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.
Roof Eidam Maycock Peralta, LLC (CIK 1028874) reported $436.0M across 125 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VEA ($46.5M, 10.66%), JPST ($29.1M, 6.68%), JQUA ($22.1M, 5.08%), VIG ($21.4M, 4.91%), VB ($19.8M, 4.53%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | $46.5M | 10.66% | 725,135 | Added |
| 2 | JPST | J P MORGAN EXCHANGE TRADED F | $29.1M | 6.68% | 575,835 | Added |
| 3 | JQUA | J P MORGAN EXCHANGE TRADED F | $22.1M | 5.08% | 360,859 | Added |
| 4 | VIG | VANGUARD SPECIALIZED FUNDS | $21.4M | 4.91% | 99,608 | Added |
| 5 | VB | VANGUARD INDEX FDS | $19.8M | 4.53% | 75,449 | Added |
| 6 | VUG | VANGUARD INDEX FDS | $19.0M | 4.37% | 43,602 | Added |
| 7 | JSCP | J P MORGAN EXCHANGE TRADED F | $16.5M | 3.77% | 347,811 | Added |
| 8 | IVV | ISHARES TR | $15.1M | 3.45% | 23,053 | Added |
| 9 | VO | VANGUARD INDEX FDS | $14.9M | 3.41% | 51,818 | Added |
| 10 | MINT | PIMCO ETF TR | $14.8M | 3.39% | 147,161 | Trimmed |
| 11 | AAPL | APPLE INC | $14.7M | 3.38% | 58,006 | Trimmed |
| 12 | OEF | ISHARES TR | $14.5M | 3.32% | 45,490 | Trimmed |
| 13 | QQQ | INVESCO QQQ TR | $13.2M | 3.03% | 22,881 | Trimmed |
| 14 | VTV | VANGUARD INDEX FDS | $11.8M | 2.72% | 60,365 | Trimmed |
| 15 | ESGD | ISHARES TR | $10.8M | 2.49% | 113,335 | Trimmed |
| 16 | GOOG | ALPHABET INC | $7.3M | 1.68% | 25,537 | Trimmed |
| 17 | JMST | J P MORGAN EXCHANGE TRADED F | $6.1M | 1.40% | 119,449 | Added |
| 18 | SUSA | ISHARES TR | $5.0M | 1.16% | 38,147 | Trimmed |
| 19 | VBR | VANGUARD INDEX FDS | $4.9M | 1.13% | 22,648 | Added |
| 20 | DGRW | WISDOMTREE TR | $4.9M | 1.12% | 55,581 | Trimmed |
| 21 | HEFA | ISHARES TR | $4.9M | 1.12% | 114,975 | Hold |
| 22 | MSFT | MICROSOFT CORP | $4.6M | 1.05% | 12,350 | Hold |
| 23 | FNDA | SCHWAB STRATEGIC TR | $4.5M | 1.04% | 139,479 | Trimmed |
| 24 | IEUR | ISHARES TR | $4.5M | 1.03% | 63,857 | Added |
| 25 | JPIB | J P MORGAN EXCHANGE TRADED F | $4.5M | 1.02% | 93,135 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31