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Roku shares owned by Efficient Wealth Management

Quarter-by-quarter ownership of Roku (ROKU) shares owned by Efficient Wealth Management from 13F filings

Historical chart of Efficient Wealth Management investment in Roku

Tip: Access up to 7 years of quarterly data

All positions including Roku held by Efficient Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Roku by Efficient Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $15k 216 69.44
2023-12-31 $14k 150 93.33
2023-09-30 $11k 156 70.51
2023-06-30 $9.0k 150 60.00
2023-03-31 $6.0k 150 40.00
2022-12-31 $2.0k 50 40.00
2022-09-30 $3.0k 50 60.00
2022-06-30 $4.0k 50 80.00

More positions owned by Efficient Wealth Management

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Real Estate Etf (VNQ)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Growth Etf (VUG)

View all positions for Efficient Wealth Management

Top funds holding Roku

FMR
ARK Investment Management
Vanguard Group
Sumitomo Mitsui Trust Holdings
BlackRock
Nikko Asset Management Americas
D. E. Shaw & Co
Citadel Advisors
Susquehanna International
Baillie Gifford & Co
Two Sigma Advisers
Geode Capital Management
Two Sigma Investments
Squarepoint Ops
Wellington Management Company

View all funds holding Roku