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Portfolio (Quarterly) Guide ↗

Roof Eidam Maycock Peralta, LLC

· CIK 0001028874
13F Portfolio $508M AUM 127 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 4 New 17 Added 25 Reduced 2 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VEA VANGUARD TAX-MANAGED FDS 745,582.0 $53.1M 10.46% +20K +2.8% $71.25 +2.5%
2 J P MORGAN EXCHANGE TRADED F 670,922.0 $33.9M 6.68% +95K +16.5% $50.57
3 VUG VANGUARD INDEX FDS 263,185.0 $22.7M 4.46% +220K +503.6% $86.14 +0.9%
4 IVV ISHARES TR 23,215.0 $17.4M 3.42% +162.0 +0.7% $748.88 +2.4%
5 QQQ INVESCO QQQ TR Financial Services 23,097.0 $17.0M 3.35% +216.0 +0.9% $736.40 -4.1%
6 VO VANGUARD INDEX FDS 206,711.0 $16.7M 3.28% +155K +298.9% $80.57 +2.8%
7 MINT PIMCO ETF TR 149,639.0 $15.1M 2.97% +2K +1.7% $100.81 -0.1%
8 VTV VANGUARD INDEX FDS 62,162.0 $13.5M 2.67% +2K +3.0% $217.93 +4.0%
9 JPIB J P MORGAN EXCHANGE TRADED F 97,660.0 $4.7M 0.93% +5K +4.9% $48.35 -0.9%
10 FNDX SCHWAB STRATEGIC TR 110,558.0 $3.4M 0.68% +2K +1.9% $31.10 +4.7%
11 SPMO INVESCO EXCH TRADED FD TR II 17,529.0 $2.8M 0.56% +2K +14.0% $161.54 -9.5%
12 VOE VANGUARD INDEX FDS 11,061.0 $2.2M 0.43% +260.0 +2.4% $197.60 +6.1%
13 DTE DTE ENERGY CO Utilities 8,563.0 $1.3M 0.26% +195.0 +2.3% $152.37 -11.0%
14 JCPB J P MORGAN EXCHANGE TRADED F 27,610.0 $1.3M 0.26% +1K +4.0% $46.94 -1.5%
15 SMLF ISHARES TR 7,573.0 $675K 0.13% +2K +34.3% $89.14 -0.6%
16 PHG KONINKLIJKE PHILIPS N V Healthcare 17,800.0 $484K 0.10% +635.0 +3.7% $27.19 +1.2%
17 IXUS ISHARES TR 4,121.0 $393K 0.08% +51.0 +1.2% $95.45 +2.0%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 35.1%
Technology 32.2%
Healthcare 10.7%
Industrials 5.7%
Energy 4.7%
Consumer Cyclical 3.2%
Utilities 2.7%
Consumer Defensive 2.4%
Communication Services 2.1%
Real Estate 1.3%