Rockwood Wealth Management, LLC 13F Holdings
CIK 0001983670 · New Hope, PA
As of Sep 30, 2025, Rockwood Wealth Management, LLC reported 108 positions worth
CIK 0001983670 · New Hope, PA
As of Sep 30, 2025, Rockwood Wealth Management, LLC reported 108 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF | DFAC | — | 11,022,086 | $425.1M | 33.97% |
| AVANTIS INTERNATIONAL EQUITY ETF | AVDE | Equity | 2,808,323 | $221.6M | 17.71% |
| ISHARES SHORT MATURITY MUNICIPAL BOND ACTIVE ETF | MEAR | — | 2,027,539 | 02.4M | 8.18% |
| STATE STREET(R) SPDR(R) PORTFOLIO SHORT TERM CORPORATE BOND ETF | SPSB | — | 2,132,703 | $64.6M | 5.16% |
| AVANTIS US EQUITY ETF | AVUS | — | 582,896 | $63.4M | 5.06% |
| DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF | DFIC | — | 1,840,676 | $60.4M | 4.82% |
| DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF | DFEM | — | 1,862,470 | $59.7M | 4.77% |
| AVANTIS EMERGING MARKETS EQUITY ETF | AVEM | Equity | 530,347 | $39.8M | 3.18% |
| ISHARES NATIONAL MUNI BOND ETF | MUB | — | 295,362 | $31.5M | 2.51% |
| STATE STREET(R) SPDR(R) PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF | SPIB | — | 881,574 | $29.9M | 2.39% |
| DIMENSIONAL GLOBAL REAL ESTATE ETF | DFGR | — | 712,946 | 9.5M | 1.56% |
| VANGUARD REAL ESTATE INDEX FUND | VNQ | — | 182,436 | 6.7M | 1.33% |
| VANGUARD 500 INDEX FUND | VOO | — | 18,418 | 1.3M | 0.90% |
| VANGUARD GLOBAL EX-US REAL ESTATE INDEX FUND | VNQI | — | 232,908 | 1.1M | 0.89% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 17,172 | $5.6M | 0.45% |
| ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | SUB | — | 49,127 | $5.2M | 0.42% |
| ISHARES CORE S&P 500 ETF | IVV | — | 7,628 | $5.1M | 0.41% |
| DIMENSIONAL US REAL ESTATE ETF | DFAR | — | 175,209 | $4.2M | 0.33% |
| DIMENSIONAL WORLD EX US CORE EQUITY 2 ETF | DFAX | — | 105,978 | $3.3M | 0.27% |
| VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND | VCSH | — | 38,130 | $3.0M | 0.24% |
| VANGUARD GROWTH INDEX FUND | VUG | — | 5,875 | $2.8M | 0.23% |
| VANGUARD TAX-EXEMPT BOND INDEX FUND | VTEB | — | 52,020 | $2.6M | 0.21% |
| ISHARES CORE S&P MID-CAP ETF | IJH | — | 35,900 | $2.3M | 0.19% |
| DIMENSIONAL SHORT-DURATION FIXED INCOME ETF | DFSD | — | 48,055 | $2.3M | 0.19% |
| ENERGY TRANSFER LP | ET | Energy | 131,573 | $2.3M | 0.18% |