Notify me when R. W. Roge & Company, Inc. files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 63 | $202,444,000 | +$5,788,252 | -$2,535,360 | +$3,252,892 | VOO, VUG, VTV, GLDM, SCHX | 13F-HR | 23 Jan 2026, 16:56 |
| Q3 2025 | 57 | $195,018,000 | +$9,608,035 | -$3,803,299 | +$5,804,736 | VOO, VUG, VTV, GLDM, SCHX | 13F-HR | 24 Oct 2025, 10:40 |
| Q2 2025 | 54 | $176,091,000 | +$12,024,012 | -$33,186,910 | -$21,162,898 | VOO, VUG, VTV, SCHX, GLDM | 13F-HR | 24 Jul 2025, 19:23 |
| Q1 2025 | 54 | $182,571,000 | +$13,826,077 | -$13,358,247 | +$467,830 | VOO, VUG, VTV, SPTL, GLDM | 13F-HR | 09 May 2025, 16:22 |
| Q4 2024 | 49 | $185,369,000 | +$17,022,140 | -$7,328,332 | +$9,693,808 | VOO, VUG, VTV, SPTL, SCHX | 13F-HR | 29 Jan 2025, 16:38 |
| Q3 2024 | 49 | $187,194,000 | +$7,688,311 | -$5,833,953 | +$1,854,358 | VOO, VUG, SPTL, VTV, SCHX | 13F-HR | 08 Nov 2024, 17:21 |
| Q2 2024 | 45 | $175,071,000 | +$13,203,634 | -$10,030,162 | +$3,173,472 | VOO, VUG, VTV, SPTL, SCHX | 13F-HR | 01 Aug 2024, 15:44 |
| Q1 2024 | 46 | $166,133,000 | +$6,133,344 | -$7,501,755 | -$1,368,411 | VOO, VUG, VTV, VGIT, SCHX | 13F-HR | 03 May 2024, 13:28 |
| Q4 2023 | 46 | $155,729,000 | +$14,158,167 | -$8,200,304 | +$5,957,863 | VOO, VUG, VGIT, VTV, SCHX | 13F-HR | 26 Jan 2024, 11:55 |
| Q3 2023 | 44 | $133,444,000 | +$13,768,266 | -$15,619,352 | -$1,851,086 | VOO, VUG, VGIT, VTV, SCHX | 13F-HR | 03 Nov 2023, 18:36 |
| Q2 2023 | 43 | $143,683,000 | +$22,368,770 | -$42,634,941 | -$20,266,171 | VOO, VUG, VGIT, SCHX, IXUS | 13F-HR | 14 Jul 2023, 14:37 |
| Q1 2023 | 44 | $156,212,000 | +$50,202,187 | -$50,657,194 | -$455,007 | VGSH, VOO, VUG, GLDM, IXUS | 13F-HR | 05 May 2023, 14:45 |
| Q4 2022 | 38 | $150,494,000 | +$16,193,064 | -$9,049,684 | +$7,143,380 | VOO, DBMF, VGIT, VUG, SCHX | 13F-HR | 30 Jan 2023, 16:35 |
| Q3 2022 | 37 | $141,171,000 | +$13,650,027 | -$11,999,648 | +$1,650,379 | DBMF, VOO, VUG, SCHX, VYM | 13F-HR | 31 Oct 2022, 17:41 |
| Q2 2022 | 37 | $145,396,000 | +$50,403,477 | -$27,661,334 | +$22,742,143 | VOO, DBMF, VGIT, VUG, VYM | 13F-HR | 11 Aug 2022, 15:28 |
| Q1 2022 | 42 | $142,628,000 | +$19,571,435 | -$656,764 | +$18,914,671 | VOO, VUG, IUSB, SCHX, VYM | 13F-HR | 03 May 2022, 13:22 |
| Q4 2021 | 42 | $129,791,000 | +$8,013,282 | -$41,404,081 | -$33,390,799 | VOO, IUSB, VUG, VYM, SCHX | 13F-HR | 26 Jan 2022, 14:35 |
| Q3 2021 | 42 | $168,785,000 | +$7,914,828 | -$1,423,180 | +$6,491,648 | VOO, VGIT, VUG, SCHX, IUSB | 13F-HR | 20 Oct 2021, 16:19 |
| Q2 2021 | 40 | $159,645,000 | +$3,974,858 | -$2,879,043 | +$1,095,815 | VOO, VGIT, VUG, SCHX, IUSB | 13F-HR | 13 Jul 2021, 15:03 |
| Q1 2021 | 39 | $147,992,000 | +$9,974,972 | -$4,283,921 | +$5,691,051 | VOO, VGIT, VUG, SCHX, IUSB | 13F-HR | 21 Apr 2021, 16:18 |
| Q4 2020 | 37 | $137,328,000 | +$4,321,005 | -$1,803,490 | +$2,517,515 | VOO, VGIT, VUG, SCHX, VYM | 13F-HR | 26 Jan 2021, 17:51 |
| Q3 2020 | 34 | $129,962,000 | +$3,907,048 | -$4,213,572 | -$306,524 | VOO, VGIT, VUG, SCHX, VYM | 13F-HR | 30 Oct 2020, 15:45 |
| Q2 2020 | 33 | $118,861,000 | +$23,504,599 | -$18,207,416 | +$5,297,183 | VOO, VGIT, SCHX, VUG, IUSB | 13F-HR | 28 Jul 2020, 15:13 |
| Q1 2020 | 32 | $97,501,000 | +$30,020,159 | -$16,638,871 | +$13,381,288 | VOO, AGG, IUSB, SCHX, VUG | 13F-HR | 22 Apr 2020, 12:24 |
| Q4 2019 | 48 | $100,244,000 | $0 | $0 | $0 | VOO, SCHX, VUG, AGG, IJR | 13F-HR | 22 Jan 2020, 12:20 |