATE & INCM STRG COM 72200U100 4862 377485 SH SOLE 0 0 0 377485 PIMCO CORPORATE & INCOME OPP COM 72201B101 354 27684 SH SOLE 0 0 0 27684 PIMCO ETF TR 25YR+ ZERO U S 72201R882 1711 15843 SH SOLE 0 0 0 15843 PIMCO ETF TR 15+ YR US TIPS 72201R304 847 12875 SH SOLE 0 0 0 12875 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 2139 21596 SH SOLE 0 0 0 21596 RBB FD INC MOTLEY FOL ETF 74933W601 912 27990 SH SOLE 0 0 0 27990 ROCKWELL AUTOMATION INC COM 773903109 245 1236 SH SOLE 0 0 0 1236 SCHWAB STRATEGIC TR INT-TRM U.S TRES 808524854 491 9515 SH SOLE 0 0 0 9515 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 262 3645 SH SOLE 0 0 0 3645 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 311 4451 SH SOLE 0 0 0 4451 SIENTRA INC COM 82621J105 14 16600 SH SOLE 0 0 0 16600 SNAP INC CL A 83304A106 225 16029 SH SOLE 0 0 0 16029 SPDR INDEX SHS FDS DJ INTL RL ETF 78463X863 221 7925 SH SOLE 0 0 0 7925 SPDR INDEX SHS FDS S&P INTL SMLCP 78463X871 260 9129 SH SOLE 0 0 0 9129 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 1901 56540 SH SOLE 0 0 0 56540 SPDR SER TR S&P METALS MNG 78464A755 229 5397 SH SOLE 0 0 0 5397 SPDR SER TR BLOOMBERG 1 10 Y 78468R861 327 16860 SH SOLE 0 0 0 16860 SPDR SER TR PORTFOLIO AGRGTE 78464A649 434 16436 SH SOLE 0 0 0 16436 SPDR SER TR PRTFLO S&P500 VL 78464A508 712 19318 SH SOLE 0 0 0 19318 SPDR SER TR PORTFOLIO LN TSR 78464A664 3650 110146 SH SOLE 0 0 0 110146 SPDR SER TR PORT MTG BK ETF 78464A383 965 42197 SH SOLE 0 0 0 42197 SPDR SER TR PORTFLI TIPS ETF 78464A656 12252 445854 SH SOLE 0 0 0 445854 SPROTT ETF TRUST GOLD MINERS ETF 85210B102 415 17994 SH SOLE 0 0 0 17994 SPROTT ETF TRUST JR GOLD MINERS E 85210B201 455 17382 SH SOLE 0 0 0 17382 SPROTT PHYSICAL GOLD TR UNIT 85207H104 12026 892775 SH SOLE 0 0 0 892775 SPROTT PHYSICAL SILVER TR TR UNIT 85207K107 403 62364 SH SOLE 0 0 0 62364 SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 312 7418 SH SOLE 0 0 0 7418 TESLA INC COM 88160R101 787 1125 SH SOLE 0 0 0 1125 UNITEDHEALTH GROUP INC COM 91324P102 236 459 SH SOLE 0 0 0 459 VANECK ETF TRUST GOLD MINERS ETF 92189F106 6586 250818 SH SOLE 0 0 0 250818 VANECK ETF TRUST RARE EARTH/STRTG 92189H805 1698 21754 SH SOLE 0 0 0 21754 VANECK ETF TRUST JUNIOR GOLD MINE 92189F791 1868 61826 SH SOLE 0 0 0 61826 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 1766 23443 SH SOLE 0 0 0 23443 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 330 3606 SH SOLE 0 0 0 3606 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 1478 29970 SH SOLE 0 0 0 29970 VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 92206C771 3975 83077 SH SOLE 0 0 0 83077 VANGUARD WHITEHALL FDS INTL DVD ETF 921946810 258 3796 SH SOLE 0 0 0 3796 VANGUARD WORLD FD EXTENDED DUR 921910709 8972 89883 SH SOLE 0 0 0 89883 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 1044 4394 SH SOLE 0 0 0 4394 WISDOMTREE TR YIELD ENHANCD US 97717X511 682 15186 SH SOLE 0 0 0 15186 WISDOMTREE TR GLB US QTLY DIV 97717W844 1282 42101 SH SOLE 0 0 0 42101 WISDOMTREE TR US MIDCAP DIVID 97717W505 1134 28923 SH SOLE 0 0 0 28923