test

Megan J. Lottier

@Rockwood Wealth Management, Llc

Latest period2024 - Q4ReportedManaged Assets$926.082MTotal holdings98
Assets growth rate1.91%Assets growth rate (2-Q avg)6.28%Continuous growth in asset value11 quarters

Portfolio positions

This chart displays the top 10 holdings in Rockwood Wealth Management, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 98 positions.

Assets under management

The assets under management (AUM) of Rockwood Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 11 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 926.082M in assets, with a quarterly growth rate of 1.91% and a 2-quarter average growth rate of 6.28%. The portfolio is managed by Megan J. Lottier, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DFAC
Dimensional Etf Trust
Recent Activity
Increased 4%
36.36%
$336.645M
9.718M shares@ $34.65 avg price
AVDE
American Centy Etf Tr
Recent Activity
Increased 7.32%
17.6%
$162.903M
2.657M shares@ $61.31 avg price
MEAR
Ishares U S Etf Tr
Recent Activity
Increased 69.75%
8.73%
$80.782M
1.616M shares@ $49.99 avg price
SPSB
Spdr Ser Tr
Recent Activity
Increased 2687.57%
5.78%
$53.475M
1.791M shares@ $29.87 avg price
DFIC
Dimensional Etf Trust
Recent Activity
Decreased -0.39%
3.84%
$35.491M
1.375M shares@ $25.82 avg price
AVUS
American Centy Etf Tr
Recent Activity
Decreased -3.18%
3.8%
$35.137M
361,981 shares@ $97.07 avg price
DFEM
Dimensional Etf Trust
Recent Activity
Increased 32.11%
3.67%
$33.923M
1.295M shares@ $26.19 avg price
VNQ
Vanguard Index Fds
Recent Activity
Decreased -3.5%
2.7%
$24.941M
282,426 shares@ $88.32 avg price
AVEM
American Centy Etf Tr
Recent Activity
Decreased -1.35%
2.51%
$23.178M
394,517 shares@ $58.75 avg price
SPIB
Spdr Ser Tr
Recent Activity
New Position
2.35%
$21.74M
663,018 shares@ $32.8 avg price

1-10 of 98