Roof Eidam Maycock Peralta, LLC - Portfolio overview

Roof Eidam Maycock Peralta, LLC has 133 reported holdings in this dataset, with the latest filing dated 2026-05-14.

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. VEA - VANGUARD TAX-MANAGED FDS, 10.55%
2. JPST - J P MORGAN EXCHANGE TRADED F, 6.62%
3. JQUA - J P MORGAN EXCHANGE TRADED F, 5.02%

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

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