| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2019 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 11 | Q2 2024 | 70.4% |
| AMERICAN CENTY ETF TR | 11 | Q2 2024 | 17.5% |
| AMERICAN CENTY ETF TR | 11 | Q2 2024 | 7.2% |
| AMERICAN CENTY ETF TR | 11 | Q2 2024 | 4.0% |
| VANGUARD INDEX FDS | 11 | Q2 2024 | 2.9% |
| VANGUARD SCOTTSDALE FDS | 11 | Q2 2024 | 2.4% |
| VANGUARD INTL EQUITY INDEX F | 11 | Q2 2024 | 2.0% |
| VANGUARD INDEX FDS | 11 | Q2 2024 | 2.9% |
| DIMENSIONAL ETF TRUST | 11 | Q2 2024 | 1.4% |
| VANGUARD INDEX FDS | 11 | Q2 2024 | 0.9% |
View Rockwood Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-21 |
| 13F-HR | 2024-07-26 |
| 13F-HR | 2024-04-22 |
| 13F-HR | 2024-01-17 |
| 13F-HR | 2023-10-10 |
| 13F-HR | 2023-07-20 |
| 13F-HR | 2023-07-20 |
| 13F-HR | 2023-07-20 |
| 13F-HR | 2023-07-20 |
| 13F-HR | 2023-07-20 |
View Rockwood Wealth Management, LLC'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.