Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Roble, Belko & Company, Inc (CIK 1642305) reported $786.5M across 482 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VTI ($138.4M, 17.60%), VXUS ($80.5M, 10.24%), BND ($47.6M, 6.05%), VEA ($46.0M, 5.85%), VYM ($31.4M, 3.99%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $138.4M | 17.60% | 431,499 | Added |
| 2 | VXUS | VANGUARD STAR FDS | $80.5M | 10.24% | 1.0M | Added |
| 3 | BND | VANGUARD BD INDEX FDS | $47.6M | 6.05% | 646,202 | Added |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | $46.0M | 5.85% | 718,603 | Added |
| 5 | VYM | VANGUARD WHITEHALL FDS | $31.4M | 3.99% | 211,759 | Trimmed |
| 6 | VEU | VANGUARD INTL EQUITY INDEX | $31.0M | 3.94% | 413,033 | Trimmed |
| 7 | VV | VANGUARD INDEX FDS | $26.9M | 3.43% | 90,161 | Added |
| 8 | SPY | SPDR S&P 500 ETF TR | $25.4M | 3.24% | 39,129 | Trimmed |
| 9 | XLK | SELECT SECTOR SPDR TR | $24.1M | 3.07% | 181,612 | Trimmed |
| 10 | VNQ | VANGUARD INDEX FDS | $22.4M | 2.85% | 252,337 | Added |
| 11 | IWF | ISHARES TR RUS 1000 GRW ETF | $22.0M | 2.80% | 51,653 | Hold |
| 12 | ICSH | ISHARES TR BLACKROCK ULTRA | $20.5M | 2.60% | 404,266 | Added |
| 13 | VGIT | VANGUARD SCOTTSDALE | $19.2M | 2.44% | 322,385 | Added |
| 14 | SCHB | SCHWAB STRATEGIC TR | $16.8M | 2.13% | 668,407 | Trimmed |
| 15 | SPTM | SPDR SER TR PORTFOLI S&P1500 | $16.7M | 2.12% | 210,628 | Trimmed |
| 16 | SCHP | SCHWAB STRATEGIC TR US TIPS ETF | $14.2M | 1.80% | 532,751 | Added |
| 17 | IWV | ISHARES TR RUSSELL 3000 ETF | $13.4M | 1.70% | 36,119 | Hold |
| 18 | SPDW | SPDR INDEX SHS FDS PORTFOLIO DEVLPD | $11.9M | 1.51% | 260,037 | Trimmed |
| 19 | VWO | VANGUARD INTL EQUITY INDEX | $11.1M | 1.41% | 205,744 | Trimmed |
| 20 | SCHF | SCHWAB STRATEGIC TR | $9.9M | 1.26% | 400,443 | Trimmed |
| 21 | ITOT | ISHARES TR CORE S&P TTL STK | $9.7M | 1.24% | 68,365 | Trimmed |
| 22 | OEF | ISHARES TR S&P 100 ETF | $9.4M | 1.19% | 29,461 | Trimmed |
| 23 | VONE | VANGUARD SCOTTSDALE FDS VNG RUS1000IDX | $7.4M | 0.95% | 25,225 | New |
| 24 | IWB | ISHARES TR RUS 1000 ETF | $6.0M | 0.77% | 16,925 | Trimmed |
| 25 | VGSH | VANGUARD SCOTTSDALE FDS | $5.8M | 0.74% | 98,791 | Added |
Source: SEC Form 13F filings · as of 2026-03-31