Roth Financial Partners LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Reddit, Inc. | $206.9K | 0.1% |
| CADENCE DESIGN SYSTEMS INC | $218.8K | 0.1% |
| VANGUARD STAR FDS | $240.7K | 0.1% |
| SLB LIMITED/NV | $264.8K | 0.1% |
| APA Corp | $292.8K | 0.1% |
| Meta Platforms Inc | $305.0K | 0.1% |
| ADVANCED MICRO DEVICES INC | $428.3K | 0.1% |
| VANGUARD INDEX FDS | $447.3K | 0.1% |
| Amazon.com Inc | $512.4K | 0.2% |
| MICROSOFT CORP | $529.1K | 0.2% |
| JPMORGAN CHASE & CO | $604.8K | 0.2% |
| Alphabet Inc. | $627.6K | 0.2% |
| EXXON MOBIL CORP | $641.5K | 0.2% |
| Broadcom Inc. | $796.0K | 0.3% |
| INTERNATIONAL BUSINESS MACHINES CORP | $947.9K | 0.3% |
| VANGUARD SCOTTSDALE FDS | $1.01M | 0.3% |
| NVIDIA Corp | $1.49M | 0.5% |
| iShares MSCI UAE ETF | $1.65M | 0.5% |
| VANGUARD INTL EQUITY INDEX F | $1.96M | 0.6% |
| ISHARES TR | $2.21M | 0.7% |
| Apple Inc. | $2.93M | 1.0% |
| VANGUARD INDEX FDS | $3.04M | 1.0% |
| ISHARES INC | $9.34M | 3.1% |
| VANGUARD TAX-MANAGED INTL FD | $10.87M | 3.6% |
| VANGUARD MUN BD FDS | $11.93M | 3.9% |
| VANGUARD SCOTTSDALE FDS | $17.42M | 5.7% |
| VANGUARD INDEX FDS | $19.62M | 6.5% |
| INVESCO EXCHANGE TRADED FD T | $21.83M | 7.2% |
| ISHARES TR | $23.84M | 7.9% |
| SPDR S&P 500 ETF TR | $36.22M | 11.9% |
| ISHARES TR | $64.24M | 21.2% |
| ISHARES TR | $66.48M | 21.9% |