Rockbridge Investment Management, Lcc
$1.1B Assets Reported
141 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| SCHZ | SCHWAB STRATEGIC TR | 9,693,597 | $225M | 20.2% |
| DFAC | DIMENSIONAL ETF TRUST | 3,814,103 | $148M | 13.3% |
| DFIC | DIMENSIONAL ETF TRUST | 2,187,179 | $78M | 7.0% |
| VCSH | VANGUARD SCOTTSDALE FDS | 940,481 | $75M | 6.7% |
| SPTM | SPDR SERIES TRUST | 933,841 | $74M | 6.6% |
| IEFA | ISHARES TR | 700,828 | $63M | 5.7% |
| BND | VANGUARD BD INDEX FDS | 828,114 | $61M | 5.5% |
| SPYM | SPDR SERIES TRUST | 641,714 | $49M | 4.4% |
| DFEM | DIMENSIONAL ETF TRUST | 941,289 | $33M | 2.9% |
| IEMG | ISHARES INC | 429,197 | $30M | 2.7% |
Track Rockbridge Investment Management, Lcc's 13F portfolio: $1.1B in reported holdings, 141 positions. Top holdings, AUM, and quarterly changes on SentiSense.