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SPDR Barclays Capital Aggregate Bo shares owned by Rockbridge Investment Management, LCC

Quarter-by-quarter ownership of SPDR Barclays Capital Aggregate Bo (SPAB) shares owned by Rockbridge Investment Management, LCC from 13F filings

Historical chart of Rockbridge Investment Management, LCC investment in SPDR Barclays Capital Aggregate Bo

Tip: Access up to 7 years of quarterly data

All positions including SPDR Barclays Capital Aggregate Bo 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 SPDR Barclays Capital Aggregate Bo by Rockbridge Investment Management, LCC

Quarter filed Position value Share count Share price at filing
2023-12-31 $12M 455k 25.64
2021-12-31 $7.4M 249k 29.62
2021-09-30 $7.2M 242k 29.85
2021-06-30 $7.4M 245k 30.01
2021-03-31 $7.3M 246k 29.65
2020-12-31 $8.4M 274k 30.79
2020-09-30 $8.7M 281k 30.81
2020-06-30 $8.7M 282k 30.86

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 SPDR Barclays Capital Aggregate Bo

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Huntington Asset Advisors
Syon Capital
Baker Avenue Asset Management
Good Life Advisors
KWB Wealth
McNamara Financial Services

View all funds holding SPDR Barclays Capital Aggregate Bo