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Putnam Focused Large Cap Value Etf shares owned by Rockbridge Investment Management, LCC

Quarter-by-quarter ownership of Putnam Focused Large Cap Value Etf (PVAL) shares owned by Rockbridge Investment Management, LCC from 13F filings

Historical chart of Rockbridge Investment Management, LCC investment in Putnam Focused Large Cap Value Etf

Tip: Access up to 7 years of quarterly data

All positions including Putnam Focused Large Cap Value 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 Putnam Focused Large Cap Value Etf by Rockbridge Investment Management, LCC

Quarter filed Position value Share count Share price at filing
2025-09-30 $225k 5.3k 42.72
2025-06-30 $211k 5.3k 40.23

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 Portfoli S&p1500 (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 Portfolio S&p500 (SPLG)
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)
Spdr Series Trust Portfolio Agrgte (SPAB)

View all positions for Rockbridge Investment Management, LCC

Top funds holding Putnam Focused Large Cap Value Etf

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UBS Group
Northwestern Mutual Wealth Management Company
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CWM
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Amplius Wealth Advisors
Opal Wealth Advisors
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Modern Wealth Management
HighTower Advisors
Cambridge Investment Research Advisors

View all funds holding Putnam Focused Large Cap Value Etf