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  Name: Rockwood Wealth Management LLC
  City: New Hope
  State: PA
  Zip: 18938
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $774,407,000
  Total Value Change : $91,900,000
  Securities Held Change : 2
   
All Securities Held : 80
  New Positions : 7
  Closed Positions : 5
  Increased Positions : 28
  Unchanged Positions : 29
  Decreased Positions : 16

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 7     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (ELR)1 Year Chart         ELR streetTRACKS Series Trust -... 46 New $62.27 $568,000 9,239 0.07% 568,000 9,239 0.001    Closed - End Fund - E...
   (SCHB)1 Year Chart         SCHB Schwab Strategic Trust 50 New $61.60 $496,000 8,120 0.06% 496,000 8,120 0.004    Closed - End Fund - Debt
   (QQQ)1 Year Chart         QQQ Invesco QQQ Trust Series I 55 New $451.76 $433,000 975 0.06% 433,000 975 0    Closed - End Fund - Debt
   (ISTB)1 Year Chart         ISTB Ishares Core Short Term Us ... 59 New $47.23 $348,000 7,343 0.04% 348,000 7,343 0.001    N/A
   (DFGR)1 Year Chart         DFGR Dfa Dimensional Global Real... 63 New $0.00 $314,000 12,283 0.04% 314,000 12,283 0.014    N/A
   (DFUV)1 Year Chart         DFUV DFA Dimensional Us Marketwi... 69 New $40.49 $276,000 6,755 0.04% 276,000 6,755 0.001    N/A
   (IEMG)1 Year Chart         IEMG Ishares Core Msci Emerging ... 70 New $54.95 $258,000 4,995 0.03% 258,000 4,995 0    N/A

      7 Records Found
  1    
Page 1 of 1
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