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Tribridge Partners Financial LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Tribridge Partners Financial LLC

报告期 2026-03-31 · CIK 0002083677

持仓数

80

前50大市值合计

$233.9M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

CGGR CAPITAL GROUP GROWTH ETF

SHS CREATION UNI

$26.5M

655,495

11.3%

VOO VANGUARD INDEX FDS

S&P 500 ETF SHS

$24.3M

40,265

10.4%

CGCV CAPITAL GROUP CONSERVATIVE E

SHS

$23.7M

793,969

10.1%

VO VANGUARD INDEX FDS

MID CAP ETF

$17.5M

60,187

7.5%

VB VANGUARD INDEX FDS

SMALL CP ETF

$16.4M

62,145

7.0%

CGCP CAPITAL GRP FIXED INCM ETF T

CORE PLUS INCM

$15.5M

692,792

6.6%

VXUS VANGUARD STAR FDS

VG TL INTL STK F

$14.8M

190,612

6.3%

BND VANGUARD BD INDEX FDS

TOTAL BND MRKT

$14.6M

198,536

6.2%

CGXU CAPITAL GROUP INTL FOCUS EQT

SHS CREATION UNI

$13.1M

442,543

5.6%

BSV VANGUARD BD INDEX FDS

SHORT TRM BOND

$10.7M

137,258

4.6%

BNDX VANGUARD CHARLOTTE FDS

TOTAL INT BD ETF

$9.8M

203,571

4.2%

VWO VANGUARD INTL EQUITY INDEX F

FTSE EMR MKT ETF

$9.4M

173,785

4.0%

CGUI CAPITAL GRP FIXED INCM ETF T

ULTRA SHORT INCO

$6.8M

267,537

2.9%

CGDV CAPITAL GROUP DIVIDEND VALUE

SHS CREATION UNI

$3.9M

90,607

1.7%

MSFT MICROSOFT CORP

COM

$2.8M

7,463

1.2%

CGMU CAPITAL GRP FIXED INCM ETF T

MUNICIPAL INCOME

$2.3M

84,470

1.0%

CGSM CAPITAL GRP FIXED INCM ETF T

SHORT DURATION M

$2.1M

80,765

0.9%

AAPL APPLE INC

COM

$1.8M

6,962

0.8%

IDEV ISHARES TR

CORE MSCI INTL

$1.2M

14,021

0.5%

INTU INTUIT

COM

$1.2M

2,749

0.5%

VTES VANGUARD WELLINGTON FD

SHORT TRM TAX EX

$1.2M

11,450

0.5%

— EXXON MOBIL CORP

COM

$898.3K

5,590

0.4%

IJH ISHARES TR

CORE S&P MCP ETF

$829.0K

12,159

0.4%

AMZN AMAZON COM INC

COM

$749.9K

3,575

0.3%

VTEI VANGUARD MUN BD FDS

INTERMEDIATE TRM

$740.3K

7,394

0.3%

VTEB VANGUARD MUN BD FDS

TAX EXEMPT BD

$697.7K

13,954

0.3%

GOOG ALPHABET INC

CAP STK CL C

$624.8K

2,122

0.3%

SPYV SPDR SERIES TRUST

STATE STREET SPD

$582.8K

10,275

0.2%

SBUX STARBUCKS CORP

COM

$575.7K

6,370

0.2%

VSGX VANGUARD WORLD FD

ESG INTL STK ETF

$561.2K

7,799

0.2%

CGUS CAPITAL GROUP CORE EQUITY ET

SHS CREATION UNI

$533.8K

13,786

0.2%

IJR ISHARES TR

CORE S&P SCP ETF

$518.5K

4,134

0.2%

JPM JPMORGAN CHASE & CO

COM

$498.2K

1,691

0.2%

VTI VANGUARD INDEX FDS

TOTAL STK MKT

$498.0K

1,538

0.2%

JNJ JOHNSON & JOHNSON

COM

$492.4K

2,026

0.2%

XVV ISHARES TR

ESG SELECT SCRE

$479.1K

9,634

0.2%

IVOO VANGUARD ADMIRAL FDS INC

MIDCP 400 IDX

$462.4K

4,008

0.2%

VIOO VANGUARD ADMIRAL FDS INC

SMLLCP 600 IDX

$455.5K

3,929

0.2%

GOOGL ALPHABET INC

CAP STK CL A

$446.0K

1,508

0.2%

VSS VANGUARD INTL EQUITY INDEX F

FTSE SMCAP ETF

$408.8K

2,787

0.2%

ESGV VANGUARD WORLD FD

ESG US STK ETF

$390.5K

3,444

0.2%

V VISA INC

COM CL A

$382.6K

1,272

0.2%

NVDA NVIDIA CORPORATION

COM

$375.4K

2,116

0.2%

VEA VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT

$362.5K

5,608

0.2%

— TRANE TECHNOLOGIES PLC

SHS

$354.0K

829

0.2%

XJH ISHARES TR

ESG SELECT SCRE

$346.6K

7,575

0.1%

ISRG INTUITIVE SURGICAL INC

COM NEW

$346.3K

766

0.1%

IWV ISHARES TR

RUSSELL 3000 ETF

$343.1K

918

0.1%

SPAB SPDR SERIES TRUST

STATE STREET SPD

$336.5K

13,146

0.1%

SMTH ALPS ETF TR

SMITH CORE PLUS

$330.5K

12,791

0.1%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

53%前 6 大占比

CGGR11.3%VOO10.4%CGCV10.1%VO7.5%VB7.0%CGCP6.6%