Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Rockbridge Investment Management, LCC (CIK 1821984) reported $1.11B across 137 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SCHZ ($225.1M, 20.23%), DFAC ($148.2M, 13.32%), DFIC ($77.7M, 6.98%), VCSH ($74.6M, 6.70%), SPTM ($73.8M, 6.63%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHZ | SCHWAB STRATEGIC TR | $225.1M | 20.23% | 9.7M | Added |
| 2 | DFAC | DIMENSIONAL ETF TRUST | $148.2M | 13.32% | 3.8M | Added |
| 3 | DFIC | DIMENSIONAL ETF TRUST | $77.7M | 6.98% | 2.2M | Trimmed |
| 4 | VCSH | VANGUARD SCOTTSDALE FDS | $74.6M | 6.70% | 940,481 | Added |
| 5 | SPTM | SPDR SERIES TRUST | $73.8M | 6.63% | 933,841 | Trimmed |
| 6 | IEFA | ISHARES TR | $63.4M | 5.70% | 700,828 | Added |
| 7 | BND | VANGUARD BD INDEX FDS | $61.0M | 5.48% | 828,114 | Added |
| 8 | SPLG | SPDR SERIES TRUST | $49.1M | 4.41% | 641,714 | Added |
| 9 | DFEM | DIMENSIONAL ETF TRUST | $32.5M | 2.92% | 941,289 | Trimmed |
| 10 | IEMG | ISHARES INC | $29.9M | 2.69% | 429,197 | Added |
| 11 | SPY | STATE STR SPDR S&P 500 ETF T | $17.5M | 1.58% | 26,956 | Added |
| 12 | VTI | VANGUARD INDEX FDS | $17.2M | 1.55% | 53,755 | Trimmed |
| 13 | USRT | ISHARES TR | $17.0M | 1.52% | 286,467 | Added |
| 14 | SCHC | SCHWAB STRATEGIC TR | $14.3M | 1.28% | 305,818 | Trimmed |
| 15 | VEA | VANGUARD TAX-MANAGED FDS | $12.0M | 1.08% | 186,984 | Added |
| 16 | VTWO | VANGUARD SCOTTSDALE FDS | $11.5M | 1.03% | 114,924 | Added |
| 17 | SPAB | SPDR SERIES TRUST | $10.6M | 0.95% | 412,555 | Trimmed |
| 18 | SLYV | SPDR SERIES TRUST | $8.9M | 0.80% | 94,382 | Trimmed |
| 19 | SCHB | SCHWAB STRATEGIC TR | $8.6M | 0.78% | 343,642 | Trimmed |
| 20 | AAPL | APPLE INC | $7.1M | 0.64% | 27,961 | Trimmed |
| 21 | VWO | VANGUARD INTL EQUITY INDEX F | $7.0M | 0.63% | 129,319 | Added |
| 22 | SCHF | SCHWAB STRATEGIC TR | $6.5M | 0.59% | 263,382 | Trimmed |
| 23 | VOO | VANGUARD INDEX FDS | $6.6M | 0.59% | 11,042 | Added |
| 24 | VXUS | VANGUARD STAR FDS | $6.6M | 0.59% | 85,451 | Added |
| 25 | MDYV | SPDR SERIES TRUST | $5.8M | 0.53% | 68,649 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31