Fund HoldingsRodgers & Associates, LTD

Total Portfolio Value
$1.10B
Total Bought
$343.31M
Total Sold
$317.72M
Net Transaction
+$25.59M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
SPDR SERIES TRUST
ST STR P500GRW
0449,619+449,619053,5004.86%+53,500
SPDR SERIES TRUST
ST SHOR CORP ETF
01,764,606+1,764,606052,9564.81%+52,956
SPDR SERIES TRUST
ST STR SP600GRWO
0403,692+403,692048,0924.36%+48,092
SPDR SERIES TRUST
ST STR SP600SM C
0322,641+322,641035,2033.20%+35,203
SPDR SERIES TRUST
ST STR P500VAL
0487,758+487,758029,6512.69%+29,651
SPDR SERIES TRUST
ST STR SP400GRW
0187,167+187,167020,9801.90%+20,980
SPDR SERIES TRUST
ST STR SP400VAL
0220,077+220,077020,8741.89%+20,874
SPDR INDEX SHS FDS
ST PORT MARK ETF
0387,231+387,231020,0511.82%+20,051
SPDR INDEX SHS FDS
ST STR PO EX ETF
0349,364+349,364017,6041.60%+17,604
VANGUARD INDEX FDS317,351322,177+4,82668,94478,2867.11%+9,341
ISHARES TR0435,416+435,416063,7495.79%+63,749
VANGUARD INDEX FDS139,711137,533-2,17842,22850,2964.56%+8,068
ISHARES TR0490,509+490,509060,9075.53%+60,907
VANGUARD INDEX FDS408,303398,813-9,49080,10986,9137.89%+6,804
VANGUARD INDEX FDS106,271106,123-14827,34932,5052.95%+5,157
VANGUARD INDEX FDS374,368373,683-68568,98873,8406.70%+4,851
ISHARES TR244,308236,684-7,62419,24423,2662.11%+4,022
VANGUARD INDEX FDS0233,969+233,969020,1541.83%+20,154
ISHARES TR399,013401,892+2,87923,61826,7062.42%+3,088
ISHARES TR0139,031+139,031019,1211.74%+19,121
ISHARES TR170,676165,969-4,70724,87427,3182.48%+2,444
VANGUARD INDEX FDS240,523244,354+3,83121,33423,5632.14%+2,229
VANGUARD TAX-MANAGED FDS307,921305,643-2,27819,73221,7771.98%+2,045
ISHARES TR69,01064,535-4,4759,98611,5261.05%+1,540
ISHARES TR18,57118,142-4295,8287,1470.65%+1,319
INVESCO EXCHANGE TRADED FD T
RAFI US 1000 ETF
0229,435+229,435012,3961.13%+12,396
ISHARES TR49,70452,262+2,5585,8877,1430.65%+1,256
VANGUARD SCOTTSDALE FDS
VNG RUS1000GRW
063,242+63,24208,0830.73%+8,083
ISHARES TR77,15073,635-3,5157,7638,6520.79%+889
ISHARES TR119,653120,448+79510,14511,0061.00%+861
CAPITAL GROUP DIVIDEND VALUE
SHS CREAT UNIT
016,214+16,21407990.07%+799
ISHARES TR48,28348,150-13310,19510,9330.99%+738
VANGUARD INDEX FDS13,78013,786+64,4215,1010.46%+681
VANGUARD INTL EQUITY INDEX F133,653132,163-1,4907,2247,8890.72%+665
ISHARES INC
CORE MSCI EMKT
64,11661,963-2,1534,4725,1330.47%+661
SPDR INDEX SHS FDS
ST MAR DIVID ETF
014,301+14,30105860.05%+586
SPDR SERIES TRUST
ST STR SP DIV
03,700+3,70005630.05%+563
WALMART INC(WMT)04,458+4,45805050.05%+505
SELECT SECTOR SPDR TR
ST STR TECHN ETF
02,635+2,63505020.05%+502
VANGUARD SCOTTSDALE FDS
VNG RUS2000VAL
15,49315,359-1342,5913,0020.27%+411
WESTERN DIGITAL CORP(WDC)0500+50003190.03%+319
JOHNSON & JOHNSON(JNJ)1,3482,456+1,1083306240.06%+294
ISHARES TR41,83540,697-1,1382,9083,1870.29%+279
INVESCO EXCHANGE TRADED FD T
ZACKS MID CAP
22,16722,16702,4422,7180.25%+277
ISHARES TR
CORE MSCI EAFE
96,23793,059-3,1788,7128,9880.82%+275
INVESCO EXCH TRADED FD TR II
S&P 500 REVENUE
21,84421,724-1202,5102,7750.25%+265
PARKER-HANNIFIN CORP(PH)3,1393,13902,8103,0700.28%+260
APPLE INC(AAPL)6,3206,370+501,6041,8430.17%+239
SCHWAB STRATEGIC TR06,748+6,74802280.02%+228
ISHARES TR31,56029,855-1,7051,7291,9570.18%+227
VISA INC(V)0636+63602180.02%+218
STATE STR SPDR DOW JONES IND(DIA)0415+41502170.02%+217
ACNB CORP03,613+3,61302150.02%+215
ISHARES TR3,1323,013-1192,0462,2560.20%+211
SPDR SERIES TRUST
ST STR R1K YLD
01,636+1,63602100.02%+210
BROADCOM INC(AVGO)0551+55102080.02%+208
DIMENSIONAL ETF TRUST
WORLD EX US CORE
05,636+5,63602080.02%+208
NVIDIA CORPORATION(NVDA)07,876+7,87601,5760.14%+1,576
ISHARES TR13,67213,622-501,8122,0120.18%+201
INVESCO EXCHANGE TRADED FD T
S&P500 PUR GWT
11,72011,72005487480.07%+201
VANGUARD ADMIRAL FDS INC4,2274,671+4445296830.06%+155
ISHARES TR7,3807,021-3591,3991,5530.14%+154
ISHARES TR8,0967,916-1801,1531,3000.12%+147
CATERPILLAR INC(CAT)39839802824240.04%+142
VANGUARD INDEX FDS03,067+3,06701,0550.10%+1,055
ISHARES TR41,13439,276-1,8583,8904,0160.36%+126
ISHARES TR
CORE DIV GRWTH
28,20327,680-5231,9792,0980.19%+119
VANGUARD ADMIRAL FDS INC4,9684,789-1796187350.07%+116
VANGUARD WORLD FD1,7488,622+6,8746427580.07%+116
VANGUARD INDEX FDS2,5262,52606627660.07%+104
VANGUARD ADMIRAL FDS INC2,5462,828+2825196200.06%+101
BNY MELLON ETF TRUST II
ENHANCED DIVID
032,124+32,12409320.08%+932
VANGUARD ADMIRAL FDS INC12,07011,293-7771,2281,3250.12%+97
VANGUARD ADMIRAL FDS INC1,4138,118+6,7055766710.06%+95
ISHARES TR5,2014,963-2381,1111,2030.11%+92
VANGUARD ADMIRAL FDS INC5,7845,864+805906690.06%+79
VANGUARD INDEX FDS1,7891,78903684400.04%+72
VANGUARD SCOTTSDALE FDS
VNG RUS2000GRW
1,1021,10202523170.03%+65
ISHARES TR1,4711,47103664280.04%+61
FIFTH THIRD BANCORP(FITB)6,0666,06602823420.03%+60
VANGUARD INTL EQUITY INDEX F3,8944,045+1512923390.03%+46
VANGUARD STAR FDS4,4974,49703473840.03%+38
ISHARES TR3,8993,89902633010.03%+37
VALLEY NATL BANCORP(VLY)15,00015,00001842200.02%+36
ISHARES TR1,7391,73902412730.02%+32
TESLA INC(TSLA)64864802412730.02%+32
INVESCO QQQ TR712597-1154114400.04%+29
VANGUARD WORLD FD1,7451,715-302532800.03%+27
MARRIOTT INTL INC NEW(MAR)61561502012280.02%+27
INVESCO EXCHANGE TRADED FD T
DIVID ACHIEVEV
5,8945,89403013270.03%+26
WISDOMTREE TR(WT)3,5853,58503203450.03%+25
VANGUARD WHITEHALL FDS2,4622,46203653890.04%+24
VANGUARD INDEX FDS492456-362943130.03%+19
ALTRIA GROUP INC(MO)3,1053,10502052230.02%+19
ISHARES TR2,1842,18402122270.02%+15
AMAZON COM INC(AMZN)1,2161,116-1002532660.02%+13
ARCH CAP GROUP LTD
ORD
10,17310,17309779870.09%+11
SOUTHERN CO(SO)2,7952,818+232702700.02%-0
ISHARES TR8,3548,335-198908870.08%-2
COSTCO WHOLESALE CORPORATION(COST)55655605545200.05%-34
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