Rockwood Wealth Management, LLC
CIK Number: 0001983670
981.17M
Market Value
97
# of Holdings
8 months
Avg. Holding Period
35.00%
Win Rate
56.22%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional U.S... | 34.65 | -0.01% | 9.72M | +3.99% | 336.64M | 28.08 | 36.35% |
| 2 | AVDE | Avantis Interna... | 73.53 | +0.33% | 2.66M | +7.32% | 162.9M | 55.65 | 17.59% |
| 3 | MEAR | iShares Short M... | 50.09 | +0.02% | 1.62M | +69.75% | 80.78M | 49.88 | 8.72% |
| 4 | SPSB | SPDR Portfolio ... | 30.01 | +0.15% | 1.79M | +2.69K% | 53.47M | 29.84 | 5.77% |
| 5 | DFIC | Dimensional Int... | 30.73 | +0.41% | 1.38M | -0.4% | 35.49M | 22.59 | 3.83% |
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