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Home > Institutional Investor > Rockbridge Investment Management, Lcc > Profile

Instuitional Investor - Rockbridge Investment Management, Lcc

Fund Profile
Filing Period:
Fund Name: Rockbridge Investment Management, Lcc
Portfolio Value $845,025,719
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 6,905,121 $159,922,598 18.93%
2.
Dimensional Etf Trust
 3,075,888 $101,473,552 12.01%
3.
Spdr Series Trust
 973,696 $66,221,042 7.84%
4.
Vanguard Bond Index Funds
 BND 787,880 $57,869,810 6.85%
5.
Vanguard Scottsdale Funds
 732,351 $57,811,794 6.84%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)