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Portfolio (Quarterly) Guide ↗

R. W. Roge & Company, Inc.

· CIK 0001800745
13F Portfolio $239M AUM 69 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 69 New
Page 2 of 4  ·  69 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ASMF VIRTUS ETF TR II 99,790.0 $2.6M 1.07% NEW $25.72 +2.3%
22 FNDX SCHWAB STRATEGIC TR 79,260.0 $2.5M 1.03% NEW $31.09 +5.0%
23 SCHG SCHWAB STRATEGIC TR 67,699.0 $2.3M 0.96% NEW $33.83 +5.0%
24 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 87,238.0 $2.3M 0.95% NEW $25.94 +36.1%
25 VYM VANGUARD WHITEHALL FDS 14,086.0 $2.2M 0.93% NEW $158.03 +3.9%
26 CTA SIMPLIFY EXCHANGE TRADED FUN 73,959.0 $1.9M 0.80% NEW $25.93 +9.7%
27 EFIV SPDR SERIES TRUST 21,071.0 $1.5M 0.64% NEW $72.90 +3.5%
28 VGT VANGUARD WORLD FD 9,720.0 $1.2M 0.49% NEW $119.44 +1.5%
29 AMAT APPLIED MATLS INC Technology 1,602.0 $1.2M 0.48% NEW $722.85 -37.1%
30 IUSV ISHARES TR 9,677.0 $1.1M 0.45% NEW $110.05 +4.2%
31 MSFT MICROSOFT CORP Technology 2,781.0 $1.0M 0.43% NEW $372.89 +34.0%
32 GOOGL ALPHABET INC Communication Services 2,614.0 $934K 0.39% NEW $357.31 -5.3%
33 META META PLATFORMS INC Communication Services 1,561.0 $879K 0.37% NEW $563.10 +9.5%
34 SPY STATE STR SPDR S&P 500 ETF T Financial Services 1,106.0 $825K 0.34% NEW $745.93 +3.3%
35 DFUS DIMENSIONAL ETF TRUST 9,373.0 $768K 0.32% NEW $81.94 +2.6%
36 SCHB SCHWAB STRATEGIC TR 25,969.0 $752K 0.32% NEW $28.96 +2.7%
37 HD HOME DEPOT INC Consumer Cyclical 1,976.0 $696K 0.29% NEW $352.23 -8.9%
38 JPM JPMORGAN CHASE & CO Financial Services 1,934.0 $633K 0.27% NEW $327.30 +9.6%
39 BERKSHIRE HATHAWAY INC DEL 1,252.0 $626K 0.26% NEW $500.00
40 LLY ELI LILLY & CO Healthcare 470.0 $563K 0.24% NEW $1197.87 -4.1%
Page 2 of 4  ·  69 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 50.0%
Technology 29.8%
Communication Services 6.4%
Consumer Cyclical 4.3%
Healthcare 3.6%
Industrials 2.5%
Energy 2.4%
Consumer Defensive 0.9%