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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001642305

Roble, Belko & Company, Inc

SEWICKLEY, PA · File #028-16890

Latest AUM
$762,955
Positions
503
Top-10 Concentration
64.3%
Filings
12

Sector Allocation

Financials
1.5%$11,700
Technology
1.2%$8,873
Healthcare
0.4%$3,214
Industrials
0.3%$2,226
Energy
0.2%$1,775
Materials
0.1%$712
Utilities
0.0%$351

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1VANGUARD INDEX FDS922908769416,656$139,69219.55%
2VANGUARD STAR FDS921909768928,962$70,0819.81%
3VANGUARD TAX-MANAGED FDS921943858717,726$44,8366.28%
4VANGUARD BD INDEX FDS921937835478,294$35,4274.96%
5VANGUARD INTL EQUITY INDEX922042775425,102$31,2714.38%
6VANGUARD WHITEHALL FDS921946406213,462$30,6364.29%
7SELECT SECTOR SPDR TR81369Y803196,670$28,3153.96%
8VANGUARD INDEX FDS92290863787,297$27,4813.85%
9SPDR S&P 500 ETF TRSPY39,857$27,1793.80%
10ISHARES TR RUS 1000 GRW ETF46428761451,653$24,4473.42%
11SPDR SER TR PORTFOLI S&P150078464A805247,903$20,4522.86%
12ISHARES TR BLACKROCK ULTRA46434V878403,664$20,4172.86%
13VANGUARD INDEX FDS922908553227,248$20,1092.81%
14SCHWAB STRATEGIC TR808524102736,840$19,3272.70%
15VANGUARD SCOTTSDALE92206C706319,362$19,1392.68%
16ISHARES TR RUSSELL 3000 ETF46428768936,119$13,9731.96%
17SPDR INDEX SHS FDS PORTFOLIO DEVLPD78463X889276,274$12,2691.72%
18VANGUARD INTL EQUITY INDEX922042858213,657$11,4861.61%
19SCHWAB STRATEGIC TR808524805476,214$11,4481.60%
20SCHWAB STRATEGIC TR US TIPS ETF808524870394,537$10,4511.46%