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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 $251,231,908
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 91,461 $53,841,261 21.43%
2.
Ishares Tr - CORE MSCI EAFE
 736,086 $51,732,124 20.59%
3.
Spdr S & P 500 Etf Trust
 SPY 55,476 $32,521,667 12.94%
4.
Ishares Trust
 IEF 180,207 $20,762,357 8.26%
5.
Invesco Exchange Traded Fd T - S&P500 EQL WGT
 97,611 $17,103,546 6.8%
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)