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Ishares Msci Usa Quality Facto invalid shares owned by Rockbridge Investment Management, LCC

Quarter-by-quarter ownership of Ishares Msci Usa Quality Facto invalid (QUAL) shares owned by Rockbridge Investment Management, LCC from 13F filings

Historical chart of Rockbridge Investment Management, LCC investment in Ishares Msci Usa Quality Facto invalid

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All positions including Ishares Msci Usa Quality Facto invalid 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 Ishares Msci Usa Quality Facto invalid by Rockbridge Investment Management, LCC

Quarter filed Position value Share count Share price at filing
2023-12-31 $172k 1.2k 147.14
2021-12-31 $75k 513 146.20
2021-09-30 $66k 502 131.47
2021-06-30 $67k 502 133.47
2021-03-31 $60k 490 122.45
2020-12-31 $57k 490 116.33
2020-09-30 $51k 490 104.08
2020-06-30 $66k 690 95.65

More positions owned by Rockbridge Investment Management, LCC

Schwab Strategic Tr Us Aggregate B (SCHZ)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Core Msci Eafe (IEFA)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Cre U S Reit Etf (USRT)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Intl Core Equity (DFIC)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Ishares Core Msci Emkt (IEMG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Spdr Ser Tr Portfolio Agrgte (SPAB)

View all positions for Rockbridge Investment Management, LCC

Top funds holding Ishares Msci Usa Quality Facto invalid

Pnc Financial Services
Bank of America Corporation
Jpmorgan Chase & Co
UBS Group
CWM
Wells Fargo & Company
M^T Bank Corporation
Envestnet Portfolio Solutions
Ronald Blue Trust
Advisor Group Holdings
Mercer Global Advisors
HPM Partners
Bank of New York Mellon
Facet Wealth
Park Avenue Securities

View all funds holding Ishares Msci Usa Quality Facto invalid