Instuitional Investor - R. W. Roge & Company, Inc.
Fund Profile
Filing Period:
| Fund Name: | R. W. Roge & Company, Inc. |
| Portfolio Value | $182,571 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 60,559 | $31,122 | 17.05% | |
| 2. | Vanguard Index Fds - GROWTH ETF | 72,906 | $27,035 | 14.81% | |
| 3. | Vanguard Index Fds - VALUE ETF | 113,666 | $19,634 | 10.75% | |
| 4. | Spdr Series Trust | 629,183 | $17,151 | 9.39% | |
| 5. | World Gold Tr | 159,664 | $9,881 | 5.41% |
