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Portfolio (Quarterly) Guide ↗

Rodgers & Associates, LTD

· CIK 0001846515
13F Portfolio $1.1B AUM 108 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 9 New 24 Added 41 Reduced 2 Exited
Page 1 of 3  ·  41 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VTV VANGUARD INDEX FDS 398,813.0 $86.9M 7.89% -9K -2.3% $217.93 +4.1%
2 SPYG SPDR SERIES TRUST 449,619.0 $53.5M 4.86% -21K -4.5% $118.99 +1.4%
3 VBK VANGUARD INDEX FDS 137,533.0 $50.3M 4.57% -2K -1.6% $365.70 -1.5%
4 SLYG SPDR SERIES TRUST 403,692.0 $48.1M 4.37% -15K -3.5% $119.13 -1.9%
5 SPYV SPDR SERIES TRUST 487,758.0 $29.7M 2.69% -11K -2.2% $60.79 +5.1%
6 IWS ISHARES TR 165,969.0 $27.3M 2.48% -5K -2.8% $164.60 +4.7%
7 VCSH VANGUARD SCOTTSDALE FDS 324,430.0 $25.6M 2.33% -3K -1.0% $79.03 -0.4%
8 IMCG ISHARES TR 236,684.0 $23.3M 2.11% -8K -3.1% $98.30 -0.1%
9 VEA VANGUARD TAX-MANAGED FDS 305,643.0 $21.8M 1.98% -2K -0.7% $71.25 +2.2%
10 MDYG SPDR SERIES TRUST 187,167.0 $21.0M 1.90% -7K -3.6% $112.09 -1.1%
11 IVW ISHARES TR 139,031.0 $19.1M 1.74% -5K -3.3% $137.53 +1.3%
12 SPDW SPDR INDEX SHS FDS 349,364.0 $17.6M 1.60% -11K -3.1% $50.39 +2.5%
13 PRF INVESCO EXCHANGE TRADED FD T 229,435.0 $12.4M 1.12% -4K -1.8% $54.03 +4.3%
14 IJT ISHARES TR 64,535.0 $11.5M 1.05% -4K -6.5% $178.60 -1.9%
15 IEFA ISHARES TR 93,059.0 $9.0M 0.82% -3K -3.3% $96.58 +4.0%
16 IJK ISHARES TR 73,635.0 $8.7M 0.79% -4K -4.6% $117.50 -1.1%
17 VWO VANGUARD INTL EQUITY INDEX F 132,163.0 $7.9M 0.72% -1K -1.1% $59.69 +0.6%
18 IWO ISHARES TR 18,142.0 $7.1M 0.65% -429.0 -2.3% $393.95 -0.9%
19 IEMG ISHARES INC 61,963.0 $5.1M 0.47% -2K -3.4% $82.84 -2.7%
20 IYR ISHARES TR 39,276.0 $4.0M 0.36% -2K -4.5% $102.25 +2.5%
Page 1 of 3  ·  41 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
Technology 30.1%
Industrials 20.1%
Consumer Cyclical 19.9%
Financial Services 16.5%
Consumer Defensive 7.2%
Healthcare 3.6%
Utilities 1.5%
Communication Services 1.2%