0001950962-23-000006.txt : 20230511 0001950962-23-000006.hdr.sgml : 20230511 20230511084703 ACCESSION NUMBER: 0001950962-23-000006 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230511 DATE AS OF CHANGE: 20230511 EFFECTIVENESS DATE: 20230511 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: 23909061 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 03-31-2023 03-31-2023 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 05-11-2023 0 92 215787772 false
INFORMATION TABLE 2 tbwa13fq12023.xml ISHARES TR MSCI ACWI ETF 464288257 36807756 403771 SH SOLE 0 0 403771 AFFIRM HLDGS INC COM CL A 00827B106 25564721 2268387 SH SOLE 0 0 2268387 SPDR S&P 500 ETF TR TR UNIT 78462F103 13162657 32034 SH SOLE 0 0 32034 COINBASE GLOBAL INC COM CL A 19260Q107 10123067 149816 SH SOLE 0 0 149816 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 7965325 86495 SH SOLE 0 0 86495 ISHARES TR MSCI EMG MKT ETF 464287234 7709774 195382 SH SOLE 0 0 195382 J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL 46641Q654 7483344 147339 SH SOLE 0 0 147339 SPDR GOLD TR GOLD SHS 78463V107 6220502 33951 SH SOLE 0 0 33951 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1500 46137V597 6190999 37631 SH SOLE 0 0 37631 ISHARES GOLD TR ISHARES NEW 464285204 6111789 163548 SH SOLE 0 0 163548 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 5519296 136616 SH SOLE 0 0 136616 ISHARES TR RUS MID CAP ETF 464287499 5102952 72983 SH SOLE 0 0 72983 GITLAB INC CLASS A COM 37637K108 4407362 128532 SH SOLE 0 0 128532 ISHARES TR RUS 1000 GRW ETF 464287614 4053435 16590 SH SOLE 0 0 16590 APPLE INC COM 037833100 3309981 20073 SH SOLE 0 0 20073 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 2766947 27879 SH SOLE 0 0 27879 ORACLE CORP COM 68389X105 2576393 27727 SH SOLE 0 0 27727 META PLATFORMS INC CL A 30303M102 2492414 11760 SH SOLE 0 0 11760 MICROSOFT CORP COM 594918104 2363753 8199 SH SOLE 0 0 8199 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 2353176 6257 SH SOLE 0 0 6257 INVESCO QQQ TR UNIT SER 1 46090E103 2267370 7056 SH SOLE 0 0 7056 RAYTHEON TECHNOLOGIES CORP COM 75513E101 2020002 20627 SH SOLE 0 0 20627 DISNEY WALT CO COM 254687106 1974263 19717 SH SOLE 0 0 19717 ALPHABET INC CAP STK CL A 02079K305 1926681 18574 SH SOLE 0 0 18574 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1859413 6022 SH SOLE 0 0 6022 DOCUSIGN INC COM 256163106 1712971 29382 SH SOLE 0 0 29382 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 46137V613 1712474 10923 SH SOLE 0 0 10923 UNILEVER PLC SPON ADR NEW 904767704 1602352 30856 SH SOLE 0 0 30856 HOME DEPOT INC COM 437076102 1515441 5135 SH SOLE 0 0 5135 NOVO-NORDISK A S ADR 670100205 1467254 9152 SH SOLE 0 0 9152 NIKE INC CL B 654106103 1459659 11869 SH SOLE 0 0 11869 STARBUCKS CORP COM 855244109 1363895 13098 SH SOLE 0 0 13098 ISHARES TR MSCI EAFE ETF 464287465 1351728 18900 SH SOLE 0 0 18900 MEDTRONIC PLC SHS G5960L103 1265909 15571 SH SOLE 0 0 15571 GENERAL DYNAMICS CORP COM 369550108 1183269 5185 SH SOLE 0 0 5185 C H ROBINSON WORLDWIDE INC COM NEW 12541W209 1180230 11804 SH SOLE 0 0 11804 ADOBE SYSTEMS INCORPORATED COM 00724F101 1174608 3048 SH SOLE 0 0 3048 VISA INC COM CL A 92826C839 1140602 5059 SH SOLE 0 0 5059 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 1130379 3955 SH SOLE 0 0 3955 GINKGO BIOWORKS HOLDINGS INC CL A SHS 37611X100 1108957 833802 SH SOLE 0 0 833802 JOHNSON & JOHNSON COM 478160104 1094920 7064 SH SOLE 0 0 7064 SPDR SER TR PRTFLO S&P500 GW 78464A409 1007552 18200 SH SOLE 0 0 18200 BIOGEN INC COM 09062X103 980056 3525 SH SOLE 0 0 3525 CISCO SYS INC COM 17275R102 978580 18720 SH SOLE 0 0 18720 WALMART INC COM 931142103 956949 6465 SH SOLE 0 0 6465 PALO ALTO NETWORKS INC COM 697435105 939976 4706 SH SOLE 0 0 4706 INTERNATIONAL FLAVORS&FRAGRA COM 459506101 933359 10061 SH SOLE 0 0 10061 INVESCO EXCH TRADED FD TR II FTSE RAFI DEV 46138E743 918420 20845 SH SOLE 0 0 20845 BECTON DICKINSON & CO COM 075887109 833715 3368 SH SOLE 0 0 3368 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 673777 14916 SH SOLE 0 0 14916 PROCTER AND GAMBLE CO COM 742718109 663901 4465 SH SOLE 0 0 4465 COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 658105 10801 SH SOLE 0 0 10801 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 621267 4634 SH SOLE 0 0 4634 NVIDIA CORPORATION COM 67066G104 600539 2162 SH SOLE 0 0 2162 PEPSICO INC COM 713448108 573151 3144 SH SOLE 0 0 3144 ALPHABET INC CAP STK CL C 02079K107 547040 5260 SH SOLE 0 0 5260 VANGUARD INDEX FDS TOTAL STK MKT 922908769 541273 2652 SH SOLE 0 0 2652 3M CO COM 88579Y101 423698 4031 SH SOLE 0 0 4031 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 416029 11955 SH SOLE 0 0 11955 ISHARES TR CORE US AGGBD ET 464287226 383614 3850 SH SOLE 0 0 3850 WORKDAY INC CL A 98138H101 382512 1852 SH SOLE 0 0 1852 AMAZON COM INC COM 023135106 366783 3551 SH SOLE 0 0 3551 PALANTIR TECHNOLOGIES INC CL A 69608A108 365217 43221 SH SOLE 0 0 43221 THERMO FISHER SCIENTIFIC INC COM 883556102 361027 626 SH SOLE 0 0 626 VANGUARD INDEX FDS LARGE CAP ETF 922908637 339060 1815 SH SOLE 0 0 1815 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 337031 6889 SH SOLE 0 0 6889 INTUIT COM 461202103 333035 747 SH SOLE 0 0 747 INVESCO EXCH TRADED FD TR II FTSE RAFI SML 46138E735 328523 10594 SH SOLE 0 0 10594 ISHARES TR COHEN STEER REIT 464287564 323354 5822 SH SOLE 0 0 5822 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 297294 6213 SH SOLE 0 0 6213 WISDOMTREE TR EMER MKT HIGH FD 97717W315 290807 7681 SH SOLE 0 0 7681 COSTCO WHSL CORP NEW COM 22160K105 285203 574 SH SOLE 0 0 574 COCA COLA CO COM 191216100 285143 4577 SH SOLE 0 0 4577 ISHARES TR CALIF MUN BD ETF 464288356 282921 4927 SH SOLE 0 0 4927 JPMORGAN CHASE & CO COM 46625H100 265832 2040 SH SOLE 0 0 2040 ISHARES TR RUS 2000 VAL ETF 464287630 245241 1790 SH SOLE 0 0 1790 INVESCO EXCH TRADED FD TR II FTSE RAFI EMNG 46138E727 238693 13001 SH SOLE 0 0 13001 BANK AMERICA CORP COM 060505104 237380 8300 SH SOLE 0 0 8300 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 235246 3467 SH SOLE 0 0 3467 VANGUARD INDEX FDS MID CAP ETF 922908629 235176 1115 SH SOLE 0 0 1115 ISHARES TR TIPS BD ETF 464287176 227446 2063 SH SOLE 0 0 2063 DANAHER CORPORATION COM 235851102 220519 874 SH SOLE 0 0 874 INVESCO EXCH TRADED FD TR II EMRNG MKT SVRG 46138E784 217561 11343 SH SOLE 0 0 11343 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 212161 2011 SH SOLE 0 0 2011 SALESFORCE INC COM 79466L302 210968 1056 SH SOLE 0 0 1056 GOLDMAN SACHS GROUP INC COM 38141G104 210659 644 SH SOLE 0 0 644 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 207168 2708 SH SOLE 0 0 2708 PHILLIPS EDISON & CO INC COMMON STOCK 71844V201 203837 6231 SH SOLE 0 0 6231 ISHARES TR SHORT TREAS BD 464288679 201331 1822 SH SOLE 0 0 1822 AIRBNB INC COM CL A 009066101 200284 1610 SH SOLE 0 0 1610 WEAVE COMMUNICATIONS INC COM 94724R108 155919 31372 SH SOLE 0 0 31372 TILRAY BRANDS INC COM 88688T100 35420 14000 SH SOLE 0 0 14000