Instuitional Investor - Roble, Belko & Company, Inc
Fund Profile
Filing Period:
Fund Name: | Roble, Belko & Company, Inc |
Portfolio Value | $626,811 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Vanguard Index Fds - ETF | 385,697 | $106,005 | 16.91% | |
2. | Vanguard Star Fds - ETF | 752,852 | $46,752 | 7.46% | |
3. | BND | 523,222 | $38,431 | 6.13% | |
4. | Vanguard Tax-Managed Fds - ETF | 658,656 | $33,479 | 5.34% | |
5. | Vanguard Whitehall Funds | 197,984 | $25,532 | 4.07% |