Rockbridge Investment Management, LCC

Latest statistics and disclosures from Rockbridge Investment Management, LCC's latest quarterly 13F-HR filing:

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Portfolio Holdings for Rockbridge Investment Management, LCC

Companies in the Rockbridge Investment Management, LCC portfolio as of the December 2020 quarterly 13F filing

Rockbridge Investment Management, LCC has 698 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Aggregate B (SCHZ) 9.7 $47M +17% 842k 56.03
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 8.3 $41M 461k 88.19
Spdr Ser Tr Portfoli S&p1500 (SPTM) 7.6 $37M +7% 804k 46.09
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 6.2 $30M +11% 364k 83.25
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 4.0 $19M 411k 47.21
Vanguard Index Fds Total Stk Mkt (VTI) 3.5 $17M +4% 89k 194.64
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 3.2 $16M +7% 412k 37.65
Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.6 $13M +15% 38k 343.70
Ishares Tr Core Msci Eafe (IEFA) 2.6 $13M +13% 181k 69.09
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 2.2 $11M -4% 119k 90.99
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.1 $10M 208k 50.11
Vanguard Scottsdale Fds Int-term Corp (VCIT) 2.0 $10M 103k 97.14
Schwab Strategic Tr Intl Eqty Etf (SCHF) 1.9 $9.5M 264k 36.01
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 1.9 $9.4M -2% 307k 30.65

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Vanguard Index Fds Small Cp Etf (VB) 1.9 $9.4M 48k 194.68
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.8 $8.9M 24k 373.90
Spdr Ser Tr S&p 400 Mdcp Val (MDYV) 1.8 $8.7M +4% 156k 55.50
Ishares Core Msci Emkt (IEMG) 1.7 $8.5M +12% 137k 62.04
Spdr Ser Tr Portfolio Agrgte (SPAB) 1.7 $8.4M -2% 274k 30.79
Ishares Tr Cre U S Reit Etf (USRT) 1.7 $8.1M +18% 168k 48.41
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 1.4 $7.0M +4% 106k 66.19
Vanguard Index Fds Sm Cp Val Etf (VBR) 1.4 $7.0M -4% 49k 142.22
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 1.2 $6.0M 35k 175.22
Ishares Tr Core S&p500 Etf (IVV) 1.2 $6.0M 16k 375.39
Vanguard Index Fds Real Estate Etf (VNQ) 1.1 $5.5M 65k 84.93
Apple (AAPL) 1.0 $4.9M +29% 37k 132.69
Schwab Strategic Tr Us Reit Etf (SCHH) 0.7 $3.6M 96k 37.96
Microsoft Corporation (MSFT) 0.7 $3.4M 15k 222.44
Vanguard Index Fds Mid Cap Etf (VO) 0.7 $3.3M +2% 16k 206.75
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.6 $3.1M -2% 90k 33.74
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.6 $2.9M 19k 158.28
Ishares Tr 0-5yr Invt Gr Cp (SLQD) 0.6 $2.8M 54k 52.21
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.6 $2.7M +8% 23k 119.81
Vanguard Scottsdale Fds Mortg-back Sec (VMBS) 0.5 $2.4M 45k 54.06
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.5 $2.2M +379% 43k 51.64
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.4 $2.2M 24k 90.97
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.4 $2.0M 23k 87.30
Vanguard Index Fds Value Etf (VTV) 0.4 $1.9M +3% 16k 118.96
Ishares Tr Core S&p Scp Etf (IJR) 0.4 $1.9M +3% 20k 91.91
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.4 $1.7M -4% 41k 42.16
Spdr Ser Tr Portfolio Short (SPSB) 0.4 $1.7M 55k 31.41
Ishares Tr Msci Eafe Etf (EFA) 0.3 $1.7M +53% 23k 72.98
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.3 $1.7M -14% 13k 127.52
Spdr Ser Tr Bloomberg Brclys (JNK) 0.3 $1.7M 15k 108.94
Highwoods Properties (HIW) 0.3 $1.6M 41k 39.63
Vanguard Index Fds Growth Etf (VUG) 0.3 $1.4M +5% 5.7k 253.41
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.3 $1.4M 5.1k 267.73
Amazon (AMZN) 0.3 $1.3M -7% 410.00 3256.10
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.3 $1.3M +12% 15k 88.98
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $1.3M +3% 5.6k 229.89
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.3 $1.3M 15k 82.90
Ishares Tr Russell 3000 Etf (IWV) 0.3 $1.3M 5.6k 223.47
Ishares Tr Select Divid Etf (DVY) 0.2 $1.1M 11k 96.20
Stryker Corporation (SYK) 0.2 $1.1M 4.4k 244.96
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.2 $1.1M +12% 16k 68.34
Johnson & Johnson (JNJ) 0.2 $1.1M 6.7k 157.36
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.2 $998k +11% 15k 68.20
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.2 $945k +100% 11k 86.33
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.2 $944k -37% 18k 51.39
Ishares Tr Micro-cap Etf (IWC) 0.2 $849k 7.2k 118.61
Ss&c Technologies Holding (SSNC) 0.2 $820k -2% 11k 72.76
Schwab Strategic Tr Intrm Trm Tres (SCHR) 0.2 $814k 14k 58.24
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.2 $798k 3.8k 211.95
Pimco Etf Tr Inv Grd Crp Bd (CORP) 0.2 $791k 6.8k 117.06
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $763k +204% 13k 60.13
Pimco Etf Tr 0-5 High Yield (HYS) 0.2 $757k 7.7k 98.21
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.2 $742k -2% 6.2k 118.93
Merck & Co (MRK) 0.2 $735k 9.0k 81.83
Tesla Motors (TSLA) 0.1 $728k 1.0k 706.11
Ishares Tr Eafe Value Etf (EFV) 0.1 $716k 15k 47.21
Ishares Tr National Mun Etf (MUB) 0.1 $682k +8% 5.8k 117.16
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $679k +2% 5.0k 136.65
Pepsi (PEP) 0.1 $671k +2% 4.5k 148.22
Facebook Cl A (FB) 0.1 $665k +6% 2.4k 273.33
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $653k 2.8k 232.05
Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $633k 6.5k 96.92
Alphabet Cap Stk Cl A (GOOGL) 0.1 $633k -2% 361.00 1753.46
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $625k 2.6k 241.03
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $606k 9.8k 61.62
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $591k +4% 5.6k 105.99
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $539k 3.8k 141.25
Walt Disney Company (DIS) 0.1 $532k 2.9k 181.01
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $529k 9.6k 55.18
Visa Com Cl A (V) 0.1 $528k +2% 2.4k 218.63
Mastercard Incorporated Cl A (MA) 0.1 $527k +6% 1.5k 356.80
Spdr Ser Tr Portfolio Intrmd (SPIB) 0.1 $509k -10% 14k 37.16
Procter & Gamble Company (PG) 0.1 $499k 3.6k 139.11
Amgen (AMGN) 0.1 $494k +3% 2.1k 230.09
Exxon Mobil Corporation (XOM) 0.1 $492k -37% 12k 41.20
Coca-Cola Company (KO) 0.1 $490k +6% 8.9k 54.80
Ishares Tr Russell 2000 Etf (IWM) 0.1 $478k +8% 2.4k 196.06
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $472k +19% 1.5k 313.62
Boeing Company (BA) 0.1 $472k +40% 2.2k 214.16
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $468k 4.3k 108.11
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $443k +6% 4.8k 91.60
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $439k -12% 7.4k 59.49
Chevron Corporation (CVX) 0.1 $438k +17% 5.2k 84.51
Ishares Tr Faln Angls Usd (FALN) 0.1 $433k +2% 15k 29.45
Ishares Tr Pfd And Incm Sec (PFF) 0.1 $433k 11k 38.55
Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $430k 3.3k 131.86
Nextera Energy (NEE) 0.1 $411k +319% 5.3k 77.11
Verizon Communications (VZ) 0.1 $409k +11% 7.0k 58.69
Spdr Ser Tr Spdr Bloomberg (BIL) 0.1 $409k -2% 4.5k 91.42
General Electric Company (GE) 0.1 $389k -6% 36k 10.79
Vanguard World Esg Us Stk Etf (ESGV) 0.1 $387k 5.5k 70.08
Pfizer (PFE) 0.1 $381k 10k 36.83
Altria (MO) 0.1 $377k +20% 9.2k 41.05
At&t (T) 0.1 $376k +40% 13k 28.75
Vanguard Index Fds Large Cap Etf (VV) 0.1 $355k 2.0k 175.74
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.1 $342k 5.5k 62.71
Rodgers Silicon Valley Aq Unit 11/30/2025 0.1 $324k NEW 24k 13.33
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.1 $320k 7.3k 43.92
Westport Fuel Systems Com New (WPRT) 0.1 $320k 60k 5.33
salesforce (CRM) 0.1 $290k 1.3k 222.22
JPMorgan Chase & Co. (JPM) 0.1 $287k -42% 2.3k 127.16
Expedia Group Com New (EXPE) 0.1 $285k 2.2k 132.56
Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $278k -3% 1.2k 233.03
Rockwell Automation (ROK) 0.1 $278k 1.1k 250.90
Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $278k +300% 3.8k 72.25
Micron Technology (MU) 0.1 $259k 3.5k 75.07
Cooper Cos Com New (COO) 0.1 $257k 706.00 364.02
Spdr Ser Tr Blomberg Brc Inv (FLRN) 0.1 $253k -49% 8.3k 30.62
Ishares Tr Ibnds Mar23 Etf (IBCE) 0.1 $252k 10k 25.01
Abbott Laboratories (ABT) 0.1 $251k 2.3k 109.42
Mondelez Intl Cl A (MDLZ) 0.0 $235k 4.0k 58.37
Alphabet Cap Stk Cl C (GOOG) 0.0 $229k -5% 131.00 1748.09
Intel Corporation (INTC) 0.0 $227k +4% 4.6k 49.85
Philip Morris International (PM) 0.0 $226k 2.7k 82.60
Medtronic SHS (MDT) 0.0 $221k +75% 1.9k 116.99
Qualcomm (QCOM) 0.0 $219k +4% 1.4k 152.72
Vanguard Bd Index Fds Intermed Term (BIV) 0.0 $219k 2.4k 92.76
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.0 $206k 2.2k 92.58
Seneca Foods Corp Cl A (SENEA) 0.0 $203k 5.1k 39.83
Unilever Spon Adr New (UL) 0.0 $202k +2% 3.3k 60.33
Goldman Sachs (GS) 0.0 $199k +82% 754.00 263.93
3M Company (MMM) 0.0 $193k +53% 1.1k 174.82
Paypal Holdings (PYPL) 0.0 $191k 816.00 234.07
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.0 $190k 1.7k 113.16
Tompkins Financial Corporation (TMP) 0.0 $190k 2.7k 70.76
UnitedHealth (UNH) 0.0 $190k +2% 543.00 349.91
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $190k +100% 1.9k 102.48
Marsh & McLennan Companies (MMC) 0.0 $180k 1.5k 116.96
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.0 $179k -2% 3.1k 58.27
Alcon Ord Shs (ALC) 0.0 $178k 2.7k 66.10
CVS Caremark Corporation (CVS) 0.0 $175k 2.6k 68.47
Dupont De Nemours (DD) 0.0 $173k -10% 2.4k 71.02
Snap-on Incorporated (SNA) 0.0 $171k NEW 1.0k 171.00
Vanguard World Fds Utilities Etf (VPU) 0.0 $170k 1.2k 137.54
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.0 $170k 1.4k 121.86
Activision Blizzard (ATVI) 0.0 $165k 1.8k 93.06
Bank of America Corporation (BAC) 0.0 $164k 5.4k 30.35
Ishares Tr New York Mun Etf (NYF) 0.0 $164k 2.8k 58.16
Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $163k +700% 2.6k 63.67
Cisco Systems (CSCO) 0.0 $159k +6% 3.6k 44.70
Ishares U S Etf Tr Blackrock St Mat (NEAR) 0.0 $156k 3.1k 50.13
Wells Fargo & Company (WFC) 0.0 $156k +2% 5.2k 30.12
Select Sector Spdr Tr Sbi Int-finl (XLF) 0.0 $153k +2% 5.2k 29.43
Servicenow (NOW) 0.0 $153k -2% 278.00 550.36
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.0 $153k +23% 666.00 229.73
Ryanair Holdings Sponsored Ads (RYAAY) 0.0 $152k 1.4k 109.75
Lowe's Companies (LOW) 0.0 $151k -2% 941.00 160.47
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) 0.0 $151k 6.7k 22.46
Southern Company (SO) 0.0 $144k +327% 2.4k 61.28
Dow (DOW) 0.0 $143k -5% 2.6k 55.56
Charter Communications Inc N Cl A (CHTR) 0.0 $142k 215.00 660.47
Bristol Myers Squibb (BMY) 0.0 $142k 2.3k 62.12
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.0 $142k 2.1k 67.62
Intercontinental Exchange (ICE) 0.0 $141k 1.2k 115.57
Ishares Tr Rus 1000 Etf (IWB) 0.0 $141k 667.00 211.39
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $140k +8% 2.7k 51.85
Home Depot (HD) 0.0 $139k +14% 524.00 265.27
Graphic Packaging Holding Company (GPK) 0.0 $138k 8.1k 16.97
Paychex (PAYX) 0.0 $137k 1.5k 93.13
Raytheon Technologies Corp (RTX) 0.0 $135k +50% 1.9k 71.32
Booking Holdings (BKNG) 0.0 $134k +11% 60.00 2233.33
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.0 $131k 2.3k 56.13
Ishares Tr Ibonds Mar23 Etf (IBDD) 0.0 $131k 4.8k 27.18
Ishares Tr Eafe Grwth Etf (EFG) 0.0 $130k 1.3k 101.01
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.0 $123k 1.8k 69.57
Cabot Oil & Gas Corporation (COG) 0.0 $122k 7.5k 16.27
Vanguard World Esg Intl Stk Etf (VSGX) 0.0 $121k +4% 2.0k 59.14
Ishares Tr Core Us Aggbd Et (AGG) 0.0 $121k +25% 1.0k 118.05
Abbvie (ABBV) 0.0 $119k +83% 1.1k 107.11
First Tr Exchange-traded Ny Arca Biotech (FBT) 0.0 $118k NEW 700.00 168.57
McDonald's Corporation (MCD) 0.0 $117k +18% 546.00 214.29
Church & Dwight (CHD) 0.0 $116k 1.3k 87.22
Ishares Tr Core Total Usd (IUSB) 0.0 $115k +6% 2.1k 54.61
Equinix (EQIX) 0.0 $114k 160.00 712.50
Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $113k 393.00 287.53
Invesco Exch Traded Fd Tr Ii Ny Amt Fre Mun (PZT) 0.0 $112k 4.3k 26.26
Eli Lilly & Co. (LLY) 0.0 $111k 658.00 168.69
Vanguard World Fds Health Car Etf (VHT) 0.0 $108k 483.00 223.60
Becton, Dickinson and (BDX) 0.0 $108k 432.00 250.00
Ishares Tr Sp Smcp600vl Etf (IJS) 0.0 $107k +100% 1.3k 81.68
Pioneer Natural Resources (PXD) 0.0 $107k 940.00 113.83
NVIDIA Corporation (NVDA) 0.0 $107k 205.00 521.95
Electronic Arts (EA) 0.0 $107k 746.00 143.43
Ford Motor Company (F) 0.0 $105k 12k 8.75
Kohl's Corporation (KSS) 0.0 $104k +33% 2.6k 40.61
American Tower Reit (AMT) 0.0 $103k 457.00 225.38
Diageo Spon Adr New (DEO) 0.0 $101k 638.00 158.31
Corteva (CTVA) 0.0 $100k -5% 2.6k 38.68
Spdr Index Shs Fds S&p Intl Smlcp (GWX) 0.0 $99k 2.8k 35.53
Automatic Data Processing (ADP) 0.0 $98k 554.00 176.90
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.0 $97k +2% 1.7k 56.56
Blackstone Group Com Cl A (BX) 0.0 $97k 1.5k 64.88
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV) 0.0 $96k 2.0k 48.29
Bank of New York Mellon Corporation (BK) 0.0 $94k 2.2k 42.63
SYSCO Corporation (SYY) 0.0 $94k 1.3k 74.37
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.0 $94k -65% 2.6k 35.77
BioMarin Pharmaceutical (BMRN) 0.0 $93k 1.1k 88.15
Sba Communications Corp Cl A (SBAC) 0.0 $92k 325.00 283.08
Concho Resources (CXO) 0.0 $90k 1.5k 58.44
Copart (CPRT) 0.0 $90k 710.00 126.76
Vanguard World Fds Inf Tech Etf (VGT) 0.0 $90k 255.00 352.94
Community Bank System (CBU) 0.0 $90k 1.4k 62.41
W.R. Berkley Corporation (WRB) 0.0 $89k 1.3k 66.67
Thermo Fisher Scientific (TMO) 0.0 $89k 191.00 465.97
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.0 $86k 620.00 138.71
Spdr Index Shs Fds Msci Acwi Exus (CWI) 0.0 $85k 3.1k 27.50
Direxion Shs Etf Tr Dly S&p500 Br 1x (SPDN) 0.0 $84k -10% 4.6k 18.46
Hilton Worldwide Holdings (HLT) 0.0 $83k 750.00 110.67
Ishares Tr U.s. Cnsm Sv Etf (IYC) 0.0 $83k +300% 1.2k 70.82
Vanguard Admiral Fds Smlcp 600 Val (VIOV) 0.0 $82k 582.00 140.89
Universal Display Corporation (OLED) 0.0 $82k +235% 356.00 230.34
Carrier Global Corporation (CARR) 0.0 $82k 2.2k 37.86
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.0 $81k 1.5k 55.59
Cameco Corporation (CCJ) 0.0 $80k 6.0k 13.45
Accenture Plc Ireland Shs Class A (ACN) 0.0 $80k 306.00 261.44
Select Sector Spdr Tr Technology (XLK) 0.0 $79k 610.00 129.51
Illinois Tool Works (ITW) 0.0 $79k 388.00 203.61
Ishares Tr Tips Bd Etf (TIP) 0.0 $79k 622.00 127.01
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB) 0.0 $77k 2.3k 33.62
Ishares Tr S&P SML 600 GWT (IJT) 0.0 $77k +100% 670.00 114.93
Spdr Gold Tr Gold Shs (GLD) 0.0 $77k +50% 430.00 179.07
Spdr Ser Tr S&p 600 Sml Cap (SLY) 0.0 $77k 971.00 79.30
M&T Bank Corporation (MTB) 0.0 $75k 588.00 127.55
Vanguard Index Fds Extend Mkt Etf (VXF) 0.0 $75k -10% 454.00 165.20
Insperity (NSP) 0.0 $74k 915.00 80.87
Ishares Tr Ibonds Dec21 Etf (IBDM) 0.0 $74k 3.0k 24.92
Vulcan Materials Company (VMC) 0.0 $73k 490.00 148.98
Fmc Corp Com New (FMC) 0.0 $73k 635.00 114.96
United Parcel Service CL B (UPS) 0.0 $72k 430.00 167.44
Ishares Tr Core Msci Intl (IDEV) 0.0 $71k 1.2k 61.42
Netflix (NFLX) 0.0 $71k 131.00 541.98
Hp (HPQ) 0.0 $71k +117% 2.9k 24.52
EOG Resources (EOG) 0.0 $70k 1.4k 50.14
Ishares Tr Ibonds Dec22 Etf (IBDN) 0.0 $70k 2.7k 25.54
Ishares Tr Msci Usa Min Vol (USMV) 0.0 $68k 1.0k 67.73
Dollar Tree (DLTR) 0.0 $68k 625.00 108.80

Past Filings by Rockbridge Investment Management, LCC

SEC 13F filings are viewable for Rockbridge Investment Management, LCC going back to 2020