Rockbridge Investment Management, Lcc Sells in Q2 2025

Rockbridge Investment Management, Lcc

  • $933 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
USRT
Ishares Core U.S. Reit ETF

ETFs
-12.8K
- 4.61%
$50.37 - $57.97 $645K - $742K
265K $15B
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-3.98K
- 3.63%
$67.03 - $80.35 $267K - $320K
106K $8.42B
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-4.84K
- 5.21%
$66.87 - $79.47 $324K - $385K
88.2K $7.01B
DFSU
Dimensional ETF Tr Dimen Us Su
-8.94K
- 11.66%
N/A
67.8K $2.66B
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-2.69K
- 4.0%
$18.94 - $21.67 $51K - $58.4K
64.6K $1.37B
PEP
Pepsico Inc

Consumer Defensive
-322
- 15.96%
$128.02 - $151.37 $41.2K - $48.7K
1.7K $224M
JNJ
Johnson & Johnson

Healthcare
-50
- 0.93%
$146.36 - $159.82 $7.32K - $7.99K
5.33K $814M
VGSH
Vanguard

ETFs
-1.31K
- 9.57%
$58.32 - $58.95 $76.1K - $76.9K
12.3K $725M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-1.25K
- 2.29%
$77.74 - $78.78 $97.1K - $98.4K
53.3K $4.19B
XLV
Select Sector Spdr Fund Health

ETFs
-329
- 15.39%
$128.77 - $144.3 $42.4K - $47.5K
1.81K $244M
VNQ
Vanguard Specialized Funds Van

ETFs
-241
- 1.25%
$79.79 - $91.42 $19.2K - $22K
19.1K $1.7B
VTV
Vanguard Value ETF

ETFs
-601
- 4.01%
$153.67 - $176.74 $92.4K - $106K
14.4K $2.55B
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-949
- 2.33%
$47.89 - $48.65 $45.4K - $46.2K
39.7K $1.93B
VOE
Vanguard Mid Cap Value Index F

ETFs
-271
- 8.56%
$141.87 - $164.49 $38.4K - $44.6K
2.9K $476M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-738
- 0.94%
$45.2 - $46.6 $33.4K - $34.4K
77.5K $3.59B
LLY
Eli Lilly & CO

Healthcare
-20
- 6.12%
$713.71 - $898.95 $14.3K - $18K
307 $239M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-334
- 2.65%
$96.84 - $99.46 $32.3K - $33.2K
12.3K $1.22B
NEE
Nextera Energy Inc

Utilities
-60
- 0.96%
$64.11 - $75.0 $3.85K - $4.5K
6.17K $428M
VZ
Verizon Communications Inc

Communication Services
-23
- 0.4%
$41.67 - $45.62 $958 - $1.05K
5.76K $249M
NYF
Ishares New York Muni Bond ETF

ETFs
-28
- 0.18%
$51.29 - $53.06 $1.44K - $1.49K
15.6K $812M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-1.17K
- 9.0%
$20.42 - $25.3 $23.9K - $29.6K
11.8K $299M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-181
- 0.93%
$51.68 - $52.76 $9.35K - $9.55K
19.3K $1.02B
SPSB
Spdr Portfolio Short Term Corp

ETFs
-195
- 0.43%
$29.82 - $30.19 $5.81K - $5.89K
45.2K $1.36B
GOOG
Alphabet Inc.

Communication Services
-300
- 12.01%
$146.58 - $180.01 $44K - $54K
2.2K $390M
VGIT
Vanguard Intermediate Term Tre

ETFs
-12
- 0.2%
$58.63 - $59.9 $704 - $719
5.92K $354M
SCHR
Schwab Intermediate Term Us Tr

ETFs
-20
- 0.09%
$24.54 - $25.07 $491 - $501
21.3K $533M
VOT
Vanguard Mid Cap Growth Index

ETFs
-248
- 13.11%
$216.28 - $284.39 $53.6K - $70.5K
1.64K $467M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-132
- 5.35%
$73.7 - $90.98 $9.73K - $12K
2.34K $213M
PANW
Palo Alto Networks Inc

Technology
-190
- 13.57%
$152.44 - $204.64 $29K - $38.9K
1.21K $248M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
-79
- 1.49%
$37.51 - $45.52 $2.96K - $3.6K
5.21K $236M
DWM
Wisdomtree Tr

ETFs
-90
- 1.7%
$52.06 - $63.91 $4.69K - $5.75K
5.21K $331M
VCIT
Vanguard Intermediate Term Cor

ETFs
-92
- 0.34%
$79.56 - $82.92 $7.32K - $7.63K
26.9K $2.23B
VUG
Vanguard Growth ETF

ETFs
-487
- 13.87%
$329.49 - $438.4 $160K - $214K
3.02K $1.33B
DFSE
Dimensional ETF Tr Dimen Emrgn
-1.03K
- 7.1%
N/A
13.5K $513M
CSCO
Cisco Systems, Inc.

Technology
-21
- 0.59%
$53.19 - $69.38 $1.12K - $1.46K
3.56K $247M
VIG
Vanguard Dividend Appreciation

ETFs
-43
- 1.21%
N/A
3.52K $720M
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
-13
- 0.38%
$59.57 - $75.11 $774 - $976
3.4K $255M
VBK
Vanguard Small Cap Growth ETF

ETFs
-10
- 0.53%
$219.76 - $276.94 $2.2K - $2.77K
1.87K $519M
DFSI
Dimensional ETF Tr Dimen Intl
-3.95K
- 8.62%
N/A
41.9K $1.65B
RTX
Raytheon Technologies Corp

Industrials
-104
- 1.34%
$113.75 - $148.48 $11.8K - $15.4K
7.64K $1.12B
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-80
- 1.44%
$104.23 - $134.39 $8.34K - $10.8K
5.46K $734M
JPM
Jpmorgan Chase & CO

Financial Services
-22
- 0.88%
$210.28 - $289.91 $4.63K - $6.38K
2.49K $721M
GOOGL
Alphabet Inc.

Communication Services
-12
- 0.22%
$144.7 - $178.6 $1.74K - $2.14K
5.34K $941M
IVV
Ishares Core S&P 500 ETF

ETFs
-72
- 2.11%
$498.8 - $620.9 $35.9K - $44.7K
3.34K $2.07B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-18
- 0.35%
$171.4 - $227.1 $3.09K - $4.09K
5.06K $1.15B
VBR
Vanguard Small Cap Value ETF

ETFs
-177
- 0.73%
$162.76 - $195.77 $28.8K - $34.7K
24.1K $4.69B
AMZN
Amazon Com Inc

Consumer Cyclical
-335
- 3.59%
$167.32 - $223.3 $56.1K - $74.8K
9K $1.97B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-139
- 0.45%
$55.54 - $69.09 $7.72K - $9.6K
30.6K $2.11B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-411
- 0.75%
$32.66 - $40.75 $13.4K - $16.7K
54.4K $2.2B
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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