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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE MSCI INTL | 301 | $78,000 | 1,156 | 0.01 | 0.01 | 0 | 0.00 | 12-31-2021 |
| MOODYS CORP | COM | 302 | $78,000 | 200 | 0.01 | 0.01 | 0 | 0.00 | 12-31-2021 |
| KEYCORP | COM | 303 | $78,000 | 3,388 | 0.01 | 0.01 | 0 | 0.00 | 12-31-2021 |
| INTUIT | COM | 304 | $78,000 | 122 | 0.01 | 0.00 | 67 | 121.82 | 12-31-2021 |
