Universe · entity
Roble, Belko & Company, Inc
Institutional manager (13F) · CIK 1642305
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $734k
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | VANGUARD INDEX FDS | $138k | 431,499 |
| 2 | VANGUARD STAR FDS | $81k | 1,044,386 |
| 3 | VANGUARD BD INDEX FDS | $48k | 646,202 |
| 4 | VANGUARD TAX-MANAGED FDS | $46k | 718,603 |
| 5 | VANGUARD WHITEHALL FDS | $31k | 211,759 |
| 6 | VANGUARD INTL EQUITY INDEX | $31k | 413,033 |
| 7 | VANGUARD INDEX FDS | $27k | 90,161 |
| 8 | SPDR S&P 500 ETF TR | $25k | 39,129 |
| 9 | SELECT SECTOR SPDR TR | $24k | 181,612 |
| 10 | VANGUARD INDEX FDS | $22k | 252,337 |
| 11 | ISHARES TR RUS 1000 GRW ETF | $22k | 51,653 |
| 12 | ISHARES TR BLACKROCK ULTRA | $20k | 404,266 |
| 13 | VANGUARD SCOTTSDALE | $19k | 322,385 |
| 14 | SCHWAB STRATEGIC TR | $17k | 668,407 |
| 15 | SPDR SER TR PORTFOLI S&P1500 | $17k | 210,628 |
| 16 | SCHWAB STRATEGIC TR US TIPS ETF | $14k | 532,751 |
| 17 | ISHARES TR RUSSELL 3000 ETF | $13k | 36,119 |
| 18 | SPDR INDEX SHS FDS PORTFOLIO DEVLPD | $12k | 260,037 |
| 19 | VANGUARD INTL EQUITY INDEX | $11k | 205,744 |
| 20 | SCHWAB STRATEGIC TR | $10k | 400,443 |
| 21 | ISHARES TR CORE S&P TTL STK | $10k | 68,365 |
| 22 | ISHARES TR S&P 100 ETF | $9k | 29,461 |
| 23 | VANGUARD SCOTTSDALE FDS VNG RUS1000IDX | $7k | 25,225 |
| 24 | ISHARES TR RUS 1000 ETF | $6k | 16,925 |
| 25 | VANGUARD SCOTTSDALE FDS | $6k | 98,791 |
| 26 | TJX COS INC NEW | $5k | 31,811 |
| 27 | VANGUARD INDEX FDS | $4k | 15,400 |
| 28 | ISHARES TR CORE MSCI TOTAL | $3k | 39,711 |
| 29 | MASTERCARD INCORPORATED | $3k | 6,526 |
| 30 | ISHARES TR MSCI EAFE ETF | $3k | 33,479 |
| 31 | ISHARES TR CORE MSCI EAFE | $3k | 35,181 |
| 32 | ISHARES TR CRE U S REIT ETF | $3k | 52,109 |
| 33 | VANGUARD WHITEHALL FDS | $3k | 31,733 |
| 34 | VANGUARD INDEX FDS | $3k | 4,968 |
| 35 | ISHARES TR IBONDS DEC 29 | $3k | 119,309 |
| 36 | SPDR SER TR S&P DIVID ETF | $3k | 18,744 |
| 37 | INTERNATIONAL BUSINESS MACHS | $3k | 10,590 |
| 38 | VANGUARD WORLD FDS | $2k | 10,452 |
| 39 | ISHARES TR CORE S&P500 ETF | $2k | 3,682 |
| 40 | ISHARES TR S&P 500 VAL ETF | $2k | 11,238 |
| 41 | ISHARES TR IBDS DEC28 ETF | $2k | 92,430 |
| 42 | ISHARES TR IBONDS DEC 2030 | $2k | 102,380 |
| 43 | NVIDIA CORPORATION | $2k | 12,443 |
| 44 | ISHARES TR IBONDS 27 ETF | $2k | 83,371 |
| 45 | ISHARES TR RUS MID CAP ETF | $2k | 19,952 |
| 46 | MICROSOFT CORP | $2k | 4,946 |
| 47 | ISHARES TR IBONDS DEC 2032 | $2k | 72,379 |
| 48 | BERKSHIRE HATHAWAY INC DEL | $2k | 3,723 |
| 49 | ISHARES TR US TREAS BD ETF | $1k | 65,353 |
| 50 | APPLE INC | $1k | 5,570 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.