HoldingsChannel.com
Roble Belko & Company Inc Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
VANGUARD INDEX FDS TOTAL STK MKT (VTI) 300,863 +11,601 $45,157
     VTI300,863+11,601$45,157
VANGUARD INTL EQUITY INDEX ALLWRLD EX US (VEU) 615,795 +37,402 $31,399
     VEU615,795+37,402$31,399
VANGUARD STAR FD VG TL INTL STK (VXUS) 461,906 +57,951 $24,366
     VXUS461,906+57,951$24,366
SCHWAB STRATEGIC TR US BRD MKT ETF (SCHB) 266,047 +17,233 $18,764
     SCHB266,047+17,233$18,764
VANGUARD MALVERN FDS (VTIP) 342,614 +97,778 $16,898
     VTIP342,614+97,778$16,898
SPDR S&P 500 ETF TR (SPY) 51,620 +26 $15,125
     SPY51,620+26$15,125
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT (VEA) 313,091 -9,895 $13,059
     VEA313,091-9,895$13,059
SELECT SECTOR SPDR TR TECHNOLOGY (XLK) 128,558 UNCH $10,033
     XLK128,558UNCH$10,033
ISHARES U S ETF TR SHT MAT BD (NEAR) 199,152 +10,110 $10,023
     NEAR199,152+10,110$10,023
PIMCO ETF TR ENHAN SHRT MA AC (MINT) 93,818 +2,324 $9,546
     MINT93,818+2,324$9,546
VANGUARD WHITEHALL FDS INC HIGH DIV YLD (VYM) 100,916 +1,201 $8,818
     VYM100,916+1,201$8,818
ISHARES TR RUS 1000 GRW ETF (IWF) 55,494 +29 $8,731
     IWF55,494+29$8,731
VANGUARD INTL EQUITY INDEX FTSE EMR MKT ETF (VWO) 175,746 -8,691 $7,474
     VWO175,746-8,691$7,474
ISHARES TR RUSSELL 3000 ETF (IWV) 39,114 -40 $6,742
     IWV39,114-40$6,742
TORTOISE ENERGY INFRA CORP 289,543 +26,444 $6,529
     TYG289,543+26,444$6,529
ISHARES TR S&P 100 ETF (OEF) 47,038 +2,714 $6,096
     OEF47,038+2,714$6,096
TJX COS INC NEW 105,432 +105,432 $5,575
     TJX105,432+105,432$5,575
ISHARES TR (FLOT) 97,709 -23,886 $4,976
     FLOT97,709-23,886$4,976
SCHWAB STRATEGIC TR INTL EQTY ETF (SCHF) 141,668 +18,433 $4,546
     SCHF141,668+18,433$4,546
ISHARES TR CORE S&P TTL STK (ITOT) 67,062 +11 $4,468
     ITOT67,062+11$4,468
ISHARES TR RUS 1000 ETF (IWB) 20,805 UNCH $3,387
     IWB20,805UNCH$3,387
VANGUARD INDEX FDS REIT ETF (VNQ) 37,113 +924 $3,244
     VNQ37,113+924$3,244
ISHARES TR MSCI EAFE ETF (EFA) 44,530 +500 $2,927
     EFA44,530+500$2,927
VANGUARD INDEX FDS SMALL CP ETF (VB) 18,634 -1,028 $2,919
     VB18,634-1,028$2,919
SPDR SERIES TRUST S&P DIVID (SDY) 27,896 UNCH $2,814
     SDY27,896UNCH$2,814
ISHARES TR CORE S&P500 ETF (IVV) 9,150 +927 $2,697
     IVV9,150+927$2,697
ISHARES TR MSCI ACWI EX US (ACWX) 57,153 -965 $2,672
     ACWX57,153-965$2,672
BLACKSTONE MTG TR INC 70,274 +626 $2,500
     BXMT70,274+626$2,500
SCHWAB STRATEGIC TR EMRG MKTEQ ETF (SCHE) 80,780 +22,820 $2,120
     SCHE80,780+22,820$2,120
ISHARES TR CORE S&P SCP ETF (IJR) 26,432 -212 $2,069
     IJR26,432-212$2,069
ALPS ETF TR ALERIAN (AMLP) 174,116 +3,302 $1,715
     AMLP174,116+3,302$1,715
VANGUARD INDEX FDS LARGE CAP ETF (VV) 10,234 UNCH $1,379
     VV10,234UNCH$1,379
MICROSOFT CORP 9,611 UNCH $1,287
     MSFT9,611UNCH$1,287
ISHARES TR S&P 500 VAL ETF (IVE) 10,945 UNCH $1,276
     IVE10,945UNCH$1,276
ISHARES TR MSCI AC ASIA ETF (AAXJ) 16,924 -124 $1,181
     AAXJ16,924-124$1,181
SELECT SECTOR SPDR TR SBI HEALTHCARE (XLV) 11,492 +484 $1,065
     XLV11,492+484$1,065
VANGUARD INDEX FDS EXTEND MKT (VXF) 8,833 +5,502 $1,047
     VXF8,833+5,502$1,047
APPLE INC 4,903 -350 $970
     AAPL4,903-350$970
VERIZON COMMUNICATIONS INC 16,048 +3,083 $917
     VZ16,048+3,083$917
PFIZER INC 20,427 +3,751 $885
     PFE20,427+3,751$885
MCDONALDS CORP 3,923 UNCH $815
     MCD3,923UNCH$815
SELECT SECTOR SPDR TR SBI CONS STPLS (XLP) 13,715 +827 $796
     XLP13,715+827$796
ISHARES TR CORE MSCI EAFE (IEFA) 11,353 +2,028 $697
     IEFA11,353+2,028$697
ISHARES TR MSCI EMG MKT ETF (EEM) 16,089 UNCH $690
     EEM16,089UNCH$690
WASTE MGMT INC DEL 5,404 UNCH $623
     WM5,404UNCH$623
VANGUARD SHRT TRM CORP BD (VCSH) 7,188 +1,071 $580
     VCSH7,188+1,071$580
NEXTERA ENERGY INC 2,696 UNCH $552
     NEE2,696UNCH$552
BERKSHIRE HATHAWAY INC DEL      $498
     BRK.B2,338-451$498
INVESCO QQQ TR 2,562 +32 $478
     QQQ2,562+32$478
ISHARES TR RUS 1000 VAL ETF (IWD) 3,748 +196 $477
     IWD3,748+196$477

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 06/30/2019: $323,479
At 03/31/2019: $291,823

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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