Roberts Wealth Advisors, LLC

Q3 2024 13F Holdings

Location
Palo Alto, CA
Holdings as of
9/30/2024
Value ($000)
$309,148
Num holdings
95
Date filed
10/15/2024
Form type
13F-HR
Prev filing
8/13/2024
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type