Roble, Belko & Company, Inc 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
RB Roble, Belko & Company, Inc | Institutional Filer | ▲ 3.07% | $787K | 487 |
Current Portfolio Holdings
Showing all 487 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | — | 431K | $138K | 17.60% |
| 2 | VXUS | VANGUARD STAR FDS | — | 1.0M | $81K | 10.24% |
| 3 | BND | VANGUARD BD INDEX FDS | — | 646K | $48K | 6.05% |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | — | 719K | $46K | 5.85% |
| 5 | VYM | VANGUARD WHITEHALL FDS | — | 212K | $31K | 3.99% |
| 6 | VEU | VANGUARD INTL EQUITY INDEX | — | 413K | $31K | 3.94% |
| 7 | VV | VANGUARD INDEX FDS | — | 90K | $27K | 3.43% |
| 8 | SPY | SPDR S&P 500 ETF Trust | — | 39K | $25K | 3.24% |
| 9 | XLK | Technology Select Sector SPDR Fund | — | 182K | $24K | 3.07% |
| 10 | VNQ | VANGUARD INDEX FDS | — | 252K | $22K | 2.85% |
| 11 | IWF | ISHARES TR RUS 1000 GRW ETF | — | 52K | $22K | 2.80% |
| 12 | ICSH | ISHARES TR BLACKROCK ULTRA | — | 404K | $20K | 2.60% |
| 13 | VGIT | VANGUARD SCOTTSDALE | — | 322K | $19K | 2.44% |
| 14 | SCHB | SCHWAB STRATEGIC TR | — | 668K | $17K | 2.13% |
| 15 | SPTM | SPDR SER TR PORTFOLI S&P1500 | — | 211K | $17K | 2.12% |
Showing 1 to 15 of 487 holdings