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Thomas Smyth

@Bridgewater Advisors Inc.

Latest period2024 - Q4ReportedManaged Assets$958MTotal holdings129
Assets growth rate0.42%Assets growth rate (2-Q avg)9.24%Continuous growth in asset value9 quarters

Portfolio positions

This chart displays the top 10 holdings in Bridgewater Advisors Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 129 positions.

Assets under management

The assets under management (AUM) of Bridgewater Advisors Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 9 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 958M in assets, with a quarterly growth rate of 0.42% and a 2-quarter average growth rate of 9.24%. The portfolio is managed by Thomas Smyth, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
JPSTJ P Morgan Exchange Traded F
Recent Activity
Increased 11.2%
10.13%
$96.956M
1.923M shares@ $50.43 avg price
AVLVAmerican Centy Etf Tr
Recent Activity
Increased 6.13%
6.99%
$66.925M
987,096 shares@ $67.81 avg price
AVUSAmerican Centy Etf Tr
Recent Activity
Increased 62.37%
5.21%
$49.853M
512,944 shares@ $97.19 avg price
VCITVanguard Scottsdale Fds
Recent Activity
Increased 1.86%
4.98%
$47.617M
600,839 shares@ $79.26 avg price
VTIVanguard Index Fds
Recent Activity
Increased 17.67%
4.88%
$46.732M
162,029 shares@ $288.42 avg price
AAPLApple Inc
Recent Activity
Decreased -3.4%
4.61%
$44.088M
188,992 shares@ $233.29 avg price
DFICDimensional Etf Trust
Recent Activity
Decreased -29.77%
4.17%
$39.869M
1.555M shares@ $25.65 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Decreased -2.37%
3.87%
$36.987M
63,531 shares@ $582.19 avg price
QQQInvesco Qqq Tr
Recent Activity
Decreased -2.46%
3.09%
$29.544M
58,494 shares@ $505.08 avg price
DIHPDimensional Etf Trust
Recent Activity
Decreased -41.23%
3.04%
$29.1M
1.157M shares@ $25.15 avg price