Rockbridge Investment Management, LCC: 13F holdings
CIK 18219842026Q2
| Positions | 146 |
|---|
| Reported value | $1.2bn |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 146 (+9 vs prior quarter) |
|---|
| Reported value | $1.2bn (+10.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SCHZ SCHWAB STRATEGIC TR | 10,420,258 | $241.0m | 19.6% |
| DIMENSIONAL ETF TRUST | 3,841,280 | $170.4m | 13.8% |
| DFIC DIMENSIONAL ETF TRUST | 2,349,813 | $87.6m | 7.1% |
| SPYM SPDR SERIES TRUST | 904,261 | $82.1m | 6.7% |
| VCSH VANGUARD SCOTTSDALE FDS | 982,481 | $77.6m | 6.3% |
| IEFA ISHARES TR | 729,313 | $70.4m | 5.7% |
| BND VANGUARD BD INDEX FDS | 887,365 | $65.1m | 5.3% |
| SPYM SPDR SERIES TRUST | 681,500 | $59.9m | 4.9% |
| DFEM DIMENSIONAL ETF TRUST | 985,390 | $40.0m | 3.3% |
| IEMG ISHARES INC | 433,410 | $35.9m | 2.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1821984")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
Get a free API keySee history bundlesDownload free samples