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Home > Institutional Investor > Roberts Wealth Advisors, Llc > Profile

Instuitional Investor - Roberts Wealth Advisors, Llc

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Roberts Wealth Advisors, Llc
Portfolio Value	$347,877,170

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	J P Morgan Exchange Traded F - ULTRA SHRT ETF		453,674	$22,992,181	6.61%
2.	Apple Inc.	AAPL	92,733	$19,026,049	5.47%
3.	Microsoft Corp	MSFT	37,881	$18,842,437	5.42%
4.	Alphabet Inc.	GOOGL	82,916	$14,708,498	4.23%
5.	J P Morgan Exchange Traded F		266,880	$12,660,788	3.64%