account_balance
Investment manager · 13F filer · SEC CIK 1642305
Roble, Belko & Company, Inc
Reported value$961Mas of Sep 30, 2026
Positions517 46 new, 15 sold out
Top 10 weight61.4%VTI alone is 19%
FiledNov 940 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VTIVanguard Index FDS
19.1%Added +9%
VXUSVanguard Star FDS
10.5%Added +8%
BNDVanguard Bd Index FDS
6.4%
VEAVanguard Tax-Managed FDS
5.1%Trimmed −4%
XLKSelect Sector SPDR Tr
3.7%
VVVanguard Index FDS
3.6%Added +5%
VEUVanguard Intl Equity Index
3.6%
VYMVanguard Whitehall FDS
3.6%
SPYSPDR S&P 500 ETF Trust
3.1%
IWFiShares Tr Rus 1000 GRW ETF
2.7%
VNQVanguard Index FDS
2.5%Added +3%
ICSHiShares Tr BlackRock Ultra
2.1%−3%
VTIVanguard Index FDS
19.1%Added +9%
VXUSVanguard Star FDS
10.5%+8%
BNDVanguard Bd Index FDS
6.4%
VEAVanguard Tax-Managed FDS
5.1%
XLK3.7%
VV3.6%
VEU3.6%
VYM3.6%
SPY3.1%IWF2.7%
VNQ
ICSH
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VTI Vanguard Index FDS 19.1% Added +9%
VXUS Vanguard Star FDS 10.5% Added +8%
BND Vanguard Bd Index FDS 6.4% Held
VEA Vanguard Tax-Managed FDS 5.1% Trimmed −4%
XLK Select Sector SPDR Tr 3.7% Held
VV Vanguard Index FDS 3.6% Added +5%
VEU Vanguard Intl Equity Index 3.6% Held
VYM Vanguard Whitehall FDS 3.6% Held
SPY SPDR S&P 500 ETF Trust 3.1% HeldIWF iShares Tr Rus 1000 GRW ETF 2.7% Held
VNQ Vanguard Index FDS 2.5% Added +3%
ICSH iShares Tr BlackRock Ultra 2.1% Trimmed −3%
What changed
Biggest moves since Jun 30, 2026
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