Rockwood Wealth Management, LLC ETFs

Rockwood Wealth Management, LLC

$1.14 Trillion
Q2 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
DVY Ishares Tr	$0	$533 Million 0.05% of portfolio	4,016	Q2 2025 Reduced 5.53%
SPTM Spdr Portfolio S&P 1500 Compos	$0	$523 Million 0.05% of portfolio	6,979	Q2 2025 Reduced 3.42%
SCHX Schwab Strategic Tr Us Large C	$0	$508 Million 0.04% of portfolio	20,792	Q1 2025 Added 51.83%
IWD Ishares Russell 1000 Val ETF	$0	$468 Million 0.04% of portfolio	2,411	Q2 2025 Added 10.04%
IGSB Ishares Trust Ishares 1 5 Year	$0	$442 Million 0.04% of portfolio	8,380	Q1 2025 Reduced 12.57%
VCIT Vanguard Intermediate Term Cor	$0	$433 Million 0.04% of portfolio	5,217	Q2 2025 New
VGSH Vanguard	$0	$405 Million 0.04% of portfolio	6,886	Q2 2025 Added 56.93%
PWV Invesco Exchange Traded Fd Tr	$0	$376 Million 0.03% of portfolio	6,049	Q1 2025 Reduced 35.67%
VGK Vanguard Ftse Europe ETF Ftse	$0	$375 Million 0.03% of portfolio	4,839	Q2 2025 Added 3.2%
NOBL Proshares S&P 500 Dividend Ari	$0	$373 Million 0.03% of portfolio	3,700	Q2 2025 Reduced 20.0%
AVDV American Centy ETF Tr Avantis	$0	$371 Million 0.03% of portfolio	4,676	Q2 2025 Reduced 0.32%
IWV Ishares Russell 3000 ETF	$0	$364 Million 0.03% of portfolio	1,038	Q2 2025 Added 0.1%
IWM Ishares Russell 2000 ETF	$0	$351 Million 0.03% of portfolio	1,627	Q4 2024 Reduced 4.57%
IWR Ishares Russell Mid Cap ETF	$0	$344 Million 0.03% of portfolio	3,743	Q1 2025 Reduced 5.24%
INTF Ishares Tr	$0	$342 Million 0.03% of portfolio	10,000	Q4 2022 New
DFUV Dimensional ETF Tr Us Marketwi	$0	$342 Million 0.03% of portfolio	8,079	Q2 2025 Reduced 21.0%
DFEV Dimensional ETF Tr Emerging Mk	$0	$294 Million 0.03% of portfolio	9,818	Q4 2024 Added 0.44%
IJJ Ishares S&P Midcap 400 Value E	$0	$288 Million 0.03% of portfolio	2,333	Q2 2025 Reduced 0.17%
USMV Ishares Msci Usa Min Vol Facto	$0	$286 Million 0.03% of portfolio	3,048	Q3 2024 Reduced 10.33%
DUHP Dimensional ETF Tr Dimensional	$0	$276 Million 0.02% of portfolio	7,758	Q2 2025 New
ITOT Ishares Core S&P Total U.S. St	$0	$271 Million 0.02% of portfolio	2,010	Q2 2025 Added 3.45%
IVE Ishares S&P 500 Value ETF	$0	$264 Million 0.02% of portfolio	1,352	Q1 2025 Reduced 20.09%
SPYV Spdr Portfolio S&P 500 Value E	$0	$261 Million 0.02% of portfolio	4,994	Q2 2025 Reduced 3.42%
BIV Vanguard Bd Index Fd Inc Inter	$0	$256 Million 0.02% of portfolio	3,316	Q2 2025 New
GLD Spdr Gold Trust	$106B	$256 Million 0.02% of portfolio	841	Q2 2025 Reduced 22.99%
DFIV Dimensional ETF Tr	$0	$251 Million 0.02% of portfolio	5,856	Q1 2025 Reduced 2.04%
SGOV Ishares Trishares 0 3 Mnth Tre	$0	$251 Million 0.02% of portfolio	2,489	Q4 2024 Reduced 33.7%
SPDW Spdr Ser Tr Fds Spdr Portfolio	$0	$228 Million 0.02% of portfolio	5,636	Q2 2025 Reduced 11.03%
MDY Spdr S&P Midcap 400 ETF Trust	$0	$227 Million 0.02% of portfolio	400	Q4 2023 New
MGK Vanguard Mega Cap Growth ETF	$0	$226 Million 0.02% of portfolio	618	Q2 2025 New
DISV Dimensional ETF Tr Dimensional	$0	$219 Million 0.02% of portfolio	6,654	Q2 2025 New
VXUS Vanguard Star Fd Vanguard Tota	$0	$213 Million 0.02% of portfolio	3,088	Q2 2025 New
MDYV Spdr S&P 400 Mid Cap Value ETF	$0	$208 Million 0.02% of portfolio	2,624	Q2 2025 Reduced 5.68%
XLE Energy Sector Spdr	$0	$208 Million 0.02% of portfolio	2,449	Q2 2025 Reduced 14.28%
IHI Ishares Tr Dow Jones Us Medica	$0	$205 Million 0.02% of portfolio	3,276	Q2 2025 New
VXF Vanguard Extended Market ETF	$0	$204 Million 0.02% of portfolio	1,058	Q2 2025 Reduced 9.42%

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Rockwood Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Rockwood Wealth Management, LLC with notifications on news.