Rockwood Wealth Management, LLC - Portfolio overview

Rockwood Wealth Management, LLC has 122 reported holdings in this dataset, with the latest filing dated 2026-04-29.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Energy and Financial Services.

Largest reported holdings by portfolio allocation

1. DFAC - DIMENSIONAL ETF TRUST, 33.56%
2. AVDE - AMERICAN CENTY ETF TR, 18.25%
3. MEAR - ISHARES U S ETF TR, 8.19%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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