| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2019 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 16 | Q3 2023 | 22.9% |
| VANGUARD INDEX FDS | 16 | Q3 2023 | 15.5% |
| SCHWAB STRATEGIC TR | 16 | Q3 2023 | 10.7% |
| VANGUARD WHITEHALL FDS INC | 16 | Q3 2023 | 10.5% |
| VANGUARD ADMIRAL FDS INC | 16 | Q3 2023 | 5.9% |
| ISHARES TR | 16 | Q3 2023 | 6.0% |
| VANGUARD INDEX FDS | 16 | Q3 2023 | 3.9% |
| ISHARES TR | 16 | Q3 2023 | 3.1% |
| APPLE INC | 16 | Q3 2023 | 2.5% |
| VANGUARD INDEX FDS | 16 | Q3 2023 | 2.6% |
View R. W. Roge & Company, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-05-03 |
| 13F-HR | 2022-01-26 |
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.