Rolek Wealth Management as of Dec. 31, 2024
Portfolio Holdings for Rolek Wealth Management
Rolek Wealth Management holds 11 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Index Fds Growth Etf (VUG) | 35.9 | $46M | 112k | 410.44 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 30.5 | $39M | 72k | 538.81 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 29.5 | $38M | 130k | 289.81 | |
| Vanguard World Inf Tech Etf (VGT) | 1.6 | $2.1M | 3.4k | 621.79 | |
| Microsoft Corporation (MSFT) | 0.6 | $753k | 1.8k | 421.59 | |
| Apple (AAPL) | 0.5 | $671k | 2.7k | 250.44 | |
| Vanguard World Mega Grwth Ind (MGK) | 0.5 | $663k | 1.9k | 343.34 | |
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.2 | $307k | 11k | 27.87 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $287k | 488.00 | 588.68 | |
| Select Sector Spdr Tr Technology (XLK) | 0.2 | $274k | 1.2k | 232.42 | |
| Oscar Health Cl A (OSCR) | 0.2 | $208k | 16k | 13.44 |
