0001950962-23-000003.txt : 20230214 0001950962-23-000003.hdr.sgml : 20230214 20230214130627 ACCESSION NUMBER: 0001950962-23-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230214 DATE AS OF CHANGE: 20230214 EFFECTIVENESS DATE: 20230214 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: 23626120 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 12-31-2022 12-31-2022 Three Bridge Wealth Advisors, LLC

3270 ALPINE ROAD PORTOLA VALLEY CA 94028

13F HOLDINGS REPORT 028-22674 000150460 801-70332 N Brett Sharkey (650) 433-3500 Brett Sharkey Portola Valley CA 02-14-2023 0 82 186546743 false INFORMATION TABLE 2 tbwa13fq42022.xml ISHARES TR MSCI ACWI ETF 464288257 32896509 387565 SH SOLE 0 0 387565 AFFIRM HLDGS INC COM CL A 00827B106 23772602 2458387 SH SOLE 0 0 2458387 SPDR S&P 500 ETF TR TR UNIT 78462F103 11361064 29599 SH SOLE 0 0 29599 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 7455004 86495 SH SOLE 0 0 86495 ISHARES TR MSCI EMG MKT ETF 464287234 7338653 193632 SH SOLE 0 0 193632 J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL 46641Q654 6648637 131565 SH SOLE 0 0 131565 GITLAB INC CLASS A COM 37637K108 5840494 128532 SH SOLE 0 0 128532 SPDR GOLD TR GOLD SHS 78463V107 5633405 33208 SH SOLE 0 0 33208 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1500 46137V597 5587664 35273 SH SOLE 0 0 35273 COINBASE GLOBAL INC COM CL A 19260Q107 5578030 157616 SH SOLE 0 0 157616 ISHARES GOLD TR ISHARES NEW 464285204 5331495 154134 SH SOLE 0 0 154134 ISHARES TR RUS MID CAP ETF 464287499 4616020 68436 SH SOLE 0 0 68436 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 4377540 112302 SH SOLE 0 0 112302 ISHARES TR RUS 1000 GRW ETF 464287614 3554242 16590 SH SOLE 0 0 16590 ORACLE CORP COM 68389X105 2783819 34057 SH SOLE 0 0 34057 APPLE INC COM 037833100 2552487 19620 SH SOLE 0 0 19620 RAYTHEON TECHNOLOGIES CORP COM 75513E101 2117403 20981 SH SOLE 0 0 20981 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 2058604 20798 SH SOLE 0 0 20798 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 2043525 5816 SH SOLE 0 0 5816 MICROSOFT CORP COM 594918104 1939364 8087 SH SOLE 0 0 8087 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1786369 5783 SH SOLE 0 0 5783 NOVO-NORDISK A S ADR 670100205 1738984 12849 SH SOLE 0 0 12849 INVESCO QQQ TR UNIT SER 1 46090E103 1662878 6245 SH SOLE 0 0 6245 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 46137V613 1660168 10700 SH SOLE 0 0 10700 DOCUSIGN INC COM 256163106 1628350 29382 SH SOLE 0 0 29382 HOME DEPOT INC COM 437076102 1496861 4739 SH SOLE 0 0 4739 NIKE INC CL B 654106103 1411024 12059 SH SOLE 0 0 12059 GINKGO BIOWORKS HOLDINGS INC CL A SHS 37611X100 1409125 833802 SH SOLE 0 0 833802 ALPHABET INC CAP STK CL A 02079K305 1320009 14961 SH SOLE 0 0 14961 GENERAL DYNAMICS CORP COM 369550108 1302081 5248 SH SOLE 0 0 5248 ISHARES TR MSCI EAFE ETF 464287465 1240596 18900 SH SOLE 0 0 18900 STARBUCKS CORP COM 855244109 1215994 12258 SH SOLE 0 0 12258 UNILEVER PLC SPON ADR NEW 904767704 1082223 21494 SH SOLE 0 0 21494 DISNEY WALT CO COM 254687106 1073924 12361 SH SOLE 0 0 12361 C H ROBINSON WORLDWIDE INC COM NEW 12541W209 1070452 11611 SH SOLE 0 0 11611 META PLATFORMS INC CL A 30303M102 1006042 8360 SH SOLE 0 0 8360 BECTON DICKINSON & CO COM 075887109 965069 3795 SH SOLE 0 0 3795 WALMART INC COM 931142103 938681 6594 SH SOLE 0 0 6594 CISCO SYS INC COM 17275R102 908106 19062 SH SOLE 0 0 19062 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 903787 3387 SH SOLE 0 0 3387 BIOGEN INC COM 09062X103 901928 3257 SH SOLE 0 0 3257 INTERNATIONAL FLAVORS&FRAGRA COM 459506101 855976 8102 SH SOLE 0 0 8102 JOHNSON & JOHNSON COM 478160104 819833 4641 SH SOLE 0 0 4641 INVESCO EXCH TRADED FD TR II FTSE RAFI DEV 46138E743 799345 19243 SH SOLE 0 0 19243 MEDTRONIC PLC SHS G5960L103 748563 9548 SH SOLE 0 0 9548 VISA INC COM CL A 92826C839 734091 3523 SH SOLE 0 0 3523 PALO ALTO NETWORKS INC COM 697435105 656675 4706 SH SOLE 0 0 4706 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 647372 4787 SH SOLE 0 0 4787 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 634006 15106 SH SOLE 0 0 15106 ADOBE SYSTEMS INCORPORATED COM 00724F101 624263 1855 SH SOLE 0 0 1855 COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 586483 10255 SH SOLE 0 0 10255 PROCTER AND GAMBLE CO COM 742718109 558953 3688 SH SOLE 0 0 3688 VANGUARD INDEX FDS TOTAL STK MKT 922908769 507609 2655 SH SOLE 0 0 2655 ALPHABET INC CAP STK CL C 02079K107 466720 5260 SH SOLE 0 0 5260 PEPSICO INC COM 713448108 434344 2389 SH SOLE 0 0 2389 ISHARES TR CORE US AGGBD ET 464287226 409007 4217 SH SOLE 0 0 4217 THERMO FISHER SCIENTIFIC INC COM 883556102 344920 626 SH SOLE 0 0 626 3M CO COM 88579Y101 344170 2870 SH SOLE 0 0 2870 INVESCO EXCH TRADED FD TR II FTSE RAFI EMNG 46138E727 338727 19224 SH SOLE 0 0 19224 INVESCO EXCH TRADED FD TR II FTSE RAFI SML 46138E735 328250 11082 SH SOLE 0 0 11082 ISHARES TR COHEN STEER REIT 464287564 319278 5822 SH SOLE 0 0 5822 VANGUARD INDEX FDS LARGE CAP ETF 922908637 316173 1815 SH SOLE 0 0 1815 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 316028 7053 SH SOLE 0 0 7053 WORKDAY INC CL A 98138H101 309895 1852 SH SOLE 0 0 1852 INTUIT COM 461202103 290747 747 SH SOLE 0 0 747 WISDOMTREE TR EMER MKT HIGH FD 97717W315 286998 8053 SH SOLE 0 0 8053 AMAZON COM INC COM 023135106 284684 3380 SH SOLE 0 0 3380 SCHWAB CHARLES CORP COM 808513105 277631 3335 SH SOLE 0 0 3335 PALANTIR TECHNOLOGIES INC CL A 69608A108 277479 43221 SH SOLE 0 0 43221 ISHARES TR CALIF MUN BD ETF 464288356 274452 4891 SH SOLE 0 0 4891 COSTCO WHSL CORP NEW COM 22160K105 262031 574 SH SOLE 0 0 574 ISHARES TR TIPS BD ETF 464287176 253966 2386 SH SOLE 0 0 2386 ISHARES TR RUS 2000 VAL ETF 464287630 250690 1808 SH SOLE 0 0 1808 INVESCO EXCH TRADED FD TR II EMRNG MKT SVRG 46138E784 249788 13379 SH SOLE 0 0 13379 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 247388 5216 SH SOLE 0 0 5216 DANAHER CORPORATION COM 235851102 232196 874 SH SOLE 0 0 874 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 227269 3464 SH SOLE 0 0 3464 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 217610 2011 SH SOLE 0 0 2011 ISHARES TR NATIONAL MUN ETF 464288414 213305 2021 SH SOLE 0 0 2021 NVIDIA CORPORATION COM 67066G104 209272 1432 SH SOLE 0 0 1432 WEAVE COMMUNICATIONS INC COM 94724R108 143684 31372 SH SOLE 0 0 31372 TILRAY BRANDS INC COM CL 2 88688T100 37660 14000 SH SOLE 0 0 14000