Rockbridge Investment Management, LCC
Syracuse NY · SEC CIK 0001821984
$11.13亿2026Q1 申报市值
137持仓数
75.1%前十大占比 · 第一大 20.2%
6 / 3新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
SCHZ 加仓+$1,708.21万
DIMENSIONAL ETF 加仓+$1,108.64万
SPYM 加仓+$768.73万
VCSH 加仓+$481.68万
VXUS 加仓+$428.64万
2026Q1 卖出最多 按季末市值估算
VTI 减仓-$499.02万
SPTM 减仓-$130.40万
DFEM 减仓-$102.85万
AAPL 减仓-$54.82万
VBR 减仓-$51.58万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| AMZN | AMAZON COM INC | $207.52万 | 0.19% | 9,964 | 31 | 0.3% | $6,456 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $208.03万 | 0.19% | 25,140 | -1,219 | -4.6% | -$10.09万 | 减仓 |
| VBIL | VANGUARD INSTL INDEX FD | $222.03万 | 0.20% | 29,349 | 12,770 | 77.0% | $96.61万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $234.78万 | 0.21% | 51,430 | -1,114 | -2.1% | -$5.09万 | 减仓 |
| GE | GE AEROSPACE | $263.37万 | 0.24% | 9,281 | 886 | 10.6% | $25.14万 | 加仓 |
| DFSI | DIMENSIONAL ETF TRUST | $293.21万 | 0.26% | 69,153 | 5 | 0.0% | $212 | 加仓 |
| SLQD | ISHARES TR | $304.75万 | 0.27% | 60,358 | -516 | -0.8% | -$2.61万 | 减仓 |
| MSFT | MICROSOFT CORP | $306.36万 | 0.28% | 8,276 | 85 | 1.0% | $3.15万 | 加仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $329.63万 | 0.30% | 62,370 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $340.80万 | 0.31% | 17,370 | 3,696 | 27.0% | $72.51万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $342.31万 | 0.31% | 68,612 | 27 | 0.0% | $1,347 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $364.19万 | 0.33% | 77,570 | 8 | 0.0% | $376 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $387.79万 | 0.35% | 49,457 | -436 | -0.9% | -$3.42万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $391.05万 | 0.35% | 18,000 | -2,374 | -11.7% | -$51.58万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $515.65万 | 0.46% | 156,494 | -3,764 | -2.3% | -$12.40万 | 减仓 |
| DFSU | DIMENSIONAL ETF TRUST | $525.98万 | 0.47% | 128,008 | 32 | 0.0% | $1,315 | 加仓 |
| MDYV | SPDR SERIES TRUST | $584.55万 | 0.53% | 68,649 | -3,516 | -4.9% | -$29.94万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $651.87万 | 0.59% | 263,382 | -2,643 | -1.0% | -$6.54万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $658.91万 | 0.59% | 85,451 | 55,588 | 186.1% | $428.64万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $659.83万 | 0.59% | 11,042 | 11 | 0.1% | $6,573 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $698.97万 | 0.63% | 129,319 | 1,099 | 0.9% | $5.94万 | 加仓 |
| AAPL | APPLE INC | $709.62万 | 0.64% | 27,961 | -2,160 | -7.2% | -$54.82万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $862.54万 | 0.78% | 343,642 | -3,177 | -0.9% | -$7.97万 | 减仓 |
| SLYV | SPDR SERIES TRUST | $892.66万 | 0.80% | 94,382 | -2,311 | -2.4% | -$21.86万 | 减仓 |
| SPAB | SPDR SERIES TRUST | $1,056.97万 | 0.95% | 412,555 | -9,977 | -2.4% | -$25.56万 | 减仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $1,151.19万 | 1.03% | 114,924 | 13,393 | 13.2% | $134.16万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,198.20万 | 1.08% | 186,984 | 9,346 | 5.3% | $59.89万 | 加仓 |
| SCHC | SCHWAB STRATEGIC TR | $1,429.39万 | 1.28% | 305,818 | -5,686 | -1.8% | -$26.58万 | 减仓 |
| USRT | ISHARES TR | $1,695.60万 | 1.52% | 286,467 | 6,927 | 2.5% | $41.00万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1,724.51万 | 1.55% | 53,755 | -15,555 | -22.4% | -$499.02万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,753.06万 | 1.58% | 26,956 | 37 | 0.1% | $2.41万 | 加仓 |
| IEMG | ISHARES INC | $2,993.65万 | 2.69% | 429,197 | 12,164 | 2.9% | $84.84万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $3,252.15万 | 2.92% | 941,289 | -29,768 | -3.1% | -$102.85万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $4,911.68万 | 4.41% | 641,714 | 100,435 | 18.6% | $768.73万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $6,098.23万 | 5.48% | 828,114 | 8,391 | 1.0% | $61.79万 | 加仓 |
| IEFA | ISHARES TR | $6,344.60万 | 5.70% | 700,828 | 30,228 | 4.5% | $273.65万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $7,382.95万 | 6.63% | 933,841 | -16,494 | -1.7% | -$130.40万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $7,455.20万 | 6.70% | 940,481 | 60,764 | 6.9% | $481.68万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $7,771.05万 | 6.98% | 2,187,179 | -548 | -0.0% | -$1.95万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $1.48亿 | 13.32% | 3,814,103 | 285,292 | 8.1% | $1,108.64万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $2.25亿 | 20.23% | 9,693,597 | 735,662 | 8.2% | $1,708.21万 | 加仓 |