Roehl & Yi Investment Advisors, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| COSTCO WHOLESALE CORP /NEW | $2.98M | 1.2% |
| JOHNSON & JOHNSON | $2.99M | 1.2% |
| CAPITAL GROUP INTERNATIONAL | $3.02M | 1.2% |
| Alphabet Inc. | $3.08M | 1.2% |
| VANGUARD TAX-MANAGED FDS | $3.17M | 1.3% |
| NVIDIA Corp | $3.34M | 1.3% |
| CAPITAL GROUP DIVIDEND VALUE | $3.60M | 1.4% |
| SPDR S&P 500 ETF TR | $3.71M | 1.5% |
| ADVISORS SER TR | $4.10M | 1.6% |
| VANGUARD INDEX FDS | $4.51M | 1.8% |
| iShares MSCI UAE ETF | $4.56M | 1.8% |
| ISHARES TR | $4.94M | 2.0% |
| FLEXSHARES TR | $6.35M | 2.5% |
| MICROSOFT CORP | $6.42M | 2.6% |
| VANGUARD MALVERN FDS | $6.79M | 2.7% |
| ISHARES GOLD TR | $10.51M | 4.2% |
| Warren E. Buffett | $11.27M | 4.5% |
| VANGUARD INDEX FDS | $13.03M | 5.2% |
| Apple Inc. | $14.09M | 5.6% |
| VANGUARD INSTL INDEX FD | $15.02M | 6.0% |
| PIMCO ETF TR | $22.48M | 9.0% |