Bridge Advisory, LLC historic quarter change: USA ETF, Reduced
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 3 quarters from 2023-12-31 to 2024-09-30, Bridge Advisory, LLC opened 11 positions, added to 82, reduced 116 and sold out of 24.
- Q3 2024: Stock SGOV; Country of operation —; Class 0-3 MNTH TREASRY; Shares before 106,148.
- Q3 2024: Stock GDX; Country of operation —; Class GOLD MINERS ETF; Shares before 166,654.
- Q3 2024: Stock ELD; Country of operation —; Class EM LCL DEBT FD; Shares before 112,978.
- Q3 2024: Stock MEAR; Country of operation —; Class BLACKROCK SHORT; Shares before 12,757.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1847956), 3 quarters: Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-01); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-23); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-16). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2020-12-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q3 2024 | SGOV
ISHARES TR | | 0-3 MNTH TREASRY | 106,148 | 88,865 | -17,283 | $10,690,194 | $8,950,488 | -$1,739,706 | 2024-10-01 |
|---|
| Q3 2024 | GDX
VANECK ETF TRUST | | GOLD MINERS ETF | 166,654 | 163,421 | -3,233 | $5,654,583 | $6,507,429 | +$852,846 | 2024-10-01 |
|---|
| Q3 2024 | ELD
WISDOMTREE TR | | EM LCL DEBT FD | 112,978 | 84,723 | -28,255 | $2,978,088 | $2,367,171 | -$610,917 | 2024-10-01 |
|---|
| Q3 2024 | MEAR
ISHARES U S ETF TR | | BLACKROCK SHORT | 12,757 | 4,783 | -7,974 | $639,750 | $240,643 | -$399,107 | 2024-10-01 |
|---|
| Q3 2024 | GDXJ
VANECK ETF TRUST | | JUNIOR GOLD MINE | 49,317 | 47,957 | -1,360 | $2,077,240 | $2,340,775 | +$263,535 | 2024-10-01 |
|---|
| Q3 2024 | SPY
SPDR S&P 500 ETF TR | | TR UNIT | 8,562 | 8,553 | -9 | $4,659,754 | $4,907,085 | +$247,331 | 2024-10-01 |
|---|
| Q3 2024 | FVD
FIRST TR VALUE LINE DIVID IN | | SHS | 48,942 | 48,762 | -180 | $1,994,380 | $2,218,203 | +$223,823 | 2024-10-01 |
|---|
| Q3 2024 | SCHG
SCHWAB STRATEGIC TR | | US LCAP GR ETF | 47,191 | 43,670 | -3,521 | $4,758,704 | $4,549,531 | -$209,173 | 2024-10-01 |
|---|
| Q3 2024 | SPDW
SPDR INDEX SHS FDS | | PORTFOLIO DEVLPD | 139,945 | 135,367 | -4,578 | $4,909,270 | $5,084,368 | +$175,098 | 2024-10-01 |
|---|
| Q3 2024 | IJR
ISHARES TR | | CORE S&P SCP ETF | 15,306 | 15,224 | -82 | $1,632,489 | $1,780,554 | +$148,065 | 2024-10-01 |
|---|
| Q3 2024 | DFAI
DIMENSIONAL ETF TRUST | | INTL CORE EQT MK | 73,402 | 72,768 | -634 | $2,177,837 | $2,312,576 | +$134,739 | 2024-10-01 |
|---|
| Q3 2024 | XME
SPDR SER TR | | S&P METALS MNG | 38,509 | 37,883 | -626 | $2,284,750 | $2,413,908 | +$129,158 | 2024-10-01 |
|---|
| Q3 2024 | AVDV
AMERICAN CENTY ETF TR | | INTL SMCP VLU | 23,631 | 23,319 | -312 | $1,534,846 | $1,647,930 | +$113,084 | 2024-10-01 |
|---|
| Q3 2024 | CGW
INVESCO EXCH TRADED FD TR II | | S&P GBL WATER | 22,887 | 22,506 | -381 | $1,265,437 | $1,377,375 | +$111,938 | 2024-10-01 |
|---|
| Q3 2024 | SPEM
SPDR INDEX SHS FDS | | PORTFOLIO EMG MK | 54,818 | 52,703 | -2,115 | $2,064,996 | $2,175,586 | +$110,590 | 2024-10-01 |
|---|
| Q3 2024 | PPA
INVESCO EXCHANGE TRADED FD T | | AEROSPACE DEFN | 10,392 | 10,181 | -211 | $1,067,445 | $1,170,534 | +$103,089 | 2024-10-01 |
|---|
| Q3 2024 | RWJ
INVESCO EXCH TRADED FD TR II | | S&P SMALLCAP 600 | 15,485 | 15,392 | -93 | $620,467 | $703,565 | +$83,098 | 2024-10-01 |
|---|
| Q3 2024 | JEPI
J P MORGAN EXCHANGE TRADED F | | EQUITY PREMIUM | 36,918 | 36,381 | -537 | $2,092,529 | $2,165,045 | +$72,516 | 2024-10-01 |
|---|
| Q3 2024 | IVV
ISHARES TR | | CORE S&P500 ETF | 4,557 | 4,446 | -111 | $2,493,788 | $2,564,455 | +$70,667 | 2024-10-01 |
|---|
| Q3 2024 | RSPM
INVESCO EXCHANGE TRADED FD T | | S&P500 EQL MAT | 22,881 | 22,860 | -21 | $789,154 | $854,298 | +$65,144 | 2024-10-01 |
|---|
| Q3 2024 | XLV
SELECT SECTOR SPDR TR | | SBI HEALTHCARE | 7,623 | 7,609 | -14 | $1,111,088 | $1,171,892 | +$60,804 | 2024-10-01 |
|---|
| Q3 2024 | SGDM
SPROTT ETF TRUST | | GOLD MINERS ETF | 18,445 | 17,751 | -694 | $491,941 | $549,940 | +$57,999 | 2024-10-01 |
|---|
| Q3 2024 | SCHD
SCHWAB STRATEGIC TR | | US DIVIDEND EQ | 17,833 | 17,055 | -778 | $1,386,706 | $1,441,640 | +$54,934 | 2024-10-01 |
|---|
| Q3 2024 | JEPQ
J P MORGAN EXCHANGE TRADED F | | NASDAQ EQT PREM | 9,628 | 8,894 | -734 | $534,377 | $488,528 | -$45,849 | 2024-10-01 |
|---|
| Q3 2024 | DON
WISDOMTREE TR | | US MIDCAP DIVID | 11,708 | 11,603 | -105 | $547,584 | $593,242 | +$45,658 | 2024-10-01 |
|---|
| Q3 2024 | QDPL
PACER FDS TR | | METAURUS CAP 400 | 31,900 | 29,732 | -2,168 | $1,170,408 | $1,128,615 | -$41,793 | 2024-10-01 |
|---|
| Q3 2024 | VYMI
VANGUARD WHITEHALL FDS | | INTL HIGH ETF | 16,715 | 15,071 | -1,644 | $1,145,510 | $1,106,524 | -$38,986 | 2024-10-01 |
|---|
| Q3 2024 | FEMS
FIRST TR EXCH TRD ALPHDX FD | | EM SML CP ALPH | 17,784 | 16,712 | -1,072 | $721,859 | $686,516 | -$35,343 | 2024-10-01 |
|---|
| Q3 2024 | XSVM
INVESCO EXCHANGE TRADED FD T | | S&P SMCP VLU MNT | 13,692 | 13,537 | -155 | $717,191 | $744,421 | +$27,230 | 2024-10-01 |
|---|
| Q3 2024 | VBK
VANGUARD INDEX FDS | | SML CP GRW ETF | 5,123 | 4,883 | -240 | $1,281,308 | $1,305,662 | +$24,354 | 2024-10-01 |
|---|
| Q3 2024 | IJH
ISHARES TR | | CORE S&P MCP ETF | 36,838 | 34,878 | -1,960 | $2,155,750 | $2,173,587 | +$17,837 | 2024-10-01 |
|---|
| Q3 2024 | IXN
ISHARES TR | | GLOBAL TECH ETF | 10,261 | 10,162 | -99 | $849,815 | $838,694 | -$11,121 | 2024-10-01 |
|---|
| Q3 2024 | DFAC
DIMENSIONAL ETF TRUST | | US CORE EQUITY 2 | 6,238 | 6,158 | -80 | $201,124 | $211,163 | +$10,039 | 2024-10-01 |
|---|
| Q3 2024 | EPI
WISDOMTREE TR | | INDIA ERNGS FD | 14,613 | 14,094 | -519 | $705,516 | $711,183 | +$5,667 | 2024-10-01 |
|---|
| Q3 2024 | DFCF
DIMENSIONAL ETF TRUST | | CORE FIXED INCOM | 16,757 | 16,071 | -686 | $696,087 | $694,105 | -$1,982 | 2024-10-01 |
|---|
| Q3 2024 | DEM
WISDOMTREE TR | | EMER MKT HIGH FD | 70,746 | 69,652 | -1,094 | $3,064,012 | $3,065,363 | +$1,351 | 2024-10-01 |
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