SEC Form 13F

Roehl & Yi Investment Advisors, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-15
Reported value$303,887,599
Positions194

Largest disclosed positions

IssuerTickerClassReported valueReported amount
PIMCO ETF TRMINTENHAN SHRT MA AC$22,170,220219,921
APPLE INCAAPLCOM$15,769,299294,999
VANGUARD INDEX FDSVOOS&P 500 ETF SHS$15,694,593614,271
VANGUARD INSTL INDEX FDVBIL0 3 MO TR BI ETF$12,677,356167,513
VANGUARD MALVERN FDSVPLSCORE-PLUS BD ETF$11,008,316141,904
BERKSHIRE HATHAWAY INC DELBRK.BCL B NEW$10,932,36190,604
ISHARES GOLD TRIAUISHARES NEW$9,756,527317,153
FLEXSHARES TRGUNRMORNSTAR UPSTR$8,674,117176,017
WESTERN DIGITAL CORPWDCCOM$6,159,1779,643
ISHARES TRIJRCORE S&P SCP ETF$6,034,25640,687

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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