| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2013 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 17 | Q2 2024 | 17.2% |
| SPDR SER TR | 17 | Q2 2024 | 14.6% |
| VANGUARD BD INDEX FDS | 17 | Q2 2024 | 10.4% |
| VANGUARD SCOTTSDALE FDS | 17 | Q2 2024 | 7.5% |
| ISHARES TR | 17 | Q2 2024 | 5.2% |
| SCHWAB STRATEGIC TR | 17 | Q2 2024 | 3.9% |
| VANGUARD INDEX FDS | 17 | Q2 2024 | 3.5% |
| ISHARES TR | 17 | Q2 2024 | 3.5% |
| VANGUARD TAX-MANAGED INTL FD | 17 | Q2 2024 | 4.2% |
| SPDR SER TR | 17 | Q2 2024 | 2.5% |
View Rockbridge Investment Management, LCC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-14 |
| 13F-HR | 2024-05-28 |
| 13F-HR | 2024-05-28 |
| 13F-HR | 2024-05-28 |
| 13F-HR | 2024-05-28 |
| 13F-HR | 2024-05-28 |
| 13F-HR | 2024-05-28 |
| 13F-HR | 2024-05-28 |
| 13F-HR | 2024-05-15 |
| 13F-HR | 2024-02-14 |
View Rockbridge Investment Management, LCC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.