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Home > Institutional Investor > Roble, Belko & Company, Inc > Profile

Instuitional Investor - Roble, Belko & Company, Inc

Fund Profile
Filing Period:
Fund Name: Roble, Belko & Company, Inc
Portfolio Value $531,848
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 348,859 $82,756 15.56%
2.
Vanguard Star Fds
 665,889 $38,595 7.25%
3.
Vanguard Bond Index Funds
 BND 450,122 $33,106 6.22%
4.
Vanguard Tax-Managed Fds
 681,351 $32,637 6.13%
5.
Vanguard Intl Equity Index Funds
 VWO 498,688 $27,996 5.26%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)