Rockwood Wealth Management, LLC Portfolio Holdings

Rockwood Wealth Management, LLC has filed its 13F form on October 16, 2024 for Q3 2024 where it was disclosed a total value porftolio of $909 Billion distributed in 89 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $320B, American Centy ETF Tr Avantis with a value of $166B, Blackrock Short Maturity Munic with a value of $47.9B, Dimensional ETF Tr Dimensional with a value of $38.8B, and Vanguard Mun Bd Fds Tax Exempt with a value of $36.7B.

Examining the 13F form we can see an increase of $87.5B in the current position value, from $821B to 909B.

Rockwood Wealth Management, LLC is based out at New Hope, PA

Below you can find more details about Rockwood Wealth Management, LLC portfolio as well as his latest detailed transactions.