BEACON BRIDGE WEALTH PARTNERS LLC

Stock Holdings
Option Holdings
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Ticker
Name
Shares Owned
Change
%
Historic
Avg Price (*)
% Change
P/L since open
Time since open
% Portfolio
% Outstanding
Value (at report date)
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SPY
SPDR S&P 500 ETF
29,900-4,493-13.06%
Created with Highcharts 10.1.0
$408.697.14%0.00%16,725,5482025-03-31
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
92,295+9,375+11.31%
Created with Highcharts 10.1.0
$148.086.73%0.03%15,772,2412025-03-31
VUG
VANGUARD GROWTH INDEX FUND
33,842+2,330+7.39%
Created with Highcharts 10.1.0
$344.025.35%0.01%12,549,3812025-03-31
VTV
VANGUARD VALUE INDEX FUND
64,788+14,193+28.05%
Created with Highcharts 10.1.0
$148.894.78%0.01%11,191,4702025-03-31
MUB
ISHARES NATIONAL MUNI BOND ETF
97,442+10,266+11.78%
Created with Highcharts 10.1.0
$107.084.38%0.03%10,274,3052025-03-31
MBB
ISHARES MBS ETF
108,392+1,907+1.79%
Created with Highcharts 10.1.0
$91.774.34%0.03%10,164,9852025-03-31
VOO
VANGUARD 500 INDEX FUND
19,718-34-0.17%
Created with Highcharts 10.1.0
$352.294.32%0.00%10,133,4682025-03-31
IVV
ISHARES CORE S&P 500 ETF
16,084+437+2.79%
Created with Highcharts 10.1.0
$431.043.86%0.00%9,037,4972025-03-31
DYNF
BLACKROCK US EQUITY FACTOR ROTATION ETF
183,103+11,231+6.53%
Created with Highcharts 10.1.0
$44.963.81%0.06%8,928,0932025-03-31
BINC
BLACKROCK FLEXIBLE INCOME ETF
154,548+25,015+19.31%
Created with Highcharts 10.1.0
$52.383.45%0.21%8,095,2382025-03-31
SPYG
SPDR(R) PORTFOLIO S&P 500 GROWTH ETF
84,781+2,347+2.85%
Created with Highcharts 10.1.0
$61.922.91%0.02%6,813,8632025-03-31
EEMV
ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF
107,538+2,402+2.28%
Created with Highcharts 10.1.0
$56.572.68%0.15%6,273,7672025-03-31
SCHG
SCHWAB US LARGE-CAP GROWTH ETF
229,957+2,299+1.01%
Created with Highcharts 10.1.0
$20.492.46%0.00%5,758,1232025-03-31
SCHQ
SCHWAB LONG-TERM US TREASURY ETF
172,559+323+0.19%
Created with Highcharts 10.1.0
$33.132.41%0.00%5,653,0322025-03-31
SCHZ
SCHWAB US AGGREGATE BOND ETF
196,293-7,514-3.69%
Created with Highcharts 10.1.0
$21.631.94%0.00%4,546,1522025-03-31
IYW
ISHARES US TECHNOLOGY ETF
31,356+2,730+9.54%
Created with Highcharts 10.1.0
$125.761.88%0.03%4,403,6492025-03-31
DGRO
ISHARES CORE DIVIDEND GROWTH ETF
63,901+198+0.31%
Created with Highcharts 10.1.0
$53.481.68%0.01%3,947,8042025-03-31
EFV
ISHARES MSCI EAFE VALUE ETF
61,996-6,842-9.94%
Created with Highcharts 10.1.0
$51.341.56%0.02%3,654,0442025-03-31
VO
VANGUARD MID-CAP INDEX FUND
13,346-507-3.66%
Created with Highcharts 10.1.0
$203.421.47%0.00%3,451,5432025-03-31
GOVT
ISHARES US TREASURY BOND ETF
146,680+17,360+13.42%
Created with Highcharts 10.1.0
$22.531.44%0.01%3,371,4362025-03-31
VB
VANGUARD SMALL-CAP INDEX FUND
14,995+1,014+7.25%
Created with Highcharts 10.1.0
$198.301.42%0.01%3,325,1462025-03-31
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
166,246+190+0.11%
Created with Highcharts 10.1.0
$18.551.40%0.00%3,288,3462025-03-31
SCHM
SCHWAB US MID-CAP ETF
118,780+8,543+7.75%
Created with Highcharts 10.1.0
$21.811.33%0.00%3,112,0402025-03-31
IEFA
ISHARES CORE MSCI EAFE ETF
40,056-168-0.42%
Created with Highcharts 10.1.0
$58.721.29%0.00%3,030,2362025-03-31
EFG
ISHARES MSCI EAFE GROWTH ETF
28,648-12,155-29.79%
Created with Highcharts 10.1.0
$97.531.22%0.02%2,864,8002025-03-31
SCHI
SCHWAB 5-10 YEAR CORPORATE BOND ETF
127,474+1,232+0.98%
Created with Highcharts 10.1.0
$21.401.22%0.00%2,863,0662025-03-31
VIG
VANGUARD DIVIDEND APPRECIATION INDEX FUND
13,950-95-0.68%
Created with Highcharts 10.1.0
$149.091.15%0.00%2,706,2322025-03-31
MTUM
ISHARES MSCI USA MOMENTUM FACTOR ETF
12,995+1,333+11.43%
Created with Highcharts 10.1.0
$210.621.12%0.02%2,626,7182025-03-31
IAU
ISHARES GOLD TRUST
42,812-3,535-7.63%
Created with Highcharts 10.1.0
$50.301.08%0.01%2,524,1962025-03-31
IXUS
ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF
34,434+2,299+7.15%
Created with Highcharts 10.1.0
$63.921.03%0.01%2,403,8642025-03-31
RPG
GUGGENHEIM S&P 500(R) PURE GROWTH ETF
62,463+875+1.42%
Created with Highcharts 10.1.0
$31.591.02%0.17%2,389,2102025-03-31
SPTL
SPDR(R) PORTFOLIO LONG TERM TREASURY ETF
87,375+9,636+12.40%
Created with Highcharts 10.1.0
$27.671.02%0.02%2,381,8542025-03-31
IAGG
ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF
45,007+1,191+2.72%
Created with Highcharts 10.1.0
$49.310.96%0.03%2,249,9002025-03-31
AGG
ISHARES CORE US AGGREGATE BOND ETF
21,689+603+2.86%
Created with Highcharts 10.1.0
$98.800.92%0.00%2,145,4762025-03-31
FI
FISERV
7,762+10+0.13%
Created with Highcharts 10.1.0
$99.500.73%0.00%1,714,0822025-03-31
XLF
FINANCIAL SELECT SECTOR SPDR FUND
33,590+460+1.39%
Created with Highcharts 10.1.0
$47.700.71%0.00%1,673,1182025-03-31
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
20,311-153-0.75%
Created with Highcharts 10.1.0
$72.520.70%0.02%1,638,0912025-03-31
VOOV
VANGUARD S&P 500 VALUE INDEX FUND
8,81700.00%
Created with Highcharts 10.1.0
$148.540.69%0.03%1,624,0032025-03-31
VTEB
VANGUARD TAX-EXEMPT BOND INDEX FUND
31,82400.00%
Created with Highcharts 10.1.0
$50.220.67%0.00%1,579,1072025-03-31
QQQ
INVESCO QQQ
3,282+135+4.29%
Created with Highcharts 10.1.0
$353.130.66%0.00%1,539,2072025-03-31
SPTI
SPDR(R) PORTFOLIO INTERMEDIATE TERM TREASURY ETF
51,441+22,219+76.04%
Created with Highcharts 10.1.0
$28.520.63%0.02%1,470,1982025-03-31
LMT
LOCKHEED MARTIN
3,254+1,448+80.18%
Created with Highcharts 10.1.0
$504.100.62%0.00%1,453,5342025-03-31
VEA
VANGUARD TAX-MANAGED FUNDS
26,034+1,378+5.59%
Created with Highcharts 10.1.0
$49.040.56%0.00%1,323,2872025-03-31
SPEM
SPDR(R) PORTFOLIO EMERGING MARKETS ETF
32,818-4,290-11.56%
Created with Highcharts 10.1.0
$33.700.55%0.01%1,292,0452025-03-31
MDY
SPDR S&P MIDCAP 400 ETF TRUST
2,304+3+0.13%
Created with Highcharts 10.1.0
$455.520.52%0.01%1,229,1382025-03-31
IVW
ISHARES S&P 500 GROWTH ETF
11,262-55-0.49%
Created with Highcharts 10.1.0
$60.460.45%0.00%1,045,4512025-03-31
VCSH
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND
13,199-879-6.24%
Created with Highcharts 10.1.0
$74.800.44%0.00%1,041,9292025-03-31
IGIB
ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF
16,84600.00%
Created with Highcharts 10.1.0
$50.760.38%0.01%884,7522025-03-31
AMZN
AMAZON
4,220+125+3.05%
Created with Highcharts 10.1.0
$112.860.34%0.00%802,8972025-03-31
AVGO
BROADCOM
4,652+62+1.35%
Created with Highcharts 10.1.0
$77.100.33%0.00%778,8842025-03-31