Rockbridge Investment Management, LCC

Institutional manager (13F) · CIK 1821984

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $1.1B

#	Issuer	Value	Shares
1	SCHWAB STRATEGIC TR	$225M	9,693,597
2	DIMENSIONAL ETF TRUST	$148M	3,814,103
3	DIMENSIONAL ETF TRUST	$78M	2,187,179
4	VANGUARD SCOTTSDALE FDS	$75M	940,481
5	SPDR SERIES TRUST	$74M	933,841
6	ISHARES TR	$63M	700,828
7	VANGUARD BD INDEX FDS	$61M	828,114
8	SPDR SERIES TRUST	$49M	641,714
9	DIMENSIONAL ETF TRUST	$33M	941,289
10	ISHARES INC	$30M	429,197
11	STATE STR SPDR S&P 500 ETF T	$18M	26,956
12	VANGUARD INDEX FDS	$17M	53,755
13	ISHARES TR	$17M	286,467
14	SCHWAB STRATEGIC TR	$14M	305,818
15	VANGUARD TAX-MANAGED FDS	$12M	186,984
16	VANGUARD SCOTTSDALE FDS	$12M	114,924
17	SPDR SERIES TRUST	$11M	412,555
18	SPDR SERIES TRUST	$9M	94,382
19	SCHWAB STRATEGIC TR	$9M	343,642
20	APPLE INC	$7M	27,961
21	VANGUARD INTL EQUITY INDEX F	$7M	129,319
22	VANGUARD INDEX FDS	$7M	11,042
23	VANGUARD STAR FDS	$7M	85,451
24	SCHWAB STRATEGIC TR	$7M	263,382
25	SPDR SERIES TRUST	$6M	68,649
26	DIMENSIONAL ETF TRUST	$5M	128,008
27	SCHWAB STRATEGIC TR	$5M	156,494
28	VANGUARD INDEX FDS	$4M	18,000
29	VANGUARD BD INDEX FDS	$4M	49,457
30	VANGUARD SCOTTSDALE FDS	$4M	77,570
31	VANGUARD MUN BD FDS	$3M	68,612
32	VANGUARD INDEX FDS	$3M	17,370
33	PROFESIONALLY MANAGED PORTFO	$3M	62,370
34	MICROSOFT CORP	$3M	8,276
35	ISHARES TR	$3M	60,358
36	DIMENSIONAL ETF TRUST	$3M	69,153
37	GE AEROSPACE	$3M	9,281
38	SPDR INDEX SHS FDS	$2M	51,430
39	VANGUARD INSTL INDEX FD	$2M	29,349
40	VANGUARD SCOTTSDALE FDS	$2M	25,140
41	AMAZON COM INC	$2M	9,964
42	ISHARES TR	$2M	12,669
43	VANGUARD INDEX FDS	$2M	7,319
44	DIMENSIONAL ETF TRUST	$2M	39,412
45	GE VERNOVA INC	$2M	2,035
46	ISHARES TR	$2M	35,375
47	ALPHABET INC	$2M	5,460
48	TESLA INC	$2M	4,124
49	VANGUARD INDEX FDS	$1M	16,482
50	RTX CORPORATION	$1M	7,425

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.