Rockwood Wealth Management, LLC ETFs

Rockwood Wealth Management, LLC

$981 Billion
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
IGSB Ishares Trust Ishares 1 5 Year	$0	$439 Million 0.04% of portfolio	8,380	Q1 2025 Reduced 12.57%
DFUV Dimensional ETF Tr Us Marketwi	$0	$421 Million 0.04% of portfolio	10,227	Q1 2025 Added 27.98%
IWD Ishares Russell 1000 Val ETF	$0	$412 Million 0.04% of portfolio	2,191	Q4 2024 Added 0.05%
EFA Ishares Tr Msci Eafe ETF	$0	$387 Million 0.04% of portfolio	4,734	Q4 2024 New
MUB Ishares National Muni Bond ETF	$0	$381 Million 0.04% of portfolio	3,616	Q1 2025 New
PWV Invesco Exchange Traded Fd Tr	$0	$360 Million 0.04% of portfolio	6,049	Q1 2025 Reduced 35.67%
SCHD Schwab Strategic Tr Us Dividen	$0	$357 Million 0.04% of portfolio	12,784	Q1 2025 Added 34.41%
IWV Ishares Russell 3000 ETF	$0	$329 Million 0.03% of portfolio	1,037	Q1 2023 Reduced 1.33%
VGK Vanguard Ftse Europe ETF Ftse	$0	$329 Million 0.03% of portfolio	4,689	Q1 2025 Added 22.17%
AVDV American Centy ETF Tr Avantis	$0	$327 Million 0.03% of portfolio	4,691	Q1 2025 Added 8.04%
IWM Ishares Russell 2000 ETF	$0	$325 Million 0.03% of portfolio	1,627	Q4 2024 Reduced 4.57%
IWR Ishares Russell Mid Cap ETF	$0	$318 Million 0.03% of portfolio	3,743	Q1 2025 Reduced 5.24%
GLD Spdr Gold Trust	$102B	$315 Million 0.03% of portfolio	1,092	Q1 2025 Added 8.66%
INTF Ishares Tr	$0	$308 Million 0.03% of portfolio	10,000	Q4 2022 New
USMV Ishares Msci Usa Min Vol Facto	$0	$285 Million 0.03% of portfolio	3,048	Q3 2024 Reduced 10.33%
IJJ Ishares S&P Midcap 400 Value E	$0	$280 Million 0.03% of portfolio	2,337	Q1 2024 Reduced 3.91%
XLE Energy Sector Spdr	$0	$267 Million 0.03% of portfolio	2,857	Q4 2024 Added 20.65%
DFEV Dimensional ETF Tr Emerging Mk	$0	$266 Million 0.03% of portfolio	9,818	Q4 2024 Added 0.44%
SPYV Spdr Portfolio S&P 500 Value E	$0	$264 Million 0.03% of portfolio	5,171	Q1 2025 Added 18.82%
IVE Ishares S&P 500 Value ETF	$0	$258 Million 0.03% of portfolio	1,352	Q1 2025 Reduced 20.09%
VGSH Vanguard	$0	$258 Million 0.03% of portfolio	4,388	Q1 2025 New
SGOV Ishares Trishares 0 3 Mnth Tre	$0	$251 Million 0.03% of portfolio	2,489	Q4 2024 Reduced 33.7%
ITOT Ishares Core S&P Total U.S. St	$0	$237 Million 0.02% of portfolio	1,943	Q1 2025 New
SPDW Spdr Ser Tr Fds Spdr Portfolio	$0	$231 Million 0.02% of portfolio	6,335	Q1 2025 New
DFIV Dimensional ETF Tr	$0	$230 Million 0.02% of portfolio	5,856	Q1 2025 Reduced 2.04%
XLK Technology Sector Spdr	$0	$226 Million 0.02% of portfolio	1,094	Q1 2025 Reduced 36.06%
MDYV Spdr S&P 400 Mid Cap Value ETF	$0	$214 Million 0.02% of portfolio	2,782	Q1 2025 New
MDY Spdr S&P Midcap 400 ETF Trust	$0	$213 Million 0.02% of portfolio	400	Q4 2023 New
VXF Vanguard Extended Market ETF	$0	$201 Million 0.02% of portfolio	1,168	Q4 2024 Added 0.26%

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