Roberts Wealth Advisors, LLC

Q2 2024 13F Holdings

Location
Palo Alto, CA
Holdings as of
6/30/2024
Value ($000)
$293,024
Num holdings
90
Date filed
8/13/2024
Form type
13F-HR
Prev filing
4/17/2024
Next filing
10/15/2024
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type