News + Filings Holdings
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Rockwood Wealth Management, LLC
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
VANGUARD MUN BD FD INC
| VTEB | Common | 566,958 | 559,236 | 27,270,686,000 | 26,885,203,000 | 4.58 | |
Hist
| 09/30/2023 |
AMERICAN CENTY ETF TR
| AVEM | Common | 456,031 | 386,804 | 24,073,851,000 | 20,471,992,000 | 4.04 | |
Hist
| 09/30/2023 |
AMERICAN CENTY ETF TR
| AVUS | Common | 349,341 | 186,138 | 25,592,753,000 | 14,978,020,000 | 4.29 | |
Hist
| 09/30/2023 |
Vanguard BD Index Fund Inc Sho
| BSV | COM | 178,304 | 163,590 | 13,403,079,000 | 12,273,155,000 | 2.25 | |
Hist
| 09/30/2023 |
VANGUARD SCOTTSDALE FUNDS
| VCSH | Common | 167,073 | 144,708 | 12,555,539,000 | 10,850,011,000 | 2.11 | |
Hist
| 09/30/2023 |
iSHARES TRUST
| SUB | Common | 118,649 | 103,312 | 12,204,277,000 | 10,599,000,000 | 2.05 | |
Hist
| 09/30/2023 |
VANGUARD INDEX FUNDS
| VNQ | ETF | 210,957 | 146,864 | 15,960,976,000 | 10,121,428,000 | 2.68 | |
Hist
| 09/30/2023 |
VANGUARD INTERNATIONAL EQUITY INDEX FUNDS
| VNQI | Common | 288,439 | 220,689 | 11,228,913,000 | 8,229,600,000 | 1.88 | |
Hist
| 09/30/2023 |
Kolli Sreelakshmi
| SHM | ETF | 38,265 | 28,550 | 1,768,979,000 | 1,309,825,000 | 0.30 | |
Hist
| 09/30/2023 |
VANGUARD INDEX FUNDS
| VTI | Common | 13,131 | 2,718 | 2,789,181,000 | 825,013,000 | 0.47 | |
Hist
| 09/30/2023 |
SPDR S&P 500 ETF TRUST
| SPY | Common | 1,744 | 1,290 | 745,470,000 | 574,138,000 | 0.13 | |
Hist
| 09/30/2023 |
iSHARES TRUST
| IJR | S&P SMLCAP 600 | 12,709 | 5,802 | 1,198,840,000 | 560,523,000 | 0.20 | |
Hist
| 09/30/2023 |
Vanguard Growth ETF
| VUG | ETF | 6,586 | 853 | 1,793,327,000 | 515,401,000 | 0.30 | |
Hist
| 09/30/2023 |
VANGUARD INDEX FUNDS
| VB | ETF | 4,215 | 952 | 796,931,000 | 222,284,000 | 0.13 | |
Hist
| 09/30/2023 |
VANGUARD INDEX FUNDS
| VGT | Common | 2,000 | 120 | 829,857,000 | 215,911,000 | 0.14 | |
Hist
| 09/30/2023 |
VANGUARD INDEX FDS MID CAP
| VO | STOCK | 3,586 | 865 | 746,749,000 | 210,793,000 | 0.13 | |
Hist
| 09/30/2023 |
iSHARES TRUST
| IWB | Common | 4,646 | 106 | 1,091,392,000 | 148,161,000 | 0.18 | |
Hist
| 09/30/2023 |
iSHARES TRUST
| IWM | Common | 2,285 | 698 | 403,851,000 | 135,076,000 | 0.07 | |
Hist
| 09/30/2023 |
iSHARES TRUST
| IVV | Common | 1,039 | 157 | 446,178,000 | 111,767,000 | 0.07 | |
Hist
| 09/30/2023 |
iSHARES TRUST
| IWF | Common | 1,749 | 30 | 465,217,000 | 89,271,000 | 0.08 | |
Hist
| 09/30/2023 |
Vanguard Small-Cap Value ETF
| VBR | common | 3,044 | 396 | 485,488,000 | 88,805,000 | 0.08 | |
Hist
| 09/30/2023 |
iSHARES TRUST
| IWD | ETF | 2,060 | 342 | 312,750,000 | 63,691,000 | 0.05 | |
Hist
| 09/30/2023 |
INVESCO EXCHANGE-TRADED FUND TRUST
| PWV | Common | 9,403 | 345 | 440,076,000 | 44,674,000 | 0.07 | |
Hist
| 09/30/2023 |
iSHARES TRUST
| IJJ | Common | 2,473 | 183 | 249,632,000 | 33,404,000 | 0.04 | |
Hist
| 09/30/2023 |
VANGUARD INTERNATIONAL EQUITY INDEX FUNDS
| VWO | Common | 18,603 | 377 | 729,424,000 | -29,688,000 | 0.12 | |
Hist
| 09/30/2023 |
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