Rockbridge Investment Management, LCC

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

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Positions held by Rockbridge Investment Management, LCC consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Rockbridge Investment Management, LCC

Rockbridge Investment Management, LCC holds 665 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Rockbridge Investment Management, LCC has 665 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) 16.0 $104M +59% 2.2M 46.62
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Spdr Ser Tr Portfoli S&p1500 (SPTM) 13.1 $86M +34% 1.5M 58.45
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 8.4 $55M +33% 749k 73.55
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 6.6 $43M +10% 556k 77.37
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Ishares Tr Core Msci Eafe (IEFA) 4.8 $31M +56% 445k 70.35
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Schwab Strategic Tr Intl Sceqt Etf (SCHC) 3.7 $24M +35% 691k 34.89
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Dimensional Etf Trust Us Core Equity 2 (DFAC) 3.5 $23M +75909% 775k 29.23
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Ishares Tr Cre U S Reit Etf (USRT) 3.4 $22M +94% 411k 54.29
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Vanguard Index Fds Total Stk Mkt (VTI) 3.0 $20M -5% 82k 237.22
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Dimensional Etf Trust Intl Core Equity (DFIC) 2.4 $15M NEW 605k 25.53
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Spdr Ser Tr S&p 400 Mdcp Val (MDYV) 2.3 $15M +15% 204k 73.38
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Ishares Core Msci Emkt (IEMG) 2.3 $15M +45% 295k 50.58
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.0 $13M -13% 27k 475.31
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Spdr Ser Tr S&p 600 Smcp Val (SLYV) 2.0 $13M +26% 155k 83.31
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Spdr Ser Tr Portfolio Agrgte (SPAB) 1.8 $12M +82% 455k 25.64
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.4 $9.4M -50% 196k 47.90
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 1.4 $9.1M +51% 164k 55.67
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Apple (AAPL) 1.1 $7.0M +25% 36k 192.53
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 1.0 $6.2M -39% 169k 36.96
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.9 $6.1M -33% 148k 41.10
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Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.9 $5.7M -29% 230k 24.79
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.8 $5.5M -43% 30k 179.97
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Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.7 $4.8M NEW 194k 24.96
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.7 $4.4M -10% 57k 77.02
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.7 $4.4M -75% 10k 436.80
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Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.7 $4.3M +48% 93k 46.36
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Vanguard Index Fds Real Estate Etf (VNQ) 0.7 $4.3M -41% 48k 88.36
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Ishares Tr 0-5yr Invt Gr Cp (SLQD) 0.6 $3.9M +16% 80k 49.20
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Schwab Strategic Tr Us Reit Etf (SCHH) 0.5 $3.2M +74% 155k 20.71
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Microsoft Corporation (MSFT) 0.5 $3.1M -41% 8.1k 376.05
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Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.4 $2.8M -66% 34k 81.28
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Vanguard Index Fds Value Etf (VTV) 0.4 $2.6M -23% 17k 149.50
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Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.4 $2.4M -15% 70k 34.01
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Ishares Tr Core 1 5 Yr Usd (ISTB) 0.4 $2.3M -39% 49k 47.56
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Ishares Tr Micro-cap Etf (IWC) 0.3 $2.1M -21% 18k 116.03
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Ishares Tr National Mun Etf (MUB) 0.3 $1.9M +71% 17k 108.41
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Dimensional Etf Trust Us Sustainabilty (DFSU) 0.3 $1.9M NEW 60k 31.13
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.3 $1.8M +59% 31k 57.96
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Amazon (AMZN) 0.3 $1.7M +2161% 11k 151.94
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.3 $1.7M +266% 33k 51.05
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $1.6M -27% 10k 157.80
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Ishares Tr Core S&p500 Etf (IVV) 0.2 $1.5M -79% 3.2k 477.67
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Spdr Ser Tr Portfolio Short (SPSB) 0.2 $1.5M -6% 51k 29.78
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Ishares Tr Shrt Nat Mun Etf (SUB) 0.2 $1.4M +176% 13k 105.43
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Ishares Tr Core Us Aggbd Et (AGG) 0.2 $1.4M +1249% 14k 99.25
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Vanguard Index Fds Small Cp Etf (VB) 0.2 $1.3M -88% 6.2k 213.33
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Tesla Motors (TSLA) 0.2 $1.1M +501% 4.6k 248.48
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Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.2 $1.1M -16% 32k 35.41
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Vanguard Index Fds Growth Etf (VUG) 0.2 $1.1M -39% 3.6k 310.88
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Ishares Tr Select Divid Etf (DVY) 0.2 $1.1M -21% 9.0k 117.22
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Ishares Tr Ishs 1-5yr Invs (IGSB) 0.2 $1.0M NEW 20k 51.27
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Dimensional Etf Trust International (DFSI) 0.2 $984k NEW 31k 32.03
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Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.1 $963k NEW 29k 33.25
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Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $863k +7% 15k 58.33
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Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $854k -21% 5.9k 145.01
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Raytheon Technologies Corp (RTX) 0.1 $840k 10k 84.14
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $787k -3% 2.6k 303.17
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Johnson & Johnson (JNJ) 0.1 $754k -30% 4.8k 156.74
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Alphabet Cap Stk Cl A (GOOGL) 0.1 $747k +1336% 5.3k 139.69
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Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $746k -18% 6.7k 111.63
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Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $653k -25% 5.6k 116.29
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Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.1 $652k +233% 5.7k 115.04
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Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $650k -21% 3.0k 219.60
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Ishares Tr New York Mun Etf (NYF) 0.1 $643k +308% 12k 54.09
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Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.1 $620k -9% 13k 49.72
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Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $612k -50% 2.5k 241.79
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Vanguard Specialized Funds Div App Etf (VIG) 0.1 $599k -20% 3.5k 170.40
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Vanguard Index Fds Large Cap Etf (VV) 0.1 $581k -39% 2.7k 218.15
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Meta Platforms Cl A (META) 0.1 $566k -34% 1.6k 353.96
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Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.1 $565k -66% 12k 48.45
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Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $552k -36% 3.3k 165.27
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Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $545k -62% 4.8k 114.04
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $540k -56% 9.6k 56.40
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Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $497k -40% 4.0k 124.97
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Ishares Tr Mbs Etf (MBB) 0.1 $490k +36% 5.2k 94.08
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Exxon Mobil Corporation (XOM) 0.1 $489k -61% 4.9k 99.98
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Dover Corporation (DOV) 0.1 $461k NEW 3.0k 153.81
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Vanguard World Esg Us Stk Etf (ESGV) 0.1 $448k -17% 5.3k 85.06
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Procter & Gamble Company (PG) 0.1 $448k -36% 3.1k 146.54
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Bank of America Corporation (BAC) 0.1 $438k +152% 13k 33.67
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Alphabet Cap Stk Cl C (GOOG) 0.1 $428k +1474% 3.0k 140.93
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $404k -28% 8.6k 47.24
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Vanguard Admiral Fds Smlcp 600 Val (VIOV) 0.1 $387k +486% 4.4k 88.50
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Acv Auctions Com Cl A (ACVA) 0.1 $376k -37% 25k 15.15
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Lowe's Companies (LOW) 0.1 $371k +52% 1.7k 222.55
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Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $367k -33% 5.2k 70.10
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $340k -44% 831.00 409.46
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Ishares Tr Russell 2000 Etf (IWM) 0.1 $336k -53% 1.7k 200.71
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Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.0 $315k -31% 5.3k 59.32
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Dimensional Etf Trust Us High Profitab (DUHP) 0.0 $311k NEW 11k 28.61
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Nextera Energy (NEE) 0.0 $308k 5.1k 60.74
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Pepsi (PEP) 0.0 $300k -60% 1.8k 169.84
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American Express Company (AXP) 0.0 $294k +605% 1.6k 187.34
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Wisdomtree Tr Intl Equity Fd (DWM) 0.0 $293k -26% 5.6k 52.51
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JPMorgan Chase & Co. (JPM) 0.0 $293k -14% 1.7k 170.10
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General Electric Com New (GE) 0.0 $280k -59% 2.2k 127.64
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Dimensional Etf Trust Emerging Markets (DFSE) 0.0 $269k NEW 8.5k 31.62
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.0 $263k +12% 699.00 376.80
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Costco Wholesale Corporation (COST) 0.0 $260k +52% 393.00 660.21
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Schwab Strategic Tr 5 10yr Corp Bd (SCHI) 0.0 $255k -5% 5.7k 44.94
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Spdr Ser Tr Portfolio S&p500 (SPLG) 0.0 $241k -23% 4.3k 55.90
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Honeywell International (HON) 0.0 $240k -18% 1.1k 209.71
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Select Sector Spdr Tr Sbi Healthcare (XLV) 0.0 $238k 1.7k 136.38
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NVIDIA Corporation (NVDA) 0.0 $230k -63% 465.00 495.22
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Abbott Laboratories (ABT) 0.0 $229k -21% 2.1k 110.07
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Wisdomtree Tr Intl Smcap Div (DLS) 0.0 $228k -30% 3.6k 63.84
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International Business Machines (IBM) 0.0 $228k -40% 1.4k 163.52
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Ishares Tr Core S&p Scp Etf (IJR) 0.0 $224k -91% 2.1k 108.24
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Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $220k +13% 2.1k 104.46
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McDonald's Corporation (MCD) 0.0 $219k -10% 738.00 296.51
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Dimensional Etf Trust Us Small Cap Val (DFSV) 0.0 $213k NEW 7.3k 29.12
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $211k +9% 2.8k 75.10
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Verizon Communications (VZ) 0.0 $208k -50% 5.5k 37.70
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Wisdomtree Tr Emer Mkt High Fd (DEM) 0.0 $198k -39% 4.9k 40.68
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Spdr Ser Tr Portfolio Intrmd (SPIB) 0.0 $195k -68% 5.9k 32.83
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UnitedHealth (UNH) 0.0 $193k -34% 367.00 526.47
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Cisco Systems (CSCO) 0.0 $193k +5% 3.8k 50.52
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Ishares Tr S&p Mc 400gr Etf (IJK) 0.0 $193k -23% 2.4k 79.22
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.0 $190k -84% 2.5k 75.32
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Vanguard Admiral Fds Midcp 400 Val (IVOV) 0.0 $189k +305% 2.2k 87.18
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Seneca Foods Corp Cl A (SENEA) 0.0 $185k -30% 3.5k 52.44
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Vanguard Index Fds Mid Cap Etf (VO) 0.0 $184k -96% 790.00 232.64
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salesforce (CRM) 0.0 $182k -52% 692.00 263.14
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Wisdomtree Tr Emg Mkts Smcap (DGS) 0.0 $181k -35% 3.6k 49.92
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Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.0 $179k +533% 6.2k 28.64
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Colgate-Palmolive Company (CL) 0.0 $175k +1047% 2.2k 79.71
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ConocoPhillips (COP) 0.0 $173k -46% 1.5k 116.07
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Ishares Tr Msci Usa Qlt Fct (QUAL) 0.0 $172k +127% 1.2k 147.14
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Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $170k +71% 674.00 252.22
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Eli Lilly & Co. (LLY) 0.0 $168k -32% 289.00 582.25
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Community Bank System (CBU) 0.0 $167k +122% 3.2k 52.11
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BP Sponsored Adr (BP) 0.0 $166k +195% 4.7k 35.40
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Select Sector Spdr Tr Financial (XLF) 0.0 $164k -20% 4.4k 37.60
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Church & Dwight (CHD) 0.0 $164k +30% 1.7k 94.56
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Home Depot (HD) 0.0 $163k -29% 470.00 346.44
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Merck & Co (MRK) 0.0 $163k -60% 1.5k 109.04
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Southern Company (SO) 0.0 $160k +193% 2.3k 70.13
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Netflix (NFLX) 0.0 $159k +131% 327.00 486.88
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Ishares Tr Esg Awr Us Agrgt (EAGG) 0.0 $157k +11% 3.3k 47.74
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Cloudflare Cl A Com (NET) 0.0 $154k +419% 1.9k 83.26
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Spdr Ser Tr Bloomberg High Y (JNK) 0.0 $149k -89% 1.6k 94.73
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Wisdomtree Tr Us Smallcap Divd (DES) 0.0 $145k -43% 4.5k 32.17
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Palantir Technologies Cl A (PLTR) 0.0 $143k +280% 8.3k 17.17
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Duke Energy Corp Com New (DUK) 0.0 $138k +120% 1.4k 97.04
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Amgen (AMGN) 0.0 $137k -83% 474.00 288.02
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $135k -31% 1.3k 105.23
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Dow (DOW) 0.0 $134k +5% 2.4k 54.84
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Diageo Spon Adr New (DEO) 0.0 $133k +48% 915.00 145.66
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Pfizer (PFE) 0.0 $133k -33% 4.6k 28.79
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Palo Alto Networks (PANW) 0.0 $133k +172% 450.00 294.88
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Blackstone Group Inc Com Cl A (BX) 0.0 $131k 1.0k 130.92
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Ishares Tr Core Total Usd (IUSB) 0.0 $130k +15% 2.8k 46.07
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Spdr Ser Tr Portfolio S&p600 (SPSM) 0.0 $129k +38% 3.1k 42.18
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Boeing Company (BA) 0.0 $126k -60% 483.00 260.66
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Lam Research Corporation (LRCX) 0.0 $125k 159.00 783.26
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Automatic Data Processing (ADP) 0.0 $123k -25% 527.00 232.97
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Spdr Gold Tr Gold Shs (GLD) 0.0 $122k +53% 640.00 191.17
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Starbucks Corporation (SBUX) 0.0 $120k +61% 1.3k 96.01
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Novartis Sponsored Adr (NVS) 0.0 $118k +395% 1.2k 100.97
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Ishares Tr Esg Aw Msci Eafe (ESGD) 0.0 $116k +48% 1.5k 75.54
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.0 $114k -52% 2.0k 56.14
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Vanguard World Esg Intl Stk Etf (VSGX) 0.0 $113k 2.0k 55.28
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Applied Materials (AMAT) 0.0 $109k NEW 673.00 162.11
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Mastercard Incorporated Cl A (MA) 0.0 $108k -84% 254.00 426.51
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Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.0 $108k -23% 1.7k 62.66
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Becton, Dickinson and (BDX) 0.0 $108k -18% 442.00 243.83
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Ishares Tr S&p 500 Val Etf (IVE) 0.0 $108k +23% 618.00 173.89
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Carrier Global Corporation (CARR) 0.0 $107k -82% 1.9k 57.45
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Visa Com Cl A (V) 0.0 $107k -84% 409.00 260.35
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Wells Fargo & Company (WFC) 0.0 $106k -51% 2.2k 49.22
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Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $106k -94% 383.00 277.15
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Mondelez Intl Cl A (MDLZ) 0.0 $106k -43% 1.5k 72.43
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CSX Corporation (CSX) 0.0 $105k +403% 3.0k 34.67
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Tompkins Financial Corporation (TMP) 0.0 $105k -95% 1.7k 60.23
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Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $100k -92% 643.00 155.33
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Vanguard Bd Index Fds Intermed Term (BIV) 0.0 $99k -45% 1.3k 76.35
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United Parcel Service CL B (UPS) 0.0 $98k +205% 624.00 157.23
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Walt Disney Company (DIS) 0.0 $96k -63% 1.1k 90.29
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Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.0 $96k 1.5k 65.06
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Simon Property (SPG) 0.0 $95k NEW 668.00 142.64
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Fidelity Covington Trust Enhanced Large 0.0 $95k NEW 3.6k 26.58
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Lockheed Martin Corporation (LMT) 0.0 $92k +138% 203.00 453.24
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Phillips 66 (PSX) 0.0 $92k +253% 690.00 133.14
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Dupont De Nemours (DD) 0.0 $91k +11% 1.2k 76.93
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Chevron Corporation (CVX) 0.0 $90k -86% 605.00 149.16
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Ishares Tr Us Consum Discre (IYC) 0.0 $89k 1.2k 75.77
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Vanguard World Fds Health Car Etf (VHT) 0.0 $85k +11% 340.00 251.07
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Booking Holdings (BKNG) 0.0 $85k -60% 24.00 3547.25
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Pimco Etf Tr 0-5 High Yield (HYS) 0.0 $84k -88% 904.00 93.08
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Spdr Ser Tr Bloomberg Invt (FLRN) 0.0 $84k -64% 2.7k 30.59
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Kimberly-Clark Corporation (KMB) 0.0 $83k +42% 685.00 121.51
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Coca-Cola Company (KO) 0.0 $82k -69% 1.4k 58.92
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Oracle Corporation (ORCL) 0.0 $81k -35% 767.00 105.43
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Philip Morris International (PM) 0.0 $81k -69% 859.00 94.08
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Stryker Corporation (SYK) 0.0 $81k -93% 269.00 299.46
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Union Pacific Corporation (UNP) 0.0 $78k +163% 319.00 245.62
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Otis Worldwide Corp (OTIS) 0.0 $77k -80% 855.00 89.47
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.0 $76k -6% 1.5k 49.37
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General Dynamics Corporation (GD) 0.0 $76k -7% 291.00 259.67
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Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $75k +139% 972.00 77.51
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At&t (T) 0.0 $75k -57% 4.5k 16.78
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Illinois Tool Works (ITW) 0.0 $73k -42% 277.00 261.94
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Smucker J M Com New (SJM) 0.0 $72k +102% 566.00 126.38
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Clean Harbors (CLH) 0.0 $70k 400.00 174.51
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Ishares Tr Iboxx Hi Yd Etf (HYG) 0.0 $70k -96% 900.00 77.39
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Eaton Corp SHS (ETN) 0.0 $69k -39% 288.00 240.82
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Ishares Esg Awr Msci Em (ESGE) 0.0 $69k +43% 2.2k 32.06
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Vanguard World Fds Inf Tech Etf (VGT) 0.0 $68k -45% 140.00 484.81
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Servicenow (NOW) 0.0 $68k -65% 96.00 706.50
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M&T Bank Corporation (MTB) 0.0 $68k -10% 494.00 137.08
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Altria (MO) 0.0 $65k -79% 1.6k 40.34
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Nuveen Muni Value Fund (NUV) 0.0 $64k NEW 7.4k 8.60
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Constellation Energy (CEG) 0.0 $64k NEW 545.00 116.89
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Dominion Resources (D) 0.0 $63k +805% 1.3k 47.00
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National Fuel Gas (NFG) 0.0 $63k +2033% 1.3k 50.17
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Danaher Corporation (DHR) 0.0 $62k +323% 267.00 231.34
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Mannkind Corp Com New (MNKD) 0.0 $61k NEW 17k 3.64
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Ishares Tr Iboxx Inv Cp Etf (LQD) 0.0 $61k -67% 548.00 110.66
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Marsh & McLennan Companies (MMC) 0.0 $61k -82% 320.00 189.47
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Oneok (OKE) 0.0 $60k +6% 852.00 70.22
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Intel Corporation (INTC) 0.0 $59k -98% 1.2k 50.25
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Ishares Tr Msci Usa Min Vol (USMV) 0.0 $59k -5% 757.00 78.03
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Ishares Tr Jpmorgan Usd Emg (EMB) 0.0 $59k +32800% 658.00 89.06
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Qualcomm (QCOM) 0.0 $59k -75% 405.00 144.63
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Vanguard Bd Index Fds Vanguard Ultra (VUSB) 0.0 $58k NEW 1.2k 49.44
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Corteva (CTVA) 0.0 $56k -2% 1.2k 47.92
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Invesco Exchange Traded Fd T S&p500 Pur Val (RPV) 0.0 $56k NEW 685.00 82.08
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3M Company (MMM) 0.0 $56k -53% 513.00 109.32
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Ishares Tr Msci Eafe Etf (EFA) 0.0 $56k -96% 741.00 75.35
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BlackRock (BLK) 0.0 $55k +277% 68.00 811.81
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Vanguard Index Fds Extend Mkt Etf (VXF) 0.0 $55k +8% 333.00 164.42
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Shopify Cl A (SHOP) 0.0 $55k +947% 702.00 77.90
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Ishares Tr Msci India Etf (INDA) 0.0 $55k NEW 1.1k 48.81
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Ameren Corporation (AEE) 0.0 $54k NEW 746.00 72.34
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AFLAC Incorporated (AFL) 0.0 $54k -27% 650.00 82.50
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Abbvie (ABBV) 0.0 $53k -73% 341.00 154.97
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Lennar Corp Cl A (LEN) 0.0 $52k NEW 350.00 149.04
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Wisdomtree Tr Intl Lrgcap Dv (DOL) 0.0 $52k +2% 1.1k 49.26
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Schlumberger Com Stk (SLB) 0.0 $52k -63% 1.0k 52.04
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Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.0 $52k NEW 618.00 83.63
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Medtronic SHS (MDT) 0.0 $50k -60% 611.00 82.38
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Bank of New York Mellon Corporation (BK) 0.0 $50k -55% 962.00 52.05
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Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $49k +154% 632.00 77.73
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Ishares Tr U.s. Tech Etf (IYW) 0.0 $48k -80% 388.00 122.75
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Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 0.0 $47k -99% 216.00 216.94
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Metropcs Communications (TMUS) 0.0 $46k 287.00 160.33
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Prologis (PLD) 0.0 $45k -19% 340.00 133.30
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Lululemon Athletica (LULU) 0.0 $43k 84.00 511.30
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Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.0 $43k +30% 238.00 178.81
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Ishares Tr Esg Awr Msci Usa (ESGU) 0.0 $43k +2600% 405.00 104.92
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Past Filings by Rockbridge Investment Management, LCC

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