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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 2 of 3  ·  41 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ISCV ISHARES TR 40,697.0 $3.2M 0.29% -1K -2.7% $78.32 +2.7%
22 VTWV VANGUARD SCOTTSDALE FDS 15,359.0 $3.0M 0.27% -134.0 -0.9% $195.44 +1.2%
23 RWL INVESCO EXCH TRADED FD TR II 21,724.0 $2.8M 0.25% -120.0 -0.6% $127.76 +4.6%
24 LOW LOWES COS INC Consumer Cyclical 12,229.0 $2.7M 0.24% -1K -10.6% $220.49 -1.7%
25 IVV ISHARES TR 3,013.0 $2.3M 0.20% -119.0 -3.8% $748.89 +2.6%
26 DGRO ISHARES TR 27,680.0 $2.1M 0.19% -523.0 -1.9% $75.79 +5.1%
27 ISCG ISHARES TR 29,855.0 $2.0M 0.18% -2K -5.4% $65.54 -1.4%
28 IWN ISHARES TR 7,021.0 $1.6M 0.14% -359.0 -4.9% $221.20 +1.2%
29 VIOV VANGUARD ADMIRAL FDS INC 11,293.0 $1.3M 0.12% -777.0 -6.4% $117.33 +0.7%
30 ITOT ISHARES TR 7,916.0 $1.3M 0.12% -180.0 -2.2% $164.27 +2.0%
31 MSFT MICROSOFT CORP Technology 3,465.0 $1.3M 0.12% -144.0 -4.0% $372.98 +29.3%
32 IWD ISHARES TR 4,963.0 $1.2M 0.11% -238.0 -4.6% $242.43 +6.2%
33 ILCG ISHARES TR 8,373.0 $980K 0.09% -5K -37.7% $117.02 -2.1%
34 VIOG VANGUARD ADMIRAL FDS INC 4,789.0 $735K 0.07% -179.0 -3.6% $153.42 -3.1%
35 EDIV SPDR INDEX SHS FDS 14,301.0 $586K 0.05% -39K -73.4% $40.96 +2.4%
36 VONV VANGUARD SCOTTSDALE FDS 5,117.0 $544K 0.05% -2K -31.9% $106.31 +6.2%
37 SMMU PIMCO ETF TR 10,434.0 $527K 0.05% -760.0 -6.8% $50.50 -0.4%
38 QQQ INVESCO QQQ TR Financial Services 597.0 $440K 0.04% -115.0 -16.1% $736.75 -3.5%
39 VOO VANGUARD INDEX FDS 456.0 $313K 0.03% -36.0 -7.3% $686.81 +2.3%
40 MGV VANGUARD WORLD FD 1,715.0 $280K 0.03% -30.0 -1.7% $163.45 +2.6%
Page 2 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%