0001950962-22-000005.txt : 20221110
0001950962-22-000005.hdr.sgml : 20221110
20221110111926
ACCESSION NUMBER: 0001950962-22-000005
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220930
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: 221375713
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
09-30-2022
09-30-2022
Three Bridge Wealth Advisors, LLC
3270 ALPINE ROAD
PORTOLA VALLEY
CA
94028
13F HOLDINGS REPORT
028-22674
N
Brett Sharkey
Co-Founder & Managing Director
(650) 433-3500
Brett Sharkey
Portola Valley
CA
11-10-2022
0
83
196483
false
INFORMATION TABLE
2
tbw13fq32022.xml
AFFIRM HLDGS INC
COM CL A
00827B106
46119
2458387
SH
SOLE
0
0
2458387
ISHARES TR
MSCI ACWI ETF
464288257
27429
352425
SH
SOLE
0
0
352425
COINBASE GLOBAL INC
COM CL A
19260Q107
10165
157616
SH
SOLE
0
0
157616
ISHARES TR
MSCI EMG MKT ETF
464287234
9078
260261
SH
SOLE
0
0
260261
GITLAB INC
CLASS A COM
37637K108
6583
128532
SH
SOLE
0
0
128532
SPDR GOLD TR
GOLD SHS
78463V107
6411
41450
SH
SOLE
0
0
41450
ISHARES TR
RUS MID CAP ETF
464287499
5544
89206
SH
SOLE
0
0
89206
SPDR S&P 500 ETF TR
TR UNIT
78462F103
4564
12720
SH
SOLE
0
0
12720
INVESCO EXCHANGE TRADED FD T
FTSE RAFI 1500
46137V597
4407
30243
SH
SOLE
0
0
30243
VANGUARD INTL EQUITY INDEX F
TT WRLD ST ETF
922042742
4309
54630
SH
SOLE
0
0
54630
ISHARES GOLD TR
ISHARES NEW
464285204
3755
119087
SH
SOLE
0
0
119087
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
3734
102330
SH
SOLE
0
0
102330
ISHARES TR
RUS 1000 GRW ETF
464287614
2905
13805
SH
SOLE
0
0
13805
PIMCO ETF TR
ENHAN SHRT MA AC
72201R833
2799
28313
SH
SOLE
0
0
28313
APPLE INC
COM
037833100
2750
19902
SH
SOLE
0
0
19902
GINKGO BIOWORKS HOLDINGS INC
CL A SHS
37611X100
2601
833802
SH
SOLE
0
0
833802
ORACLE CORP
COM
68389X105
2143
35087
SH
SOLE
0
0
35087
MICROSOFT CORP
COM
594918104
1946
8356
SH
SOLE
0
0
8356
DISNEY WALT CO
COM
254687106
1907
20215
SH
SOLE
0
0
20215
RAYTHEON TECHNOLOGIES CORP
COM
75513E101
1740
21252
SH
SOLE
0
0
21252
ALPHABET INC
CAP STK CL A
02079K305
1618
16915
SH
SOLE
0
0
16915
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
1601
5997
SH
SOLE
0
0
5997
INVESCO QQQ TR
UNIT SER 1
46090E103
1601
5979
SH
SOLE
0
0
5979
DOCUSIGN INC
COM
256163106
1571
29382
SH
SOLE
0
0
29382
INVESCO EXCHANGE TRADED FD T
FTSE RAFI 1000
46137V613
1476
10636
SH
SOLE
0
0
10636
J P MORGAN EXCHANGE TRADED F
ULTRA SHT MUNCPL
46641Q654
1462
29060
SH
SOLE
0
0
29060
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
1421
4310
SH
SOLE
0
0
4310
GENERAL DYNAMICS CORP
COM
369550108
1391
6557
SH
SOLE
0
0
6557
META PLATFORMS INC
CL A
30303M102
1385
10210
SH
SOLE
0
0
10210
UNILEVER PLC
SPON ADR NEW
904767704
1370
31247
SH
SOLE
0
0
31247
HOME DEPOT INC
COM
437076102
1338
4850
SH
SOLE
0
0
4850
INTUIT
COM
461202103
1297
3349
SH
SOLE
0
0
3349
NOVO-NORDISK A S
ADR
670100205
1274
12790
SH
SOLE
0
0
12790
C H ROBINSON WORLDWIDE INC
COM NEW
12541W209
1181
12196
SH
SOLE
0
0
12196
MEDTRONIC PLC
SHS
G5960L103
1149
14112
SH
SOLE
0
0
14112
STARBUCKS CORP
COM
855244109
1148
13624
SH
SOLE
0
0
13624
NIKE INC
CL B
654106103
1121
13433
SH
SOLE
0
0
13433
BIOGEN INC
COM
09062X103
1076
4031
SH
SOLE
0
0
4031
ISHARES TR
MSCI EAFE ETF
464287465
1051
18765
SH
SOLE
0
0
18765
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
1026
3989
SH
SOLE
0
0
3989
INTERNATIONAL FLAVORS&FRAGRA
COM
459506101
966
10554
SH
SOLE
0
0
10554
VISA INC
COM CL A
92826C839
903
5081
SH
SOLE
0
0
5081
WALMART INC
COM
931142103
869
6699
SH
SOLE
0
0
6699
BECTON DICKINSON & CO
COM
075887109
857
3847
SH
SOLE
0
0
3847
PALO ALTO NETWORKS INC
COM
697435105
836
5106
SH
SOLE
0
0
5106
ADOBE SYSTEMS INCORPORATED
COM
00724F101
834
3029
SH
SOLE
0
0
3029
CISCO SYS INC
COM
17275R102
780
19511
SH
SOLE
0
0
19511
JOHNSON & JOHNSON
COM
478160104
771
4720
SH
SOLE
0
0
4720
COGNIZANT TECHNOLOGY SOLUTIO
CL A
192446102
731
12724
SH
SOLE
0
0
12724
VANGUARD TAX-MANAGED FDS
VAN FTSE DEV MKT
921943858
645
17739
SH
SOLE
0
0
17739
INVESCO EXCH TRADED FD TR II
FTSE RAFI DEV
46138E743
624
17774
SH
SOLE
0
0
17774
VANGUARD INDEX FDS
MCAP VL IDXVIP
922908512
609
4997
SH
SOLE
0
0
4997
ALPHABET INC
CAP STK CL C
02079K107
506
5260
SH
SOLE
0
0
5260
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
476
2655
SH
SOLE
0
0
2655
PROCTER AND GAMBLE CO
COM
742718109
470
3721
SH
SOLE
0
0
3721
3M CO
COM
88579Y101
468
4237
SH
SOLE
0
0
4237
ISHARES TR
NATIONAL MUN ETF
464288414
448
4365
SH
SOLE
0
0
4365
ISHARES TR
CORE US AGGBD ET
464287226
427
4435
SH
SOLE
0
0
4435
AMAZON COM INC
COM
023135106
414
3660
SH
SOLE
0
0
3660
PEPSICO INC
COM
713448108
396
2428
SH
SOLE
0
0
2428
INVESCO EXCH TRADED FD TR II
FTSE RAFI EMNG
46138E727
385
23820
SH
SOLE
0
0
23820
PALANTIR TECHNOLOGIES INC
CL A
69608A108
351
43221
SH
SOLE
0
0
43221
SCHWAB STRATEGIC TR
US BRD MKT ETF
808524102
334
7946
SH
SOLE
0
0
7946
INVESCO EXCH TRADED FD TR II
FTSE RAFI SML
46138E735
317
12390
SH
SOLE
0
0
12390
ISHARES TR
COHEN STEER REIT
464287564
312
5822
SH
SOLE
0
0
5822
COSTCO WHSL CORP NEW
COM
22160K105
307
650
SH
SOLE
0
0
650
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT INC
46641Q837
301
6000
SH
SOLE
0
0
6000
VANGUARD INDEX FDS
LARGE CAP ETF
922908637
297
1815
SH
SOLE
0
0
1815
WISDOMTREE TR
EMER MKT HIGH FD
97717W315
292
8961
SH
SOLE
0
0
8961
WORKDAY INC
CL A
98138H101
282
1852
SH
SOLE
0
0
1852
THERMO FISHER SCIENTIFIC INC
COM
883556102
279
550
SH
SOLE
0
0
550
ISHARES TR
GLOBAL REIT ETF
46434V647
266
12499
SH
SOLE
0
0
12499
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
92203J407
252
5290
SH
SOLE
0
0
5290
ISHARES TR
TIPS BD ETF
464287176
249
2370
SH
SOLE
0
0
2370
ISHARES TR
CORE S&P TTL STK
464287150
247
3106
SH
SOLE
0
0
3106
GOLDMAN SACHS BDC INC
SHS
38147U107
243
16276
SH
SOLE
0
0
16276
SCHWAB CHARLES CORP
COM
808513105
240
3335
SH
SOLE
0
0
3335
ISHARES TR
RUS 2000 VAL ETF
464287630
233
1808
SH
SOLE
0
0
1808
COCA COLA CO
COM
191216100
221
3907
SH
SOLE
0
0
3907
SCHWAB STRATEGIC TR
US MID-CAP ETF
808524508
209
3459
SH
SOLE
0
0
3459
INVESCO EXCH TRADED FD TR II
EMRNG MKT SVRG
46138E784
185
10941
SH
SOLE
0
0
10941
WEAVE COMMUNICATIONS INC
COM
94724R108
158
31372
SH
SOLE
0
0
31372
TILRAY BRANDS INC
COM CL 2
88688T100
47
17070
SH
SOLE
0
0
17070