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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
Page 2 of 7  ·  127 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VBR VANGUARD INDEX FDS 22,182.0 $5.4M 1.06% -466.0 -2.1% $242.99 +2.2%
22 FNDA SCHWAB STRATEGIC TR 139,396.0 $5.3M 1.04% $38.06 -1.4%
23 DGRW WISDOMTREE TR 54,485.0 $5.2M 1.03% -1K -2.0% $95.62 +3.8%
24 HEFA ISHARES TR 109,825.0 $5.2M 1.01% -5K -4.5% $46.92 +0.7%
25 JPIB J P MORGAN EXCHANGE TRADED F 97,660.0 $4.7M 0.93% +5K +4.9% $48.35 -0.9%
26 JPM JPMORGAN CHASE & CO Financial Services 14,424.0 $4.7M 0.93% -265.0 -1.8% $327.33 +8.9%
27 MSFT MICROSOFT CORP Technology 12,265.0 $4.6M 0.90% -85.0 -0.7% $373.01 +30.6%
28 VTI VANGUARD INDEX FDS 10,239.0 $3.8M 0.75% $370.04 +1.9%
29 NVDA NVIDIA CORPORATION Technology 18,827.0 $3.8M 0.74% $200.09 +4.2%
30 IEUR ISHARES TR 49,715.0 $3.7M 0.74% -14K -22.1% $75.17 +4.2%
31 FNDX SCHWAB STRATEGIC TR 110,558.0 $3.4M 0.68% +2K +1.9% $31.10 +4.7%
32 IYW ISHARES TR 13,408.0 $3.4M 0.67% $252.23 -3.2%
33 V VISA INC Financial Services 9,795.0 $3.4M 0.66% -50.0 -0.5% $343.11 +11.5%
34 BERKSHIRE HATHAWAY INC DEL 6,086.0 $3.0M 0.60% $500.39
35 SPMO INVESCO EXCH TRADED FD TR II 17,529.0 $2.8M 0.56% +2K +14.0% $161.54 -9.5%
36 VXUS VANGUARD STAR FDS 31,954.0 $2.7M 0.54% -810.0 -2.5% $85.49 +2.0%
37 GS GOLDMAN SACHS GROUP INC Financial Services 2,425.0 $2.5M 0.48% $1011.37 +2.5%
38 SMH VANECK ETF TRUST 3,683.0 $2.4M 0.48% $655.89 -16.6%
39 MA MASTERCARD INCORPORATED Financial Services 4,605.0 $2.4M 0.47% -31.0 -0.7% $513.60 +16.8%
40 MCK MCKESSON CORP Healthcare 2,995.0 $2.3M 0.45% -20.0 -0.7% $755.60 +15.6%
Page 2 of 7  ·  127 positions

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%