Instuitional Investor - Roberts Wealth Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Roberts Wealth Advisors, Llc |
| Portfolio Value | $440,261,730 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | J P Morgan Exchange Traded F - ULTRA SHRT ETF | 658,706 | $33,310,790 | 7.57% | |
| 2. | J P Morgan Exchange Traded F | 626,222 | $29,523,240 | 6.71% | |
| 3. | AAPL | 90,395 | $26,156,660 | 5.94% | |
| 4. | GOOGL | 66,296 | $23,424,480 | 5.32% | |
| 5. | Vanguard Index Fds - SMALL CP ETF | 51,091 | $15,486,760 | 3.52% |
Hedge Fund Resource Center 
