Rockbridge Investment Management, LCC

13F Portfolio Filings

Most recent 13F
Q3 2024
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
Q3 2024 129 772,092 SCHZ, SPTM, DFAC, BND 13F-HR 11/1/2024 000121465924018259
Q2 2024 117 705,435 SCHZ, SPTM, BND, VCSH 13F-HR 8/14/2024 000121465924014751
Q1 2024 118 682,439 SCHZ, SPTM, BND, VCSH 13F-HR 5/15/2024 000121465924009364
Q4 2023 665 653,801 SCHZ, SPTM, BND, VCSH 13F-HR 2/14/2024 000121465924002906
Q3 2023 106 565,558 SCHZ, SPTM, BND, VCSH 13F-HR 5/28/2024 000121465924010026
Q2 2023 109 568,639 SCHZ, SPTM, BND, VCSH 13F-HR 5/28/2024 000121465924010025
Q1 2023 108 542,702 SCHZ, SPTM, BND, VCSH 13F-HR 5/28/2024 000121465924010024
Q4 2022 107 493,434 SCHZ, SPTM, BND, VCSH 13F-HR 5/28/2024 000121465924010023
Q3 2022 101 424,242 SCHZ, SPTM, BND, VCSH 13F-HR 5/28/2024 000121465924010022
Q2 2022 645 460,530 SCHZ, SPTM, BND, VCSH 13F-HR 5/28/2024 000121465924010021
Q1 2022 801 650,462 SCHZ, SPTM, BND, VCSH 13F-HR 5/28/2024 000121465924010020
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