R. W. Roge & Company, Inc.
Annual return '25
+18.5%
SPY '25
+17.7%
Alpha
+0.8ptsvs SPY
Invested
$210K
Holdings
66
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VOO
VANGUARD INDEX FDS
Q1 2026: New position (896 shares)
15.5%
02
$VUG
VANGUARD INDEX FDS
Q1 2026: New position (811 shares)
13.2%
03
$VTV
VANGUARD INDEX FDS
Q1 2026: New position (258 shares)
9.7%
04
$VGIT
VANGUARD SCOTTSDALE FDS
Held since at least Q1 2024
8.1%
05
$GLDM
WORLD GOLD TR
Held since at least Q1 2024
6.4%
06
$SCHX
SCHWAB STRATEGIC TR
Q1 2026: New position (17.8k shares)
4.5%
07
$VPLS
VANGUARD MALVERN FDS
Held since at least Q1 2024
4.0%
08
$DFAI
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
3.2%
09
$VTI
VANGUARD INDEX FDS
Q1 2026: New position (2.3k shares)
2.7%
10
$DEXC
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
2.6%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 11:55 UTC.