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Portfolio (Quarterly) Guide ↗

Rodgers & Associates, LTD

· CIK 0001846515
13F Portfolio $982.2B AUM 101 positions Filed May 4, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 4 New 25 Added 45 Reduced 10 Exited
Page 4 of 6  ·  101 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VONV VANGUARD SCOTTSDALE FDS 7,512.0 $704K 0.07% -105.0 -1.4% $93.74 +8.7%
62 VB VANGUARD INDEX FDS 2,526.0 $662K 0.07% -900.0 -26.3% $261.95 +7.6%
63 MGK VANGUARD WORLD FD 1,748.0 $642K 0.07% -15.0 -0.8% $367.44 -75.9%
64 VIOG VANGUARD ADMIRAL FDS INC 4,968.0 $618K 0.06% +161.0 +3.4% $124.46 +9.5%
65 IVOV VANGUARD ADMIRAL FDS INC 5,784.0 $590K 0.06% -149.0 -2.5% $101.95 +4.2%
66 VOOG VANGUARD ADMIRAL FDS INC 1,413.0 $576K 0.06% -11.0 -0.8% $407.69 -79.8%
67 SMMU PIMCO ETF TR 11,194.0 $565K 0.06% +707.0 +6.7% $50.45 -0.3%
68 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 556.0 $554K 0.06% -54.0 -8.8% $996.51 +4.5%
69 RPG INVESCO EXCHANGE TRADED FD T 11,720.0 $548K 0.06% -965.0 -7.6% $46.74 +22.0%
70 SDY SPDR SERIES TRUST 3,700.0 $540K 0.06% $145.94 +0.1%
71 IVOG VANGUARD ADMIRAL FDS INC 4,227.0 $529K 0.05% +420.0 +11.0% $125.03 +9.8%
72 VOOV VANGUARD ADMIRAL FDS INC 2,546.0 $519K 0.05% $203.79 +5.9%
73 QQQ INVESCO QQQ TR Financial Services 712.0 $411K 0.04% +40.0 +6.0% $577.41 +22.8%
74 VXF VANGUARD INDEX FDS 1,789.0 $368K 0.04% $205.80 +9.1%
75 IWY ISHARES TR 1,471.0 $366K 0.04% +28.0 +1.9% $248.84 +17.5%
76 VYM VANGUARD WHITEHALL FDS 2,462.0 $365K 0.04% $148.10 +5.2%
77 CGDV CAPITAL GROUP DIVIDEND VALUE 8,569.0 $365K 0.04% NEW $42.54 +12.4%
78 XLK SELECT SECTOR SPDR TR 2,635.0 $350K 0.04% $132.89 +32.7%
79 VXUS VANGUARD STAR FDS 4,497.0 $347K 0.04% -650.0 -12.6% $77.11 +7.8%
80 ORRF ORRSTOWN FINL SVCS INC Financial Services 9,570.0 $345K 0.04% $36.08 -0.1%
Page 4 of 6  ·  101 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 27.6%
Consumer Cyclical 25.1%
Industrials 21.1%
Financial Services 15.8%
Consumer Defensive 4.9%
Healthcare 2.1%
Communication Services 1.8%
Utilities 1.7%