Instuitional Investor - R. W. Roge & Company, Inc.
Fund Profile
Filing Period:
| Fund Name: | R. W. Roge & Company, Inc. |
| Portfolio Value | $202,444 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 54,353 | $34,086 | 16.84% | |
| 2. | Vanguard Index Fds - GROWTH ETF | 66,043 | $32,219 | 15.92% | |
| 3. | Vanguard Index Fds - VALUE ETF | 105,500 | $20,149 | 9.95% | |
| 4. | World Gold Tr | 145,146 | $12,391 | 6.12% | |
| 5. | FNDF | 402,404 | $10,828 | 5.35% |