Rockbridge Investment Management’s U.S. High Relative Profitability Portfolio ETF Class Shares DUHP Stock Holding History

Rockbridge Investment Management’s Portfolio DUHP Stock Details DUHP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$453K	Hold	10,860	–	–	0.04%	102
2026 Q1	$399K	Hold	10,860	–	–	0.04%	107
2025 Q4	$413K	Hold	10,860	–	–	0.04%	100
2025 Q3	$410K	Hold	10,860	–	–	0.04%	99
2025 Q2	$386K	Hold	10,860	–	–	0.04%	100
2025 Q1	$360K	Hold	10,860	–	–	0.04%	99
2024 Q4	$367K	Hold	10,860	–	–	0.05%	100
2024 Q3	$370K	Hold	10,860	–	–	0.05%	99
2024 Q2	$347K	Hold	10,860	–	–	0.05%	95
2024 Q1	$343K	Hold	10,860	–	–	0.05%	94
2023 Q4	$311K	Hold	10,860	–	–	0.05%	90
2023 Q3	$279K	Hold	10,860	–	–	0.05%	90
2023 Q2	$288K	Hold	10,860	–	–	0.05%	90
2023 Q1	$273K	Hold	10,860	–	–	0.05%	90
2022 Q4	$261K	Buy	10,860 +200	+2%	+$4.74K	0.05%	90
2022 Q3	$227K	Hold	10,660	–	–	0.05%	89
2022 Q2	$240K	Buy	+10,660	New	+$260K	0.05%	93

Other funds holding DUHP

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Rockbridge Investment Management's DUHP Position: Q2 2026 in Review

Rockbridge Investment Management held its U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) position steady in Q2 2026 at 10,860 shares worth $453K. The position accounts for 0.04% of the portfolio, ranked #102.

Rockbridge Investment Management first reported a position in DUHP in Q2 2022 and has held it in 17 quarters since. 561 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

Rockbridge Investment Management held 10,860 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $453K as of Q2 2026.
Rockbridge Investment Management left its U.S. High Relative Profitability Portfolio ETF Class Shares share count unchanged in Q2 2026.
U.S. High Relative Profitability Portfolio ETF Class Shares made up 0.04% of Rockbridge Investment Management's portfolio in Q2 2026, its #102 holding.
Rockbridge Investment Management first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q2 2022 and has held it in 17 quarters since.
561 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q2 2026.

Based on Rockbridge Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.