Rockwood Wealth Management, LLC
CIK Number: 0001983670
908.80M
Market Value
77
# of Holdings
8 months
Avg. Holding Period
79.78%
Win Rate
60.37%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Dimensional Etf... | 34.85 | +0.11% | 9.35M | +1.74% | 320.45M | 27.82 | 35.26% | |
| 2 | Ishares U S Etf... | 50.02 | -0.01% | 951.99K | +8.58% | 47.90M | 49.83 | 5.27% | |
| 3 | Dimensional Etf... | 53.13 | +0.04% | 1.38M | +7.58% | 38.85M | 22.59 | 4.27% | |
| 4 | Vanguard Mun Bd... | 49.92 | -0.32% | 717.61K | +11.91% | 36.68M | 49.46 | 4.04% | |
| 5 | Vanguard Index ... | 87.69 | +0.26% | 292.69K | +6.30% | 28.51M | 88.47 | 3.14% |
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