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
7HPHP INC
$26K
TXNTEXAS INSTRS INC
$26K
ICFISHARES TR
$26K
BALLBALL CORP
$26K
NRANRG ENERGY INC
$26K
CMCSACOMCAST CORP NEW
$26K
XLKSELECT SECTOR SPDR TR
$25K
SCHPSCHWAB STRATEGIC TR
$25K
ISRGINTUITIVE SURGICAL INC
$25K
TTEKTETRA TECH INC NEW
$25K
AVDVAMERICAN CENTY ETF TR
$25K
IONQIONQ INC
$25K
AVEMAMERICAN CENTY ETF TR
$25K
XLISELECT SECTOR SPDR TR
$24K
FFBCFIRST FINL BANCORP OH
$24K
XLFISELECT SECTOR SPDR TR
$24K
VTWOVANGUARD SCOTTSDALE FDS
$24K
SJNKSPDR SER TR
$23K
IBDTISHARES TR
$23K
VFHVANGUARD WORLD FDS
$22K
SPHYSPDR SER TR
$22K
ZTSZOETIS INC
$22K
CRWDCROWDSTRIKE HLDGS INC
$21K
MNSTMONSTER BEVERAGE CORP NEW
$21K
WMTWALMART INC
$20K
VRTXVERTEX PHARMACEUTICALS INC
$20K
PG4PRINCIPAL FINANCIAL GROUP IN
$20K
CATCATERPILLAR INC
$20K
FTCSFIRST TR EXCHANGE-TRADED FD
$20K
TTTRANE TECHNOLOGIES PLC
$20K
CBCHUBB LIMITED
$19K
AQLTISHARES TR
$19K
CCEPCOCA-COLA EUROPACIFIC PARTNE
$19K
NRKNUVEEN NEW YORK AMT QLT MUNI
$19K
ALCALCON AG
$18K
BAXBAXTER INTL INC
$18K
LINLINDE PLC
$18K
AEPAMERICAN ELEC PWR CO INC
$18K
VDCVANGUARD WORLD FDS
$18K
MGVVANGUARD WORLD FD
$17K
TELTE CONNECTIVITY LTD
$17K
QQQMINVESCO EXCH TRADED FD TR II
$17K
LHXL3HARRIS TECHNOLOGIES INC
$17K
NSCNORFOLK SOUTHN CORP
$17K
IATISHARES TR
$17K
ITBISHARES TR
$16K
TRVCCITIGROUP INC
$16K
MDBMONGODB INC
$16K
IGVISHARES TR
$16K
VTVANGUARD INTL EQUITY INDEX F
$16K
PFFISHARES TR
$16K
TXTTEXTRON INC
$16K
AVGOBROADCOM INC
$16K
PRKPARK NATL CORP
$16K
EMREMERSON ELEC CO
$15K
DFUVDIMENSIONAL ETF TRUST
$15K
SMLVSPDR SER TR
$15K
GWWGRAINGER W W INC
$15K
CLXCLOROX CO DEL
$15K
HALHALLIBURTON CO
$15K
EXASEXACT SCIENCES CORP
$15K
TWLOTWILIO INC
$15K
DDOGDATADOG INC
$15K
NYTNEW YORK TIMES CO
$14K
TFISPDR SER TR
$14K
JKHYHENRY JACK & ASSOC INC
$14K
IDV*ISHARES TR
$14K
EBAEBAY INC.
$14K
ECLECOLAB INC
$14K
RCLROYAL CARIBBEAN GROUP
$14K
EMNEASTMAN CHEM CO
$13K
SMHVANECK ETF TRUST
$13K
ZBHZIMMER BIOMET HOLDINGS INC
$13K
APDAIR PRODS & CHEMS INC
$13K
COFCAPITAL ONE FINL CORP
$13K
WBDWARNER BROS DISCOVERY INC
$13K
NKENIKE INC
$13K
VDEVANGUARD WORLD FDS
$13K
ZSZSCALER INC
$12K
EFGISHARES TR
$12K
BF/BBROWN FORMAN CORP
$12K
EPDENTERPRISE PRODS PARTNERS L
$12K
SIRIEURSIRIUS XM HOLDINGS INC
$12K
MLPAGLOBAL X FDS
$12K
MACMACERICH CO
$12K
SPYDSPDR SER TR
$11K
TSMTAIWAN SEMICONDUCTOR MFG LTD
$11K
ULUNILEVER PLC
$11K
NGGNATIONAL GRID PLC
$11K
FAIFIRST TR EXCHANGE-TRADED FD
$11K
LDOSLEIDOS HOLDINGS INC
$11K
AMTAMERICAN TOWER CORP NEW
$11K
ADSKAUTODESK INC
$11K
NUENUCOR CORP
$11K
TMOTHERMO FISHER SCIENTIFIC INC
$11K
BNTXBIONTECH SE
$11K
MCXMCCORMICK & CO INC
$10K
INCYINCYTE CORP
$10K
RFREGIONS FINANCIAL CORP NEW
$10K
KMIKINDER MORGAN INC DEL
$10K
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