Rolek Wealth Management as of March 31, 2025
Portfolio Holdings for Rolek Wealth Management
Rolek Wealth Management holds 14 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Index Fds Growth Etf (VUG) | 44.6 | $43M | 119k | 362.26 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 41.9 | $41M | 82k | 494.09 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 6.2 | $6.0M | 23k | 263.69 | |
| Vanguard World Inf Tech Etf (VGT) | 1.8 | $1.8M | 3.3k | 525.85 | |
| Fidelity Covington Trust Enhanced Large (FELG) | 1.3 | $1.2M | 40k | 30.74 | |
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.9 | $903k | 7.7k | 117.01 | |
| Microsoft Corporation (MSFT) | 0.7 | $669k | 1.7k | 385.70 | |
| Vanguard World Mega Grwth Ind (MGK) | 0.6 | $584k | 1.9k | 302.13 | |
| Apple (AAPL) | 0.6 | $570k | 2.8k | 202.12 | |
| Meta Platforms Cl A (META) | 0.4 | $429k | 823.00 | 521.52 | |
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.3 | $274k | 11k | 24.52 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $268k | 495.00 | 540.61 | |
| Select Sector Spdr Tr Technology (XLK) | 0.2 | $241k | 1.2k | 200.89 | |
| Oscar Health Cl A (OSCR) | 0.2 | $193k | 16k | 12.45 |
