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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 5 of 6  ·  108 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 VYM VANGUARD WHITEHALL FDS 2,462.0 $389K 0.04% $158.03 +4.4%
82 VXUS VANGUARD STAR FDS 4,497.0 $384K 0.04% $85.49 +2.6%
83 DLN WISDOMTREE TR 3,585.0 $345K 0.03% $96.32 +4.6%
84 FITB FIFTH THIRD BANCORP Financial Services 6,066.0 $342K 0.03% $56.37 -2.7%
85 VEU VANGUARD INTL EQUITY INDEX F 4,045.0 $339K 0.03% +151.0 +3.9% $83.75 +2.3%
86 PFM INVESCO EXCHANGE TRADED FD T 5,894.0 $327K 0.03% $55.45 +3.6%
87 WDC WESTERN DIGITAL CORP Technology 500.0 $319K 0.03% NEW $638.72 -28.1%
88 VTWG VANGUARD SCOTTSDALE FDS 1,102.0 $317K 0.03% $287.68 -1.7%
89 VOO VANGUARD INDEX FDS 456.0 $313K 0.03% -36.0 -7.3% $686.81 +2.5%
90 IJH ISHARES TR 3,899.0 $301K 0.03% $77.11 -0.4%
91 MGV VANGUARD WORLD FD 1,715.0 $280K 0.03% -30.0 -1.7% $163.45 +2.9%
92 ACWI ISHARES TR 1,739.0 $273K 0.03% $156.97 +2.4%
93 TSLA TESLA INC Consumer Cyclical 648.0 $273K 0.03% $420.60 -13.7%
94 SO SOUTHERN CO Utilities 2,818.0 $270K 0.02% +23.0 +0.8% $95.70 -7.1%
95 AMZN AMAZON COM INC Consumer Cyclical 1,116.0 $266K 0.02% -100.0 -8.2% $238.34 +8.5%
96 SCHG SCHWAB STRATEGIC TR 6,748.0 $228K 0.02% NEW $33.84 +4.4%
97 GLDM WORLD GOLD TR Financial Services 2,875.0 $228K 0.02% $79.42 +15.0%
98 MAR MARRIOTT INTL INC NEW Consumer Cyclical 615.0 $228K 0.02% $370.59 -3.8%
99 EFA ISHARES TR 2,184.0 $227K 0.02% $103.88 +4.2%
100 MO ALTRIA GROUP INC Consumer Defensive 3,105.0 $223K 0.02% $71.95 -8.1%
Page 5 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 30.5%
Industrials 20.3%
Consumer Cyclical 20.1%
Financial Services 15.4%
Consumer Defensive 7.3%
Healthcare 3.6%
Utilities 1.6%
Communication Services 1.2%