Roehl & Yi Investment Advisors, LLC
All holdings · as of Dec 31, 2025
| 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% |
| Broadcom Inc. | $2.35M | 0.9% |
| Alphabet Inc. | $2.09M | 0.8% |
| CHEVRON CORP | $2.02M | 0.8% |
| JPMORGAN CHASE & CO | $1.90M | 0.8% |
| AMGEN INC | $1.81M | 0.7% |
| CAPITAL GROUP GROWTH ETF | $1.73M | 0.7% |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSM | $1.54M | 0.6% |
| J P MORGAN EXCHANGE TRADED F | $1.52M | 0.6% |
| CME Group Inc | $1.43M | 0.6% |
| PROCTER & GAMBLE Co | $1.42M | 0.6% |
| VANGUARD INTL EQUITY INDEX F | $1.39M | 0.6% |
| ISHARES TR | $1.39M | 0.6% |
| CISCO SYSTEMS, INC. | $1.35M | 0.5% |
| ASML HOLDING N V | $1.26M | 0.5% |
| ESTABLISHMENT LABS HOLDINGS INC. | $1.25M | 0.5% |
| VANGUARD WHITEHALL FDS | $1.23M | 0.5% |
| CAPITAL GROUP DIVIDEND GROWE | $1.17M | 0.5% |
| ISHARES TR | $1.15M | 0.5% |
| UNILEVER PLC | $1.14M | 0.5% |
| Union Pacific Corp | $1.10M | 0.4% |
| BANNER CORP | $1.09M | 0.4% |
| VANGUARD STAR FDS | $1.07M | 0.4% |
| ISHARES INC | $1.06M | 0.4% |
| ISHARES TR | $1.02M | 0.4% |
| United Parcel Service Inc | $1.00M | 0.4% |