We are live on
!
Find out more
RIM
Rockbridge Investment Management Portfolio holdings
AUM
$1.11B
1-Year Est. Return
13.62%
This Fund
S&P 500
1 Year Est. Return
+13.62%
AUM
$654M
AUM Growth
+$88.2M
(+16%)
Holding
665
Top Buys
| 1 | +$7.41M | |
| 2 | +$2.24M | |
| 3 | +$2.09M | |
| 4 |
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
|
+$2.03M |
| 5 |
Dimensional International Core Equity 2 ETF
DFIC
|
+$1.56M |
Top Sells
| 1 | +$820K | |
| 2 | +$255K | |
| 3 | +$213K | |
| 4 |
Schwab US Broad Market ETF
SCHB
|
+$200K |
| 5 |
Dimensional US Sustainability Core 1 ETF
DFSU
|
+$163K |
Sector Composition
| 1 | Technology | 1.9% |
| 2 | Consumer Discretionary | 0.7% |
| 3 | Industrials | 0.47% |
| 4 | Healthcare | 0.41% |
| 5 | Communication Services | 0.37% |