Rockbridge Investment Management, LCC Q1 2025 Filing

Filed May 14, 2025

Portfolio Value

$845.0M

Holdings

130

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (130 positions)

#	Stock	Shares	Value	% Portfolio
101	VGITVANGUARD SCOTTSDALE FDS	5,933	$352K	0.04%
102	MCDMCDONALDS CORP	1,063	$332K	0.04%
103	SENEASENECA FOODS CORP NEW	3,530	$314K	0.04%
104	XLVSELECT SECTOR SPDR TR	2,138	$312K	0.04%
105	SDYSPDR SER TR	2,292	$311K	0.04%
106	DWMWISDOMTREE TR	5,303	$308K	0.04%
107	SCHASCHWAB STRATEGIC TR	12,996	$304K	0.04%
108	PEPPEPSICO INC	2,017	$303K	0.04%
109	DONSPDR DOW JONES INDL AVERAGE	700	$294K	0.03%
110	LMTLOCKHEED MARTIN CORP	643	$287K	0.03%
111	SCHOSCHWAB STRATEGIC TR	11,365	$277K	0.03%
112	NFLXNETFLIX INC	295	$275K	0.03%
113	LLYELI LILLY & CO	327	$270K	0.03%
114	COSTCOSTCO WHSL CORP NEW	283	$268K	0.03%
115	XLFSELECT SECTOR SPDR TR	5,297	$264K	0.03%
116	BACVERIZON COMMUNICATIONS INC	5,782	$262K	0.03%
117	IVWISHARES TR	2,760	$256K	0.03%
118	IWPISHARES TR	2,170	$255K	0.03%
119	PANWPALO ALTO NETWORKS INC	1,400	$239K	0.03%
120	CVXCHEVRON CORP NEW	1,387	$232K	0.03%
121	GEVGE VERNOVA INC	746	$228K	0.03%
122	DLSWISDOMTREE TR	3,411	$225K	0.03%
123	DEMWISDOMTREE TR	5,286	$222K	0.03%
124	AFLAFLAC INC	1,989	$221K	0.03%
125	CSCOCISCO SYS INC	3,582	$221K	0.03%
126	ARTYISHARES TR	6,972	$219K	0.03%
127	IJRISHARES TR	2,080	$218K	0.03%
128	NETCLOUDFLARE INC	1,854	$209K	0.02%
129	IJKISHARES TR	2,468	$206K	0.02%
130	CLCOLGATE PALMOLIVE CO	2,161	$202K	0.02%

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