Portfolio von Rockwood Wealth Management, LLC

Name: Portfolio von Rockwood Wealth Management, LLC
Creator: Titelia

102 gemeldete Positionen · zum 31.03.2026

Originalmeldung · Zehn größte Positionen: 91.2 % des Aktienteils

Aufteilung nach Branche

Fonds 2,0 %
Finanzen 0,1 %
Nicht zugeordnet 97,8 %

Einstufung von Titelia, Gesellschaft für Gesellschaft. Der nicht zugeordnete Anteil bleibt sichtbar.

Aufteilung nach Währung

USD 100,0 %

Die gemeldete Notierungswährung jeder Position.

Länderaufteilung

US 100,0 %
TW 0,0 %

Anteile berechnet auf den Aktienteil.

Rang	Land	Positionen	Wert	Anteil
1	US	101	1,2 Mrd. $	99,97 %
2	TW	1	366.878 $	0,03 %

Positionen

Rang	Gesellschaft	Stücke	Wert
1	Dimensional ETF Trust	12.077.663	469,3 Mio. $
2	Avantis International Equity ETF	3.008.115	255,2 Mio. $
3	SPDR Series Trust	2.408.155	72,4 Mio. $
4	Avantis US Equity ETF	614.490	68,3 Mio. $
5	Dimensional International Core	1.774.192	63 Mio. $
6	Avantis Emerging Markets Equity ETF	546.043	44 Mio. $
7	State Street Spdr Portfolio Intermediate Term Corporate Bond Etf	1.004.581	33,7 Mio. $
8	iShares National Muni Bond ETF	291.745	31 Mio. $
9	Vanguard Real Estate ETF	175.751	15,6 Mio. $
10	Vanguard S&P 500 ETF	17.193	10,3 Mio. $
11	VANGUARD GLOBAL EX-U.S. REAL E VANGUARD GLBL EX-US REAL EST	220.535	9,8 Mio. $
12	Vanguard Total Stock Market ETF	18.094	5,8 Mio. $
13	iShares Short-Term National Muni Bond ETF	54.036	5,8 Mio. $
14	iShares Core S&P 500 ETF	7.898	5,2 Mio. $
15	Dimensional ETF Trust	162.987	3,9 Mio. $
16	VANGUARD SHORT-TERM CORPORATE VANGUARD S/T CORP BOND ETF	37.781	3 Mio. $
17	Vanguard Growth ETF	6.341	2,8 Mio. $
18	State Street SPDR S&P 500 ETF Trust	4.137	2,7 Mio. $
19	Vanguard Tax-Exempt Bond Index ETF	51.641	2,6 Mio. $
20	iShares Core S&P Mid-Cap ETF	37.696	2,5 Mio. $
21	Energy Transfer LP	131.192	2,5 Mio. $
22	Dimensional U S Targeted Value ETF	36.207	2,3 Mio. $
23	iShares Core MSCI EAFE ETF	21.564	2 Mio. $
24	iShares Core S&P Small-Cap ETF	15.144	1,9 Mio. $
25	American Century ETF Trust	16.657	1,8 Mio. $
26	Vanguard Mid-Cap ETF	6.215	1,8 Mio. $
27	Invesco QQQ Trust Series 1	3.019	1,7 Mio. $
28	Dimensional U S Small Cap ETF	23.598	1,7 Mio. $
29	Vanguard Scottsdale Funds	27.819	1,6 Mio. $
30	Vanguard Information Technology ETF	2.328	1,6 Mio. $
31	iShares Russell 1000 Growth ETF	3.667	1,6 Mio. $
32	Vanguard Small-Cap ETF	5.829	1,5 Mio. $
33	Vanguard International Equity Index Funds	27.707	1,5 Mio. $
34	Berkshire Hathaway Inc	2	1,4 Mio. $
35	Avantis Real Estate ETF	32.111	1,4 Mio. $
36	Vanguard Value ETF	7.131	1,4 Mio. $
37	Vanguard Short-term Bond Etf	16.136	1,3 Mio. $
38	iShares Trust	10.150	1,1 Mio. $
39	Enterprise Products Partners LP	29.228	1,1 Mio. $
40	iShares Trust	3.073	1,1 Mio. $
41	Vanguard Scottsdale Funds	16.894	1 Mio. $
42	VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF	4.581	985.285 $
43	SPDR Series Trust	11.688	894.627 $
44	Schwab US Broad Market ETF	33.898	850.845 $
45	Universal Insurance Holdings Inc	23.869	815.366 $
46	Vanguard Large-Cap ETF	2.610	780.114 $
47	iShares MSCI EAFE ETF	7.594	737.627 $
48	Vanguard Index Funds	3.272	710.863 $
49	iShares Trust	5.451	698.372 $
50	Western Midstream Partners LP	16.713	688.075 $
51	Schwab U.S. Large-Cap ETF	25.505	653.951 $
52	Schwab Strategic Trust	21.275	648.888 $
53	iShares Core MSCI International Developed Markets ETF	7.703	643.763 $
54	Dimensional International Smal	18.963	638.494 $
55	iShares Select Dividend ETF	3.994	604.732 $
56	Dimensional ETF Trust	8.056	571.231 $
57	Vanguard Intermediate-Term Corporate Bond ETF	5.856	484.584 $
58	Vanguard FTSE All-World ex-US ETF	6.255	469.751 $
59	Avantis International Small Cap Value ETF	4.676	466.899 $
60	iShares Trust	2.181	465.994 $
61	iShares Core S&P Total U.S. Stock Market ETF	3.231	460.150 $
62	SPDR Gold Shares	1.046	450.055 $
63	Dimensional ETF Trust	12.241	449.980 $
64	iShares Trust	8.329	437.764 $
65	iShares Russell 2000 ETF	1.695	420.360 $
66	Vanguard FTSE Europe ETF	4.879	402.149 $
67	ProShares Trust	3.700	392.237 $
68	State Street SPDR Portfolio S&	4.947	391.110 $
69	iShares International Equity Factor ETF	10.000	389.600 $
70	DFA Dimensional US Marketwide Value ETF	8.015	388.407 $
71	iShares Russell 3000 ETF	1.038	384.646 $
72	iShares Trust	1.785	377.004 $
73	SELECT SECTOR SPDR TRUST (THE)	2.820	374.778 $
74	Taiwan Semiconductor Manufacturing Co Ltd	1.086	366.878 $
75	iShares Trust	3.743	363.932 $
76	Dimensional Emerging Markets V	9.818	351.295 $
77	iShares Trust	8.153	346.992 $
78	Select Sector Spdr Trust	5.530	338.768 $
79	iShares S&P Mid-Cap 400 Value ETF	2.333	309.186 $
80	Vanguard Mega Cap Growth ETF	813	298.783 $
81	iShares MSCI USA Min Vol Factor ETF	3.144	291.575 $
82	Vanguard Total International S	3.649	281.375 $
83	Vanguard Extended Market ETF	1.344	276.579 $
84	VanEck Semiconductor ETF	714	273.602 $
85	Dimensional International Value ETF	5.067	267.437 $
86	Dimensional International Smal	6.654	262.434 $
87	Vanguard Bond Index Funds	3.316	255.898 $
88	Mondelez International Inc	4.388	252.925 $
89	CECO Environmental Corp	4.200	250.236 $
90	State Street SPDR S&P MidCap 400 ETF Trust	400	246.704 $
91	Six Flags Entertainment Corp	13.234	234.904 $
92	iShares S&P Mid-Cap 400 Growth ETF	2.320	233.439 $
93	Schwab International Equity ETF	8.958	221.704 $
94	Vanguard High Dividend Yield E	1.452	215.042 $
95	Vanguard Index Funds	1.121	206.578 $
96	SPDR Series Trust	3.589	203.072 $
97	Kayne Anderson Energy Infrastr	11.776	168.162 $
98	Domo Inc	54.227	165.935 $
99	Invesco Preferred ETF	10.535	114.621 $
100	Archer Aviation Inc	10.000	51.700 $