Bridgewater Wealth & Financial Management, LLC 13F Holdings

CIK 0001648901

As of Dec 31, 2017, Bridgewater Wealth & Financial Management, LLC reported 27 positions worth $250.7K in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
VANGUARD TAX-MANAGED FUNDSVEA—1,087,169$48.8K19.46%
ISHARES CORE US AGGREGATE BOND ETFAGG—210,063$23.0K9.16%
APPLE INCAAPLTechnology80,337 3.6K5.42%
BOEING COBAIndustrials42,833 2.6K5.04%
MICROSOFT CORPMSFTTechnology136,077 1.6K4.64%
AMERICAN EXPRESS COAXPFinancial Services112,713 1.2K4.47%
MCCORMICK & CO INCMKCConsumer Defensive95,509$9.7K3.88%
V F CORPVFCConsumer Cyclical122,824$9.1K3.63%
PEPSICO INCPEPConsumer Defensive73,187$8.8K3.50%
J M SMUCKER COSJMConsumer Defensive69,095$8.6K3.42%
M&T BANK CORPMTBFinancial Services48,599$8.3K3.32%
CENTENE CORPCNCHealthcare80,463$8.1K3.24%
ABBOTT LABORATORIESABTHealthcare133,090$7.6K3.03%
CERNER CORPCERNHealthcare108,224$7.3K2.91%
EXXON MOBIL CORPXOMEnergy86,369$7.2K2.88%
PROCTER & GAMBLE COPGConsumer Defensive78,624$7.2K2.88%
UNITED THERAPEUTICS CORPUTHRHealthcare47,895$7.1K2.83%
DANAHER CORPDHRHealthcare72,528$6.7K2.69%
INTUIT INCINTUTechnology32,996$5.2K2.08%
WALT DISNEY CODISCommunication Services48,288$5.2K2.07%
ALPHABET INCGOOGEquity4,806$5.0K2.01%
ALPHABET INCGOOGLEquity4,577$4.8K1.92%
DEVON ENERGY CORPDVNEnergy114,998$4.8K1.90%
DISCOVER FINANCIAL SERVICESDFSFinancial Services53,465$4.1K1.64%
GE AEROSPACE——232,964$4.1K1.62%