$385 Million is the total value of Rockbridge Investment Management, LCC's 646 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2020 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-08-20
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 7 | Q4 2021 | 11.4% |
| VANGUARD BD INDEX FDS | 7 | Q4 2021 | 10.4% |
| SPDR SER TR | 7 | Q4 2021 | 9.4% |
| VANGUARD SCOTTSDALE FDS | 7 | Q4 2021 | 6.4% |
| VANGUARD TAX-MANAGED INTL FD | 7 | Q4 2021 | 4.2% |
| VANGUARD INDEX FDS | 7 | Q4 2021 | 3.5% |
| SCHWAB STRATEGIC TR | 7 | Q4 2021 | 3.3% |
| ISHARES TR | 7 | Q4 2021 | 3.2% |
| VANGUARD INDEX FDS | 7 | Q4 2021 | 2.7% |
| SCHWAB STRATEGIC TR | 7 | Q4 2021 | 2.5% |
View Rockbridge Investment Management, LCC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-15 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2022-02-14 |
| 13F-HR | 2021-11-12 |
| 13F-HR | 2021-08-05 |
| 13F-HR | 2021-05-20 |
| 13F-HR | 2021-03-04 |
| 13F-HR | 2020-11-03 |
| 13F-HR | 2020-08-20 |
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.