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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 VANGUARD TAX-MANAGED FDS 615,452 23,024 8.48%
2 WISDOMTREE TR 315,026 13,518 4.98%
3 SPROUTS FMRS MKT INC 292,150 6,033 2.22%
4 GENERAL ELECTRIC CO 253,313 7,503 2.77%
5 EXPRESS SCRIPTS HLDG CO 151,062 10,654 3.93%
6 MICROSOFT CORP 135,145 7,784 2.87%
7 ABBOTT LABS 127,840 5,406 1.99%
8 V F CORP 122,514 6,867 2.53%
9 AMERICAN EXPRESS CO 115,074 7,369 2.72%
10 CENTENE CORP DEL 105,670 7,076 2.61%
11 UNDER ARMOUR INC 104,412 4,039 1.49%
12 ISHARES TR 101,948 11,461 4.22%
13 UNDER ARMOUR INC 98,767 3,344 1.23%
14 EXXON MOBIL CORP 93,628 8,172 3.01%
15 MCCORMICK CO INC 92,692 9,284 3.42%
16 KRAFT HEINZ CO 90,048 8,060 2.97%
17 APPLE INC 81,424 9,205 3.39%
18 MCCORMICK & CO INC 76,125 7,606 2.80%
19 MEDNAX INC 75,077 4,974 1.83%
20 QUALCOMM INC 72,949 4,997 1.84%
21 PROCTER AND GAMBLE CO 72,941 6,546 2.41%
22 PEPSICO INC 72,289 7,863 2.90%
23 SMUCKER J M CO 54,927 7,445 2.74%
24 PRICE T ROWE GROUP INC 52,277 3,476 1.28%
25 HCP INC 51,871 1,968 0.73%
26 WASHINGTON REAL ESTATE INVT 51,259 1,595 0.59%
27 UNITED THERAPEUTICS CORP DEL 48,028 5,671 2.09%
28 EAGLE BANCORP INC MD 47,621 2,349 0.87%
29 M & T BK CORP 46,849 5,439 2.00%
30 MASTERCARD INCORPORATED 46,668 4,749 1.75%
31 HEALTHCARE TR AMER INC 37,958 1,238 0.46%
32 PFIZER INC 33,940 1,150 0.42%
33 VANGUARD SPECIALIZED FUNDS 33,939 2,849 1.05%
34 WELLTOWER INC 32,601 2,438 0.90%
35 OMEGA HEALTHCARE INVS INC 28,150 998 0.37%
36 CORPORATE OFFICE 22,865 648 0.24%
37 PURE STORAGE INC 19,893 270 0.10%
38 WEYERHAEUSER CO 19,020 608 0.22%
39 MICROVISION INC DEL 17,000 23 0.01%
40 JOHNSON & JOHNSON 16,806 1,985 0.73%
41 ISHARES TR 16,125 637 0.23%
42 TIME WARNER INC 15,460 1,231 0.45%
43 VERIZON COMMUNICATIONS INC 14,764 767 0.28%
44 FLOWERS FOODS INC 13,567 205 0.08%
45 CHIPOTLE MEXICAN GRILL INC 13,434 5,689 2.10%
46 POWERSHARES QQQ TRUST 12,995 1,543 0.57%
47 VENTAS INC 12,767 902 0.33%
48 MARRIOTT INTL INC NEW 11,850 798 0.29%
49 CVS HEALTH CORP 10,141 902 0.33%
50 WEINGARTEN RLTY INVS 9,940 387 0.14%
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