Rockbridge Investment Management, Lcc Purchases in Q4 2024

Rockbridge Investment Management, Lcc

  • $780 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
3.42M
+ 120.11%
$22.63 - $47.53 $77.4M - $163M
6.27M $142B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
88.6K
+ 37.55%
$66.77 - $71.52 $5.92M - $6.34M
325K $22.4B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
153K
+ 7.6%
$33.92 - $36.6 $5.18M - $5.59M
2.16M $74.7B
IEFA
Ishares Tr

ETFs
98.6K
+ 21.15%
$70.06 - $77.43 $6.91M - $7.64M
565K $39.7B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
38K
+ 5.67%
$77.86 - $79.27 $2.96M - $3.01M
707K $55.2B
DFIC
Dimensional ETF Tr Dimensional

ETFs
193K
+ 14.67%
$25.61 - $28.0 $4.94M - $5.4M
1.51M $39B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
110K
+ 20.36%
$26.16 - $28.82 $2.89M - $3.18M
652K $17.1B
VTWO
Vanguard Russell 2000 ETF

ETFs
16.1K
+ 48.6%
$87.42 - $98.06 $1.41M - $1.58M
49.2K $4.4B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
2.97K
+ 131.57%
$198.04 - $221.51 $588K - $657K
5.22K $1.1B
SYK
Stryker Corp

Healthcare
1.07K
New
$345.14 - $392.15 $369K - $419K
1.07K $385M
SPY
Spdr S&P 500 ETF Trust

ETFs
6
+ 0.02%
$567.81 - $607.81 $3.41K - $3.65K
27.2K $15.9B
PLTR
Palantir Technologies Inc.

Technology
214
+ 2.56%
$36.46 - $82.38 $7.8K - $17.6K
8.57K $648M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
2.29K
New
$131.66 - $144.0 $302K - $330K
2.29K $303M
DFAU
Dimensional ETF Tr

ETFs
6.65K
+ 21.05%
$39.27 - $42.38 $261K - $282K
38.2K $1.55B
PANW
Palo Alto Networks Inc

Technology
1.49K
New
$181.96 - $405.9 $271K - $605K
1.49K $271M
Ge Vernova Inc
771
New
N/A
771 $254M
IJK
Ishares S&P Midcap 400 Growth

ETFs
2.63K
New
$90.66 - $99.46 $239K - $262K
2.63K $239M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.5K
+ 19.06%
$174.22 - $187.62 $261K - $281K
9.37K $1.64B
CRM
Salesforce, Inc.

Technology
690
New
$270.87 - $367.87 $187K - $254K
690 $231M
MTB
M&T Bank Corp

Financial Services
1.14K
New
$172.48 - $221.95 $197K - $253K
1.14K $215M
IEMG
Ishares Inc

ETFs
34.1K
+ 11.28%
N/A
337K $17.6B
CSCO
Cisco Systems, Inc.

Technology
3.56K
New
$52.45 - $60.02 $187K - $214K
3.56K $211M
DFSU
Dimensional ETF Tr Dimen Us Su
3.75K
+ 5.09%
N/A
77.4K $2.93B
IJJ
Ishares S&P Midcap 400 Value E

ETFs
1.36K
+ 41.22%
$121.89 - $135.52 $166K - $184K
4.66K $582M
IWM
Ishares Russell 2000 ETF

ETFs
655
+ 19.22%
$216.13 - $242.4 $142K - $159K
4.06K $898M
NYF
Ishares New York Muni Bond ETF

ETFs
2K
+ 16.16%
$52.85 - $54.34 $106K - $109K
14.4K $766M
PG
Procter & Gamble CO

Consumer Defensive
613
+ 19.17%
$161.05 - $179.7 $98.7K - $110K
3.81K $639M
JPM
Jpmorgan Chase & CO

Financial Services
41
+ 2.28%
$205.18 - $250.29 $8.41K - $10.3K
1.84K $441M
PEP
Pepsico Inc

Consumer Defensive
575
+ 31.96%
$151.29 - $176.1 $87K - $101K
2.37K $361M
XLF
Financial Sector Spdr

ETFs
691
+ 14.1%
$44.89 - $51.34 $31K - $35.5K
5.59K $270M
AXP
American Express CO

Financial Services
23
+ 1.47%
$267.35 - $305.57 $6.15K - $7.03K
1.59K $472M
NEE
Nextera Energy Inc

Utilities
1.5K
+ 29.35%
$69.77 - $85.43 $105K - $128K
6.61K $474M
ABT
Abbott Laboratories

Healthcare
300
+ 16.42%
$111.93 - $119.39 $33.6K - $35.8K
2.13K $241M
VGSH
Vanguard

ETFs
682
+ 5.27%
$58.02 - $58.88 $39.6K - $40.2K
13.6K $792M
META
Meta Platforms, Inc.

Communication Services
1
+ 0.06%
$554.08 - $632.68 $554 - $633
1.58K $927M
VZ
Verizon Communications Inc

Communication Services
966
+ 19.82%
$39.6 - $45.21 $38.3K - $43.7K
5.84K $234M
VV
Vanguard Large Cap ETF

ETFs
15
+ 0.91%
$260.27 - $280.65 $3.9K - $4.21K
1.66K $447M
IBM
International Business Machines Corp

Technology
65
+ 3.7%
$204.9 - $238.04 $13.3K - $15.5K
1.82K $401M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
5.04K
+ 200.0%
$27.54 - $83.04 $139K - $419K
7.57K $210M
DFSE
Dimensional ETF Tr Dimen Emrgn
850
+ 6.29%
N/A
14.4K $476M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1
+ 0.05%
$113.92 - $127.38 $114 - $127
2.08K $240M
VGIT
Vanguard Intermediate Term Tre

ETFs
141
+ 2.34%
$57.78 - $60.4 $8.15K - $8.52K
6.17K $358M
IWD
Ishares Russell 1000 Val ETF

ETFs
1
+ 0.03%
$183.23 - $199.79 $183 - $200
3.37K $624M
MUB
Ishares National Muni Bond ETF

ETFs
73
+ 0.57%
$105.78 - $108.7 $7.72K - $7.94K
12.8K $1.37B
XOM
Exxon Mobil Corp

Energy
200
+ 4.19%
$105.51 - $125.37 $21.1K - $25.1K
4.98K $535M
SCHR
Schwab Intermediate Term Us Tr

ETFs
10.6K
+ 98.41%
$24.19 - $50.58 $255K - $534K
21.3K $517M
DWM
Wisdomtree Tr

ETFs
1
+ 0.02%
$52.54 - $57.11 $52.5 - $57.1
5.4K $285M
JNJ
Johnson & Johnson

Healthcare
399
+ 8.27%
$143.34 - $165.86 $57.2K - $66.2K
5.22K $755M
LLY
Eli Lilly & CO

Healthcare
8
+ 2.77%
$727.2 - $932.06 $5.82K - $7.46K
297 $229M
Activity Summary
Buys All Purchases 60 New Holdings 8 Increased Positions 52 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
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