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 June 2021 quarterly 13F filing

Rockbridge Investment Management, LCC has 743 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) 10.6 $63M +15% 1.1M 54.60
Spdr Ser Tr Portfoli S&p1500 (SPTM) 8.6 $51M +9% 962k 52.97
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 7.9 $46M 539k 85.89
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 6.0 $36M +10% 429k 82.71
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 3.4 $20M 393k 51.52
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 3.3 $19M +8% 462k 41.60
Vanguard Index Fds Total Stk Mkt (VTI) 3.2 $19M 84k 222.82
Ishares Tr Core Msci Eafe (IEFA) 2.9 $17M +14% 228k 74.86
Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.7 $16M +6% 41k 393.53
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.1 $12M +19% 29k 428.04
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 2.0 $12M -3% 112k 104.27
Vanguard Index Fds Small Cp Etf (VB) 2.0 $12M +6% 51k 225.28
Ishares Tr Cre U S Reit Etf (USRT) 2.0 $12M +6% 197k 58.34
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.9 $11M 206k 54.31

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Ishares Core Msci Emkt (IEMG) 1.9 $11M +12% 166k 66.99
Spdr Ser Tr S&p 400 Mdcp Val (MDYV) 1.9 $11M +4% 163k 67.52
Schwab Strategic Tr Intl Eqty Etf (SCHF) 1.8 $11M 267k 39.45
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 1.7 $10M +2% 306k 32.88
Vanguard Scottsdale Fds Int-term Corp (VCIT) 1.6 $9.6M 101k 95.07
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 1.6 $9.3M +4% 109k 85.71
Vanguard Index Fds Sm Cp Val Etf (VBR) 1.3 $7.6M -5% 44k 173.66
Spdr Ser Tr Portfolio Agrgte (SPAB) 1.2 $7.4M 245k 30.01
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 1.2 $7.2M 36k 200.27
Ishares Tr Core S&p500 Etf (IVV) 1.2 $7.0M 16k 429.91
Vanguard Index Fds Real Estate Etf (VNQ) 1.1 $6.6M 65k 101.79
Vanguard Index Fds Mid Cap Etf (VO) 0.8 $4.6M +11% 19k 237.37
Schwab Strategic Tr Us Reit Etf (SCHH) 0.7 $4.1M -5% 90k 45.79
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.7 $4.0M +27% 79k 51.28
Apple (AAPL) 0.7 $4.0M -8% 30k 136.95
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.7 $4.0M +21% 49k 82.17
Vanguard Scottsdale Fds Mortg-back Sec (VMBS) 0.5 $3.2M +11% 61k 53.38
Microsoft Corporation (MSFT) 0.5 $3.2M 12k 270.89
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.5 $3.2M +94% 35k 92.55
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.5 $3.2M +99% 46k 69.61
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.5 $3.1M 84k 36.79
Tompkins Financial Corporation (TMP) 0.5 $2.8M +1246% 36k 77.57
Ishares Tr 0-5yr Invt Gr Cp (SLQD) 0.5 $2.8M 54k 51.84
Ishares Tr Core S&p Scp Etf (IJR) 0.5 $2.7M +18% 24k 112.99
Vanguard Index Fds Value Etf (VTV) 0.4 $2.4M 18k 137.45
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.4 $2.4M 23k 103.98
Highwoods Properties (HIW) 0.4 $2.3M 51k 45.17
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.4 $2.1M +5% 14k 150.72
Amazon (AMZN) 0.3 $2.0M 581.00 3440.62
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.3 $2.0M 23k 88.05
Ishares Tr Msci Eafe Etf (EFA) 0.3 $2.0M +10% 25k 78.89
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $1.9M +29% 7.0k 268.68
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.3 $1.8M 39k 45.49
Spdr Ser Tr Bloomberg Brclys (JNK) 0.3 $1.7M 16k 109.98
Vanguard Index Fds Growth Etf (VUG) 0.3 $1.7M 5.9k 286.78
Spdr Ser Tr Portfolio Short (SPSB) 0.3 $1.6M 52k 31.30
Ishares Tr Russell 3000 Etf (IWV) 0.3 $1.6M +10% 6.1k 255.91
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.3 $1.6M +32% 21k 74.18
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.2 $1.5M 5.1k 289.73
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.2 $1.4M -5% 14k 104.16
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.2 $1.4M +22% 13k 105.34
Ishares Tr Select Divid Etf (DVY) 0.2 $1.3M 11k 116.65
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.2 $1.3M +7% 25k 51.23
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.2 $1.2M +6% 16k 78.30
Stryker Corporation (SYK) 0.2 $1.1M 4.4k 259.84
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $1.1M +31% 17k 65.66
Johnson & Johnson (JNJ) 0.2 $1.1M +2% 6.6k 164.75
Ishares Tr Micro-cap Etf (IWC) 0.2 $996k -10% 6.5k 152.67
Exxon Mobil Corporation (XOM) 0.2 $991k +10% 16k 63.08
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.2 $976k +5% 6.9k 140.49
Alphabet Cap Stk Cl A (GOOGL) 0.2 $891k 365.00 2441.10
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.2 $890k 3.8k 236.39
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $822k +20% 6.7k 122.21
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $820k +4% 5.2k 158.55
Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $810k +7% 7.0k 114.98
Ishares Tr National Mun Etf (MUB) 0.1 $807k +16% 6.9k 117.25
Facebook Cl A (FB) 0.1 $805k 2.3k 347.73
Schwab Strategic Tr Intrm Trm Tres (SCHR) 0.1 $789k 14k 56.87
Ss&c Technologies Holding (SSNC) 0.1 $787k -2% 11k 72.08
Ishares Tr Eafe Value Etf (EFV) 0.1 $783k 15k 51.77
Pimco Etf Tr Inv Grd Crp Bd (CORP) 0.1 $774k 6.8k 114.55
Pimco Etf Tr 0-5 High Yield (HYS) 0.1 $764k 7.6k 99.99
Ishares Tr Russell 2000 Etf (IWM) 0.1 $735k +63% 3.2k 229.47
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $734k +4% 2.7k 271.55
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $720k 2.6k 277.67
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $681k 4.4k 154.88
Rodgers Silicon Valley Aq Corp 0.1 $627k +22% 27k 22.97
Ishares Tr Faln Angls Usd (FALN) 0.1 $581k +20% 19k 29.96
Ishares Tr Pfd And Incm Sec (PFF) 0.1 $577k +30% 15k 39.32
Visa Com Cl A (V) 0.1 $575k +2% 2.5k 233.74
Mastercard Incorporated Cl A (MA) 0.1 $567k 1.6k 365.34
Rodgers Silicon Valley Aq *w Exp 11/30/202 0.1 $550k +23% 53k 10.30
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $542k 1.5k 354.25
Procter & Gamble Company (PG) 0.1 $541k +12% 4.0k 134.81
Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $537k 3.2k 165.84
Verizon Communications (VZ) 0.1 $528k +21% 9.4k 55.99
Pepsi (PEP) 0.1 $521k +2% 3.5k 148.10
Tesla Motors (TSLA) 0.1 $517k +4% 761.00 679.37
Amgen (AMGN) 0.1 $514k 2.1k 243.60
Walt Disney Company (DIS) 0.1 $510k 2.9k 175.80
Boeing Company (BA) 0.1 $508k 2.1k 239.62
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $507k 4.8k 104.84
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $505k 7.4k 68.43
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $505k +3% 4.7k 107.79
Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $501k 2.2k 227.00
Spdr Ser Tr Portfolio Intrmd (SPIB) 0.1 $501k 14k 36.68
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $492k 8.9k 55.27
Chevron Corporation (CVX) 0.1 $461k -15% 4.4k 104.63
Vanguard World Esg Us Stk Etf (ESGV) 0.1 $459k 5.7k 79.91
General Electric Company 0.1 $451k 34k 13.47
Vanguard Index Fds Large Cap Etf (VV) 0.1 $434k -2% 2.2k 200.93
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $397k +10000% 808.00 491.34
Nextera Energy (NEE) 0.1 $388k 5.3k 73.30
Spdr Ser Tr Spdr Bloomberg (BIL) 0.1 $371k -2% 4.1k 91.58
Expedia Group Com New (EXPE) 0.1 $368k 2.2k 163.92
At&t (T) 0.1 $358k +25% 13k 28.75
Qualcomm (QCOM) 0.1 $348k +69% 2.4k 143.09
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.1 $345k 5.5k 63.26
salesforce (CRM) 0.1 $344k 1.4k 244.32
International Business Machines (IBM) 0.1 $340k -3% 2.3k 146.68
Alphabet Cap Stk Cl C (GOOG) 0.1 $326k +6% 130.00 2507.69
Westport Fuel Systems Com New (WPRT) 0.1 $319k 60k 5.32
Rockwell Automation (ROK) 0.1 $317k 1.1k 286.10
Altria (MO) 0.1 $316k +5% 6.6k 47.68
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.1 $300k NEW 4.3k 69.77
Micron Technology (MU) 0.1 $297k 3.5k 84.93
JPMorgan Chase & Co. (JPM) 0.0 $294k 1.9k 155.56
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.0 $292k 5.8k 50.25
Netflix (NFLX) 0.0 $279k +303% 529.00 527.41
Abbott Laboratories (ABT) 0.0 $272k +2% 2.3k 116.14
Philip Morris International (PM) 0.0 $272k +8% 2.7k 99.27
Ishares Tr S&p Mc 400gr Etf (IJK) 0.0 $264k 3.3k 81.08
Merck & Co (MRK) 0.0 $263k 3.4k 77.74
Seneca Foods Corp Cl A (SENEA) 0.0 $260k 5.1k 51.01
Coca-Cola Company (KO) 0.0 $254k -16% 4.7k 54.07
Paypal Holdings (PYPL) 0.0 $251k 861.00 291.52
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) 0.0 $243k +62% 11k 22.23
Spdr Ser Tr Blomberg Brc Inv (FLRN) 0.0 $242k 7.9k 30.68
Ishares Tr Ibnds Mar23 Etf (IBCE) 0.0 $240k -4% 9.7k 24.82
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.0 $237k +2% 2.3k 103.49
Cooper Cos Com New (COO) 0.0 $231k -17% 584.00 395.55
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.0 $228k +35% 1.7k 134.43
Bank of America Corporation (BAC) 0.0 $217k +8% 5.3k 41.26
Marsh & McLennan Companies (MMC) 0.0 $217k 1.5k 141.00
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.0 $215k 622.00 345.66
Pfizer (PFE) 0.0 $214k 5.5k 39.14
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.0 $211k -5% 3.4k 61.44
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.0 $211k 1.7k 125.67
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $210k 1.9k 113.27
Vanguard Bd Index Fds Intermed Term (BIV) 0.0 $209k 2.3k 90.16
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.0 $208k -3% 3.3k 63.36
3M Company (MMM) 0.0 $207k 1.0k 198.28
Wells Fargo & Company (WFC) 0.0 $206k -13% 4.5k 45.28
Pioneer Natural Resources (PXD) 0.0 $206k +27% 1.3k 162.33
CVS Caremark Corporation (CVS) 0.0 $204k -2% 2.4k 83.37
Unilever Spon Adr New (UL) 0.0 $204k 3.5k 58.52
Select Sector Spdr Tr Financial (XLF) 0.0 $202k 5.5k 36.71
Alcon Ord Shs (ALC) 0.0 $200k 2.8k 70.35
Raytheon Technologies Corp (RTX) 0.0 $199k +26% 2.3k 85.30
UnitedHealth (UNH) 0.0 $195k -7% 488.00 399.59
Medtronic SHS (MDT) 0.0 $192k +34% 1.5k 123.95
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.0 $189k 1.4k 136.27
Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $186k 2.6k 72.66
Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $184k +610% 1.9k 98.82
Cisco Systems (CSCO) 0.0 $184k 3.5k 53.07
Lowe's Companies (LOW) 0.0 $183k 943.00 194.06
Invesco Exch Traded Fd Tr Ii Ny Amt Fre Mun (PZT) 0.0 $183k +12% 6.9k 26.41
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $180k -2% 3.3k 55.05
Vanguard World Fds Utilities Etf (VPU) 0.0 $177k -3% 1.3k 139.15
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.0 $175k 666.00 262.76
Activision Blizzard (ATVI) 0.0 $175k 1.8k 95.21
Diamondback Energy (FANG) 0.0 $174k +39% 1.9k 94.00
NVIDIA Corporation (NVDA) 0.0 $169k +15% 211.00 800.95
Dupont De Nemours (DD) 0.0 $169k 2.2k 77.52
Hldgs (UAL) 0.0 $168k +52% 3.2k 52.14
Charter Communications Inc N Cl A (CHTR) 0.0 $167k +3% 232.00 719.83
Paychex (PAYX) 0.0 $166k 1.5k 107.58
Ishares Tr New York Mun Etf (NYF) 0.0 $165k 2.8k 58.51
Mondelez Intl Cl A (MDLZ) 0.0 $163k +4% 2.6k 62.57
ConocoPhillips (COP) 0.0 $162k +46% 2.7k 60.93
Ishares Tr Rus 1000 Etf (IWB) 0.0 $161k 667.00 241.38
Beyond Meat (BYND) 0.0 $157k NEW 1.0k 157.00
Graphic Packaging Holding Company (GPK) 0.0 $156k 8.6k 18.14
Select Sector Spdr Tr Energy (XLE) 0.0 $155k +182% 2.9k 53.88
Servicenow (NOW) 0.0 $154k 281.00 548.04
Ryanair Holdings Sponsored Ads (RYAAY) 0.0 $154k 1.4k 108.53
Intercontinental Exchange (ICE) 0.0 $153k 1.3k 118.60
Goldman Sachs (GS) 0.0 $152k -6% 399.00 380.95
Home Depot (HD) 0.0 $149k 468.00 318.38
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.0 $147k 2.1k 70.00
Dow (DOW) 0.0 $147k 2.3k 63.42
Blackstone Group Inc Com Cl A (BX) 0.0 $142k 1.5k 96.99
Kohl's Corporation (KSS) 0.0 $142k 2.6k 54.97
Cabot Oil & Gas Corporation (COG) 0.0 $138k 7.9k 17.40
Ishares Tr Eafe Grwth Etf (EFG) 0.0 $138k 1.3k 107.23
Ishares Tr Sp Smcp600vl Etf (IJS) 0.0 $138k 1.3k 105.34
Carrier Global Corporation (CARR) 0.0 $136k +29% 2.8k 48.61
Vanguard Admiral Fds Smlcp 600 Val (VIOV) 0.0 $135k 740.00 182.43
Intel Corporation (INTC) 0.0 $133k 2.4k 56.19
Booking Holdings (BKNG) 0.0 $133k 61.00 2180.33
Equinix (EQIX) 0.0 $132k 165.00 800.00
Abbvie (ABBV) 0.0 $132k +6% 1.2k 112.82
Vanguard World Esg Intl Stk Etf (VSGX) 0.0 $131k 2.0k 64.03
Ark Etf Tr Innovation Etf (ARKK) 0.0 $131k 1.0k 131.00
Ishares Tr Ibonds Mar23 Etf (IBDD) 0.0 $131k 4.8k 27.18
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.0 $129k +13% 2.3k 55.15
American Tower Reit (AMT) 0.0 $128k 473.00 270.61
Invesco Exch Trd Slf Idx Bulshs 2023 Cb (BSCN) 0.0 $125k +790% 5.7k 21.76
Ishares Tr Core Total Usd (IUSB) 0.0 $125k 2.3k 53.56
EOG Resources (EOG) 0.0 $123k 1.5k 83.62
Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $122k 393.00 310.43
Cameco Corporation (CCJ) 0.0 $121k 6.3k 19.24
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.0 $120k 1.8k 67.80
Vanguard World Fds Health Car Etf (VHT) 0.0 $119k 481.00 247.40
Ishares Tr Core Us Aggbd Et (AGG) 0.0 $118k 1.0k 115.12
Diageo Spon Adr New (DEO) 0.0 $118k 615.00 191.87
Church & Dwight (CHD) 0.0 $113k 1.3k 84.96
Bank of New York Mellon Corporation (BK) 0.0 $110k -2% 2.2k 51.04
Automatic Data Processing (ADP) 0.0 $110k 554.00 198.56
Community Bank System (CBU) 0.0 $109k 1.4k 75.59
Spdr Index Shs Fds S&p Intl Smlcp (GWX) 0.0 $108k 2.8k 38.77
Sba Communications Corp Cl A (SBAC) 0.0 $108k 340.00 317.65
Electronic Arts (EA) 0.0 $107k 747.00 143.24
EQT Corporation (EQT) 0.0 $106k 4.8k 22.18
W.R. Berkley Corporation (WRB) 0.0 $105k 1.4k 74.47
Becton, Dickinson and (BDX) 0.0 $105k 432.00 243.06
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.0 $105k -8% 2.4k 44.01
Corteva (CTVA) 0.0 $103k 2.3k 44.23
McDonald's Corporation (MCD) 0.0 $103k 446.00 230.94
Vanguard World Fds Inf Tech Etf (VGT) 0.0 $102k 255.00 400.00
Innovator Etfs Tr S&p 500 Buffer E (BMAY) 0.0 $101k NEW 3.3k 31.02
Innovator Etfs Tr S&p 500 Pwr Buf (PMAY) 0.0 $101k NEW 3.4k 29.44
Eli Lilly & Co. (LLY) 0.0 $99k 430.00 230.23
Copart (CPRT) 0.0 $99k 750.00 132.00
Shopify Cl A (SHOP) 0.0 $98k -2% 67.00 1462.69
Thermo Fisher Scientific (TMO) 0.0 $98k 195.00 502.56
SYSCO Corporation (SYY) 0.0 $94k 1.2k 77.43
Universal Display Corporation (OLED) 0.0 $94k 421.00 223.28
Spdr Index Shs Fds Msci Acwi Exus (CWI) 0.0 $93k 3.1k 30.09
BioMarin Pharmaceutical (BMRN) 0.0 $93k 1.1k 83.41
Hilton Worldwide Holdings (HLT) 0.0 $92k 765.00 120.26
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.0 $92k 1.5k 63.14
Ishares Tr U.s. Cnsm Sv Etf (IYC) 0.0 $91k 1.2k 77.65
Vulcan Materials Company (VMC) 0.0 $91k 520.00 175.00
Spdr Index Shs Fds S&p Emktsc Etf (EWX) 0.0 $90k 1.5k 61.22
Accenture Plc Ireland Shs Class A (ACN) 0.0 $90k 306.00 294.12
Schlumberger Com Stk (SLB) 0.0 $89k 2.8k 32.13
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) 0.0 $89k 1.6k 56.83
Ishares Tr S&P SML 600 GWT (IJT) 0.0 $89k 670.00 132.84
Insperity (NSP) 0.0 $88k 970.00 90.72
Illinois Tool Works (ITW) 0.0 $87k 388.00 224.23
Vanguard Admiral Fds Midcp 400 Val (IVOV) 0.0 $86k +7% 529.00 162.57
Uwm Holdings Corporation Com Cl A (UWMC) 0.0 $85k 10k 8.50
M&T Bank Corporation (MTB) 0.0 $85k 588.00 144.56
Spdr Index Shs Fds S&p China Etf (GXC) 0.0 $84k NEW 630.00 133.33
Spdr Ser Tr S&p 600 Sml Cap (SLY) 0.0 $83k -2% 854.00 97.19

Past Filings by Rockbridge Investment Management, LCC

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