Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
ROCKBRIDGE INVESTMENT MANAGEMENT LCC 02-14-2022 12-31-2021 814 679,111,000
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
SCHWAB STRATEGIC TR US AGGREGATE B 1 $75,756,000 1,405,496 11.16 11.38 136,365 10.74 12-31-2021
SPDR SER TR PORTFOLI S&P1500 2 $63,672,000 1,089,336 9.38 9.08 52,747 5.09 12-31-2021
VANGUARD BD INDEX FDS TOTAL BND MRKT 3 $47,717,000 563,035 7.03 7.70 17,705 3.25 12-31-2021
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 4 $40,729,000 501,217 6.00 6.32 37,258 8.03 12-31-2021
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