Rockbridge Investment Management, LCC Q4 2023 Filing

Filed February 14, 2024

Portfolio Value

$653.8M

Holdings

665

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (665 positions)

StockValue
TAT&T INC
$75K
ITWILLINOIS TOOL WKS INC
$73K
WKHSEURWORKHORSE GROUP INC
$72K
SJMSMUCKER J M CO
$72K
CLHCLEAN HARBORS INC
$70K
HYGISHARES TR
$70K
ETNEATON CORP PLC
$69K
ESGEISHARES INC
$69K
VGTVANGUARD WORLD FDS
$68K
NOWSERVICENOW INC
$68K
MTBM & T BK CORP
$68K
MOALTRIA GROUP INC
$64K
NUVNUVEEN MUN VALUE FD INC
$64K
CEGCONSTELLATION ENERGY CORP
$64K
DDOMINION ENERGY INC
$63K
NFGNATIONAL FUEL GAS CO
$63K
DHRDANAHER CORPORATION
$62K
MNKDMANNKIND CORP
$61K
LQDISHARES TR
$61K
MRSHMARSH & MCLENNAN COS INC
$61K
OKEONEOK INC NEW
$60K
INTCINTEL CORP
$59K
USMVISHARES TR
$59K
EMBISHARES TR
$59K
QCOMQUALCOMM INC
$59K
VUSBVANGUARD BD INDEX FDS
$57K
CTVACORTEVA INC
$56K
RPVINVESCO EXCHANGE TRADED FD T
$56K
MMM3M CO
$56K
EFAISHARES TR
$56K
BLKCHFBLACKROCK INC
$55K
VXFVANGUARD INDEX FDS
$55K
SHOPSHOPIFY INC
$55K
INDAISHARES TR
$55K
AEEAMEREN CORP
$54K
AFLAFLAC INC
$54K
ABBVABBVIE INC
$53K
LENLENNAR CORP
$52K
DOLWISDOMTREE TR
$52K
SLBSCHLUMBERGER LTD
$52K
SLYGSPDR SER TR
$52K
MDTMEDTRONIC PLC
$50K
BKBANK NEW YORK MELLON CORP
$50K
IWRISHARES TR
$49K
IYWISHARES TR
$48K
VONEVANGUARD SCOTTSDALE FDS
$47K
TMUST-MOBILE US INC
$46K
PLDPROLOGIS INC.
$45K
LULULULULEMON ATHLETICA INC
$43K
XLYSELECT SECTOR SPDR TR
$43K
ESGUISHARES TR
$42K
FCXFREEPORT-MCMORAN INC
$42K
IDEVISHARES TR
$42K
IMCBISHARES TR
$41K
TJXTJX COS INC NEW
$40K
AOAISHARES TR
$39K
SUSBISHARES TR
$39K
DLNWISDOMTREE TR
$39K
MLB1MERCADOLIBRE INC
$38K
ACWXISHARES TR
$38K
OREALTY INCOME CORP
$37K
FDNFIRST TR EXCHANGE-TRADED FD
$37K
ACNACCENTURE PLC IRELAND
$37K
FCBCFIRST CMNTY BANKSHARES INC V
$37K
HYIWESTERN ASSET HIGH YIELD DEF
$37K
PEOEXELON CORP
$37K
XNTKSPDR SER TR
$36K
SYYSYSCO CORP
$36K
MPCMARATHON PETE CORP
$36K
NXPINXP SEMICONDUCTORS N V
$35K
EEMISHARES TR
$35K
VOOGVANGUARD ADMIRAL FDS INC
$35K
OMCOMNICOM GROUP INC
$35K
XLESELECT SECTOR SPDR TR
$34K
KVUEKENVUE INC
$34K
WBAWALGREENS BOOTS ALLIANCE INC
$34K
PAYXPAYCHEX INC
$33K
GEHCGE HEALTHCARE TECHNOLOGIES I
$33K
ARTYISHARES TR
$33K
BMYBRISTOL-MYERS SQUIBB CO
$33K
EWEDWARDS LIFESCIENCES CORP
$33K
SPYXSPDR SER TR
$33K
MGKVANGUARD WORLD FD
$33K
ORIOLD REP INTL CORP
$32K
EFAVISHARES TR
$32K
FRELFIDELITY COVINGTON TRUST
$31K
BUSDBARNES GROUP INC
$31K
PYPLPAYPAL HLDGS INC
$31K
FFORD MTR CO DEL
$30K
GLWCORNING INC
$29K
EFVISHARES TR
$29K
PBHCPATHFINDER BANCORP INC MD
$29K
AORISHARES TR
$29K
SPMDSPDR SER TR
$28K
HSYHERSHEY CO
$28K
ABNBAIRBNB INC
$28K
PEGPUBLIC SVC ENTERPRISE GRP IN
$28K
DGDOLLAR GEN CORP NEW
$27K
FQIDIGITAL RLTY TR INC
$27K
IGMISHARES TR
$27K
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