StockDriftsStockDriftsTop 50 Rockbridge Investment Management Lcc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHZ | SCHWAB STRATEGIC TR | 20.23% | 9.69M | $225.1M | +8.21%(+735.66K) | $24.53(-6.53%) | 2026-03-31 | |
| DFAC | DIMENSIONAL ETF TRUST | 13.32% | 3.81M | $148.2M | +8.08%(+285.29K) | $32.46(+32.42%) | 2026-03-31 | |
| DFIC | DIMENSIONAL ETF TRUST | 6.98% | 2.19M | $77.7M | -0.03%(-548) | $120.98(-69.10%) | 2026-03-31 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 6.7% | 940.5K | $74.6M | +6.91%(+60.76K) | $79.57(-0.98%) | 2026-03-31 | |
| SPTM | SPDR SERIES TRUST | 6.63% | 933.8K | $73.8M | -1.74%(-16.49K) | $44.59(+100.61%) | 2026-03-31 | |
| IEFA | ISHARES TR | 5.7% | 700.8K | $63.4M | +4.51%(+30.23K) | $69.83(+36.35%) | 2026-03-31 | |
| BND | VANGUARD BD INDEX FDS | 5.48% | 828.1K | $61.0M | +1.02%(+8.39K) | $80.69(-9.85%) | 2026-03-31 | |
| SPYM | SPDR SERIES TRUST | 4.41% | 641.7K | $49.1M | +18.56%(+100.44K) | $70.57(+23.27%) | 2026-03-31 | |
| DFEM | DIMENSIONAL ETF TRUST | 2.92% | 941.3K | $32.5M | -3.07%(-29.77K) | $346.58(-88.70%) | 2026-03-31 | |
| IEMG | ISHARES INC | 2.69% | 429.2K | $29.9M | +2.92%(+12.16K) | $53.99(+47.23%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.10% | +26.32% |
| Top 20 Holdings Unweighted | +9.63% | +31.76% |
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