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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	$383,195,668

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	J P Morgan Exchange Traded F - ULTRA SHRT ETF		582,233	$29,455,159	7.69%
2.	Apple Inc.	AAPL	87,743	$23,853,837	6.22%
3.	J P Morgan Exchange Traded F		497,126	$23,641,822	6.17%
4.	Alphabet Inc.	GOOGL	66,400	$20,836,371	5.44%
5.	Microsoft Corp	MSFT	33,218	$16,064,937	4.19%