Rockbridge Investment Management, LCC »

Fidelity Covington Trust shares owned by Rockbridge Investment Management, LCC

Quarter-by-quarter ownership of Fidelity Covington Trust (FELC) shares owned by Rockbridge Investment Management, LCC from 13F filings

Historical chart of Rockbridge Investment Management, LCC investment in Fidelity Covington Trust

Tip: Access up to 7 years of quarterly data

All positions including Fidelity Covington Trust held by Rockbridge Investment Management, LCC consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Fidelity Covington Trust by Rockbridge Investment Management, LCC

Quarter filed Position value Share count Share price at filing
2023-12-31 $95k 3.6k 26.58

More positions owned by Rockbridge Investment Management, LCC

Schwab Strategic Tr Us Aggregate B (SCHZ)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Core Msci Eafe (IEFA)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Cre U S Reit Etf (USRT)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Intl Core Equity (DFIC)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Ishares Core Msci Emkt (IEMG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Spdr Ser Tr Portfolio Agrgte (SPAB)

View all positions for Rockbridge Investment Management, LCC

Top funds holding Fidelity Covington Trust

Advisor Group Holdings
Commonwealth Equity Services
Able Wealth Management
Rollins Financial
Cambridge Investment Research Advisors
AAFCPAs Wealth Management
Buckingham Asset Management
Lincoln National
Mather Group
Certified Advisory Corp
EP Wealth Advisors
SJA Financial Advisory
Royal Bank of Canada
Raymond James Financial Services Advisors
Bp Wealth Management

View all funds holding Fidelity Covington Trust