Rockbridge Investment Management, Lcc
$1.2B 13F equity value
148 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Rockbridge Investment Management, Lcc covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| SCHZ | SCHWAB STRATEGIC TR | 10,420,258 | $241M | 19.6% |
| DFAC | DIMENSIONAL ETF TRUST | 3,841,280 | $170M | 13.8% |
| DFIC | DIMENSIONAL ETF TRUST | 2,349,813 | $88M | 7.1% |
| SPTM | SPDR SERIES TRUST | 904,261 | $82M | 6.7% |
| VCSH | VANGUARD SCOTTSDALE FDS | 982,481 | $78M | 6.3% |
| IEFA | ISHARES TR | 729,313 | $70M | 5.7% |
| BND | VANGUARD BD INDEX FDS | 887,365 | $65M | 5.3% |
| SPYM | SPDR SERIES TRUST | 681,500 | $60M | 4.9% |
| DFEM | DIMENSIONAL ETF TRUST | 985,390 | $40M | 3.3% |
| IEMG | ISHARES INC | 433,410 | $36M | 2.9% |
Track Rockbridge Investment Management, Lcc's 13F portfolio: $1.2B in reported holdings, 148 positions. Top holdings and quarterly changes on SentiSense.
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