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 |
|---|---|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 451 | $30,000 | 1,020 | 0.00 | 1,020 | +Inf | 12-31-2021 | |
| UNION PAC CORP | COM | 452 | $30,000 | 121 | 0.00 | 0.00 | 2 | 1.68 | 12-31-2021 |
| LOCKHEED MARTIN CORP | COM | 453 | $30,000 | 85 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2021 |
| ISHARES INC | MSCI GBL ETF NEW | 454 | $29,000 | 669 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2021 |
