Rockbridge Investment Management, Lcc Incresed Positions in Q1 2025

Rockbridge Investment Management, Lcc

  • $845 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
915K
+ 42.36%
$32.42 - $36.13 $29.7M - $33.1M
3.08M $101B
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
635K
+ 10.13%
$22.46 - $23.26 $14.3M - $14.8M
6.91M $160B
DFIC
Dimensional ETF Tr Dimensional

ETFs
521K
+ 34.58%
$25.54 - $28.79 $13.3M - $15M
2.03M $56.3B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
205K
+ 31.44%
$25.35 - $27.46 $5.2M - $5.63M
857K $22.7B
IEFA
Ishares Tr

ETFs
13.2K
+ 2.34%
$69.57 - $78.65 $919K - $1.04M
578K $43.7B
BND
Vanguard Bd Index Fd Inc Total

ETFs
20.6K
+ 2.69%
$71.17 - $73.66 $1.47M - $1.52M
788K $57.9B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
25K
+ 3.53%
$77.7 - $78.94 $1.94M - $1.97M
732K $57.8B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
47.4K
+ 14.61%
$64.88 - $72.1 $3.08M - $3.42M
372K $24.5B
IEMG
Ishares Inc

ETFs
10.7K
+ 3.16%
N/A
347K $18.7B
SPAB
Spdr Portfolio Aggregate Bond

ETFs
8.45K
+ 2.0%
$24.73 - $25.62 $209K - $216K
431K $11B
VTWO
Vanguard Russell 2000 ETF

ETFs
9.44K
+ 19.18%
$80.08 - $92.93 $756K - $877K
58.6K $4.73B
USRT
Ishares Core U.S. Reit ETF

ETFs
2.62K
+ 0.95%
$55.14 - $60.29 $145K - $158K
278K $16B
JPM
Jpmorgan Chase & CO

Financial Services
671
+ 36.51%
$225.19 - $279.95 $151K - $188K
2.51K $615M
JNJ
Johnson & Johnson

Healthcare
159
+ 3.04%
$142.06 - $167.7 $22.6K - $26.7K
5.38K $893M
DFSI
Dimensional ETF Tr Dimen Intl
161
+ 0.35%
N/A
45.8K $1.6B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
5
+ 0.02%
$58.01 - $64.46 $290 - $322
30.7K $1.91B
MCD
Mcdonalds Corp

Consumer Cyclical
254
+ 31.4%
$279.74 - $321.29 $71.1K - $81.6K
1.06K $332M
VTV
Vanguard Value ETF

ETFs
155
+ 1.04%
$167.73 - $179.21 $26K - $27.8K
15K $2.59B
META
Meta Platforms, Inc.

Communication Services
159
+ 10.04%
$576.36 - $736.67 $91.6K - $117K
1.74K $1B
XOM
Exxon Mobil Corp

Energy
105
+ 2.11%
$105.44 - $118.93 $11.1K - $12.5K
5.08K $605M
IBM
International Business Machines Corp

Technology
59
+ 3.24%
$217.4 - $264.74 $12.8K - $15.6K
1.88K $468M
XLV
Select Sector Spdr Fund Health

ETFs
337
+ 18.71%
$137.61 - $149.68 $46.4K - $50.4K
2.14K $312M
SPSB
Spdr Portfolio Short Term Corp

ETFs
1.75K
+ 4.01%
$29.82 - $30.1 $52.1K - $52.6K
45.4K $1.37B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
35
+ 0.06%
$76.94 - $78.28 $2.69K - $2.74K
54.5K $4.27B
NYF
Ishares New York Muni Bond ETF

ETFs
1.21K
+ 8.41%
$52.33 - $53.92 $63.3K - $65.2K
15.6K $821M
LLY
Eli Lilly & CO

Healthcare
30
+ 10.1%
$725.72 - $929.72 $21.8K - $27.9K
327 $270M
COST
Costco Wholesale Corp

Consumer Defensive
17
+ 6.39%
$890.62 - $1076.86 $15.1K - $18.3K
283 $268M
SUB
Ishares Short Term National Mu

ETFs
172
+ 1.32%
$105.3 - $106.24 $18.1K - $18.3K
13.2K $1.4B
SCHV
Schwab Strategic Tr Us Large C

ETFs
455
+ 3.12%
$25.77 - $27.6 $11.7K - $12.6K
15K $399M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
73
+ 0.73%
$45.92 - $47.58 $3.35K - $3.47K
10K $476M
DFSE
Dimensional ETF Tr Dimen Emrgn
157
+ 1.09%
N/A
14.5K $489M
SCHR
Schwab Intermediate Term Us Tr

ETFs
40
+ 0.19%
$24.05 - $24.86 $962 - $994
21.3K $530M
CSCO
Cisco Systems, Inc.

Technology
21
+ 0.59%
$58.74 - $64.87 $1.23K - $1.36K
3.58K $221M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
1
+ 0.04%
$128.74 - $138.67 $129 - $139
2.29K $311M
VGSH
Vanguard

ETFs
16
+ 0.12%
$58.07 - $58.69 $929 - $939
13.6K $800M
VIG
Vanguard Dividend Appreciation

ETFs
43
+ 1.22%
N/A
3.56K $691M
IWP
Ishares Russell Mid Cap Growth

ETFs
96
+ 4.63%
$114.9 - $139.6 $11K - $13.4K
2.17K $255M
IVW
Ishares S&P 500 Growth ETF

ETFs
106
+ 3.99%
$92.45 - $106.69 $9.8K - $11.3K
2.76K $256M
QUAL
Ishares Msci Usa Quality Facto

ETFs
28
+ 0.94%
$168.16 - $186.21 $4.71K - $5.21K
3.01K $515M
QQQ
Invesco Qqq Trust, Series 1

ETFs
46
+ 4.87%
$468.34 - $539.52 $21.5K - $24.8K
991 $465M
LOW
Lowes Companies Inc

Consumer Cyclical
8
+ 0.48%
$222.66 - $268.42 $1.78K - $2.15K
1.67K $390M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1
+ 0.05%
$102.49 - $119.96 $102 - $120
2.08K $218M
HON
Honeywell International Inc

Industrials
1
+ 0.05%
$202.75 - $226.52 $203 - $227
2.02K $428M
AXP
American Express CO

Financial Services
25
+ 1.57%
$255.39 - $325.87 $6.38K - $8.15K
1.62K $435M
IVV
Ishares Core S&P 500 ETF

ETFs
82
+ 2.46%
$554.06 - $615.85 $45.4K - $50.5K
3.41K $1.92B
DFAU
Dimensional ETF Tr

ETFs
282
+ 0.74%
$37.84 - $42.29 $10.7K - $11.9K
38.5K $1.48B
VUG
Vanguard Growth ETF

ETFs
75
+ 2.18%
$369.1 - $427.61 $27.7K - $32.1K
3.51K $1.3B
ORCL
Oracle Corp

Technology
20
+ 0.27%
$139.81 - $186.47 $2.8K - $3.73K
7.51K $1.05B
MSFT
Microsoft Corp

Technology
46
+ 0.57%
$375.39 - $447.2 $17.3K - $20.6K
8.06K $3.02B
Activity Summary
Buys All Purchases 55 New Holdings 5 Increased Positions 50 Sells All Sells 63 Reductions 63 Sold out 0 Options Calls 0 Puts 0
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