Holdings of Rockwood Wealth Management, LLC

Name: Holdings of Rockwood Wealth Management, LLC
Creator: Titelia

102 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 91.2 % of the equity sleeve

Sector breakdown

Funds 2.0 %
Financials 0.1 %
Unattributed 97.8 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

US 100.0 %
TW 0.0 %

Shares computed on the equity sleeve.

Rank	Country	Lines	Value	Share
1	US	101	1.2B $	99.97 %
2	TW	1	366.9K $	0.03 %

Positions

Rank	Company	Shares	Value
1	Dimensional ETF Trust	12,077,663	469.3M $
2	Avantis International Equity ETF	3,008,115	255.2M $
3	SPDR Series Trust	2,408,155	72.4M $
4	Avantis US Equity ETF	614,490	68.3M $
5	Dimensional International Core	1,774,192	63M $
6	Avantis Emerging Markets Equity ETF	546,043	44M $
7	State Street Spdr Portfolio Intermediate Term Corporate Bond Etf	1,004,581	33.7M $
8	iShares National Muni Bond ETF	291,745	31M $
9	Vanguard Real Estate ETF	175,751	15.6M $
10	Vanguard S&P 500 ETF	17,193	10.3M $
11	VANGUARD GLOBAL EX-U.S. REAL E VANGUARD GLBL EX-US REAL EST	220,535	9.8M $
12	Vanguard Total Stock Market ETF	18,094	5.8M $
13	iShares Short-Term National Muni Bond ETF	54,036	5.8M $
14	iShares Core S&P 500 ETF	7,898	5.2M $
15	Dimensional ETF Trust	162,987	3.9M $
16	VANGUARD SHORT-TERM CORPORATE VANGUARD S/T CORP BOND ETF	37,781	3M $
17	Vanguard Growth ETF	6,341	2.8M $
18	State Street SPDR S&P 500 ETF Trust	4,137	2.7M $
19	Vanguard Tax-Exempt Bond Index ETF	51,641	2.6M $
20	iShares Core S&P Mid-Cap ETF	37,696	2.5M $
21	Energy Transfer LP	131,192	2.5M $
22	Dimensional U S Targeted Value ETF	36,207	2.3M $
23	iShares Core MSCI EAFE ETF	21,564	2M $
24	iShares Core S&P Small-Cap ETF	15,144	1.9M $
25	American Century ETF Trust	16,657	1.8M $
26	Vanguard Mid-Cap ETF	6,215	1.8M $
27	Invesco QQQ Trust Series 1	3,019	1.7M $
28	Dimensional U S Small Cap ETF	23,598	1.7M $
29	Vanguard Scottsdale Funds	27,819	1.6M $
30	Vanguard Information Technology ETF	2,328	1.6M $
31	iShares Russell 1000 Growth ETF	3,667	1.6M $
32	Vanguard Small-Cap ETF	5,829	1.5M $
33	Vanguard International Equity Index Funds	27,707	1.5M $
34	Berkshire Hathaway Inc	2	1.4M $
35	Avantis Real Estate ETF	32,111	1.4M $
36	Vanguard Value ETF	7,131	1.4M $
37	Vanguard Short-term Bond Etf	16,136	1.3M $
38	iShares Trust	10,150	1.1M $
39	Enterprise Products Partners LP	29,228	1.1M $
40	iShares Trust	3,073	1.1M $
41	Vanguard Scottsdale Funds	16,894	1M $
42	VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF	4,581	985.3K $
43	SPDR Series Trust	11,688	894.6K $
44	Schwab US Broad Market ETF	33,898	850.8K $
45	Universal Insurance Holdings Inc	23,869	815.4K $
46	Vanguard Large-Cap ETF	2,610	780.1K $
47	iShares MSCI EAFE ETF	7,594	737.6K $
48	Vanguard Index Funds	3,272	710.9K $
49	iShares Trust	5,451	698.4K $
50	Western Midstream Partners LP	16,713	688.1K $
51	Schwab U.S. Large-Cap ETF	25,505	654K $
52	Schwab Strategic Trust	21,275	648.9K $
53	iShares Core MSCI International Developed Markets ETF	7,703	643.8K $
54	Dimensional International Smal	18,963	638.5K $
55	iShares Select Dividend ETF	3,994	604.7K $
56	Dimensional ETF Trust	8,056	571.2K $
57	Vanguard Intermediate-Term Corporate Bond ETF	5,856	484.6K $
58	Vanguard FTSE All-World ex-US ETF	6,255	469.8K $
59	Avantis International Small Cap Value ETF	4,676	466.9K $
60	iShares Trust	2,181	466K $
61	iShares Core S&P Total U.S. Stock Market ETF	3,231	460.2K $
62	SPDR Gold Shares	1,046	450.1K $
63	Dimensional ETF Trust	12,241	450K $
64	iShares Trust	8,329	437.8K $
65	iShares Russell 2000 ETF	1,695	420.4K $
66	Vanguard FTSE Europe ETF	4,879	402.1K $
67	ProShares Trust	3,700	392.2K $
68	State Street SPDR Portfolio S&	4,947	391.1K $
69	iShares International Equity Factor ETF	10,000	389.6K $
70	DFA Dimensional US Marketwide Value ETF	8,015	388.4K $
71	iShares Russell 3000 ETF	1,038	384.6K $
72	iShares Trust	1,785	377K $
73	SELECT SECTOR SPDR TRUST (THE)	2,820	374.8K $
74	Taiwan Semiconductor Manufacturing Co Ltd	1,086	366.9K $
75	iShares Trust	3,743	363.9K $
76	Dimensional Emerging Markets V	9,818	351.3K $
77	iShares Trust	8,153	347K $
78	Select Sector Spdr Trust	5,530	338.8K $
79	iShares S&P Mid-Cap 400 Value ETF	2,333	309.2K $
80	Vanguard Mega Cap Growth ETF	813	298.8K $
81	iShares MSCI USA Min Vol Factor ETF	3,144	291.6K $
82	Vanguard Total International S	3,649	281.4K $
83	Vanguard Extended Market ETF	1,344	276.6K $
84	VanEck Semiconductor ETF	714	273.6K $
85	Dimensional International Value ETF	5,067	267.4K $
86	Dimensional International Smal	6,654	262.4K $
87	Vanguard Bond Index Funds	3,316	255.9K $
88	Mondelez International Inc	4,388	252.9K $
89	CECO Environmental Corp	4,200	250.2K $
90	State Street SPDR S&P MidCap 400 ETF Trust	400	246.7K $
91	Six Flags Entertainment Corp	13,234	234.9K $
92	iShares S&P Mid-Cap 400 Growth ETF	2,320	233.4K $
93	Schwab International Equity ETF	8,958	221.7K $
94	Vanguard High Dividend Yield E	1,452	215K $
95	Vanguard Index Funds	1,121	206.6K $
96	SPDR Series Trust	3,589	203.1K $
97	Kayne Anderson Energy Infrastr	11,776	168.2K $
98	Domo Inc	54,227	165.9K $
99	Invesco Preferred ETF	10,535	114.6K $
100	Archer Aviation Inc	10,000	51.7K $