Rockbridge Investment Management, Lcc Incresed Positions in Q3 2025

Rockbridge Investment Management, Lcc

  • $1.01 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
576K
+ 7.8%
$22.9 - $23.58 $13.2M - $13.6M
7.96M $187B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
95K
+ 2.89%
$36.04 - $38.78 $3.42M - $3.68M
3.38M $131B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
56.8K
+ 13.52%
$72.65 - $78.68 $4.13M - $4.47M
477K $37.4B
DFIC
Dimensional ETF Tr Dimensional

ETFs
42K
+ 2.02%
$30.76 - $33.01 $1.29M - $1.39M
2.12M $69.6B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
55.7K
+ 7.36%
$78.96 - $80.04 $4.4M - $4.46M
812K $64.9B
IEFA
Ishares Tr

ETFs
28K
+ 4.61%
$81.7 - $87.53 $2.28M - $2.45M
635K $55.4B
IEMG
Ishares Inc

ETFs
17.4K
+ 4.7%
N/A
388K $25.6B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
26.7K
+ 2.93%
$29.55 - $32.52 $789K - $869K
937K $30.1B
DFSU
Dimensional ETF Tr Dimen Us Su
59.3K
+ 87.49%
N/A
127K $5.4B
BND
Vanguard Bd Index Fd Inc Total

ETFs
26.5K
+ 3.35%
$72.57 - $74.72 $1.92M - $1.98M
818K $60.8B
VTWO
Vanguard Russell 2000 ETF

ETFs
10K
+ 13.71%
$86.92 - $99.32 $871K - $996K
83.1K $8.13B
AAPL
Apple Inc.

Technology
99
+ 0.36%
$202.38 - $256.87 $20K - $25.4K
27.6K $7.03B
SPY
Spdr S&P 500 ETF Trust

ETFs
112
+ 0.42%
$617.65 - $666.84 $69.2K - $74.7K
27.1K $18B
DFSI
Dimensional ETF Tr Dimen Intl
27K
+ 64.37%
N/A
68.9K $2.82B
USRT
Ishares Core U.S. Reit ETF

ETFs
8.09K
+ 3.06%
$55.64 - $59.37 $450K - $481K
273K $16B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
4.89K
+ 15.99%
$68.24 - $73.73 $334K - $360K
35.5K $2.61B
DFSE
Dimensional ETF Tr Dimen Emrgn
10.4K
+ 76.78%
N/A
23.8K $979M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
2.74K
+ 0.95%
$21.69 - $23.34 $59.5K - $64K
293K $6.82B
GOOGL
Alphabet Inc.

Communication Services
80
+ 1.5%
$174.36 - $254.72 $13.9K - $20.4K
5.42K $1.32B
IWC
Russell Micro Cap ETF

ETFs
23
+ 0.16%
$127.86 - $151.39 $2.94K - $3.48K
14.4K $2.15B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
3.49K
+ 5.38%
$48.5 - $50.19 $169K - $175K
68.3K $3.42B
VTV
Vanguard Value ETF

ETFs
328
+ 2.28%
$175.51 - $186.57 $57.6K - $61.2K
14.7K $2.75B
MSFT
Microsoft Corp

Technology
6
+ 0.07%
$491.09 - $535.64 $2.95K - $3.21K
8.29K $4.29B
NVDA
Nvidia Corp

Technology
101
+ 1.89%
$153.3 - $186.58 $15.5K - $18.8K
5.44K $1.01B
GOOG
Alphabet Inc.

Communication Services
80
+ 3.64%
$175.16 - $255.24 $14K - $20.4K
2.28K $555M
QQQ
Invesco Qqq Trust, Series 1

ETFs
160
+ 16.05%
$546.99 - $602.2 $87.5K - $96.4K
1.16K $695M
NET
Cloudflare, Inc.

Technology
256
+ 13.81%
$181.39 - $228.28 $46.4K - $58.4K
2.11K $453M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
111
+ 1.46%
$109.47 - $119.06 $12.2K - $13.2K
7.71K $913M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
570
+ 1.07%
$78.11 - $79.07 $44.5K - $45.1K
53.9K $4.25B
GLD
Spdr Gold Trust

ETFs
46
+ 6.92%
$300.96 - $355.47 $13.8K - $16.4K
711 $253M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
908
+ 8.13%
$46.86 - $48.27 $42.5K - $43.8K
12.1K $580M
SCHX
Schwab Strategic Tr Us Large C

ETFs
5
+ 0.02%
$24.46 - $26.5 $122 - $133
25.6K $674M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
12
+ 0.02%
$45.72 - $47.27 $549 - $567
77.5K $3.64B
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
10
+ 0.23%
$85.31 - $97.03 $853 - $970
4.28K $408M
VOT
Vanguard Mid Cap Growth Index

ETFs
54
+ 3.29%
$282.75 - $294.19 $15.3K - $15.9K
1.7K $499M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
396
+ 1.0%
$48.31 - $48.93 $19.1K - $19.4K
40.1K $1.96B
XLF
Financial Sector Spdr

ETFs
288
+ 5.44%
$51.37 - $54.25 $14.8K - $15.6K
5.59K $301M
VDE
Vanguard Energy ETF

ETFs
35
+ 1.36%
$118.37 - $129.65 $4.14K - $4.54K
2.61K $329M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
103
+ 3.57%
$87.05 - $93.19 $8.97K - $9.6K
2.99K $278M
PVAL
Putnam ETF Tr Putnam Focused L
16
+ 0.3%
$39.93 - $42.72 $639 - $684
5.27K $225M
XLV
Select Sector Spdr Fund Health

ETFs
10
+ 0.55%
$129.01 - $139.72 $1.29K - $1.4K
1.82K $253M
SCHR
Schwab Intermediate Term Us Tr

ETFs
46
+ 0.22%
$24.69 - $25.26 $1.14K - $1.16K
21.3K $536M
NFLX
Netflix Inc

Communication Services
4
+ 1.36%
$1147.87 - $1297.18 $4.59K - $5.19K
299 $358M
Activity Summary
Buys All Purchases 47 New Holdings 3 Increased Positions 44 Sells All Sells 55 Reductions 55 Sold out 0 Options Calls 0 Puts 0
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