Dravo Bay LLC
Dravo Bay LLC, operating as Blue Rock Financial Group, is a registered investment adviser headquartered in Rehoboth Beach, Delaware. The firm was founded in 2012 and has approximately 7-10 employees. Dravo Bay LLC offers investment management and financial planning services to retail investors including individuals (both high net worth and non-high net worth) as well as pension/profit-sharing plans. The firm provides discretionary portfolio management and ongoing investment advice, and is committed to delivering tailored client solutions.
Investment Strategy
Dravo Bay LLC provides investment advisory services on a discretionary basis, constructing portfolios primarily using exchange-traded funds, open-end mutual funds, individual equities, and fixed income securities. The firm develops investment approaches aligned with clients’ investment goals, risk tolerance, and financial situations. It monitors and reviews portfolios regularly, adapting strategies to meet client objectives. Dravo Bay LLC does not restrict advice to proprietary products or a limited menu, and does not require account minimums except as dictated by certain strategies.
Top Holdings
Equity Positions (48)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SCHG | SCHWAB STRATEGIC TR | 16.30% | $33.7M | 1,131,282 | $24.84 | $29.21 | +$5.8M |
S SCHV | SCHWAB STRATEGIC TR | 15.87% | $32.8M | 1,163,659 | $26.16 | $27.67 | +$2.0M |
V VEA | VANGUARD TAX-MANAGED FDS | 10.04% | $20.7M | 361,545 | $48.85 | $57.01 | +$2.2M |
D DFCF | DIMENSIONAL ETF TRUST | 5.32% | $11.0M | 255,982 | $43.08 | $42.26 | +$324.2K |
D DGCB | DIMENSIONAL ETF TRUST | 5.20% | $10.7M | 194,706 | $54.72 | $54.23 | +$520.0K |