HoldingsChannel.com
Roble Belko & Company Inc Top Holdings
As of  06/30/2022, below is a summary of the Roble Belko & Company Inc top holdings by largest position size, as per the latest 13f filing made by Roble Belko & Company Inc. In the Roble Belko & Company Inc-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Roble Belko & Company Inc in that top holding, then the share count change between reporting periods, and finally the Roble Belko & Company Inc top holding position size for that row.

   EntityAmountChange
 03/31/2022 to 06/30/2022
Position Size
($ in 1000's)
VANGUARD INDEX FDS TOTAL STK MKT (VTI) 308,071 +13,816 $58,108
     VTI308,071+13,816$58,108
VANGUARD STAR FD VG TL INTL STK (VXUS) 656,450 +199,245 $33,879
     VXUS656,450+199,245$33,879
VANGUARD INTL EQUITY INDEX ALLWRLD EX US (VEU) 481,992 -29,697 $24,080
     VEU481,992-29,697$24,080
ISHARES TR ULTR SH TRM BD (ICSH) 383,281 -206,900 $19,179
     ICSH383,281-206,900$19,179
SPDR SERIES TRUST S&P DIVID (SDY) 157,067 +2,947 $18,642
     SDY157,067+2,947$18,642
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT (VEA) 447,571 -70,265 $18,261
     VEA447,571-70,265$18,261
VANGUARD WHITEHALL FDS INC HIGH DIV YLD (VYM) 172,439 +10,171 $17,537
     VYM172,439+10,171$17,537
SPDR S&P 500 ETF TR (SPY) 43,553 -403 $16,430
     SPY43,553-403$16,430
SCHWAB STRATEGIC TR US BRD MKT ETF (SCHB) 358,156 -2,275 $15,827
     SCHB358,156-2,275$15,827
VANGUARD BD INDEX FDS (VUSB) 319,261 +160,508 $15,708
     VUSB319,261+160,508$15,708
SELECT SECTOR SPDR TR TECHNOLOGY (XLK) 115,320 UNCH $14,659
     XLK115,320UNCH$14,659
VANGUARD WHITEHALL FDS INC (VIGI) 181,298 +48,213 $12,439
     VIGI181,298+48,213$12,439
VANGUARD INDEX FDS REIT ETF (VNQ) 133,520 -1,586 $12,165
     VNQ133,520-1,586$12,165
VANGUARD MALVERN FDS (VTIP) 236,239 -66,619 $11,840
     VTIP236,239-66,619$11,840
ISHARES TR RUS 1000 GRW ETF (IWF) 53,326 -226 $11,662
     IWF53,326-226$11,662
ISHARES U S ETF TR SHT MAT BD (NEAR) 225,942 -181,680 $11,130
     NEAR225,942-181,680$11,130
VANGUARD INTL EQUITY INDEX FTSE EMR MKT ETF (VWO) 228,578 -28,046 $9,520
     VWO228,578-28,046$9,520
VANGUARD INDEX FDS LARGE CAP ETF (VV) 53,176 -160 $9,165
     VV53,176-160$9,165
ISHARES TR RUSSELL 3000 ETF (IWV) 38,678 UNCH $8,408
     IWV38,678UNCH$8,408
ISHARES TR S&P 100 ETF (OEF) 39,696 +320 $6,846
     OEF39,696+320$6,846
ISHARES TR CORE S&P TTL STK (ITOT) 78,635 -10,045 $6,588
     ITOT78,635-10,045$6,588
TJX COS INC NEW 100,102 UNCH $5,591
     TJX100,102UNCH$5,591
BLACKSTONE MTG TR INC 193,070 +2,380 $5,342
     BXMT193,070+2,380$5,342
KKR REAL ESTATE FIN TR INC 288,345 +4,822 $5,032
     KREF288,345+4,822$5,032
ISHARES TR CORE MSCI EAFE (IEFA) 70,091 -14,748 $4,125
     IEFA70,091-14,748$4,125
ISHARES TR RUS 1000 ETF (IWB) 18,428 UNCH $3,829
     IWB18,428UNCH$3,829
ISHARES TR CORE S&P SCP ETF (IJR) 39,934 +15,960 $3,690
     IJR39,934+15,960$3,690
SCHWAB STRATEGIC TR INTL EQTY ETF (SCHF) 102,610 -1,304 $3,227
     SCHF102,610-1,304$3,227
VANGUARD INDEX FDS SMALL CP ETF (VB) 14,892 +1,333 $2,623
     VB14,892+1,333$2,623
ISHARES TR MSCI EAFE ETF (EFA) 33,074 -412 $2,067
     EFA33,074-412$2,067
SCHWAB STRATEGIC TR EMRG MKTEQ ETF (SCHE) 81,091 -2,852 $2,058
     SCHE81,091-2,852$2,058
ISHARES TR CORE MSCI TOTAL (IXUS) 34,988 +665 $1,995
     IXUS34,988+665$1,995
VANGUARD INDEX FDS S&P 500 ETF SHS (VOO) 5,311 -376 $1,842
     VOO5,311-376$1,842
J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC (JPST) 36,140 -272,970 $1,810
     JPST36,140-272,970$1,810
ARES COML REAL ESTATE CORP 141,952 +1,500 $1,736
     ACRE141,952+1,500$1,736
MICROSOFT CORP 6,606 -263 $1,697
     MSFT6,606-263$1,697
ISHARES INC CORE MSCI EMKT (IEMG) 32,562 -5,285 $1,597
     IEMG32,562-5,285$1,597
APOLLO COML REAL EST FIN INC 151,708 +1,878 $1,584
     ARI151,708+1,878$1,584
ISHARES TR S&P 500 VAL ETF (IVE) 10,945 UNCH $1,504
     IVE10,945UNCH$1,504
APPLE INC 10,155 -158 $1,388
     AAPL10,155-158$1,388
VANGUARD SCOTTSDALE FDS SHORT TERM TREAS (VGSH) 23,251 +752 $1,369
     VGSH23,251+752$1,369
ISHARES TR CORE S&P500 ETF (IVV) 3,573 -32 $1,355
     IVV3,573-32$1,355
ISHARES US ETF TR SHT MAT MUN (MEAR) 25,346 +15,196 $1,260
     MEAR25,346+15,196$1,260
ISHARES TR MSCI AC ASIA ETF (AAXJ) 16,327 -101 $1,130
     AAXJ16,327-101$1,130
ISHARES TR CRE U S REIT (USRT) 20,636 +6,843 $1,102
     USRT20,636+6,843$1,102
SELECT SECTOR SPDR TR SBI HEALTHCARE (XLV) 7,957 -1 $1,020
     XLV7,957-1$1,020
VANGUARD INDEX FDS EXTEND MKT (VXF) 7,684 -8,388 $1,007
     VXF7,684-8,388$1,007
PFIZER INC 17,423 -133 $913
     PFE17,423-133$913
MCDONALDS CORP 3,631 UNCH $896
     MCD3,631UNCH$896
WASTE MGMT INC DEL 5,030 UNCH $770
     WM5,030UNCH$770

See Full List: All Stocks Held By Roble Belko & Company Inc
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Roble Belko & Company Inc

Size ($ in 1000's)
At 06/30/2022: $440,204
At 03/31/2022: $525,976

Roble Belko & Company Inc holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Roble Belko & Company Inc 13F filings. Link to 13F filings: SEC filings

Roble Belko & Company Inc Top Holdings 13F Filings | www.HoldingsChannel.com

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