Rockbridge Investment Management, Lcc - Q12026 Holdings

Rockbridge Investment Management, Lcc holds 137 stocks with a total portfolio value of $ 1.11B as of Q12026. In Q12026, Rockbridge Investment Management, Lcc added 6 new positions, increased stakes in 52 stocks, reduced 58 holdings, and fully exited 4 positions. The largest holding is Schwab Strategic Tr (SCHZ), representing 20.23% of the total portfolio.