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Name: |
Roth Financial Partners LLC |
City: |
KINGWOOD |
State: |
TX |
Zip: |
77339 |
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Holdings
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4 |
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Ticker |
Company Name |
Position Rank |
New/Closed Postion |
Last Close |
Value |
Shares Held |
% of Portfolio |
Value Change |
Change In Shares Held |
% of Company |
Industry |
|
VGSH |
Vanguard Scottsdale Funds |
26 |
New |
$57.74 |
$231,000 |
3,977 |
0.1% |
231,000 |
3,977 |
0 |
Closed - End Fund - Debt |
|
FB |
Meta Platforms Inc |
28 |
New |
$479.92 |
$224,000 |
462 |
0.1% |
224,000 |
462 |
0 |
Internet Service Prov... |
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CDNS |
Cadence Design Systems Inc |
29 |
New |
$296.21 |
$218,000 |
700 |
0.1% |
218,000 |
700 |
0 |
Technical & System So... |
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VTI |
Vanguard Total Stock Market... |
30 |
New |
$261.87 |
$204,000 |
785 |
0.09% |
204,000 |
785 |
0 |
Closed - End Fund - E... |
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