RIM
Rockbridge Investment Management Portfolio holdings
AUM
$933M
This Quarter Return
+6.82%
1 Year Return
+10.68%
3 Year Return
+28.16%
5 Year Return
+41.22%
10 Year Return
–
AUM
$933M
AUM Growth
+$933M
(+10%)
Cap. Flow
+$34.4M
Cap. Flow
% of AUM
3.69%
Top 10 Holdings %
Top 10 Hldgs %
72.59%
Holding
136
New
6
Increased
41
Reduced
57
Closed
3
Top Buys
| 1 |
Schwab US Aggregate Bond ETF
SCHZ
|
$11.1M |
| 2 |
Dimensional US Core Equity 2 ETF
DFAC
|
$7.67M |
| 3 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$3.5M |
| 4 |
iShares Core MSCI EAFE ETF
IEFA
|
$2.36M |
| 5 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$1.93M |
Top Sells
Sector Composition
| 1 | Technology | 1.59% |
| 2 | Industrials | 0.59% |
| 3 | Consumer Discretionary | 0.44% |
| 4 | Communication Services | 0.35% |
| 5 | Healthcare | 0.22% |
