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Rockbridge Investment Management, LCC
Rockbridge Investment Management, LLC is a Syracuse, NY-based investment advisor registered with the U.S. Securities and Exchange Commission. Founded in 1999, the firm serves primarily individuals (including high net worth clients), as well as pension plans, charitable organizations, and local businesses. With approximately 21 employees as of 2024, they offer personalized portfolio management, retirement planning, and financial advisory services focused on long-term client relationships.
Investment Strategy
Rockbridge Investment Management employs a diversified, evidence-based investment approach that centers on tailored portfolios for clients, utilizing a blend of ETFs and mutual funds focused on U.S. and international equities, fixed income, and alternative asset classes. Their philosophy emphasizes broad asset allocation, low-cost passive strategies, and disciplined rebalancing, often using Dimensional and Vanguard funds. The strategy avoids market timing, instead seeking long-term capital growth and risk management through strategic allocation and ongoing portfolio review.
Latest 13F Filing Activity
Rockbridge Investment Management, LCC filed their most recent 13F report on Jun 30, 2025 disclosing 132 equity positions with a total 13F market value of $933M. The fund increased holdings in Dimensional Etf Trust, Schwab Strategic TR, Dimensional Etf Trust among other positions. Rockbridge Investment Management, LCC reduced exposure to Ishares TR, Apple Inc., Chevron Corp. New among others.
Top Holdings
Equity Positions (132)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SCHZ | SCHWAB STRATEGIC TR | 18.39% | $171.6M | 7,382,880 | $24.90 | $23.24 | +$11.7M |
D DFAC | DIMENSIONAL ETF TRUST | 12.64% | $117.9M | 3,289,923 | $31.75 | $35.84 | +$16.4M |
S SPTM | SPDR SERIES TRUST | 7.94% | $74.0M | 988,681 | $46.34 | $74.89 | +$7.8M |
D DFIC | DIMENSIONAL ETF TRUST | 6.94% | $64.7M | 2,081,593 | $26.18 | $31.09 | +$8.4M |
V VCSH | VANGUARD SCOTTSDALE FDS | 6.45% | $60.2M | 756,667 | $80.12 | $79.50 | +$2.3M |
Industry Allocation
Investment Team (2)
| Name | Role | Location | |
|---|---|---|---|
 | Principal | Syracuse, NY , United States | |
 | Principal | NY , United States |
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