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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 (2016Q3)
Original 13F HR (0001172661-16-004081) filed in 2016.11.01
#
Name
Shares
Value ($)
%
Options
Notes
1 WISDOMTREE TR 315,026 13,518 4.98%
2 WEYERHAEUSER CO 19,020 608 0.22%
3 WELLTOWER INC 32,601 2,438 0.90%
4 WELLS FARGO & CO NEW 6,542 290 0.11%
5 WEINGARTEN RLTY INVS 9,940 387 0.14%
6 WASTE MGMT INC DEL 3,432 219 0.08%
7 WASHINGTON REAL ESTATE INVT 51,259 1,595 0.59%
8 VERIZON COMMUNICATIONS INC 14,764 767 0.28%
9 VENTAS INC 12,767 902 0.33%
10 VANGUARD WORLD FD 4,000 481 0.18%
11 VANGUARD WORLD FD 8,659 1,151 0.42%
12 VANGUARD TAX-MANAGED FDS 615,452 23,024 8.48%
13 VANGUARD SPECIALIZED FUNDS 33,939 2,849 1.05%
14 VANGUARD INTL EQUITY INDEX F 6,765 255 0.09%
15 VANGUARD INTL EQUITY INDEX F 5,963 363 0.13%
16 VANGUARD INDEX FDS 1,922 249 0.09%
17 VANGUARD INDEX FDS 2,218 245 0.09%
18 VANGUARD INDEX FDS 1,894 213 0.08%
19 V F CORP 122,514 6,867 2.53%
20 Union Bankshares Corporation 8,251 221 0.08%
21 UNITED THERAPEUTICS CORP DEL 48,028 5,671 2.09%
22 UNDER ARMOUR INC 98,767 3,344 1.23%
23 UNDER ARMOUR INC 104,412 4,039 1.49%
24 TIME WARNER INC 15,460 1,231 0.45%
25 SPROUTS FMRS MKT INC 292,150 6,033 2.22%
26 SPDR SER TR S&P 600 SML CAP 2,459 274 0.10%
27 SPDR S&P 500 ETF TR 6,413 1,387 0.51%
28 SPDR DOW JONES INDL AVRG ETF 6,696 1,224 0.45%
29 SMUCKER J M CO 54,927 7,445 2.74%
30 SELECT SECTOR SPDR TR 4,470 219 0.08%
31 SELECT SECTOR SPDR TR 3,429 247 0.09%
32 QUALCOMM INC 72,949 4,997 1.84%
33 PURE STORAGE INC 19,893 270 0.10%
34 PROSHARES TR 4,235 302 0.11%
35 PROLOGIS INC 3,929 210 0.08%
36 PROCTER AND GAMBLE CO 72,941 6,546 2.41%
37 PRICE T ROWE GROUP INC 52,277 3,476 1.28%
38 PPG INDS INC 2,129 220 0.08%
39 POWERSHARES QQQ TRUST 12,995 1,543 0.57%
40 PFIZER INC 33,940 1,150 0.42%
41 PEPSICO INC 72,289 7,863 2.90%
42 ORACLE CORP 7,325 288 0.11%
43 OMEGA HEALTHCARE INVS INC 28,150 998 0.37%
44 NEXTERA ENERGY INC 5,293 647 0.24%
45 MONDELEZ INTL INC 5,943 261 0.10%
46 MICROVISION INC DEL 17,000 23 0.01%
47 MICROSOFT CORP 135,145 7,784 2.87%
48 MERCK & CO INC 5,124 320 0.12%
49 MEDNAX INC 75,077 4,974 1.83%
50 MCDONALDS CORP 3,917 452 0.17%
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