RE

Roof Eidam Maycock Peralta, LLC

13F
Roof Eidam Maycock Peralta, LLC
Last update 2024-10-22 127 Stocks (12 new)
Value $393.00 Mil Turnover 6 %
Countries:
Top Holdings: VEA(8.78%)JQUA(6.50%)VIG(5.62%)JCPB(5.11%)VB(5.00%)
Portfolio Report
Summary Stock Picks Current Portfolio
Roof Eidam Maycock Peralta, LL... Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VEA 		Vanguard FTSE Developed Markets ETF
653,534
34513.130
-1.12%
8.780
-0.10%
0.020
+3.12%
+4.91%
137683.596
 
JQUA 		JPMorgan U.S. Quality Factor ETF
451,693
25552.290
-3.52%
6.500
-0.24%
0.500
+11.93%
+22.92%
5288.817
 
VIG 		Vanguard Dividend Appreciation FTF
111,475
22078.690
-5.16%
5.620
-0.30%
0.030
+9.56%
+19.17%
85497.677
 
JCPB 		JPMorgan Core Plus Bond ETF
416,666
20099.980
+5.05%
5.110
+0.25%
0.460
-0.78%
-0.49%
4403.900
 
VB 		Vanguard Small Cap ETF
82,856
19654.260
-0.86%
5.000
-0.04%
0.030
+15.03%
+18.66%
63030.413
 
JPST 		JPMorgan Ultra-Short Income ETF
362,416
18389.010
+34.98%
4.680
+1.21%
0.070
0%
+0.44%
26854.535
 
JSCP 		JPMorgan Short Duration Core Plus ETF
331,497
15752.740
-6.09%
4.010
-0.27%
2.850
-0.27%
+0.57%
553.821
 
VUG 		Vanguard Growth ETF
39,895
15316.750
-17.05%
3.900
-0.83%
0.010
+15.78%
+31.27%
140079.274
 
AAPL 		Apple Inc
63,389
14769.730
-0.25%
3.760
-0.01%
0.000
+6.64%
+18.46%
3430687.188
Hardware
VO 		Vanguard Mid-Cap ETF
52,956
13971.290
-0.58%
3.550
-0.02%
0.020
+13.37%
+18.94%
69967.935
 

Roof Eidam Maycock Peralta, LLC's Historical Top Holdings Breakdowns

Roof Eidam Maycock Peralta, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
JPST 		JPMorgan Ultra-Short Income ETF2024-09-30Add
+1.21%
●
50.25 ($50.53) 50.74
$50.45
-0.16%
Add 34.98%
362,416
93,920
VUG 		Vanguard Growth ETF2024-09-30Reduce
-0.83%
●
341.08 ($371.89) 391.94
$408.08
9.73%
Reduce -17.05%
39,895
-8,202
FNDX 		Schwab Fundamental U.S. Large Company ETF2024-09-30Add
+0.77%
●
21.79 ($23.01) 23.92
$24.71
7.39%
Add 300.24%
169,338
42,343
JMST 		JPMorgan Ultra-Short Municipal Income ETF2024-09-30Add
+0.65%
●
50.61 ($50.83) 50.96
$50.77
-0.12%
Add 358.95%
64,249
50,250
FNDA 		Schwab Fundamental U.S. Small Company ETF2024-09-30Add
+0.59%
●
27.13 ($28.74) 30
$31.58
9.88%
Add 124.57%
141,154
39,150
VIG 		Vanguard Dividend Appreciation FTF2024-09-30Reduce
-0.30%
●
181.77 ($190.41) 198.25
$203.07
6.65%
Reduce -5.16%
111,475
-6,064
JSCP 		JPMorgan Short Duration Core Plus ETF2024-09-30Reduce
-0.27%
●
46.16 ($47.03) 47.63
$46.81
-0.46%
Reduce -6.09%
331,497
-21,479
FBND 		Fidelity Total Bond ETF2024-09-30Add
+0.25%
●
44.65 ($46.21) 47.21
$45.69
-1.13%
Add 48.78%
63,685
20,879
JCPB 		JPMorgan Core Plus Bond ETF2024-09-30Add
+0.25%
●
45.87 ($47.5) 48.53
$46.85
-1.37%
Add 5.05%
416,666
20,024
JQUA 		JPMorgan U.S. Quality Factor ETF2024-09-30Reduce
-0.24%
●
51.29 ($54.28) 56.57
$58.83
8.38%
Reduce -3.52%
451,693
-16,460

Roof Eidam Maycock Peralta, LLC Total Holding History ($B)

To

Roof Eidam Maycock Peralta, LLC's Asset Allocation

To

Roof Eidam Maycock Peralta, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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Roof Eidam Maycock Peralta, LLC's Hypothetical Growth since 2024-09-30

Roof Eidam Maycock Peralta, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Roof Eidam Maycock Peralta, LLC's Holdings Heat Map

Size field:

Roof Eidam Maycock Peralta, LLC's Holdings Bubble Chart

Roof Eidam Maycock Peralta, LLC News

  • 1

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