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Nicholas Stancato

Rockbridge Investment Management, Lcc

Assets Managed
$1.113B
Holdings
137
Last Quarter
2026 - Q1
Filed Date
12d ago
Growth Rate
3.5%(2Q avg: 4.81%)
Sustained Growth
9 quarters

Portfolio positions

This chart displays the top 10 holdings in Rockbridge Investment Management, Lcc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 137 positions.

Assets under management

The assets under management (AUM) of Rockbridge Investment Management, Lcc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 9 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.113B in assets, with a quarterly growth rate of 3.5% and a 2-quarter average growth rate of 4.81%. The portfolio is managed by Nicholas Stancato, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SCHZ
Schwab Us Aggregate Bond Etf
Recent Activity
Increased 8.22%
20.23%
$225.085M
9.694M shares@ $23.22 avg price
DFAC
Dimensional Us Core Equity 2
Recent Activity
Increased 8.09%
13.32%
$148.216M
3.814M shares@ $38.86 avg price
DFIC
Dimensional International Co
Recent Activity
Decreased -0.02%
6.99%
$77.71M
2.187M shares@ $35.54 avg price
VCSH
Vanguard S T Corp Bond Etf
Recent Activity
Increased 6.91%
6.7%
$74.552M
940,481 shares@ $79.28 avg price
SPTM
Spdr Portfolio S&p 1500 Comp
Recent Activity
Decreased -1.73%
6.64%
$73.829M
933,841 shares@ $79.07 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Increased 4.51%
5.71%
$63.446M
700,828 shares@ $90.54 avg price
BND
Vanguard Total Bond Market
Recent Activity
Increased 1.03%
5.49%
$60.982M
828,114 shares@ $73.65 avg price
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Increased 18.56%
4.42%
$49.117M
641,714 shares@ $76.55 avg price
DFEM
Dimensional Emerging Markets
Recent Activity
Decreased -3.06%
2.93%
$32.522M
941,289 shares@ $34.56 avg price
IEMG
Ishares Core Msci Emerging
Recent Activity
Increased 2.92%
2.7%
$29.937M
429,197 shares@ $69.76 avg price

1-10 of 137