Institutions / R. W. Roge & Company, Inc.
R. W. Roge & Company, Inc.
CIK 1800745 · Institution · as of Dec 31, 2025
Portfolio value
$202.4K
Positions
63
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 63 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Index Fds | $34.1K | 16.8% |
| Vanguard Index Fds | $32.2K | 15.9% |
| Vanguard Index Fds | $20.1K | 10.0% |
| World Gold Tr | $12.4K | 6.1% |
| Schwab Strategic Tr | $10.8K | 5.3% |
| Vanguard Scottsdale Fds | $9.1K | 4.5% |
| Dimensional ETF Trust | $6.8K | 3.4% |
| Vanguard Index Fds | $5.9K | 2.9% |
| iShares Tr | $5.5K | 2.7% |
| iShares MSCI UAE ETF | $5.3K | 2.6% |
| Dimensional ETF Trust | $5.2K | 2.6% |
| Vanguard Admiral Fds Inc | $4.5K | 2.2% |
| SPDR Index Shs Fds | $4.1K | 2.0% |
| iShares Tr | $3.7K | 1.8% |
| Grayscale Bitcoin Mini Tr Et | $3.0K | 1.5% |
| Apple Inc. | $3.0K | 1.5% |
| Simplify Exchange Traded Fun | $3.0K | 1.5% |
| Virtus ETF Tr II | $2.6K | 1.3% |
| Schwab Strategic Tr | $2.3K | 1.2% |
| Schwab Strategic Tr | $2.2K | 1.1% |
| Vanguard Whitehall Fds | $2.1K | 1.0% |
| Litman Gregory Fds Tr | $1.6K | 0.8% |
| Microsoft Corp | $1.4K | 0.7% |
| SPDR Series Trust | $1.4K | 0.7% |
| Vanguard Intl Equity Index F | $1.1K | 0.6% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.