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Portfolio (Quarterly) Guide ↗

Roberts Financial Services LLC

· CIK 0001767602
13F Portfolio $341M AUM 33 positions Filed Aug 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 2 New 9 Added 13 Reduced
Page 1 of 2  ·  33 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IEUR ISHARES TR 822,766.0 $61.8M 18.11% +16K +1.9% $75.17 +3.6%
2 SPIB SPDR SERIES TRUST 1,180,578.0 $39.5M 11.57% +36K +3.1% $33.46 -1.1%
3 USHY ISHARES TR 997,955.0 $36.9M 10.82% +23K +2.3% $37.02 -0.4%
4 SPYV SPDR SERIES TRUST 552,950.0 $33.6M 9.84% +3K +0.6% $60.79 +4.5%
5 SPYG SPDR SERIES TRUST 272,765.0 $32.5M 9.51% -15K -5.1% $118.99 +1.9%
6 GOVT ISHARES TR 820,077.0 $18.7M 5.47% +4K +0.5% $22.78 -1.4%
7 IPAC ISHARES TR 208,888.0 $17.1M 5.01% $81.93 +4.3%
8 IUSG ISHARES TR 88,554.0 $16.7M 4.88% -3K -3.6% $188.09 +1.7%
9 VOE VANGUARD INDEX FDS 77,001.0 $15.2M 4.46% $197.60 +5.2%
10 VOT VANGUARD INDEX FDS 49,278.0 $15.1M 4.42% -287.0 -0.6% $306.30 -1.1%
11 SPTL SPDR SERIES TRUST 482,932.0 $12.7M 3.71% +13K +2.9% $26.23 -3.6%
12 IUSV ISHARES TR 111,670.0 $12.3M 3.60% +1K +1.3% $110.15 +4.3%
13 SLYG SPDR SERIES TRUST 60,445.0 $7.2M 2.11% $119.13 -4.2%
14 SLYV SPDR SERIES TRUST 61,436.0 $6.7M 1.96% $109.11 +0.5%
15 LQD ISHARES TR 35,754.0 $3.9M 1.14% $109.07 -2.5%
16 SCHO SCHWAB STRATEGIC TR 67,825.0 $1.6M 0.48% -1K -1.5% $24.14 -0.3%
17 B BARRICK MNG CORP Basic Materials 44,413.0 $1.6M 0.48% NEW $36.73 +24.3%
18 TLT ISHARES TR 15,359.0 $1.3M 0.39% -86.0 -0.6% $86.42 -4.1%
19 IWS ISHARES TR 6,797.0 $1.1M 0.33% -239.0 -3.4% $164.60 +3.7%
20 IWP ISHARES TR 7,026.0 $1.0M 0.30% -134.0 -1.9% $146.42 -3.8%
Page 1 of 2  ·  33 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
Basic Materials 43.6%
Financial Services 13.4%
Technology 13.2%
Healthcare 10.2%
Consumer Cyclical 10.1%
Utilities 9.5%