Rockbridge Investment Management, Lcc Sells in Q1 2025

Rockbridge Investment Management, Lcc

  • $845 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-30.7K
- 3.05%
$67.03 - $74.61 $2.06M - $2.29M
974K $66.2B
VTI
Vanguard Total Stock Market Et

ETFs
-1.37K
- 1.86%
$271.18 - $303.12 $371K - $415K
72.1K $19.8B
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-3.28K
- 2.91%
$77.33 - $90.16 $254K - $296K
110K $8.59B
AAPL
Apple Inc.

Technology
-782
- 2.81%
$209.68 - $247.1 $164K - $193K
27K $6B
SPY
Spdr S&P 500 ETF Trust

ETFs
-232
- 0.85%
$551.42 - $612.93 $128K - $142K
26.9K $15.1B
SCHC
Schwab Strategic Tr Intl Small

ETFs
-39.4K
- 10.02%
$33.57 - $37.22 $1.32M - $1.47M
354K $12.7B
TSLA
Tesla, Inc.

Consumer Cyclical
-78
- 1.66%
$222.15 - $428.22 $17.3K - $33.4K
4.62K $1.2B
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-4.89K
- 5.0%
$75.47 - $84.24 $369K - $412K
93K $7.17B
MUB
Ishares National Muni Bond ETF

ETFs
-5.94K
- 46.36%
$104.71 - $107.69 $622K - $640K
6.87K $725M
VBR
Vanguard Small Cap Value ETF

ETFs
-1.16K
- 4.58%
$183.02 - $207.75 $213K - $241K
24.2K $4.51B
RSP
Invesco S&P 500 Equal Weight E

ETFs
-2.19K
- 23.34%
$169.43 - $182.84 $371K - $400K
7.18K $1.24B
IWC
Russell Micro Cap ETF

ETFs
-676
- 4.48%
$110.91 - $133.46 $75K - $90.2K
14.4K $1.6B
AMZN
Amazon Com Inc

Consumer Cyclical
-357
- 3.68%
$190.26 - $242.06 $67.9K - $86.4K
9.34K $1.78B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-23
- 0.22%
$507.05 - $563.67 $11.7K - $13K
10.5K $5.39B
VNQ
Vanguard Specialized Funds Van

ETFs
-2.94K
- 13.2%
$85.55 - $94.34 $251K - $277K
19.3K $1.75B
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-12.5K
- 15.63%
$20.2 - $22.24 $252K - $277K
67.3K $1.45B
IWS
Ishares Russell Midcap Value E

ETFs
-1.53K
- 33.04%
$122.59 - $135.24 $188K - $207K
3.1K $391M
GOOGL
Alphabet Inc.

Communication Services
-19
- 0.35%
$154.33 - $206.19 $2.93K - $3.92K
5.35K $828M
DFSU
Dimensional ETF Tr Dimen Us Su
-654
- 0.85%
N/A
76.7K $2.75B
VB
Vanguard Small Cap ETF

ETFs
-260
- 3.99%
$217.89 - $252.64 $56.7K - $65.7K
6.26K $1.39B
VOT
Vanguard Mid Cap Growth Index

ETFs
-588
- 23.72%
$237.72 - $276.98 $140K - $163K
1.89K $463M
NVDA
Nvidia Corp

Technology
-53
- 1.02%
$106.98 - $149.43 $5.67K - $7.92K
5.14K $557M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-147
- 2.82%
$192.82 - $222.1 $28.3K - $32.6K
5.08K $980M
GOOG
Alphabet Inc.

Communication Services
-103
- 3.96%
$156.06 - $207.71 $16.1K - $21.4K
2.5K $390M
SLQD
Ishares 0 5 Year Investment Gr

ETFs
-2.61K
- 4.04%
$49.6 - $50.28 $129K - $131K
62K $3.12B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-795
- 10.6%
$126.11 - $135.06 $100K - $107K
6.71K $865M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-9.87K
- 5.15%
$25.81 - $28.52 $255K - $281K
182K $5.01B
VOE
Vanguard Mid Cap Value Index F

ETFs
-497
- 13.57%
$156.61 - $168.02 $77.8K - $83.5K
3.17K $508M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-1.75K
- 11.87%
$23.16 - $27.04 $40.5K - $47.3K
13K $304M
PG
Procter & Gamble CO

Consumer Defensive
-488
- 12.81%
$158.56 - $176.26 $77.4K - $86K
3.32K $566M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-1.87K
- 4.39%
$47.59 - $48.35 $88.8K - $90.2K
40.6K $1.97B
PEP
Pepsico Inc

Consumer Defensive
-357
- 15.04%
$142.64 - $156.42 $50.9K - $55.8K
2.02K $303M
VBK
Vanguard Small Cap Growth ETF

ETFs
-15
- 0.79%
$247.97 - $296.33 $3.72K - $4.44K
1.88K $474M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-74
- 1.23%
$96.93 - $109.51 $7.17K - $8.1K
5.92K $580M
SCHO
Schwab Short Term Us Treasury

ETFs
-2K
- 14.93%
$24.1 - $24.34 $48.1K - $48.6K
11.4K $277M
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
-38
- 0.88%
$82.81 - $96.53 $3.15K - $3.67K
4.27K $358M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-560
- 2.15%
$21.75 - $24.28 $12.2K - $13.6K
25.5K $563M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-93
- 2.0%
$117.4 - $131.02 $10.9K - $12.2K
4.57K $547M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-165
- 6.27%
$81.62 - $96.63 $13.5K - $15.9K
2.47K $206M
NEE
Nextera Energy Inc

Utilities
-380
- 5.75%
$66.96 - $76.16 $25.4K - $28.9K
6.23K $442M
PANW
Palo Alto Networks Inc

Technology
-90
- 6.04%
$167.82 - $208.28 $15.1K - $18.7K
1.4K $239M
Ge Vernova Inc
-25
- 3.24%
N/A
746 $228M
VV
Vanguard Large Cap ETF

ETFs
-17
- 1.03%
$253.32 - $282.66 $4.31K - $4.81K
1.64K $421M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-405
- 3.11%
$95.85 - $99.25 $38.8K - $40.2K
12.6K $1.25B
XLF
Financial Sector Spdr

ETFs
-296
- 5.29%
$47.32 - $52.19 $14K - $15.4K
5.3K $264M
VGIT
Vanguard Intermediate Term Tre

ETFs
-235
- 3.81%
$57.44 - $59.4 $13.5K - $14K
5.93K $352M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-31
- 0.56%
$110.75 - $119.78 $3.43K - $3.71K
5.54K $640M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
-77
- 1.44%
$39.65 - $43.35 $3.05K - $3.34K
5.29K $222M
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
-71
- 2.04%
$61.2 - $68.24 $4.35K - $4.85K
3.41K $225M
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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