Roberts Wealth Advisors, LLC

Q4 2023 13F Holdings

Location
Palo Alto, CA
Holdings as of
12/31/2023
Value ($000)
$643
Num holdings
55
Date filed
1/17/2024
Form type
13F-HR
Prev filing
10/17/2023
Next filing
4/17/2024
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type