R. W. Roge & Company, Inc. - Portfolio overview

R. W. Roge & Company, Inc. has 67 reported holdings in this dataset, with the latest filing dated 2026-05-01.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. VOO - VANGUARD INDEX FDS, 15.48%
2. VUG - VANGUARD INDEX FDS, 13.24%
3. VTV - VANGUARD INDEX FDS, 9.68%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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