§ 13F · FUND PROFILE
Rockbridge Investment Management, LCC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $932.8T (13F)Positions · 133Turnover · — · Q4Filed · Feb 4, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$7.0T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 4, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SCHZ | SCHWAB STRATEGIC TR | 8.96M | $209.3T | 19.5% | +13% |
| 2 | DFAC | DIMENSIONAL ETF TRUST | 3.53M | $139.7T | 13.0% | +4% |
| 3 | SPTM | SPDR SERIES TRUST | 950K | $78.4T | 7.3% | −1% |
| 4 | DFIC | DIMENSIONAL ETF TRUST | 2.19M | $75.4T | 7.0% | +3% |
| 5 | VCSH | VANGUARD SCOTTSDALE FDS | 880K | $70.1T | 6.5% | +8% |
| 6 | BND | VANGUARD BD INDEX FDS | 820K | $60.7T | 5.6% | ±0% |
| 7 | IEFA | ISHARES TR | 671K | $60.0T | 5.6% | +6% |
| 8 | SPYM | SPDR SERIES TRUST | 541K | $43.4T | 4.0% | +13% |
| 9 | DFEM | DIMENSIONAL ETF TRUST | 971K | $32.1T | 3.0% | +4% |
| 10 | IEMG | ISHARES INC | 417K | $28.0T | 2.6% | +7% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ROCKBRIDGE SIGNAL
AC read
Rockbridge Investment Management, LCC is a Other fund managing $932812.3 trillion in assets. The fund runs a portfolio of 133 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed