$506 Million is the total value of Rockwood Wealth Management, LLC's 70 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| WINT | Exit | WINDTREE THERAPEUTICS INC | $0 | – | -35,101 | -100.0% | -0.00% | – |
| MLHR | Exit | MILLERKNOLL INC | $0 | – | -9,729 | -100.0% | -0.05% | – |
| IBDD | Exit | ISHARES TRibonds mar23 etf | $0 | – | -8,174 | -100.0% | -0.05% | – |
| INSM | Exit | INSMED INC | $0 | – | -42,000 | -100.0% | -0.20% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-07-20
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.