Notify me when Bridgewater Wealth & Financial Management, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2017 | 27 | $250,651,000 | +$4,370,706 | -$12,460,889 | -$8,090,183 | VEA, AGG, AAPL, BA, MSFT | 13F-HR | 12 Feb 2018, 18:10 |
| Q3 2017 | 30 | $244,007,000 | +$21,733,943 | -$83,802,805 | -$62,068,862 | VEA, AGG, AAPL, BA, AXP | 13F-HR | 14 Nov 2017, 14:18 |
| Q2 2017 | 117 | $299,996,000 | +$25,511,439 | -$3,323,983 | +$22,187,456 | VEA, AGG, AAPL, AXP, MSFT | 13F-HR | 03 Aug 2017, 15:53 |
| Q1 2017 | 107 | $272,921,000 | +$18,021,426 | -$19,304,703 | -$1,283,277 | VEA, AGG, AAPL, MKCV, AXP | 13F-HR | 15 May 2017, 10:10 |
| Q4 2016 | 109 | $264,399,000 | +$27,245,748 | -$34,557,404 | -$7,311,656 | VEA, AGG, ESRX, AAPL, MKCV | 13F-HR | 10 Feb 2017, 13:51 |
| Q3 2016 | 113 | $271,350,000 | +$5,480,480 | -$14,566,246 | -$9,085,766 | VEA, DXJ, AGG, ESRX, MKCV | 13F-HR | 01 Nov 2016, 14:29 |
| Q2 2016 | 114 | $277,285,000 | +$17,005,571 | -$14,183,626 | +$2,821,945 | VEA, DXJ, ESRX, MKC, MKCV | 13F-HR | 03 Aug 2016, 10:57 |
| Q1 2016 | 115 | $275,079,000 | +$37,456,799 | -$18,371,737 | +$19,085,062 | VEA, DXJ, MKC, ESRX, AAPL | 13F-HR | 09 May 2016, 11:35 |
| Q4 2015 | 89 | $257,896,000 | +$37,025,143 | -$12,475,605 | +$24,549,538 | VEA, DXJ, ESRX, MKC, CMG | 13F-HR | 01 Feb 2016, 16:53 |
| Q3 2015 | 88 | $227,599,000 | +$30,550,444 | -$28,437,871 | +$2,112,573 | CMG, ESRX, DXJ, VEA, MKC | 13F-HR | 02 Nov 2015, 16:52 |
| Q2 2015 | 78 | $235,808,000 | +$6,544,816 | -$3,882,861 | +$2,661,955 | ESRX, DXJ, UAA, CMG, VEA | Restatement | 06 Aug 2015, 13:05 |
| Q1 2015 | 79 | $234,417,000 | +$12,636,973 | -$32,689,983 | -$20,053,010 | ESRX, CMG, UAA, DXJ, VFC | Restatement | 06 Aug 2015, 13:04 |
| Q4 2014 | 96 | $245,883,000 | $0 | $0 | $0 | ESRX, CMG, VFC, MKC, UAA | Restatement | 06 Aug 2015, 13:03 |