Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2020 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
DIMENSIONAL ETF TRUST | 8 | Q3 2023 | 70.4% |
AMERICAN CENTY ETF TR | 8 | Q3 2023 | 17.2% |
AMERICAN CENTY ETF TR | 8 | Q3 2023 | 7.2% |
AMERICAN CENTY ETF TR | 8 | Q3 2023 | 4.0% |
VANGUARD INDEX FDS | 8 | Q3 2023 | 2.7% |
VANGUARD INDEX FDS | 8 | Q3 2023 | 2.9% |
VANGUARD SCOTTSDALE FDS | 8 | Q3 2023 | 2.4% |
VANGUARD INTL EQUITY INDEX F | 8 | Q3 2023 | 1.9% |
DIMENSIONAL ETF TRUST | 8 | Q3 2023 | 1.4% |
VANGUARD INDEX FDS | 8 | Q3 2023 | 0.9% |
View Rockwood Wealth Management, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
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 |
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.