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Home > Institutional Investor > Roberts Wealth Advisors, Llc > Profile

Instuitional Investor - Roberts Wealth Advisors, Llc

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Roberts Wealth Advisors, Llc
Portfolio Value	$324,249,013

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	J P Morgan Exchange Traded F - ULTRA SHRT ETF		412,286	$20,874,018	6.44%
2.	Apple Inc.	AAPL	93,226	$20,708,312	6.39%
3.	Microsoft Corp	MSFT	38,510	$14,456,306	4.46%
4.	Vanguard Bd Index Fds - VANGUARD ULTRA		271,379	$13,529,601	4.17%
5.	Alphabet Inc.	GOOGL	82,156	$12,835,257	3.96%