Rockbridge Investment Management, LCC — 13F holdings

Rockbridge Investment Management, LCC reported 146 holdings worth $1.23B in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

  1. SCHZ SCHWAB STRATEGIC TR — $241M (19.6%)
  2. DIMENSIONAL ETF TRUST — $170M (13.8%)
  3. DFIC DIMENSIONAL ETF TRUST — $87.6M (7.1%)
  4. SPTM SPDR SERIES TRUST — $82.1M (6.7%)
  5. VCSH VANGUARD SCOTTSDALE FDS — $77.6M (6.3%)
  6. IEFA ISHARES TR — $70.4M (5.7%)
  7. BND VANGUARD BD INDEX FDS — $65.1M (5.3%)
  8. SPYM SPDR SERIES TRUST — $59.9M (4.9%)
  9. DFEM DIMENSIONAL ETF TRUST — $40.0M (3.3%)
  10. IEMG ISHARES INC — $35.9M (2.9%)