Roberts Wealth Advisors, LLC

Q1 2024 13F Holdings

Location
Palo Alto, CA
Holdings as of
3/31/2024
Value ($000)
$267,575
Num holdings
94
Date filed
4/17/2024
Form type
13F-HR
Prev filing
1/17/2024
Next filing
8/13/2024
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type