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Rockbridge Investment Management, LCC - Portfolio Stock Holdings

Rockbridge Investment Management, LCC disclosed 150 stock positions in a recent SEC 13F filing. $1,248,800,654 of stock holdings were filed, with the largest holdings including SCHZ, DFAC, and DFIC. This filing represented positions held on Sept. 30, 2026, and was filed today.

Report Period:

Sept. 30, 2026

No. of Stocks:

150

Est. Stock Holding Value:

$1,248,800,654

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Rockbridge Investment Management, LCC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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