Rodgers & Associates, LTD - Portfolio overview

Rodgers & Associates, LTD has 111 reported holdings in this dataset, with the latest filing dated 2026-05-04.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. VTV - VANGUARD INDEX FDS, 8.12%
2. VOE - VANGUARD INDEX FDS, 6.99%
3. VBR - VANGUARD INDEX FDS, 6.99%

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

Explore securities or join Upside Invest to compare portfolios.