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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 6  ·  108 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 VBR VANGUARD INDEX FDS 322,177.0 $78.3M 7.11% +5K +1.5% $242.99 +2.9%
3 VOE VANGUARD INDEX FDS 373,683.0 $73.8M 6.70% $197.60 +5.8%
4 IWP ISHARES TR 435,416.0 $63.7M 5.79% +4K +1.0% $146.41 -1.8%
5 IWF ISHARES TR 490,509.0 $60.9M 5.53% +366K +293.6% $124.17 -1.2%
6 SPYG SPDR SERIES TRUST 449,619.0 $53.5M 4.86% -21K -4.5% $118.99 +1.4%
7 SPSB SPDR SERIES TRUST 1,764,606.0 $53.0M 4.81% +99K +5.9% $30.01 -0.2%
8 VBK VANGUARD INDEX FDS 137,533.0 $50.3M 4.57% -2K -1.6% $365.70 -1.5%
9 SLYG SPDR SERIES TRUST 403,692.0 $48.1M 4.37% -15K -3.5% $119.13 -1.9%
10 SLYV SPDR SERIES TRUST 322,641.0 $35.2M 3.19% $109.11 +1.4%
11 VOT VANGUARD INDEX FDS 106,123.0 $32.5M 2.95% $306.30 -0.2%
12 SPYV SPDR SERIES TRUST 487,758.0 $29.7M 2.69% -11K -2.2% $60.79 +5.1%
13 IWS ISHARES TR 165,969.0 $27.3M 2.48% -5K -2.8% $164.60 +4.7%
14 USRT ISHARES TR 401,892.0 $26.7M 2.42% +3K +0.7% $66.45 +1.0%
15 VCSH VANGUARD SCOTTSDALE FDS 324,430.0 $25.6M 2.33% -3K -1.0% $79.03 -0.4%
16 VNQ VANGUARD INDEX FDS 244,354.0 $23.6M 2.14% +4K +1.6% $96.43 +2.3%
17 IMCG ISHARES TR 236,684.0 $23.3M 2.11% -8K -3.1% $98.30 -0.1%
18 VEA VANGUARD TAX-MANAGED FDS 305,643.0 $21.8M 1.98% -2K -0.7% $71.25 +2.2%
19 MDYG SPDR SERIES TRUST 187,167.0 $21.0M 1.90% -7K -3.6% $112.09 -1.1%
20 MDYV SPDR SERIES TRUST 220,077.0 $20.9M 1.90% +1K +0.5% $94.85 +0.9%
Page 1 of 6  ·  108 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%