Institutions / Roehl & Yi Investment Advisors, LLC
Roehl & Yi Investment Advisors, LLC
CIK 2097566 · Institution · as of Dec 31, 2025
Portfolio value
$250.15M
Positions
171
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 171 →
| Company | Value | % of portfolio |
|---|---|---|
| PIMCO ETF Tr | $22.48M | 9.0% |
| Vanguard Instl Index Fd | $15.02M | 6.0% |
| Apple Inc. | $14.09M | 5.6% |
| Vanguard Index Fds | $13.03M | 5.2% |
| Warren E. Buffett | $11.27M | 4.5% |
| iShares Gold Tr | $10.51M | 4.2% |
| Vanguard Malvern Fds | $6.79M | 2.7% |
| Microsoft Corp | $6.42M | 2.6% |
| Flexshares Tr | $6.35M | 2.5% |
| iShares Tr | $4.94M | 2.0% |
| iShares MSCI UAE ETF | $4.56M | 1.8% |
| Vanguard Index Fds | $4.51M | 1.8% |
| Advisors Ser Tr | $4.10M | 1.6% |
| SPDR S&P 500 ETF Tr | $3.71M | 1.5% |
| Capital Group Dividend Value | $3.60M | 1.4% |
| NVIDIA Corp | $3.34M | 1.3% |
| Vanguard Tax-Managed Fds | $3.17M | 1.3% |
| Alphabet Inc. | $3.08M | 1.2% |
| Capital Group International | $3.02M | 1.2% |
| Johnson & Johnson | $2.99M | 1.2% |
| Costco Wholesale Corp /New | $2.98M | 1.2% |
| Schwab Strategic Tr | $2.63M | 1.1% |
| iShares Tr | $2.57M | 1.0% |
| Exxon Mobil Corp | $2.57M | 1.0% |
| Schwab Strategic Tr | $2.39M | 1.0% |
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.