Rockwood Wealth Management, LLC
CIK Number: 0001983670
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional U.S... | 35.55 | +1.01% | 9.72M | +3.99% | 336.64M | 28.08 | 36.35% |
| 2 | AVDE | Avantis Interna... | 73.33 | +1.40% | 2.66M | +7.32% | 162.9M | 55.65 | 17.59% |
| 3 | MEAR | iShares Short M... | 50.25 | +0.01% | 1.62M | +69.75% | 80.78M | 49.88 | 8.72% |
| 4 | SPSB | SPDR Portfolio ... | 30.16 | +0.10% | 1.79M | +2.69K% | 53.47M | 29.84 | 5.77% |
| 5 | DFIC | Dimensional Int... | 30.78 | +1.32% | 1.38M | -0.4% | 35.49M | 22.59 | 3.83% |
| 6 | AVUS | Avantis U.S. Eq... | 99.92 | +1.07% | 361.98K | -3.18% | 35.14M | 67.09 | 3.79% |
| 7 | DFEM | Dimensional Eme... | 29.59 | +0.59% | 1.3M | +32.11% | 33.92M | 25.16 | 3.66% |
| 8 | VNQ | Vanguard Real E... | 88.31 | -1.01% | 282.43K | -3.51% | 24.94M | 88.47 | 2.69% |
| 9 | AVEM | Avantis Emergin... | 68.37 | +0.62% | 394.52K | -1.36% | 23.18M | 50.64 | 2.50% |
| 10 | SPIB | SPDR Portfolio ... | 33.52 | +0.22% | 663.02K | +100.00% | 21.74M | 32.76 | 2.35% |
| 11 | VNQI | Vanguard Global... | 46.05 | +1.02% | 408.1K | -3.26% | 16.13M | 42.27 | 1.74% |
| 12 | VOO | Vanguard 500 In... | 564.28 | +0.81% | 18.13K | -0.31% | 9.81M | 429.23 | 1.06% |
| 13 | VTEB | Vanguard Tax-Ex... | 48.95 | +0.09% | 181.85K | -74.66% | 9.12M | 49.46 | 0.98% |
| 14 | VTI | Vanguard Total ... | 302.04 | +0.90% | 18.26K | +4.68% | 5.31M | 238.4 | 0.57% |
| 15 | VCSH | Vanguard Short-... | 79.41 | +0.18% | 66.92K | -73.91% | 5.22M | 76.17 | 0.56% |
| 16 | IVV | iShares Core S&... | 614.96 | +0.82% | 8.68K | +17.93% | 5.13M | 514.23 | 0.55% |
| 17 | SUB | iShares Short-T... | 106.25 | +0.02% | 45.51K | -72.53% | 4.8M | 104.33 | 0.52% |
| 18 | DFAR | Dimensional US ... | 23.22 | -0.3% | 202.15K | -6.56% | 4.66M | 21.66 | 0.50% |
| 19 | DFSD | Dimensional Sho... | 47.98 | +0.18% | 72.03K | -82.54% | 3.38M | 46.56 | 0.36% |
| 20 | DFAX | Dimensional Wor... | 29.14 | +1.13% | 108.03K | -0.82% | 2.68M | 25.72 | 0.29% |
| 21 | VUG | Vanguard Growth... | 433.78 | +0.82% | 6.39K | +0.90% | 2.65M | 303.39 | 0.29% |
| 22 | IJH | iShares Core S&... | 61.88 | +1.38% | 41.77K | +16.09% | 2.6M | 56.01 | 0.28% |
| 23 | ET | Energy Transfer... | 18.20 | +3.03% | 131.69K | +2.67% | 2.58M | 9.58 | 0.28% |
| 24 | DFAT | Dimensional U.S... | 53.88 | +1.69% | 42.63K | +0.01% | 2.37M | 48.25 | 0.26% |
| 25 | BSV | Vanguard Short-... | 78.66 | +0.17% | 29.98K | -91.14% | 2.32M | 76.22 | 0.25% |
| 26 | IJR | iShares Core S&... | 109.20 | +1.52% | 17.55K | +4.06% | 2.02M | 108.42 | 0.22% |
| 27 | IWF | iShares Russell... | 419.42 | +0.96% | 4.47K | -3.46% | 1.81M | 355.14 | 0.20% |
| 28 | VGT | Vanguard Inform... | 656.89 | +0.75% | 2.48K | +2.90% | 1.56M | 450.75 | 0.17% |
| 29 | AVUV | Avantis U.S. Sm... | 90.91 | +1.61% | 16.01K | 0.00% | 1.54M | 73.08 | 0.17% |
| 30 | DFGR | Dimensional Glo... | 26.64 | +0.02% | 60.54K | +100.00% | 1.54M | 25.54 | 0.17% |
| 31 | VO | Vanguard Mid Ca... | 277.93 | +0.78% | 5.54K | -2.62% | 1.46M | 238.77 | 0.16% |
| 32 | IWB | iShares Russell... | 336.34 | +0.86% | 4.34K | 0.00% | 1.4M | 263.2 | 0.15% |
| 33 | IEFA | iShares Core MS... | 82.55 | +1.22% | 17.12K | -9.62% | 1.2M | 71.72 | 0.13% |
| 34 | VB | Vanguard Small ... | 237.05 | +1.40% | 4.86K | -11.55% | 1.17M | 210.35 | 0.13% |
| 35 | VWO | Vanguard Emergi... | 49.45 | +0.69% | 23.88K | +5.65% | 1.05M | 46.74 | 0.11% |
| 36 | IVW | iShares S&P 500... | 108.89 | +0.98% | 9.46K | +21.76% | 968.38K | 94.71 | 0.10% |
| 37 | EPD | Enterprise Prod... | 31.09 | +1.11% | 29.22K | +2.37% | 911.6K | 22.18 | 0.10% |
| 38 | QQQ | Invesco QQQ Tru... | 546.29 | +0.95% | 1.75K | +0.63% | 903.87K | 461.55 | 0.10% |
| 39 | SPY | SPDR S&P 500 ET... | 611.96 | +0.80% | 1.48K | -22.56% | 872.5K | 441.35 | 0.09% |
| 40 | VTV | Vanguard Value ... | 176.23 | +0.72% | 5.05K | +30.54% | 853.53K | 153.91 | 0.09% |
| 41 | VV | Vanguard Large ... | 283.29 | +0.67% | 2.69K | -3.45% | 728.48K | 226.37 | 0.08% |
| 42 | SPLG | SPDR Portfolio ... | 72.20 | +0.80% | 10.29K | -1.55% | 712.07K | 61.85 | 0.08% |
| 43 | IWP | iShares Russell... | 138.18 | +0.96% | 5.45K | 0.00% | 695.1K | 115.2 | 0.08% |
| 44 | VIG | Vanguard Divide... | 203.59 | +0.62% | 3.52K | +0.17% | 689.7K | 169.49 | 0.07% |
| 45 | DFSV | Dimensional US ... | 29.43 | +1.71% | 22.25K | 0.00% | 681.74K | 29.53 | 0.07% |
| 46 | WES | Western Midstre... | 38.35 | +1.72% | 16.71K | 0.00% | 649.3K | 24.32 | 0.07% |
| 47 | VBR | Vanguard Small ... | 195.46 | +1.41% | 3.25K | +5.14% | 643.29K | 169.97 | 0.07% |
| 48 | ENB | Enbridge Inc. | 45.10 | +1.41% | 14.2K | +30.08% | 598.15K | 39.77 | 0.06% |
| 49 | DFAU | Dimensional US ... | 41.98 | +0.93% | 13.15K | 0.00% | 534.29K | 33.25 | 0.06% |
| 50 | PWV | Invesco Dynamic... | 61.69 | +1.05% | 9.4K | 0.00% | 533.26K | 48.59 | 0.06% |
| 51 | DFUS | Dimensional U.S... | 66.42 | +0.87% | 8.06K | 0.00% | 515.49K | 51.28 | 0.06% |
| 52 | IGSB | iShares 1-5 Yea... | 52.70 | +0.18% | 9.59K | -72.55% | 495.54K | 49.81 | 0.05% |
| 53 | FHTX | Foghorn Therape... | 4.84 | -1.22% | 107.33K | 0.00% | 494.79K | 7.37 | 0.05% |
| 54 | DFIS | Dimensional Int... | 29.51 | +1.62% | 18.96K | +0.64% | 464.98K | 24.73 | 0.05% |
| 55 | NOBL | ProShares S&P 5... | 99.88 | +0.71% | 4.63K | +25.00% | 458.8K | 105.32 | 0.05% |
| 56 | SPTM | SPDR Portfolio ... | 74.20 | +0.86% | 5.76K | 0.00% | 413.09K | 58.42 | 0.04% |
| 57 | IWD | iShares Russell... | 192.93 | +0.76% | 2.19K | +0.05% | 404.55K | 166.69 | 0.04% |
| 58 | XLK | Technology Sele... | 251.16 | +0.73% | 1.71K | +9.26% | 401.18K | 191.72 | 0.04% |
| 59 | VGIT | Vanguard Interm... | 59.74 | +0.23% | 6.78K | +100.00% | 393.55K | 58 | 0.04% |
| 60 | DVY | iShares Select ... | 131.96 | +0.98% | 2.76K | +45.42% | 361.34K | 123.74 | 0.04% |
| 61 | IWM | iShares Russell... | 215.50 | +1.67% | 1.63K | -4.57% | 359.05K | 183.71 | 0.04% |
| 62 | EFA | iShares MSCI EA... | 88.55 | +1.13% | 4.73K | +100.00% | 357.94K | 75.61 | 0.04% |
| 63 | IWR | iShares Russell... | 91.43 | +0.95% | 3.95K | +100.00% | 349.3K | 88.4 | 0.04% |
| 64 | IWV | iShares Russell... | 348.00 | +0.88% | 1.04K | 0.00% | 348.05K | 262.37 | 0.04% |
| 65 | UVE | Universal Insur... | 27.30 | +1.79% | 16.37K | +48.36% | 336.63K | 13.5 | 0.04% |
| 66 | DFUV | Dimensional US ... | 42.08 | +0.97% | 7.99K | +1.20% | 325.87K | 40.51 | 0.04% |
| 67 | IVE | iShares S&P 500... | 193.80 | +0.67% | 1.69K | +100.00% | 322.64K | 190.88 | 0.03% |
| 68 | SCHX | Schwab U.S. Lar... | 24.23 | +0.81% | 13.69K | +100.00% | 318.66K | 23.18 | 0.03% |
| 69 | DFAS | Dimensional U.S... | 63.59 | +1.49% | 4.82K | +0.06% | 313.26K | 58.68 | 0.03% |
| 70 | IJJ | iShares S&P Mid... | 123.63 | +1.30% | 2.34K | 0.00% | 290.25K | 109.32 | 0.03% |
| 71 | INTF | iShares Interna... | 33.84 | +1.23% | 10K | 0.00% | 287.6K | 24.6 | 0.03% |
| 72 | AVDV | Avantis Interna... | 78.47 | +1.83% | 4.34K | 0.00% | 281.32K | 55.35 | 0.03% |
| 73 | MDLZ | Mondelez Intern... | 67.76 | +0.71% | 4.61K | 0.00% | 274.33K | 72.43 | 0.03% |
| 74 | USMV | iShares MSCI US... | 92.69 | +0.37% | 3.05K | 0.00% | 270.42K | 72.1 | 0.03% |
| 75 | LEXI | Alexis Practica... | 32.10 | +0.53% | 8.7K | +100.00% | 268.66K | 30.14 | 0.03% |
| 76 | KWR | Quaker Chemical... | 115.92 | +1.43% | 1.89K | -17% | 265.35K | 213.42 | 0.03% |
| 77 | SCHD | Schwab U.S. Div... | 26.39 | +0.71% | 9.51K | +209.00% | 258.98K | 25.89 | 0.03% |
| 78 | DFEV | Dimensional Eme... | 29.98 | +0.64% | 9.82K | +0.44% | 257.63K | 27.54 | 0.03% |
| 79 | SGOV | iShares 0-3 Mon... | 100.66 | +0.01% | 2.49K | -33.7% | 249.62K | 100.72 | 0.03% |
| 80 | FCF | First Commonwea... | 16.27 | +2.88% | 14.76K | +100.00% | 249.39K | 16.92 | 0.03% |
| 81 | VGK | Vanguard Europe... | 76.61 | +0.86% | 3.84K | +0.87% | 243.59K | 67.14 | 0.03% |
| 82 | GLD | SPDR Gold Share... | 306.79 | -0.11% | 1K | -12.61% | 241.82K | 194.58 | 0.03% |
| 83 | XLE | Energy Select S... | 85.73 | +1.41% | 2.86K | +20.65% | 241.56K | 87.43 | 0.03% |
| 84 | MDY | SPDR S&P MIDCAP... | 565.37 | +1.38% | 400 | 0.00% | 227.31K | 507.38 | 0.02% |
| 85 | SPYV | SPDR Portfolio ... | 51.93 | +0.56% | 4.35K | -0.28% | 222.39K | 48.51 | 0.02% |
| 86 | VXF | Vanguard Extend... | 191.48 | +1.16% | 1.17K | +0.26% | 222.12K | 182.01 | 0.02% |
| 87 | XLY | Consumer Discre... | 215.15 | +0.98% | 977 | +100.00% | 220.85K | 224.35 | 0.02% |
| 88 | MLKN | MillerKnoll, In... | 19.85 | +12.66% | 9.73K | 0.00% | 216.96K | 24.45 | 0.02% |
| 89 | MGK | Vanguard Mega C... | 362.58 | +0.87% | 619 | +100.00% | 214.58K | 343.41 | 0.02% |
| 90 | SCHB | Schwab U.S. Bro... | 23.61 | +0.92% | 9.39K | +100.00% | 213.96K | 22.7 | 0.02% |
| 91 | DFIV | Dimensional Int... | 42.48 | +1.11% | 5.98K | +2.08% | 211.68K | 34.38 | 0.02% |
| 92 | KYN | Kayne Anderson ... | 12.47 | -0.08% | 11.78K | 0.00% | 147.2K | 10.24 | 0.02% |
| 93 | DCGO | DocGo Inc. | 1.69 | +4.01% | 28.79K | 0.00% | 124.39K | 7.14 | 0.01% |
| 94 | BHC | Bausch Health C... | 6.42 | +0.63% | 13.48K | 0.00% | 104.24K | 22.85 | 0.01% |
| 95 | DOMO | Domo, Inc. | 13.90 | +9.57% | 13.48K | 0.00% | 97.3K | 7.6 | 0.01% |
| 96 | NOTV | Inotiv, Inc. | 1.84 | +1.66% | 10K | 0.00% | 42.2K | 1.7 | < 0.01% |
| 97 | CLSD | Clearside Biome... | 0.81 | -3.64% | 10K | 0.00% | 9.95K | 1.24 | < 0.01% |