Rockbridge Investment Management, LCC Q4 2021 Filing

Filed February 14, 2022

Portfolio Value

$679.1B

Holdings

812

Report Date

Q4 2021

Filing Type

13F-HR

All Holdings (812 positions)

StockValue
SCHVSCHWAB STRATEGIC TR
$578K
CARRCARRIER GLOBAL CORPORATION
$572K
ESGVVANGUARD WORLD FD
$561K
GOOGALPHABET INC
$558K
CVXCHEVRON CORP NEW
$527K
MDYSPDR S&P MIDCAP 400 ETF TR
$522K
VGITVANGUARD SCOTTSDALE FDS
$517K
SUBISHARES TR
$514K
GEGENERAL ELECTRIC CO
$514K
VTEBVANGUARD MUN BD FDS
$489K
NEENEXTERA ENERGY INC
$481K
DISDISNEY WALT CO
$451K
SCHPSCHWAB STRATEGIC TR
$447K
DWMWISDOMTREE TR
$409K
MBBISHARES TR
$409K
PFEPFIZER INC
$409K
EXPEEXPEDIA GROUP INC
$406K
OTISOTIS WORLDWIDE CORP
$387K
DLSWISDOMTREE TR
$376K
ABTABBOTT LABS
$371K
NVDANVIDIA CORPORATION
$371K
ROKROCKWELL AUTOMATION INC
$369K
MOALTRIA GROUP INC
$368K
CRMSALESFORCE COM INC
$368K
XLUSELECT SECTOR SPDR TR
$360K
DEMWISDOMTREE TR
$345K
MUMICRON TECHNOLOGY INC
$326K
JPMJPMORGAN CHASE & CO
$320K
BILSPDR SER TR
$315K
MRSHMARSH & MCLENNAN COS INC
$312K
SPYMSPDR SER TR
$312K
VONGVANGUARD SCOTTSDALE FDS
$311K
SCHISCHWAB STRATEGIC TR
$310K
IBMINTERNATIONAL BUSINESS MACHS
$310K
ENVXENOVIX CORPORATION
$308K
QCOMQUALCOMM INC
$298K
DGSWISDOMTREE TR
$296K
HONHONEYWELL INTL INC
$293K
MRKMERCK & CO INC
$291K
LOWLOWES COS INC
$283K
UNHUNITEDHEALTH GROUP INC
$282K
HDHOME DEPOT INC
$277K
KOCOCA COLA CO
$272K
IJKISHARES TR
$271K
4I1PHILIP MORRIS INTL INC
$269K
DESWISDOMTREE TR
$261K
CVSCVS HEALTH CORP
$260K
VEUVANGUARD INTL EQUITY INDEX F
$259K
TAT&T INC
$257K
BSCOINVESCO EXCH TRD SLF IDX FD
$251K
XLVSELECT SECTOR SPDR TR
$250K
BABOEING CO
$249K
XLKSELECT SECTOR SPDR TR
$249K
ALCALCON AG
$246K
COOCOOPER COS INC
$245K
VTVANGUARD INTL EQUITY INDEX F
$244K
SENEASENECA FOODS CORP NEW
$244K
FLRNSPDR SER TR
$238K
PXDEURPIONEER NAT RES CO
$231K
IYWISHARES TR
$230K
AQLTISHARES TR
$230K
CSCOCISCO SYS INC
$229K
BACBK OF AMERICA CORP
$229K
VSSVANGUARD INTL EQUITY INDEX F
$228K
DONSPDR DOW JONES INDL AVERAGE
$226K
LQDISHARES TR
$225K
MCDMCDONALDS CORP
$220K
SPYDSPDR SER TR
$220K
VOOGVANGUARD ADMIRAL FDS INC
$217K
GSGOLDMAN SACHS GROUP INC
$216K
XLFSELECT SECTOR SPDR TR
$215K
IWPISHARES TR
$214K
IVWISHARES TR
$214K
WFCWELLS FARGO CO NEW
$213K
PYPLPAYPAL HLDGS INC
$211K
PAYXPAYCHEX INC
$210K
BIVVANGUARD BD INDEX FDS
$208K
TLTISHARES TR
$205K
FANGDIAMONDBACK ENERGY INC
$201K
VPUVANGUARD WORLD FDS
$201K
COPCONOCOPHILLIPS
$199K
ITOTISHARES TR
$199K
MMM3M CO
$196K
ULUNILEVER PLC
$188K
XLESELECT SECTOR SPDR TR
$187K
PZTINVESCO EXCH TRADED FD TR II
$182K
NOWSERVICENOW INC
$182K
ICEINTERCONTINENTAL EXCHANGE IN
$176K
IWBISHARES TR
$176K
CTRACOTERRA ENERGY INC
$175K
ADPAUTOMATIC DATA PROCESSING IN
$174K
MDLZMONDELEZ INTL INC
$173K
ABBVABBVIE INC
$172K
NYFISHARES TR
$168K
CHTRCHARTER COMMUNICATIONS INC N
$168K
GPKGRAPHIC PACKAGING HLDG CO
$168K
XLFISELECT SECTOR SPDR TR
$164K
EAGGISHARES TR
$162K
MDTMEDTRONIC PLC
$159K
EEMISHARES TR
$158K
PreviousPage 2 of 9Next