Rockbridge Investment Management, Lcc Purchases in Q2 2025

Rockbridge Investment Management, Lcc

  • $933 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
214K
+ 6.96%
$29.12 - $35.84 $6.23M - $7.67M
3.29M $118B
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
478K
+ 6.92%
$22.68 - $23.28 $10.8M - $11.1M
7.38M $172B
DFIC
Dimensional ETF Tr Dimensional

ETFs
53K
+ 2.61%
$24.94 - $31.15 $1.32M - $1.65M
2.08M $64.7B
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
15K
+ 1.54%
$60.34 - $74.89 $904K - $1.12M
989K $74B
IEFA
Ishares Tr

ETFs
28.3K
+ 4.9%
$67.83 - $84.09 $1.92M - $2.38M
607K $50.6B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
48.2K
+ 12.96%
$58.41 - $72.69 $2.82M - $3.5M
420K $30.5B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
53K
+ 6.18%
$23.4 - $29.68 $1.24M - $1.57M
910K $27B
IEMG
Ishares Inc

ETFs
23.6K
+ 6.8%
N/A
371K $22.3B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
24.3K
+ 3.32%
$77.94 - $79.5 $1.9M - $1.93M
757K $60.2B
GE
General Electric CO

Industrials
6.56K
+ 240.36%
$166.81 - $257.39 $1.09M - $1.69M
9.29K $2.39B
SPY
Spdr S&P 500 ETF Trust

ETFs
5
+ 0.02%
$496.48 - $617.85 $2.48K - $3.09K
27K $16.7B
VEA
Vanguard Ftse Developed Market

ETFs
1.4K
+ 0.77%
$45.65 - $57.01 $63.9K - $79.8K
182K $10.4B
MSFT
Microsoft Corp

Technology
223
+ 2.77%
$354.56 - $497.45 $79.1K - $111K
8.28K $4.12B
Ge Vernova Inc
1.57K
+ 210.05%
N/A
2.31K $1.22B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
586
+ 5.59%
$456.74 - $568.03 $268K - $333K
11.1K $6.29B
PLTR
Palantir Technologies Inc.

Technology
329
+ 3.87%
$74.01 - $144.25 $24.3K - $47.5K
8.83K $1.2B
BND
Vanguard Bd Index Fd Inc Total

ETFs
3.8K
+ 0.48%
$72.02 - $73.82 $274K - $281K
792K $58.3B
VB
Vanguard Small Cap ETF

ETFs
1.34K
+ 21.34%
$193.73 - $237.37 $259K - $317K
7.59K $1.8B
VDE
Vanguard Energy ETF

ETFs
2.58K
New
$105.87 - $130.56 $273K - $336K
2.58K $307M
NVDA
Nvidia Corp

Technology
194
+ 3.77%
$94.31 - $157.99 $18.3K - $30.7K
5.34K $843M
META
Meta Platforms, Inc.

Communication Services
5
+ 0.29%
$484.66 - $738.09 $2.42K - $3.69K
1.75K $1.29B
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.93K
New
$72.96 - $90.39 $214K - $265K
2.93K $262M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
2.89K
New
$73.02 - $90.22 $211K - $261K
2.89K $258M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
1.67K
+ 28.21%
$86.93 - $109.64 $145K - $183K
7.59K $833M
IWF
Ishares Russell 1000 Gr ETF

ETFs
131
+ 4.25%
$320.42 - $424.58 $42K - $55.6K
3.21K $1.36B
IWC
Russell Micro Cap ETF

ETFs
22
+ 0.15%
$97.43 - $127.66 $2.14K - $2.81K
14.4K $1.84B
DFAU
Dimensional ETF Tr

ETFs
1.47K
+ 3.83%
$34.04 - $42.36 $50.2K - $62.4K
40K $1.69B
PVAL
Putnam ETF Tr Putnam Focused L
5.25K
New
$33.6 - $40.23 $177K - $211K
5.25K $211M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
7.51K
New
$22.92 - $28.05 $172K - $211K
7.51K $211M
GLD
Spdr Gold Trust

ETFs
665
New
$273.71 - $316.29 $182K - $210K
665 $203M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
2.9K
+ 0.67%
$24.98 - $25.66 $72.5K - $74.5K
434K $11.1B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
239
+ 0.96%
$34.72 - $42.74 $8.3K - $10.2K
25.1K $1.07B
IBM
International Business Machines Corp

Technology
1
+ 0.05%
$221.03 - $294.78 $221 - $295
1.88K $555M
QQQ
Invesco Qqq Trust, Series 1

ETFs
6
+ 0.61%
$416.06 - $551.64 $2.5K - $3.31K
997 $550M
IWD
Ishares Russell 1000 Val ETF

ETFs
304
+ 9.02%
$166.82 - $194.23 $50.7K - $59K
3.68K $714M
SCHX
Schwab Strategic Tr Us Large C

ETFs
64
+ 0.25%
$19.6 - $24.44 $1.25K - $1.56K
25.6K $625M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
465
+ 22.36%
$90.56 - $109.49 $42.1K - $50.9K
2.55K $278M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
1.14K
+ 11.38%
$46.41 - $47.7 $53K - $54.4K
11.2K $531M
VV
Vanguard Large Cap ETF

ETFs
27
+ 1.65%
$228.25 - $285.3 $6.16K - $7.7K
1.67K $475M
SLQD
Ishares 0 5 Year Investment Gr

ETFs
17
+ 0.03%
$49.79 - $50.59 $846 - $860
62K $3.14B
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1
+ 0.14%
$376.48 - $440.65 $376 - $441
701 $309M
SUB
Ishares Short Term National Mu

ETFs
5
+ 0.04%
$104.77 - $106.34 $524 - $532
13.3K $1.41B
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
4
+ 0.09%
$71.94 - $86.02 $288 - $344
4.27K $366M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
1
+ 0.04%
$121.58 - $136.74 $122 - $137
2.29K $311M
PG
Procter & Gamble CO

Consumer Defensive
64
+ 1.93%
$157.66 - $172.39 $10.1K - $11K
3.39K $539M
AAPL
Apple Inc.

Technology
496
+ 1.84%
$172.42 - $223.89 $85.5K - $111K
27.5K $5.64B
Activity Summary
Buys All Purchases 47 New Holdings 6 Increased Positions 41 Sells All Sells 57 Reductions 57 Sold out 0 Options Calls 0 Puts 0
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