Rockbridge Investment Management, Lcc Reduced Holdings in Q2 2024

Rockbridge Investment Management, Lcc

  • $705 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
VNQ
Vanguard Specialized Funds Van

ETFs
-10.1K
- 21.19%
$78.61 - $85.97 $798K - $872K
37.7K $3.16B
VBR
Vanguard Small Cap Value ETF

ETFs
-269
- 0.91%
$177.65 - $191.11 $47.8K - $51.4K
29.3K $5.35B
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-12.1K
- 7.92%
$18.53 - $20.2 $224K - $244K
141K $2.81B
VEA
Vanguard Ftse Developed Market

ETFs
-1.48K
- 0.77%
$47.83 - $51.21 $70.8K - $75.8K
191K $9.43B
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-4K
- 0.89%
$24.54 - $25.28 $98.2K - $101K
444K $11.1B
MNKD
Mannkind Corp

Healthcare
-38.4K
- 71.04%
$4.05 - $5.43 $156K - $209K
15.7K $81.8M
IWC
Russell Micro Cap ETF

ETFs
-231
- 1.32%
$109.35 - $119.81 $25.3K - $27.7K
17.3K $1.97B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-1.24K
- 0.74%
$37.19 - $39.82 $46.1K - $49.3K
166K $6.4B
VGSH
Vanguard

ETFs
-1.81K
- 12.04%
$57.55 - $58.0 $104K - $105K
13.2K $766M
VTV
Vanguard Value ETF

ETFs
-398
- 2.54%
$154.57 - $163.65 $61.5K - $65.1K
15.3K $2.45B
VZ
Verizon Communications Inc

Communication Services
-2.25K
- 31.53%
$38.6 - $42.84 $86.7K - $96.2K
4.88K $201M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-977
- 1.43%
$34.2 - $36.64 $33.4K - $35.8K
67.1K $2.35B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-5.73K
- 3.66%
$57.57 - $63.3 $330K - $363K
151K $9.5B
VOE
Vanguard Mid Cap Value Index F

ETFs
-15
- 0.35%
$146.82 - $155.77 $2.2K - $2.34K
4.29K $645M
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
-40
- 0.92%
$80.92 - $87.9 $3.24K - $3.52K
4.32K $362M
SLQD
Ishares 0 5 Year Investment Gr

ETFs
-511
- 0.66%
$48.75 - $49.28 $24.9K - $25.2K
77.1K $3.8B
RTX
Raytheon Technologies Corp

Industrials
-438
- 4.81%
$97.55 - $108.44 $42.7K - $47.5K
8.66K $870M
IWD
Ishares Russell 1000 Val ETF

ETFs
-13
- 0.39%
$169.4 - $179.05 $2.2K - $2.33K
3.3K $576M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-45
- 2.17%
$102.13 - $110.88 $4.6K - $4.99K
2.03K $216M
SPSB
Spdr Portfolio Short Term Corp

ETFs
-315
- 0.64%
$29.51 - $29.7 $9.3K - $9.36K
48.8K $1.45B
DWM
Wisdomtree Tr

ETFs
-22
- 0.4%
$52.54 - $56.44 $1.16K - $1.24K
5.46K $293M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-110
- 0.56%
$50.64 - $51.3 $5.57K - $5.64K
19.7K $1.01B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-45
- 0.15%
$57.86 - $62.21 $2.6K - $2.8K
30.8K $1.86B
META
Meta Platforms, Inc.

Communication Services
-56
- 3.45%
$430.17 - $527.34 $24.1K - $29.5K
1.57K $791M
VTI
Vanguard Total Stock Market Et

ETFs
-2.28K
- 2.83%
$245.23 - $269.4 $560K - $615K
78.5K $21B
IVW
Ishares S&P 500 Growth ETF

ETFs
-161
- 5.72%
$79.31 - $93.31 $12.8K - $15K
2.65K $246M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-455
- 1.44%
$35.3 - $38.79 $16.1K - $17.6K
31K $1.17B
IVV
Ishares Core S&P 500 ETF

ETFs
-7
- 0.22%
$497.53 - $549.64 $3.48K - $3.85K
3.23K $1.77B
ORCL
Oracle Corp

Technology
-300
- 3.32%
$113.75 - $144.64 $34.1K - $43.4K
8.73K $1.23B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-84
- 0.83%
$455.1 - $504.28 $38.2K - $42.4K
10K $5B
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-2.53K
- 1.11%
$24.67 - $27.2 $62.4K - $68.8K
226K $6B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-644
- 0.44%
$40.83 - $44.89 $26.3K - $28.9K
146K $6.4B
SPY
Spdr S&P 500 ETF Trust

ETFs
-246
- 0.91%
$495.16 - $548.49 $122K - $135K
26.9K $14.6B
AAPL
Apple Inc.

Technology
-1.7K
- 5.44%
$165.0 - $216.67 $280K - $367K
29.5K $6.2B
Activity Summary
Buys All Purchases 62 New Holdings 7 Increased Positions 55 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
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