BRIDGE GENERATIONS WEALTH MANAGEMENT LLC

The portfolio exhibits a high degree of diversification through the use of Exchange Traded Funds (ETFs), which constitute the vast majority of the assets. The investment style appears to be systematic and rules-based rather than stock-picking oriented, relying heavily on factor-based investing strategies (likely those offered by Dimensional Fund Advisors). The top 10 holdings account for approximately 81.4% of the total portfolio value, indicating a "core-satellite" approach where a significant portion of assets is concentrated in a few core funds, with a long tail of smaller positions comprising the remainder.

2. Key Holdings