Rockwood Wealth Management, LLC Reduced Holdings in Q4 2024

Rockwood Wealth Management, LLC

  • $926 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-536K
- 74.66%
$49.79 - $51.14 $26.7M - $27.4M
182K $9.12B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-308K
- 91.14%
$77.02 - $78.58 $23.7M - $24.2M
30K $2.32B
DFSD
Dimensional ETF Tr Short Durat

ETFs
-341K
- 82.54%
$46.75 - $47.8 $15.9M - $16.3M
72K $3.38B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-190K
- 73.91%
$77.86 - $79.27 $14.8M - $15M
66.9K $5.22B
SUB
Ishares Short Term National Mu

ETFs
-120K
- 72.53%
$104.94 - $106.2 $12.6M - $12.8M
45.5K $4.8B
VNQI
Vanguard Global Ex U.S. Real

ETFs
-13.8K
- 3.26%
$39.22 - $47.52 $540K - $654K
408K $16.1B
VNQ
Vanguard Specialized Funds Van

ETFs
-10.3K
- 3.51%
$87.85 - $98.6 $902K - $1.01M
282K $24.9B
DFIC
Dimensional ETF Tr Dimensional

ETFs
-5.47K
- 0.4%
$25.61 - $28.0 $140K - $153K
1.38M $35.5B
AVEM
American Centy ETF Tr Avantis

ETFs
-5.43K
- 1.36%
$58.59 - $66.14 $318K - $359K
395K $23.2B
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-25.3K
- 72.55%
$51.54 - $52.55 $1.31M - $1.33M
9.59K $496M
AVUS
American Centy ETF Tr Avantis

ETFs
-11.9K
- 3.18%
$94.36 - $102.06 $1.12M - $1.21M
362K $35.1B
IEFA
Ishares Tr

ETFs
-1.82K
- 9.62%
$70.06 - $77.43 $128K - $141K
17.1K $1.2B
DFAX
Dimensional ETF Tr
-892
- 0.82%
$24.76 - $27.04 $22.1K - $24.1K
108K $2.68B
SPY
Spdr S&P 500 ETF Trust

ETFs
-432
- 22.56%
$567.81 - $607.81 $245K - $263K
1.48K $872M
VB
Vanguard Small Cap ETF

ETFs
-635
- 11.55%
$233.76 - $261.58 $148K - $166K
4.86K $1.17B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-1.27K
- 33.7%
$100.16 - $100.7 $127K - $127K
2.49K $250M
KWR
Quaker Chemical Corp

Basic Materials
-388
- 17.0%
$137.52 - $180.36 $53.4K - $70K
1.89K $265M
GLD
Spdr Gold Trust

ETFs
-145
- 12.61%
$236.59 - $257.5 $34.3K - $37.3K
1.01K $242M
VO
Vanguard Mid Cap ETF

ETFs
-149
- 2.62%
$261.5 - $284.63 $39K - $42.4K
5.55K $1.46B
IWM
Ishares Russell 2000 ETF

ETFs
-78
- 4.57%
$216.13 - $242.4 $16.9K - $18.9K
1.63K $359M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-12
- 0.27%
$51.09 - $55.27 $613 - $663
4.35K $222M
VV
Vanguard Large Cap ETF

ETFs
-96
- 3.45%
$260.27 - $280.65 $25K - $26.9K
2.69K $728M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-162
- 1.55%
$66.77 - $71.52 $10.8K - $11.6K
10.3K $712M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-160
- 3.46%
$370.24 - $418.94 $59.2K - $67K
4.47K $1.81B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-56
- 0.31%
$521.84 - $558.82 $29.2K - $31.3K
18.1K $9.81B
Activity Summary
Buys All Purchases 47 New Holdings 12 Increased Positions 35 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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