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 |
|---|---|---|---|---|---|---|---|---|
| SCHZ | SCHWAB STRATEGIC TR | $2.25亿 | 20.23% | 9,693,597 | 735,662 | 8.2% | $1,708.21万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1.48亿 | 13.32% | 3,814,103 | 285,292 | 8.1% | $1,108.64万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $7,771.05万 | 6.98% | 2,187,179 | -548 | -0.0% | -$1.95万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $7,455.20万 | 6.70% | 940,481 | 60,764 | 6.9% | $481.68万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $7,382.95万 | 6.63% | 933,841 | -16,494 | -1.7% | -$130.40万 | 减仓 |
| IEFA | ISHARES TR | $6,344.60万 | 5.70% | 700,828 | 30,228 | 4.5% | $273.65万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $6,098.23万 | 5.48% | 828,114 | 8,391 | 1.0% | $61.79万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $4,911.68万 | 4.41% | 641,714 | 100,435 | 18.6% | $768.73万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $3,252.15万 | 2.92% | 941,289 | -29,768 | -3.1% | -$102.85万 | 减仓 |
| IEMG | ISHARES INC | $2,993.65万 | 2.69% | 429,197 | 12,164 | 2.9% | $84.84万 | 加仓 |
| 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 |
| VTI | VANGUARD INDEX FDS | $1,724.51万 | 1.55% | 53,755 | -15,555 | -22.4% | -$499.02万 | 减仓 |
| USRT | ISHARES TR | $1,695.60万 | 1.52% | 286,467 | 6,927 | 2.5% | $41.00万 | 加仓 |
| SCHC | SCHWAB STRATEGIC TR | $1,429.39万 | 1.28% | 305,818 | -5,686 | -1.8% | -$26.58万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,198.20万 | 1.08% | 186,984 | 9,346 | 5.3% | $59.89万 | 加仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $1,151.19万 | 1.03% | 114,924 | 13,393 | 13.2% | $134.16万 | 加仓 |
| SPAB | SPDR SERIES TRUST | $1,056.97万 | 0.95% | 412,555 | -9,977 | -2.4% | -$25.56万 | 减仓 |
| SLYV | SPDR SERIES TRUST | $892.66万 | 0.80% | 94,382 | -2,311 | -2.4% | -$21.86万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $862.54万 | 0.78% | 343,642 | -3,177 | -0.9% | -$7.97万 | 减仓 |
| AAPL | APPLE INC | $709.62万 | 0.64% | 27,961 | -2,160 | -7.2% | -$54.82万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $698.97万 | 0.63% | 129,319 | 1,099 | 0.9% | $5.94万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $659.83万 | 0.59% | 11,042 | 11 | 0.1% | $6,573 | 加仓 |
| VXUS | VANGUARD STAR FDS | $658.91万 | 0.59% | 85,451 | 55,588 | 186.1% | $428.64万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $651.87万 | 0.59% | 263,382 | -2,643 | -1.0% | -$6.54万 | 减仓 |
| MDYV | SPDR SERIES TRUST | $584.55万 | 0.53% | 68,649 | -3,516 | -4.9% | -$29.94万 | 减仓 |
| DFSU | DIMENSIONAL ETF TRUST | $525.98万 | 0.47% | 128,008 | 32 | 0.0% | $1,315 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $515.65万 | 0.46% | 156,494 | -3,764 | -2.3% | -$12.40万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $391.05万 | 0.35% | 18,000 | -2,374 | -11.7% | -$51.58万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $387.79万 | 0.35% | 49,457 | -436 | -0.9% | -$3.42万 | 减仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $364.19万 | 0.33% | 77,570 | 8 | 0.0% | $376 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $342.31万 | 0.31% | 68,612 | 27 | 0.0% | $1,347 | 加仓 |
| VTV | VANGUARD INDEX FDS | $340.80万 | 0.31% | 17,370 | 3,696 | 27.0% | $72.51万 | 加仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $329.63万 | 0.30% | 62,370 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $306.36万 | 0.28% | 8,276 | 85 | 1.0% | $3.15万 | 加仓 |
| SLQD | ISHARES TR | $304.75万 | 0.27% | 60,358 | -516 | -0.8% | -$2.61万 | 减仓 |
| DFSI | DIMENSIONAL ETF TRUST | $293.21万 | 0.26% | 69,153 | 5 | 0.0% | $212 | 加仓 |
| GE | GE AEROSPACE | $263.37万 | 0.24% | 9,281 | 886 | 10.6% | $25.14万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $234.78万 | 0.21% | 51,430 | -1,114 | -2.1% | -$5.09万 | 减仓 |
| VBIL | VANGUARD INSTL INDEX FD | $222.03万 | 0.20% | 29,349 | 12,770 | 77.0% | $96.61万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $208.03万 | 0.19% | 25,140 | -1,219 | -4.6% | -$10.09万 | 减仓 |
| AMZN | AMAZON COM INC | $207.52万 | 0.19% | 9,964 | 31 | 0.3% | $6,456 | 加仓 |
| IWC | ISHARES TR | $202.21万 | 0.18% | 12,669 | -635 | -4.8% | -$10.14万 | 减仓 |
| VB | VANGUARD INDEX FDS | $191.70万 | 0.17% | 7,319 | 1 | 0.0% | $262 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $177.83万 | 0.16% | 39,412 | 157 | 0.4% | $7,084 | 加仓 |
| GEV | GE VERNOVA INC | $177.64万 | 0.16% | 2,035 | 6 | 0.3% | $5,237 | 加仓 |
| ISTB | ISHARES TR | $171.43万 | 0.15% | 35,375 | 304 | 0.9% | $1.47万 | 加仓 |
| GOOGL | ALPHABET INC | $157.01万 | 0.14% | 5,460 | 27 | 0.5% | $7,764 | 加仓 |
| TSLA | TESLA INC | $153.31万 | 0.14% | 4,124 | -162 | -3.8% | -$6.02万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $146.19万 | 0.13% | 16,482 | -756 | -4.4% | -$6.71万 | 减仓 |
| RTX | RTX CORPORATION | $143.23万 | 0.13% | 7,425 | -966 | -11.5% | -$18.63万 | 减仓 |
| SUB | ISHARES TR | $141.63万 | 0.13% | 13,299 | -1 | -0.0% | -$107 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $137.88万 | 0.12% | 7,184 | -107 | -1.5% | -$2.05万 | 减仓 |
| DVY | ISHARES TR | $135.80万 | 0.12% | 8,969 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $129.77万 | 0.12% | 2,971 | -61 | -2.0% | -$2.66万 | 减仓 |
| SPSB | SPDR SERIES TRUST | $128.93万 | 0.12% | 42,875 | -686 | -1.6% | -$2.06万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $128.32万 | 0.12% | 8,772 | -5 | -0.1% | -$731 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $123.90万 | 0.11% | 2,050 | 1,294 | 171.2% | $78.21万 | 加仓 |
| IWF | ISHARES TR | $120.20万 | 0.11% | 2,819 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $118.83万 | 0.11% | 1,819 | -80 | -4.2% | -$5.23万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $115.82万 | 0.10% | 6,641 | 1,310 | 24.6% | $22.85万 | 加仓 |
| META | META PLATFORMS INC | $112.48万 | 0.10% | 1,966 | 344 | 21.2% | $19.68万 | 加仓 |
| AGG | ISHARES TR | $109.59万 | 0.10% | 11,040 | -485 | -4.2% | -$4.81万 | 减仓 |
| — | EXXON MOBIL CORP | $108.11万 | 0.10% | 6,372 | 271 | 4.4% | $4.60万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $104.89万 | 0.09% | 22,359 | -1,521 | -6.4% | -$7.14万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $102.93万 | 0.09% | 4,211 | -36 | -0.8% | -$8,800 | 减仓 |
| DFSE | DIMENSIONAL ETF TRUST | $102.26万 | 0.09% | 24,134 | 136 | 0.6% | $5,762 | 加仓 |
| SCHH | SCHWAB STRATEGIC TR | $101.14万 | 0.09% | 47,062 | -3,600 | -7.1% | -$7.74万 | 减仓 |
| IGSB | ISHARES TR | $90.70万 | 0.08% | 17,257 | -141 | -0.8% | -$7,411 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $89.39万 | 0.08% | 6,036 | -41 | -0.7% | -$6,072 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $89.30万 | 0.08% | 3,758 | -45 | -1.2% | -$1.07万 | 减仓 |
| ESGV | VANGUARD WORLD FD | $85.21万 | 0.08% | 7,590 | 43 | 0.6% | $4,828 | 加仓 |
| IWD | ISHARES TR | $78.15万 | 0.07% | 3,658 | 1 | 0.0% | $214 | 加仓 |
| NYF | ISHARES TR | $77.82万 | 0.07% | 14,650 | -922 | -5.9% | -$4.90万 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $76.50万 | 0.07% | 5,247 | -84 | -1.6% | -$1.22万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $75.89万 | 0.07% | 3,529 | 11 | 0.3% | $2,366 | 加仓 |
| MUB | ISHARES TR | $74.54万 | 0.07% | 7,022 | -188 | -2.6% | -$2.00万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $73.29万 | 0.07% | 3,977 | -7 | -0.2% | -$1,290 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.06% | 1 | 0 | 0.0% | — | 不变 |
| VTES | VANGUARD WELLINGTON FD | $71.43万 | 0.06% | 7,062 | 0 | 0.0% | — | 不变 |
| VGSH | VANGUARD SCOTTSDALE FDS | $69.97万 | 0.06% | 11,952 | -373 | -3.0% | -$2.18万 | 减仓 |
| IWM | ISHARES TR | $69.59万 | 0.06% | 2,806 | 339 | 13.7% | $8.41万 | 加仓 |
| QQQ | INVESCO QQQ TR | $66.06万 | 0.06% | 1,144 | 0 | 0.0% | — | 不变 |
| IJJ | ISHARES TR | $60.50万 | 0.05% | 4,566 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $59.77万 | 0.05% | 2,000 | 662 | 49.5% | $19.78万 | 加仓 |
| GOOG | ALPHABET INC | $58.26万 | 0.05% | 2,031 | -41 | -2.0% | -$1.18万 | 减仓 |
| EAGG | ISHARES TR | $58.08万 | 0.05% | 12,214 | 99 | 0.8% | $4,707 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $56.65万 | 0.05% | 11,284 | 5,614 | 99.0% | $28.18万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $56.55万 | 0.05% | 6,089 | -23 | -0.4% | -$2,136 | 减仓 |
| VBK | VANGUARD INDEX FDS | $56.16万 | 0.05% | 1,858 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $55.89万 | 0.05% | 2,306 | 409 | 21.6% | $9.91万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $55.71万 | 0.05% | 1,894 | 233 | 14.0% | $6.85万 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $53.43万 | 0.05% | 21,449 | 38 | 0.2% | $947 | 加仓 |
| SENEA | SENECA FOODS CORP NEW | $53.35万 | 0.05% | 3,530 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $48.85万 | 0.04% | 1,615 | -10 | -0.6% | -$3,025 | 减仓 |
| T | AT&T INC | $48.46万 | 0.04% | 16,715 | 16,715 | — | $48.46万 | 新建仓 |
| SCHX | SCHWAB STRATEGIC TR | $46.55万 | 0.04% | 18,157 | 1 | 0.0% | $26 | 加仓 |
| — | HONEYWELL INTL INC | $45.66万 | 0.04% | 2,020 | 0 | 0.0% | — | 不变 |
| IWS | ISHARES TR | $45.22万 | 0.04% | 3,103 | -25 | -0.8% | -$3,644 | 减仓 |
| NET | CLOUDFLARE INC | $43.54万 | 0.04% | 2,110 | 0 | 0.0% | — | 不变 |
| VIOV | VANGUARD ADMIRAL FDS INC | $43.35万 | 0.04% | 4,261 | 0 | 0.0% | — | 不变 |