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Rockwood Wealth Management, LLC

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:
NameTickerClassSharesChangeValueChange% Port% OSHistDate
VANGUARD MUN BD FD INC VTEBCommon566,958559,23627,270,686,00026,885,203,0004.58  Hist 09/30/2023
AMERICAN CENTY ETF TR AVEMCommon456,031386,80424,073,851,00020,471,992,0004.04  Hist 09/30/2023
AMERICAN CENTY ETF TR AVUSCommon349,341186,13825,592,753,00014,978,020,0004.29  Hist 09/30/2023
Vanguard BD Index Fund Inc Sho BSVCOM178,304163,59013,403,079,00012,273,155,0002.25  Hist 09/30/2023
VANGUARD SCOTTSDALE FUNDS VCSHCommon167,073144,70812,555,539,00010,850,011,0002.11  Hist 09/30/2023
iSHARES TRUST SUBCommon118,649103,31212,204,277,00010,599,000,0002.05  Hist 09/30/2023
VANGUARD INDEX FUNDS VNQETF210,957146,86415,960,976,00010,121,428,0002.68  Hist 09/30/2023
VANGUARD INTERNATIONAL EQUITY INDEX FUNDS VNQICommon288,439220,68911,228,913,0008,229,600,0001.88  Hist 09/30/2023
Kolli Sreelakshmi SHMETF38,26528,5501,768,979,0001,309,825,0000.30  Hist 09/30/2023
VANGUARD INDEX FUNDS VTICommon13,1312,7182,789,181,000825,013,0000.47  Hist 09/30/2023
SPDR S&P 500 ETF TRUST SPYCommon1,7441,290745,470,000574,138,0000.13  Hist 09/30/2023
iSHARES TRUST IJRS&P SMLCAP 60012,7095,8021,198,840,000560,523,0000.20  Hist 09/30/2023
Vanguard Growth ETF VUGETF6,5868531,793,327,000515,401,0000.30  Hist 09/30/2023
VANGUARD INDEX FUNDS VBETF4,215952796,931,000222,284,0000.13  Hist 09/30/2023
VANGUARD INDEX FUNDS VGTCommon2,000120829,857,000215,911,0000.14  Hist 09/30/2023
VANGUARD INDEX FDS MID CAP VOSTOCK3,586865746,749,000210,793,0000.13  Hist 09/30/2023
iSHARES TRUST IWBCommon4,6461061,091,392,000148,161,0000.18  Hist 09/30/2023
iSHARES TRUST IWMCommon2,285698403,851,000135,076,0000.07  Hist 09/30/2023
iSHARES TRUST IVVCommon1,039157446,178,000111,767,0000.07  Hist 09/30/2023
iSHARES TRUST IWFCommon1,74930465,217,00089,271,0000.08  Hist 09/30/2023
Vanguard Small-Cap Value ETF VBRcommon3,044396485,488,00088,805,0000.08  Hist 09/30/2023
iSHARES TRUST IWDETF2,060342312,750,00063,691,0000.05  Hist 09/30/2023
INVESCO EXCHANGE-TRADED FUND TRUST PWVCommon9,403345440,076,00044,674,0000.07  Hist 09/30/2023
iSHARES TRUST IJJCommon2,473183249,632,00033,404,0000.04  Hist 09/30/2023
VANGUARD INTERNATIONAL EQUITY INDEX FUNDS VWOCommon18,603377729,424,000-29,688,0000.12  Hist 09/30/2023
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