account_balance

Investment manager · 13F filer · SEC CIK 1821984

Rockbridge Investment Management, LCC

Reported value$1.25Bas of Sep 30, 2026
Positions144 4 new, 6 sold out
Top 10 weight75.8%SCHZ alone is 20%
FiledNov 1041 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
SCHZ Schwab Strategic Tr 19.5% Added +6%
DFAC Dimensional ETF Trust 13.8% Held
DFIC Dimensional ETF Trust 7.2% Held
VCSH Vanguard Scottsdale FDS 6.5% Added +8%
SPTM SPDR Series Trust 6.5% Trimmed −3%
IEFA iShares Tr 5.9% Added +4%
SPYM SPDR Series Trust 5.3% Added +8%
BND Vanguard Bd Index FDS 5.2% Added +3%
DFEM Dimensional ETF Trust 3.2% Held
IEMG iShares Inc 2.9% Added +2%
SPY SPDR S&P 500 ETF Trust 1.6% Held
VTI Vanguard Index FDS 1.6% Held

What changed

Biggest moves since Jun 30, 2026

Filed Nov 10, 2026, compared with the Aug 14, 2026 filing
add_circleNew
  • IVE $255K
  • AVGO $220K
  • ITOT $214K
  • MNKD $66.3K
arrow_upwardAdded
arrow_downwardTrimmed
  • SCHB −9%
  • MDYV −6%
  • SCHE −5%
  • SLQD −3%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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