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Megan J. Lottier

Rockwood Wealth Management, Llc

Assets Managed
$1.397B
Holdings
118
Last Quarter
2026 - Q1
Filed Date
1mo 5d ago
Growth Rate
4.18%(2Q avg: 5.68%)
Sustained Growth
16 quarters

Portfolio positions

This chart displays the top 10 holdings in Rockwood Wealth Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 118 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 16 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.397B in assets, with a quarterly growth rate of 4.18% and a 2-quarter average growth rate of 5.68%. The portfolio is managed by Megan J. Lottier, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DFAC
Dimensional Us Core Equity 2
Recent Activity
Increased 4.13%
33.6%
$469.338M
12.078M shares@ $38.87 avg price
AVDE
Avantis International Equity
Recent Activity
Increased 2.48%
18.27%
$255.208M
3.008M shares@ $84.84 avg price
MEAR
Ishrs Short Mmba Etf Usd Inc
Recent Activity
Increased 3.9%
8.21%
$114.595M
2.276M shares@ $50.34 avg price
DFEM
Dimensional Emerging Markets
Recent Activity
Increased 7.71%
5.58%
$77.889M
2.254M shares@ $34.55 avg price
SPSB
Spdr Port Shrt Trm Corp Bnd
Recent Activity
Increased 7.49%
5.19%
$72.413M
2.408M shares@ $30.08 avg price
AVUS
Avantis U.s. Equity Etf
Recent Activity
Increased 6.72%
4.89%
$68.319M
614,490 shares@ $111.18 avg price
DFIC
Dimensional International Co
Recent Activity
Increased 1.85%
4.52%
$63.037M
1.774M shares@ $35.54 avg price
AVEM
Avantis Emerging Markets Eq
Recent Activity
Increased 2.9%
3.15%
$44M
546,043 shares@ $80.58 avg price
SPIB
Spdr Port Int Corp Bond Etf
Recent Activity
Increased 6.7%
2.42%
$33.694M
1.005M shares@ $33.54 avg price
MUB
Ishares National Muni Bond E
Recent Activity
Decreased -1.54%
2.22%
$30.969M
291,745 shares@ $106.15 avg price

1-10 of 118