R. W. Roge & Company, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 23, 2026, for the 2025 Q4 period, R. W. Roge & Company, Inc. held in its portfolio 63 assets valued at $202,444 (i.e. $202.44K).
The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($34.09K), VANGUARD INDEX FDS ($32.22K), and VANGUARD INDEX FDS ($20.15K).
The chart below shows the top 10 valuable assets, and the table below shows the top 63 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
R. W. Roge & Company, Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD INDEX FDS | 54353 | 34086 | S&P 500 ETF SHS |
| VANGUARD INDEX FDS | 66043 | 32219 | GROWTH ETF |
| VANGUARD INDEX FDS | 105500 | 20149 | VALUE ETF |
| WORLD GOLD TR | 145146 | 12391 | SPDR GLD MINIS |
| SCHWAB STRATEGIC TR | 402404 | 10828 | US LRG CAP ETF |
| VANGUARD SCOTTSDALE FDS | 151970 | 9107 | INTER TERM TREAS |
| DIMENSIONAL ETF TRUST | 178287 | 6794 | INTL CORE EQT MK |
| VANGUARD INDEX FDS | 17598 | 5900 | TOTAL STK MKT |
| ISHARES TR | 44326 | 5463 | S&P 500 GRWT ETF |
| ISHARES TR | 64507 | 5320 | CORE MSCI INTL |
| DIMENSIONAL ETF TRUST | 86288 | 5222 | EMERGING MRKTETS |
| VANGUARD ADMIRAL FDS INC | 10140 | 4508 | 500 GRTH IDX F |
| SPDR INDEX SHS FDS | 88547 | 4144 | PORTFOLIO EMG MK |
| ISHARES TR | 79725 | 3710 | CORE UNIVRSL USD |
| GRAYSCALE BITCOIN MINI TR ET | 77438 | 2999 | SHS NEW |
| APPLE INC | 10918 | 2968 | COM |
| SIMPLIFY EXCHANGE TRADED FUN | 108483 | 2957 | MANAGED FUTURES |
| VIRTUS ETF TR II | 108933 | 2612 | ALPHASIMPLEX MNG |
| SCHWAB STRATEGIC TR | 71721 | 2339 | US LCAP GR ETF |
| SCHWAB STRATEGIC TR | 80763 | 2197 | FUNDAMENTAL US L |
| VANGUARD WHITEHALL FDS | 14423 | 2070 | HIGH DIV YLD |
| LITMAN GREGORY FDS TR | 55325 | 1552 | IMGP DBI MANAGED |
| MICROSOFT CORP | 2947 | 1425 | COM |
| SPDR SERIES TRUST | 20669 | 1367 | STATE STREET SPD |
| VANGUARD INTL EQUITY INDEX F | 15241 | 1121 | ALLWRLD EX US |
| META PLATFORMS INC | 1654 | 1091 | CL A |
| ISHARES TR | 9715 | 996 | CORE S&P US VLU |
| INTEL CORP | 25100 | 926 | COM |
| VANGUARD WORLD FD | 1215 | 915 | INF TECH ETF |
| ALPHABET INC | 2601 | 814 | CAP STK CL A |
| SPDR S&P 500 ETF TR | 1106 | 754 | TR UNIT |
| VANGUARD INDEX FDS | 2574 | 747 | MID CAP ETF |
| SCHWAB STRATEGIC TR | 27904 | 731 | US BRD MKT ETF |
| PROFESIONALLY MANAGED PORTFO | 10984 | 719 | AKRE FOCUS ETF |
| DIMENSIONAL ETF TRUST | 9612 | 712 | US EQUITY MARKET |
| JPMORGAN CHASE & CO. | 2191 | 706 | COM |
| ELI LILLY & CO | 653 | 701 | COM |
| HOME DEPOT INC | 1963 | 675 | COM |
| BERKSHIRE HATHAWAY INC DEL | 1252 | 629 | CL B NEW |
| HASHDEX NASDAQ CRYPTO INDEX | 24862 | 565 | SHS BEN INT |
| VANGUARD SCOTTSDALE FDS | 9369 | 550 | SHORT TERM TREAS |
| VANGUARD MALVERN FDS | 5989 | 467 | CORE-PLUS BD ETF |
| EXXON MOBIL CORP | 3858 | 464 | COM |
| AMAZON COM INC | 1899 | 438 | COM |
| APPLIED MATLS INC | 1602 | 411 | COM |
| INVESCO EXCHANGE TRADED FD T | 1964 | 376 | S&P500 EQL WGT |
| CENCORA INC | 1010 | 341 | COM |
| ISHARES TR | 3444 | 331 | 7-10 YR TRSY BD |
| JOHNSON & JOHNSON | 1556 | 321 | COM |
| L3HARRIS TECHNOLOGIES INC | 1053 | 309 | COM |
| NORTHROP GRUMMAN CORP | 533 | 303 | COM |
| CISCO SYS INC | 3914 | 301 | COM |
| ARCH CAP GROUP LTD | 3034 | 291 | ORD |
| ISHARES INC | 6365 | 281 | ESG AWR MSCI EM |
| SCHWAB STRATEGIC TR | 9852 | 270 | US DIVIDEND EQ |
| DISNEY WALT CO | 2371 | 269 | COM |
| SPDR INDEX SHS FDS | 9236 | 259 | SPDR S&P EMERGIN |
| NVIDIA CORPORATION | 1331 | 248 | COM |
| LOCKHEED MARTIN CORP | 479 | 231 | COM |
| TESLA INC | 495 | 222 | COM |
| SCHWAB CHARLES CORP | 2188 | 218 | COM |
| ISHARES TR | 4491 | 214 | ESG AWR US AGRGT |
| CHEVRON CORP NEW | 1313 | 200 | COM |
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