test

Eric Johnson

@Roth Financial Partners Llc

Latest period2024 - Q4ReportedManaged Assets$251.232MTotal holdings32
Assets growth rate8.39%Assets growth rate (2-Q avg)4.2%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Roth Financial Partners Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 32 positions.

Assets under management

The assets under management (AUM) of Roth Financial Partners Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 251.232M in assets, with a quarterly growth rate of 8.39% and a 2-quarter average growth rate of 4.2%. The portfolio is managed by Eric Johnson, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IVVIshares Tr
Recent Activity
Increased 6.47%
21.44%
$53.841M
91,461 shares@ $588.68 avg price
IEFAIshares Tr
Recent Activity
Increased 11.75%
20.6%
$51.732M
736,086 shares@ $70.28 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Decreased -2.67%
12.95%
$32.522M
55,476 shares@ $586.23 avg price
IJRIshares Tr
Recent Activity
Decreased -0.78%
8.27%
$20.762M
180,207 shares@ $115.22 avg price
RSPInvesco Exchange Traded Fd T
Recent Activity
Increased 1.43%
6.81%
$17.104M
97,611 shares@ $175.23 avg price
VOOVanguard Index Fds
Recent Activity
Increased 2.52%
6.04%
$15.155M
28,126 shares@ $538.81 avg price
VTEBVanguard Mun Bd Fds
Recent Activity
Increased 4.36%
5.54%
$13.897M
277,207 shares@ $50.14 avg price
VGITVanguard Scottsdale Fds
Recent Activity
Increased 9.91%
5.37%
$13.487M
232,538 shares@ $58.0 avg price
VEAVanguard Tax-managed Intl Fd
Recent Activity
Increased 1.96%
3.21%
$8.057M
168,499 shares@ $47.82 avg price
IEMGIshares Inc
Recent Activity
Increased 11.85%
2.8%
$7.011M
134,259 shares@ $52.23 avg price