Rockbridge Investment Management, Lcc Incresed Positions in Q3 2024

Rockbridge Investment Management, Lcc

  • $772 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
1.08M
+ 115.85%
$31.05 - $34.29 $33.5M - $37M
2.01M $68.9B
DFIC
Dimensional ETF Tr Dimensional

ETFs
593K
+ 82.15%
$25.36 - $28.37 $15M - $16.8M
1.31M $37B
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
263K
+ 10.19%
$45.2 - $47.87 $11.9M - $12.6M
2.85M $135B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
309K
+ 133.1%
$25.21 - $28.46 $7.8M - $8.81M
542K $15.3B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
41.5K
+ 6.6%
$76.94 - $79.54 $3.19M - $3.3M
669K $53.2B
BND
Vanguard Bd Index Fd Inc Total

ETFs
8.94K
+ 1.17%
$71.45 - $75.64 $639K - $676K
774K $58.1B
SPY
Spdr S&P 500 ETF Trust

ETFs
270
+ 1.0%
$517.38 - $573.86 $140K - $155K
27.2K $15.6B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
583
+ 5.83%
$475.2 - $527.7 $277K - $308K
10.6K $5.59B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
9.9K
+ 20.87%
$49.93 - $51.15 $494K - $506K
57.3K $2.93B
TSLA
Tesla, Inc.

Consumer Cyclical
530
+ 12.44%
$191.76 - $263.26 $102K - $140K
4.79K $1.25B
DFSU
Dimensional ETF Tr Dimen Us Su
1.24K
+ 1.71%
N/A
73.6K $2.74B
VB
Vanguard Small Cap ETF

ETFs
176
+ 2.78%
$214.77 - $237.72 $37.8K - $41.8K
6.52K $1.55B
IVV
Ishares Core S&P 500 ETF

ETFs
101
+ 3.13%
$520.18 - $576.82 $52.5K - $58.3K
3.33K $1.92B
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
10
+ 0.01%
$44.9 - $47.55 $449 - $476
78.4K $3.7B
DFSI
Dimensional ETF Tr Dimen Intl
585
+ 1.35%
N/A
43.9K $1.57B
IBM
International Business Machines Corp

Technology
320
+ 22.25%
$175.1 - $223.38 $56K - $71.5K
1.76K $389M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
250
+ 0.46%
$76.38 - $78.87 $19.1K - $19.7K
54.4K $4.28B
META
Meta Platforms, Inc.

Communication Services
14
+ 0.89%
$453.41 - $572.44 $6.35K - $8.01K
1.58K $905M
PLTR
Palantir Technologies Inc.

Technology
50
+ 0.6%
$24.09 - $37.95 $1.2K - $1.9K
8.35K $311M
DFAU
Dimensional ETF Tr

ETFs
50
+ 0.16%
$35.8 - $39.69 $1.79K - $1.98K
31.6K $1.25B
IWF
Ishares Russell 1000 Gr ETF

ETFs
95
+ 3.18%
$332.02 - $382.76 $31.5K - $36.4K
3.08K $1.16B
IWD
Ishares Russell 1000 Val ETF

ETFs
68
+ 2.06%
$173.36 - $189.8 $11.8K - $12.9K
3.37K $640M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
335
+ 5.92%
$91.37 - $101.65 $30.6K - $34.1K
6K $610M
DFSE
Dimensional ETF Tr Dimen Emrgn
955
+ 7.61%
N/A
13.5K $478M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
829
+ 9.08%
$46.18 - $48.92 $38.3K - $40.6K
9.95K $484M
QQQ
Invesco Qqq Trust, Series 1

ETFs
83
+ 9.63%
$434.77 - $502.96 $36.1K - $41.7K
945 $461M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
77
+ 2.39%
$111.9 - $124.28 $8.62K - $9.57K
3.3K $408M
SCHA
Schwab Strategic Tr Us Small C

ETFs
1
+ 0.01%
$46.9 - $51.96 $46.9 - $52
8.52K $439M
AMZN
Amazon Com Inc

Consumer Cyclical
512
+ 5.68%
$161.02 - $200.0 $82.4K - $102K
9.52K $1.77B
QUAL
Ishares Msci Usa Quality Facto

ETFs
15
+ 0.5%
$162.64 - $179.3 $2.44K - $2.69K
2.99K $535M
PG
Procter & Gamble CO

Consumer Defensive
7
+ 0.22%
$160.76 - $177.82 $1.13K - $1.24K
3.2K $554M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
53
+ 2.62%
$105.53 - $118.34 $5.59K - $6.27K
2.08K $243M
XOM
Exxon Mobil Corp

Energy
145
+ 3.13%
$109.72 - $119.0 $15.9K - $17.3K
4.78K $560M
NVDA
Nvidia Corp

Technology
284
+ 5.77%
$98.91 - $134.91 $28.1K - $38.3K
5.21K $632M
XLV
Select Sector Spdr Fund Health

ETFs
55
+ 3.15%
$143.3 - $157.24 $7.88K - $8.65K
1.8K $277M
VGIT
Vanguard Intermediate Term Tre

ETFs
163
+ 2.78%
$57.8 - $60.8 $9.42K - $9.91K
6.03K $364M
NFLX
Netflix Inc

Communication Services
8
+ 2.62%
$598.55 - $722.26 $4.79K - $5.78K
313 $222M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
2
+ 0.04%
$40.48 - $45.39 $81 - $90.8
5.36K $236M
GOOG
Alphabet Inc.

Communication Services
200
+ 6.37%
$149.54 - $192.66 $29.9K - $38.5K
3.34K $559M
GOOGL
Alphabet Inc.

Communication Services
56
+ 1.05%
$148.65 - $191.18 $8.32K - $10.7K
5.4K $896M
Activity Summary
Buys All Purchases 56 New Holdings 15 Increased Positions 41 Sells All Sells 57 Reductions 57 Sold out 0 Options Calls 0 Puts 0
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