| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2017 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 19 | Q2 2024 | 22.9% |
| VANGUARD INDEX FDS | 19 | Q2 2024 | 16.2% |
| SCHWAB STRATEGIC TR | 19 | Q2 2024 | 10.7% |
| VANGUARD WHITEHALL FDS INC | 19 | Q2 2024 | 10.5% |
| VANGUARD ADMIRAL FDS INC | 19 | Q2 2024 | 5.9% |
| VANGUARD INDEX FDS | 19 | Q2 2024 | 3.9% |
| ISHARES TR | 19 | Q2 2024 | 3.2% |
| APPLE INC | 19 | Q2 2024 | 2.5% |
| VANGUARD INDEX FDS | 19 | Q2 2024 | 2.6% |
| SCHWAB STRATEGIC TR | 19 | Q2 2024 | 1.5% |
View R. W. Roge & Company, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-28 |
| 13F-HR | 2024-08-01 |
| 13F-HR | 2024-05-03 |
| 13F-HR | 2024-01-26 |
| 13F-HR | 2023-11-06 |
| 13F-HR | 2023-07-14 |
| 13F-HR | 2023-05-05 |
| 13F-HR | 2023-01-30 |
| 13F-HR | 2022-11-01 |
| 13F-HR | 2022-08-11 |
View R. W. Roge & Company, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.