Roof Eidam Maycock Peralta, LLC: 13F holdings
CIK 10288742026Q2
| Positions | 127 |
|---|---|
| Reported value | $507.7m |
| Filed | 2026-07-24 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| VEA VANGUARD TAX-MANAGED FDS | 745,582 | $53.1m | 10.5% |
| JPST J P MORGAN EXCHANGE TRADED F | 670,922 | $33.9m | 6.7% |
| JQUA J P MORGAN EXCHANGE TRADED F | 343,162 | $24.8m | 4.9% |
| VIG VANGUARD SPECIALIZED FUNDS | 98,637 | $23.3m | 4.6% |
| VUG VANGUARD INDEX FDS | 263,185 | $22.7m | 4.5% |
| VB VANGUARD INDEX FDS | 74,582 | $22.6m | 4.5% |
| IVV ISHARES TR | 23,215 | $17.4m | 3.4% |
| QQQ INVESCO QQQ TR | 23,097 | $17.0m | 3.4% |
| AAPL APPLE INC | 58,015 | $16.8m | 3.3% |
| VO VANGUARD INDEX FDS | 206,711 | $16.7m | 3.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1028874")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.