Roble, Belko & Company, Inc

Est. AUM

$786.5M

13F long equity, this entity only

Positions

487

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	ETF	$138.4M	431499	17.60%	SOLE
2	VANGUARD STAR FDS	ETF	$80.5M	1044386	10.24%	SOLE
3	VANGUARD BD INDEX FDS	ETF	$47.6M	646202	6.05%	SOLE
4	VANGUARD TAX-MANAGED FDS	ETF	$46.0M	718603	5.85%	SOLE
5	VANGUARD WHITEHALL FDS	ETF	$31.4M	211759	3.99%	SOLE
6	VANGUARD INTL EQUITY INDEX	ETF	$31.0M	413033	3.94%	SOLE
7	VANGUARD INDEX FDS	ETF	$26.9M	90161	3.43%	SOLE
8	SPDR S&P 500 ETF TR	ETF	$25.4M	39129	3.24%	SOLE
9	SELECT SECTOR SPDR TR	ETF	$24.1M	181612	3.07%	SOLE
10	VANGUARD INDEX FDS	ETF	$22.4M	252337	2.85%	SOLE
11	ISHARES TR RUS 1000 GRW ETF	ETF	$22.0M	51653	2.80%	SOLE
12	ISHARES TR BLACKROCK ULTRA	ETF	$20.5M	404266	2.60%	SOLE
13	VANGUARD SCOTTSDALE	ETF	$19.2M	322385	2.44%	SOLE
14	SCHWAB STRATEGIC TR	ETF	$16.8M	668407	2.13%	SOLE
15	SPDR SER TR PORTFOLI S&P1500	ETF	$16.7M	210628	2.12%	SOLE
16	SCHWAB STRATEGIC TR US TIPS ETF	ETF	$14.2M	532751	1.80%	SOLE
17	ISHARES TR RUSSELL 3000 ETF	ETF	$13.4M	36119	1.70%	SOLE
18	SPDR INDEX SHS FDS PORTFOLIO DEVLPD	ETF	$11.9M	260037	1.51%	SOLE
19	VANGUARD INTL EQUITY INDEX	ETF	$11.1M	205744	1.41%	SOLE
20	SCHWAB STRATEGIC TR	ETF	$9.9M	400443	1.26%	SOLE
21	ISHARES TR CORE S&P TTL STK	ETF	$9.7M	68365	1.24%	SOLE
22	ISHARES TR S&P 100 ETF	ETF	$9.4M	29461	1.19%	SOLE
23	VANGUARD SCOTTSDALE FDS VNG RUS1000IDX	ETF	$7.4M	25225	0.95%	SOLE
24	ISHARES TR RUS 1000 ETF	ETF	$6.0M	16925	0.77%	SOLE
25	VANGUARD SCOTTSDALE FDS	ETF	$5.8M	98791	0.74%	SOLE
26	TJX COS INC NEW	COM	$5.1M	31811	0.65%	SOLE
27	VANGUARD INDEX FDS	ETF	$4.0M	15400	0.51%	SOLE
28	ISHARES TR CORE MSCI TOTAL	ETF	$3.4M	39711	0.44%	SOLE
29	MASTERCARD INCORPORATED	COM	$3.3M	6526	0.41%	SOLE
30	ISHARES TR MSCI EAFE ETF	ETF	$3.3M	33479	0.41%	SOLE
31	ISHARES TR CORE MSCI EAFE	ETF	$3.2M	35181	0.40%	SOLE
32	ISHARES TR CRE U S REIT ETF	ETF	$3.1M	52109	0.39%	SOLE
33	VANGUARD WHITEHALL FDS	ETF	$3.0M	31733	0.38%	SOLE
34	VANGUARD INDEX FDS	ETF	$3.0M	4968	0.38%	SOLE
35	ISHARES TR IBONDS DEC 29	ETF	$2.8M	119309	0.35%	SOLE
36	SPDR SER TR S&P DIVID ETF	ETF	$2.7M	18744	0.35%	SOLE
37	INTERNATIONAL BUSINESS MACHS	COM	$2.6M	10590	0.33%	SOLE
38	VANGUARD WORLD FDS	ETF	$2.5M	10452	0.31%	SOLE
39	ISHARES TR CORE S&P500 ETF	ETF	$2.4M	3682	0.31%	SOLE
40	ISHARES TR S&P 500 VAL ETF	ETF	$2.4M	11238	0.30%	SOLE
41	ISHARES TR IBDS DEC28 ETF	ETF	$2.3M	92430	0.30%	SOLE
42	ISHARES TR IBONDS DEC 2030	ETF	$2.2M	102380	0.28%	SOLE
43	NVIDIA CORPORATION	COM	$2.2M	12443	0.28%	SOLE
44	ISHARES TR IBONDS 27 ETF	ETF	$2.0M	83371	0.26%	SOLE
45	ISHARES TR RUS MID CAP ETF	ETF	$1.9M	19952	0.25%	SOLE
46	MICROSOFT CORP	COM	$1.8M	4946	0.23%	SOLE
47	ISHARES TR IBONDS DEC 2032	ETF	$1.8M	72379	0.23%	SOLE
48	BERKSHIRE HATHAWAY INC DEL	COM	$1.8M	3723	0.23%	SOLE
49	ISHARES TR US TREAS BD ETF	ETF	$1.5M	65353	0.19%	SOLE
50	APPLE INC	COM	$1.4M	5570	0.18%	SOLE

1–50 of 487

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.