Roehl & Yi Investment Advisors, LLC - Portfolio overview

Roehl & Yi Investment Advisors, LLC has 168 reported holdings in this dataset, with the latest filing dated 2026-05-29.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. MINT - PIMCO ETF TR, 8.88%
2. AAPL - APPLE INC, 5.79%
3. VOO - VANGUARD INDEX FDS, 5.60%

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

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