Notify me when Rockbridge Investment Management, LCC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 135 | $1,075,179,575 | +$59,396,405 | -$12,698,431 | +$46,697,974 | SCHZ, DFAC, SPTM, DFIC, VCSH | 13F-HR | 04 Feb 2026, 16:00 |
| Q3 2025 | 133 | $1,013,212,851 | +$41,607,150 | -$9,349,873 | +$32,257,277 | SCHZ, DFAC, SPTM, DFIC, VCSH | 13F-HR | 12 Nov 2025, 11:02 |
| Q2 2025 | 133 | $932,812,345 | +$39,447,016 | -$5,033,512 | +$34,413,504 | SCHZ, DFAC, SPTM, DFIC, VCSH | 13F-HR | 11 Aug 2025, 15:49 |
| Q1 2025 | 130 | $845,025,719 | +$77,056,431 | -$10,118,050 | +$66,938,381 | SCHZ, DFAC, SPTM, BND, VCSH | 13F-HR | 14 May 2025, 14:56 |
| Q4 2024 | 132 | $780,287,762 | +$123,917,800 | -$19,883,993 | +$104,033,807 | SCHZ, DFAC, SPTM, VCSH, BND | 13F-HR | 12 Feb 2025, 08:40 |
| Q3 2024 | 129 | $772,092,913 | +$102,925,977 | -$79,479,718 | +$23,446,259 | SCHZ, SPTM, DFAC, BND, VCSH | 13F-HR | 01 Nov 2024, 16:33 |
| Q2 2024 | 117 | $705,435,789 | +$25,752,062 | -$6,005,596 | +$19,746,466 | SCHZ, SPTM, BND, VCSH, IEFA | 13F-HR | 14 Aug 2024, 17:21 |
| Q1 2024 | 118 | $682,439,965 | +$32,938,625 | -$25,121,353 | +$7,817,272 | SCHZ, SPTM, BND, VCSH, IEFA | 13F-HR | 15 May 2024, 16:59 |
| Q4 2023 | 665 | $653,801,976 | +$44,190,055 | -$3,613,705 | +$40,576,350 | SCHZ, SPTM, BND, VCSH, IEFA | 13F-HR | 14 Feb 2024, 16:20 |
| Q3 2023 | 106 | $565,558,318 | +$23,189,008 | -$3,160,053 | +$20,028,955 | SCHZ, SPTM, BND, VCSH, IEFA | 13F-HR | 28 May 2024, 14:31 |
| Q2 2023 | 109 | $568,639,833 | +$19,041,428 | -$5,626,180 | +$13,415,248 | SCHZ, SPTM, BND, VCSH, IEFA | 13F-HR | 28 May 2024, 14:31 |
| Q1 2023 | 108 | $542,702,987 | +$31,565,012 | -$3,726,371 | +$27,838,641 | SCHZ, SPTM, BND, VCSH, IEFA | 13F-HR | 28 May 2024, 14:31 |
| Q4 2022 | 107 | $493,434,128 | +$52,180,046 | -$6,601,599 | +$45,578,447 | SCHZ, SPTM, BND, VCSH, IEFA | 13F-HR | 28 May 2024, 14:31 |
| Q3 2022 | 101 | $424,242,933 | +$20,207,199 | -$24,212,013 | -$4,004,814 | SCHZ, SPTM, BND, VCSH, IEFA | 13F-HR | 28 May 2024, 14:31 |
| Q2 2022 | 640 | $457,108,874 | +$18,140,934 | -$133,724,891 | -$115,583,957 | SCHZ, SPTM, BND, VCSH, IEFA | 13F-HR | 28 May 2024, 14:31 |
| Q1 2022 | 799 | $649,493,907 | +$47,661,023 | -$33,002,221 | +$14,658,802 | SCHZ, SPTM, BND, VCSH, IEFA | 13F-HR | 28 May 2024, 14:31 |
| Q4 2021 | 784 | $675,988,000 | +$52,509,557 | -$4,027,554 | +$48,482,003 | SCHZ, SPTM, BND, VCSH, IEFA | 13F-HR | 14 Feb 2022, 12:06 |
| Q3 2021 | 731 | $603,549,000 | +$25,741,406 | -$5,129,660 | +$20,611,746 | SCHZ, SPTM, BND, VCSH, SCHC | 13F-HR | 12 Nov 2021, 11:39 |
| Q2 2021 | 724 | $589,980,000 | +$43,922,328 | -$3,501,532 | +$40,420,796 | SCHZ, SPTM, BND, VCSH, VEA | 13F-HR | 05 Aug 2021, 14:59 |
| Q1 2021 | 703 | $528,444,000 | +$33,340,795 | -$12,009,912 | +$21,330,883 | SCHZ, BND, SPTM, VCSH, VEA | 13F-HR | 20 May 2021, 17:20 |
| Q4 2020 | 678 | $488,735,000 | +$31,186,479 | -$5,956,004 | +$25,230,475 | SCHZ, BND, SPTM, VCSH, VEA | 13F-HR | 04 Mar 2021, 16:07 |
| Q3 2020 | 641 | $421,824,000 | +$30,200,173 | -$7,827,181 | +$22,372,992 | SCHZ, BND, SPTM, VCSH, VEA | 13F-HR | 03 Nov 2020, 10:32 |
| Q2 2020 | 620 | $385,345,000 | $0 | $0 | $0 | BND, SCHZ, SPTM, VCSH, VEA | 13F-HR | 20 Aug 2020, 14:16 |