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
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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
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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