Rockwood Wealth Management, LLC

13F Portfolio Filings

Most recent 13F
Q1 2024
Location
New Hope, PA
CIK
0001983670
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q1 2024 81 774,723 DFAC, AVDE, MEAR, AVUS 13F-HR 4/22/2024 000198367024000002
Q4 2023 79 682,797 DFAC, AVDE, MEAR, DFIC 13F-HR 1/17/2024 000198367024000001
Q3 2023 68 595,937 DFAC, AVDE, MEAR, VTEB 13F-HR 10/10/2023 000198367023000008
Q2 2023 76 582,766 DFAC, AVDE, MEAR, AVUS 13F-HR 7/20/2023 000198367023000007
Q1 2023 70 506,473 DFAC, AVDE, MEAR, AVUS 13F-HR 7/20/2023 000198367023000006
Q4 2022 70 428,334 DFAC, AVDE, AVUS, MEAR 13F-HR 7/20/2023 000198367023000005
Q3 2022 71 312,854 DFAC, AVDE, AVUS, MEAR 13F-HR 7/20/2023 000198367023000004
Q2 2022 73 213,535 DFAC, AVDE, AVUS, VNQ 13F-HR 7/20/2023 000198367023000003
Q1 2022 73 208,726 DFAC, VOO, VNQ, DFAX 13F-HR 7/20/2023 000198367023000002
Q4 2021 118 225,226 DFAC, AAPL, VNQ, DFAX 13F-HR 7/20/2023 000198367023000001