Instuitional Investor - Roberts Wealth Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Roberts Wealth Advisors, Llc |
| Portfolio Value | $393,912,806 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | J P Morgan Exchange Traded F - ULTRA SHRT ETF | 637,497 | $32,263,720 | 8.19% | |
| 2. | J P Morgan Exchange Traded F | 587,373 | $27,782,743 | 7.05% | |
| 3. | AAPL | 92,437 | $23,459,632 | 5.96% | |
| 4. | GOOGL | 67,339 | $19,316,958 | 4.9% | |
| 5. | Vanguard Index Fds - SMALL CP ETF | 51,214 | $13,413,950 | 3.41% |
Hedge Fund Resource Center 
