Roth Financial Partners LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Kingwood, TX
CIK
0001840888
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 27 195,287 IEFA, IVV, SPY, IJR 13F-HR 1/31/2024 000184088824000001
Q3 2023 26 159,813 IEFA, IVV, SPY, IJR 13F-HR 10/10/2023 000184088823000005
Q2 2023 25 159,441 IVV, IEFA, SPY, IJR 13F-HR 7/14/2023 000184088823000004
Q1 2023 23 150,192 IEFA, IVV, SPY, IJR 13F-HR 4/5/2023 000184088823000002
Q4 2022 21 138,389 IEFA, IVV, SPY, IJR 13F-HR 1/19/2023 000184088823000001
Q3 2022 25 124,695 IVV, IEFA, SPY, IJR 13F-HR 10/7/2022 000184088822000004
Q2 2022 26 125,266 IVV, IEFA, SPY, IJR 13F-HR 7/11/2022 000184088822000003
Q1 2022 32 138,536 IVV, IEFA, SPY, IJR 13F-HR 4/14/2022 000184088822000002
Q4 2021 28 140,490 IVV, SPY, IEFA, IJR 13F-HR 1/18/2022 000184088822000001
Q3 2021 26 128,873 IVV, IEFA, SPY, IJR 13F-HR 10/18/2021 000184088821000004
Q2 2021 24 129,790 IVV, IEFA, SPY, IJR 13F-HR 7/9/2021 000184088821000003
Q1 2021 23 120,894 IVV, IEFA, SPY, IJR 13F-HR 4/15/2021 000184088821000002
Q4 2020 20 100,947 IEFA, IVV, SPY, IJR 13F-HR 1/27/2021 000184088821000001