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Institutional Investment Manager
Bridgewater Wealth & Financial Management, LLC
Bridgewater Wealth & Financial Management, LLC (CIK: 0001648901) incorporated in Maryland, located at 7475 Wisconsin Ave, Bethesda, MD. Institutional holdings reported to the SEC.

Institutional Holdings (2016Q2)
Portfolio Summary: 114 holdings with a total value of $277,285,000.
#
Name
Shares
Value ($)
%
Options
Notes
101 ISHARES TR 6,690 229,000 0.08%
102 VANGUARD INDEX FDS 2,099 225,000 0.08%
103 ISHARES TR 4,330 225,000 0.08%
104 PPG INDS INC 2,129 222,000 0.08%
105 SELECT SECTOR SPDR TR 4,165 219,000 0.08%
106 PURE STORAGE INC 19,893 217,000 0.08%
107 MEDTRONIC PLC 2,498 217,000 0.08%
108 ECOLAB INC 1,827 217,000 0.08%
109 BECTON DICKINSON & CO 1,271 216,000 0.08%
110 ISHARES TR 2,604 215,000 0.08%
111 Union Bankshares Corporation 8,251 204,000 0.07%
112 EQUITY RESIDENTIAL 2,920 201,000 0.07%
113 ACCESS NATL CORP COM 10,000 195,000 0.07%
114 MICROVISION INC DEL 17,000 29,000 0.01%
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Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001172661-16-003643, filed 2016.08.03).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.