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Roble, Belko & Company, Inc 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Roble, Belko & Company, Inc

报告期 2026-03-31 · CIK 0001642305

持仓数

487

前50大市值合计

$733.5M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

VTI VANGUARD INDEX FDS

ETF

$138.4M

431,499

18.9%

VXUS VANGUARD STAR FDS

ETF

$80.5M

1,044,386

11.0%

BND VANGUARD BD INDEX FDS

ETF

$47.6M

646,202

6.5%

VEA VANGUARD TAX-MANAGED FDS

ETF

$46.0M

718,603

6.3%

VYM VANGUARD WHITEHALL FDS

ETF

$31.4M

211,759

4.3%

VEU VANGUARD INTL EQUITY INDEX

ETF

$31.0M

413,033

4.2%

VV VANGUARD INDEX FDS

ETF

$26.9M

90,161

3.7%

SPY SPDR S&P 500 ETF TR

ETF

$25.4M

39,129

3.5%

XLK SELECT SECTOR SPDR TR

ETF

$24.1M

181,612

3.3%

VNQ VANGUARD INDEX FDS

ETF

$22.4M

252,337

3.1%

IWF ISHARES TR RUS 1000 GRW ETF

ETF

$22.0M

51,653

3.0%

ICSH ISHARES TR BLACKROCK ULTRA

ETF

$20.5M

404,266

2.8%

VGIT VANGUARD SCOTTSDALE

ETF

$19.2M

322,385

2.6%

SCHB SCHWAB STRATEGIC TR

ETF

$16.8M

668,407

2.3%

SPTM SPDR SER TR PORTFOLI S&P1500

ETF

$16.7M

210,628

2.3%

SCHP SCHWAB STRATEGIC TR US TIPS ETF

ETF

$14.2M

532,751

1.9%

IWV ISHARES TR RUSSELL 3000 ETF

ETF

$13.4M

36,119

1.8%

SPDW SPDR INDEX SHS FDS PORTFOLIO DEVLPD

ETF

$11.9M

260,037

1.6%

VWO VANGUARD INTL EQUITY INDEX

ETF

$11.1M

205,744

1.5%

SCHF SCHWAB STRATEGIC TR

ETF

$9.9M

400,443

1.4%

ITOT ISHARES TR CORE S&P TTL STK

ETF

$9.7M

68,365

1.3%

OEF ISHARES TR S&P 100 ETF

ETF

$9.4M

29,461

1.3%

VONE VANGUARD SCOTTSDALE FDS VNG RUS1000IDX

ETF

$7.4M

25,225

1.0%

IWB ISHARES TR RUS 1000 ETF

ETF

$6.0M

16,925

0.8%

VGSH VANGUARD SCOTTSDALE FDS

ETF

$5.8M

98,791

0.8%

TJX TJX COS INC NEW

COM

$5.1M

31,811

0.7%

VB VANGUARD INDEX FDS

ETF

$4.0M

15,400

0.5%

IXUS ISHARES TR CORE MSCI TOTAL

ETF

$3.4M

39,711

0.5%

MA MASTERCARD INCORPORATED

COM

$3.3M

6,526

0.4%

EFA ISHARES TR MSCI EAFE ETF

ETF

$3.3M

33,479

0.4%

IEFA ISHARES TR CORE MSCI EAFE

ETF

$3.2M

35,181

0.4%

USRT ISHARES TR CRE U S REIT ETF

ETF

$3.1M

52,109

0.4%

VYMI VANGUARD WHITEHALL FDS

ETF

$3.0M

31,733

0.4%

VOO VANGUARD INDEX FDS

ETF

$3.0M

4,968

0.4%

IBDU ISHARES TR IBONDS DEC 29

ETF

$2.8M

119,309

0.4%

SDY SPDR SER TR S&P DIVID ETF

ETF

$2.7M

18,744

0.4%

IBM INTERNATIONAL BUSINESS MACHS

COM

$2.6M

10,590

0.3%

MGC VANGUARD WORLD FDS

ETF

$2.5M

10,452

0.3%

IVV ISHARES TR CORE S&P500 ETF

ETF

$2.4M

3,682

0.3%

IVE ISHARES TR S&P 500 VAL ETF

ETF

$2.4M

11,238

0.3%

IBDT ISHARES TR IBDS DEC28 ETF

ETF

$2.3M

92,430

0.3%

IBDV ISHARES TR IBONDS DEC 2030

ETF

$2.2M

102,380

0.3%

NVDA NVIDIA CORPORATION

COM

$2.2M

12,443

0.3%

IBDS ISHARES TR IBONDS 27 ETF

ETF

$2.0M

83,371

0.3%

IWR ISHARES TR RUS MID CAP ETF

ETF

$1.9M

19,952

0.3%

MSFT MICROSOFT CORP

COM

$1.8M

4,946

0.2%

IBDX ISHARES TR IBONDS DEC 2032

ETF

$1.8M

72,379

0.2%

BRK/B BERKSHIRE HATHAWAY INC DEL

COM

$1.8M

3,723

0.2%

GOVT ISHARES TR US TREAS BD ETF

ETF

$1.5M

65,353

0.2%

AAPL APPLE INC

COM

$1.4M

5,570

0.2%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

51%前 6 大占比

VTI18.9%VXUS11.0%BND6.5%VEA6.3%VYM4.3%VEU4.2%