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Home > Institutional Investor > Roth Financial Partners Llc > Profile

Instuitional Investor - Roth Financial Partners Llc

Fund Profile
Filing Period:
Fund Name: Roth Financial Partners Llc
Portfolio Value $253,173,584
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr - CORE MSCI EAFE
 753,725 $57,019,296 22.52%
2.
Ishares Trust
 IEF 93,950 $52,790,505 20.85%
3.
Spdr S & P 500 Etf Trust
 SPY 54,471 $30,456,079 12.03%
4.
Ishares Trust
 IEF 183,606 $19,197,231 7.58%
5.
Invesco Exchange Traded Fd T - S&P500 EQL WGT
 98,526 $17,063,951 6.74%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)