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Akre Focus Etf shares owned by Rockbridge Investment Management, LCC

Quarter-by-quarter ownership of Akre Focus Etf (AKRE) shares owned by Rockbridge Investment Management, LCC from 13F filings

Historical chart of Rockbridge Investment Management, LCC investment in Akre Focus Etf

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All positions including Akre Focus Etf held by Rockbridge Investment Management, LCC consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Akre Focus Etf by Rockbridge Investment Management, LCC

Quarter filed Position value Share count Share price at filing
2025-12-31 $4.1M 62k 65.51

More positions owned by Rockbridge Investment Management, LCC

Schwab Strategic Tr Us Aggregate B (SCHZ)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Spdr Series Trust State Street Spd (SPTM)
Dimensional Etf Trust Intl Core Equity (DFIC)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Series Trust State Street Spd (SPYM)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Cre U S Reit Etf (USRT)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for Rockbridge Investment Management, LCC

Top funds holding Akre Focus Etf

Cambridge Investment Research Advisors
UBS Group
Wealth Enhancement Advisory Services
Affiance Financial
Miracle Mile Advisors
Assetmark
Parisi Gray Wealth Management
Stratos Wealth Partners
Aprio Wealth Management
Urban Financial Advisory Corp
Lighthouse Wealth Management
Cary Street Partners Financial
Canal Capital Management
Montz Harcus Wealth Management
Perigon Wealth Management

View all funds holding Akre Focus Etf