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Roth Financial Partners

Latest statistics and disclosures from Roth Financial Partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are IEFA, IVV, SPY, IJR, RSP, and represent 69.48% of Roth Financial Partners's stock portfolio.
Roth Financial Partners has $232M in assets under management (AUM), dropping by 0.00%.
Central Index Key (CIK): 0001840888

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Portfolio Holdings for Roth Financial Partners

Roth Financial Partners holds 32 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Ishares Tr Core Msci Eafe (IEFA)	20.6	$48M	659k	72.64	View chart
Ishares Tr Core S&p500 Etf (IVV)	20.3	$47M	86k	547.23	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	13.4	$31M	57k	544.37	View chart
Ishares Tr Core S&p Scp Etf (IJR)	8.4	$19M	182k	106.64	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	6.8	$16M	96k	164.28	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	5.9	$14M	27k	500.13	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	5.7	$13M	266k	50.12	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	5.3	$12M	212k	58.23	View chart
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA)	3.5	$8.2M	165k	49.41	View chart
Ishares Core Msci Emkt (IEMG)	2.8	$6.4M	120k	53.52	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.3	$3.0M	14k	218.04	View chart
Apple (AAPL)	1.1	$2.4M	12k	210.62	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.8	$1.9M	44k	43.76	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.8	$1.8M	16k	112.40	View chart
NVIDIA Corporation (NVDA)	0.5	$1.1M	8.5k	123.54	View chart
Apa Corporation (APA)	0.3	$705k	24k	29.44	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.3	$694k	12k	57.99	View chart
Exxon Mobil Corporation (XOM)	0.3	$614k	5.3k	115.12	View chart
International Business Machines (IBM)	0.2	$559k	3.2k	172.95	View chart
Microsoft Corporation (MSFT)	0.2	$489k	1.1k	446.95	View chart
Amazon (AMZN)	0.2	$429k	2.2k	193.25	View chart
JPMorgan Chase & Co. (JPM)	0.2	$380k	1.9k	202.26	View chart
Broadcom (AVGO)	0.2	$369k	230.00	1605.53	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$367k	2.0k	183.42	View chart
Schlumberger (SLB)	0.1	$326k	6.9k	47.18	View chart
Advanced Micro Devices (AMD)	0.1	$324k	2.0k	162.21	View chart
Meta Platforms Cl A (META)	0.1	$233k	462.00	504.22	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$232k	2.2k	104.55	View chart
UnitedHealth (UNH)	0.1	$222k	435.00	509.26	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.1	$219k	4.5k	48.54	View chart
Cadence Design Systems (CDNS)	0.1	$215k	700.00	307.75	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$214k	800.00	267.51	View chart

Past Filings by Roth Financial Partners

SEC 13F filings are viewable for Roth Financial Partners going back to 2020

Roth Financial Partners 2024 Q3 filed Oct. 11, 2024
Roth Financial Partners 2024 Q2 filed July 3, 2024
Roth Financial Partners 2024 Q1 filed April 12, 2024
Roth Financial Partners 2023 Q4 filed Jan. 31, 2024
Roth Financial Partners 2023 Q3 filed Oct. 10, 2023
Roth Financial Partners 2023 Q2 filed July 14, 2023
Roth Financial Partners 2023 Q1 filed April 5, 2023
Roth Financial Partners 2022 Q4 filed Jan. 19, 2023
Roth Financial Partners 2022 Q3 filed Oct. 7, 2022
Roth Financial Partners 2022 Q2 filed July 11, 2022
Roth Financial Partners 2022 Q1 filed April 14, 2022
Roth Financial Partners 2021 Q4 filed Jan. 18, 2022
Roth Financial Partners 2021 Q3 filed Oct. 19, 2021
Roth Financial Partners 2021 Q2 filed July 9, 2021
Roth Financial Partners 2021 Q1 filed April 16, 2021
Roth Financial Partners 2020 Q4 filed Jan. 27, 2021

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