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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 $653,801,976
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 2,240,408 $104,447,815 15.97%
2.
Spdr Series Trust
 1,465,522 $85,659,766 13.1%
3.
Vanguard Bond Index Funds
 BND 749,192 $55,103,082 8.42%
4.
Vanguard Scottsdale Funds
 555,690 $42,993,698 6.57%
5.
Ishares Tr
 445,068 $31,310,519 4.78%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)