Rockbridge Investment Management, Lcc Reduced Holdings in Q4 2024

Rockbridge Investment Management, Lcc

  • $780 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SCHC
Schwab Strategic Tr Intl Small

ETFs
-143K
- 26.64%
$33.93 - $38.37 $4.84M - $5.48M
393K $13.5B
USRT
Ishares Core U.S. Reit ETF

ETFs
-36.7K
- 11.78%
$55.97 - $62.75 $2.06M - $2.3M
275K $15.8B
BND
Vanguard Bd Index Fd Inc Total

ETFs
-6.35K
- 0.82%
$71.75 - $75.11 $456K - $477K
767K $55.2B
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-55K
- 5.19%
$69.3 - $74.3 $3.81M - $4.09M
1M $71.7B
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-29.5K
- 23.13%
$78.43 - $87.17 $2.31M - $2.57M
97.9K $7.85B
VEA
Vanguard Ftse Developed Market

ETFs
-7.59K
- 3.98%
$47.57 - $52.44 $361K - $398K
183K $8.75B
VNQ
Vanguard Specialized Funds Van

ETFs
-7.5K
- 25.23%
$87.85 - $98.6 $659K - $740K
22.2K $1.98B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-3.97K
- 2.83%
$44.04 - $49.49 $175K - $197K
136K $6B
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-7.42K
- 3.73%
$26.63 - $30.23 $198K - $224K
192K $5.11B
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-19.8K
- 19.85%
$20.55 - $23.26 $406K - $460K
79.8K $1.68B
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-2.05K
- 0.48%
$24.94 - $26.14 $51.1K - $53.6K
423K $10.6B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-4.69K
- 26.46%
$96.64 - $101.23 $453K - $475K
13K $1.26B
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-6K
- 5.05%
$84.34 - $95.14 $506K - $570K
113K $9.84B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-3.8K
- 6.41%
$34.13 - $37.35 $130K - $142K
55.4K $1.89B
VCIT
Vanguard Intermediate Term Cor

ETFs
-1.75K
- 6.05%
$80.13 - $83.77 $140K - $147K
27.2K $2.18B
ORCL
Oracle Corp

Technology
-842
- 10.1%
$165.41 - $192.43 $139K - $162K
7.49K $1.25B
SLQD
Ishares 0 5 Year Investment Gr

ETFs
-2.48K
- 3.7%
$49.58 - $50.28 $123K - $125K
64.6K $3.21B
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-109
- 0.14%
$45.17 - $47.23 $4.92K - $5.15K
78.3K $3.55B
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-1.88K
- 4.24%
$47.58 - $48.56 $89.5K - $91.3K
42.5K $2.03B
IWC
Russell Micro Cap ETF

ETFs
-1.74K
- 10.36%
$120.3 - $138.84 $210K - $242K
15.1K $1.97B
COST
Costco Wholesale Corp

Consumer Defensive
-127
- 32.32%
$873.59 - $994.69 $111K - $126K
266 $244M
GE
General Electric CO

Industrials
-214
- 6.9%
$159.95 - $194.23 $34.2K - $41.6K
2.89K $481M
MSFT
Microsoft Corp

Technology
-54
- 0.67%
$406.35 - $454.46 $21.9K - $24.5K
8.01K $3.38B
VTV
Vanguard Value ETF

ETFs
-19
- 0.13%
$168.32 - $181.87 $3.2K - $3.46K
14.9K $2.51B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-110
- 0.44%
$38.37 - $42.82 $4.22K - $4.71K
24.9K $954M
GOOG
Alphabet Inc.

Communication Services
-742
- 22.2%
$163.08 - $198.16 $121K - $147K
2.6K $495M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-35
- 0.06%
$49.79 - $51.14 $1.74K - $1.79K
57.3K $2.87B
RTX
Raytheon Technologies Corp

Industrials
-129
- 1.61%
$114.45 - $127.21 $14.8K - $16.4K
7.87K $911M
SPSB
Spdr Portfolio Short Term Corp

ETFs
-961
- 2.15%
$29.77 - $30.19 $28.6K - $29K
43.6K $1.3B
IWS
Ishares Russell Midcap Value E

ETFs
-91
- 1.93%
$128.08 - $140.32 $11.7K - $12.8K
4.63K $599M
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
-42
- 1.19%
$62.71 - $68.47 $2.63K - $2.88K
3.48K $219M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-7
- 0.09%
$126.68 - $134.74 $887 - $943
7.5K $957M
IRBO
Ishares Robotics & Artificial

ETFs
-25
- 0.36%
N/A
6.97K $258M
IVV
Ishares Core S&P 500 ETF

ETFs
-3
- 0.09%
$570.51 - $610.59 $1.71K - $1.83K
3.33K $1.96B
NFLX
Netflix Inc

Communication Services
-18
- 5.75%
$687.65 - $936.56 $12.4K - $16.9K
295 $263M
NVDA
Nvidia Corp

Technology
-11
- 0.21%
$117.0 - $148.88 $1.29K - $1.64K
5.2K $698M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-73
- 0.69%
$521.84 - $558.82 $38.1K - $40.8K
10.5K $5.66B
GOOGL
Alphabet Inc.

Communication Services
-30
- 0.56%
$161.86 - $196.66 $4.86K - $5.9K
5.37K $1.02B
AAPL
Apple Inc.

Technology
-899
- 3.13%
$221.69 - $259.02 $199K - $233K
27.8K $6.96B
VTI
Vanguard Total Stock Market Et

ETFs
-207
- 0.28%
$280.04 - $302.45 $58K - $62.6K
73.5K $21.3B
TSLA
Tesla, Inc.

Consumer Cyclical
-91
- 1.9%
$213.65 - $479.86 $19.4K - $43.7K
4.7K $1.9B
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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