account_balance
Investment manager · 13F filer · SEC CIK 2097566
Roehl & Yi Investment Advisors, LLC
Reported value$304Mas of Jun 30, 2026
Positions194 25 new, 11 sold out
Top 10 weight39.1%MINT alone is 7%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
MINTPimco ETF Tr
7.3%
AAPLApple Inc.
5.2%
VOOVanguard Index FDS
5.2%Added +206%
VBILVanguard Instl Index Fd
4.2%Trimmed −10%
VPLSVanguard Malvern FDS
3.6%Added +36%
BRK-BBerkshire Hathaway Inc
3.6%
IAUiShares Gold Trust
3.2%Added +139%
GUNRFlexshares Tr
2.9%Added +18%
WDCWestern Digital Corp
2.0%−25%
IJRiShares Tr
2.0%
MSFTMicrosoft Corp
1.8%
VTIVanguard Index FDS
1.7%
MINTPimco ETF Tr
7.3%
AAPLApple Inc.
5.2%
VOOVanguard Index FDS
5.2%Added +206%
VBILVanguard Instl Index Fd
4.2%Trimmed −10%
VPLSVanguard Malvern FDS
3.6%+36%
BRK-BBerkshire Hathaway Inc
3.6%
IAUiShares Gold Trust
3.2%
GUNRFlexshares Tr
2.9%
IJR2.0%
MSFT1.8%VTI1.7%
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
MINT Pimco ETF Tr 7.3% Held
AAPL Apple Inc. 5.2% HeldVOO Vanguard Index FDS 5.2% Added +206%
VBIL Vanguard Instl Index Fd 4.2% Trimmed −10%
VPLS Vanguard Malvern FDS 3.6% Added +36%
BRK-B Berkshire Hathaway Inc 3.6% HeldIAU iShares Gold Trust 3.2% Added +139%GUNR Flexshares Tr 2.9% Added +18%
WDC Western Digital Corp 2.0% Trimmed −25%IJR iShares Tr 2.0% Held
MSFT Microsoft Corp 1.8% HeldVTI Vanguard Index FDS 1.7% Held
What changed
Biggest moves since Mar 31, 2026
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