Rockbridge Investment Management, LCC
Annual return '25
-8.6%
SPY '25
+17.7%
Alpha
-26.3ptsvs SPY
Invested
$1.1B
Holdings
137
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SCHZ
SCHWAB STRATEGIC TR
Q4 2025: Increased +12.6% (7.96M → 8.96M shares)
20.2%
02
$DFAC
DIMENSIONAL ETF TRUST
Q4 2025: Increased +4.2% (3.38M → 3.53M shares)
13.3%
03
$DFIC
DIMENSIONAL ETF TRUST
Q4 2025: Increased +3.0% (2.12M → 2.19M shares)
7.0%
04
$VCSH
VANGUARD SCOTTSDALE FDS
Q4 2025: Increased +8.3% (812.3k → 879.7k shares)
6.7%
05
$SPTM
SPDR SERIES TRUST
Q4 2025: Sold 1.4% (964.0k → 950.3k shares)
6.6%
06
$IEFA
ISHARES TR
Q4 2025: Increased +5.7% (634.5k → 670.6k shares)
5.7%
07
$BND
VANGUARD BD INDEX FDS
Q3 2025: Increased +3.4% (791.7k → 818.2k shares)
5.5%
08
$SPYM
SPDR SERIES TRUST
Q4 2025: Increased +13.5% (476.9k → 541.3k shares)
4.4%
09
$DFEM
DIMENSIONAL ETF TRUST
Q4 2025: Increased +3.6% (937.0k → 971.1k shares)
2.9%
10
$IEMG
ISHARES INC
Q4 2025: Increased +7.4% (388.4k → 417.0k shares)
2.7%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:26 UTC.