Rockbridge Investment Management, Lcc Portfolio Holdings
Rockbridge Investment Management, Lcc
- $682 Billion
- Q1 2024
Rockbridge Investment Management, Lcc has filed its 13F form on May 15, 2024 for Q1 2024 where it was disclosed a total value porftolio of $682 Billion distributed in 118 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Us Aggregate Bond ETF with a value of $112B, Spdr Portfolio S&P 1500 Compos with a value of $97.3B, Vanguard Bd Index Fd Inc Total with a value of $54.7B, Vanguard Sht Term Corp Bd ETF with a value of $46.7B, and Ishares Tr with a value of $35.4B.
Examining the 13F form we can see an increase of $28.6B in the current position value, from $654B to 682B.
Rockbridge Investment Management, Lcc is based out at Syracuse, NY
Below you can find more details about Rockbridge Investment Management, Lcc portfolio as well as his latest detailed transactions.