Instuitional Investor - Roble, Belko & Company, Inc
Fund Profile
Filing Period:
Fund Name: | Roble, Belko & Company, Inc |
Portfolio Value | $629,284 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Vanguard Index Fds - ETF | 384,559 | $111,449 | 17.71% | |
2. | Vanguard Star Fds - ETF | 784,000 | $46,201 | 7.34% | |
3. | BND | 515,012 | $37,035 | 5.88% | |
4. | Vanguard Tax-Managed Fds - ETF | 645,405 | $30,863 | 4.9% | |
5. | Vanguard Whitehall Funds | 198,386 | $25,312 | 4.02% |