Rockbridge Investment Management, LCC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Syracuse, NY
CIK
0001821984
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 665 653,801 SCHZ, SPTM, BND, VCSH 13F-HR 2/14/2024 000121465924002906
Q4 2021 814 679,111 SCHZ, SPTM, BND, VCSH 13F-HR 2/14/2022 000182198422000001
Q3 2021 763 604,913 SCHZ, SPTM, BND, VCSH 13F-HR 11/12/2021 000182198421000005
Q2 2021 743 590,012 SCHZ, SPTM, BND, VCSH 13F-HR 8/5/2021 000182198421000003
Q1 2021 725 528,480 SCHZ, BND, SPTM, VCSH 13F-HR 5/20/2021 000182198421000002
Q4 2020 698 488,760 SCHZ, BND, SPTM, VCSH 13F-HR 3/4/2021 000182198421000001
Q3 2020 662 421,854 SCHZ, BND, SPTM, VCSH 13F-HR 11/3/2020 000182198420000002
Q2 2020 646 385,374 BND, SCHZ, SPTM, VCSH 13F-HR 8/20/2020 000182198420000001