Rockbridge Investment Management, Lcc - Q42025 Holdings

Rockbridge Investment Management, Lcc holds 135 stocks with a total portfolio value of $ 1.08B as of Q42025. In Q42025, Rockbridge Investment Management, Lcc added 8 new positions, increased stakes in 41 stocks, reduced 68 holdings, and fully exited 6 positions. The largest holding is Schwab Strategic Tr (SCHZ), representing 19.47% of the total portfolio.