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Rovin Capital /Ut/ /Adv

Portfolio Manager
Rovin Capital /Ut/ /Adv
Performance
+0.52% (2025 Q4)
AUM (13F)
$376.64K
# of Holdings
194
Performance Rank
Allocation (Top 20)
53.55%

Rovin Capital /Ut/ /Adv Holdings Map

Top 50 Rovin Capital /Ut/ /Adv Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
IEMG
ISHARES INC
6.4%357.8K$24K
+17.08%(+52.19K)
2024-Q4: 58.6K shares2025-Q1: 224.9K shares2025-Q2: 379.9K shares2025-Q3: 305.6K shares2025-Q4: 357.8K shares
$56.47(+35.09%)
2025-12-31
BUFR
FIRST TR EXCHNG TRADED FD VI
5.81%637.5K$22K
+0.99%(+6.28K)
2024-Q4: 643.0K shares2025-Q1: 637.0K shares2025-Q2: 631.7K shares2025-Q3: 631.2K shares2025-Q4: 637.5K shares
$29.85(+17.98%)
2025-12-31
SCHG
SCHWAB STRATEGIC TR
5.8%668.8K$22K
+8.76%(+53.87K)
2024-Q4: 730.7K shares2025-Q1: 509.9K shares2025-Q2: 654.3K shares2025-Q3: 615.0K shares2025-Q4: 668.8K shares
$21.11(+52.03%)
2025-12-31
QQQM
INVESCO EXCH TRADED FD TR II
3.71%55.1K$14K
+16.75%(+7.91K)
2024-Q4: 60.1K shares2025-Q1: 27.1K shares2025-Q2: 55.2K shares2025-Q3: 47.2K shares2025-Q4: 55.1K shares
$196.79(+33.38%)
2025-12-31
DVA
DAVITA INC
3.64%120.6K$14K
+0.00%(+0)
2024-Q4: 0 shares2025-Q1: 120.6K shares2025-Q2: 120.6K shares2025-Q3: 120.6K shares2025-Q4: 120.6K shares
$89.43(+61.65%)
2025-12-31
VIG
VANGUARD SPECIALIZED FUNDS
3.61%61.8K$14K
+16.05%(+8.55K)
2024-Q4: 73.9K shares2025-Q1: 70.7K shares2025-Q2: 38.3K shares2025-Q3: 53.2K shares2025-Q4: 61.8K shares
$175.09(+28.14%)
2025-12-31
XLK
SELECT SECTOR SPDR TR
2.73%71.2K$10K
+102.27%(+36.01K)
2024-Q4: 37.1K shares2025-Q1: 36.3K shares2025-Q2: 36.5K shares2025-Q3: 35.2K shares2025-Q4: 71.2K shares
$70.19(+114.14%)
2025-12-31
AAPL
APPLE INC
2.37%32.7K$9K
-2.87%(-966)
2024-Q4: 29.3K shares2025-Q1: 33.7K shares2025-Q2: 34.4K shares2025-Q3: 33.7K shares2025-Q4: 32.7K shares
$156.53(+70.21%)
2025-12-31
BSJR
INVESCO EXCH TRD SLF IDX FD
2.03%338.3K$8K
+9.09%(+28.20K)
2024-Q4: 218.9K shares2025-Q1: 276.0K shares2025-Q2: 283.5K shares2025-Q3: 310.1K shares2025-Q4: 338.3K shares
$22.28(+1.14%)
2025-12-31
IEFA
ISHARES TR
2.02%84.9K$8K
-4.20%(-3.73K)
2024-Q4: 3.0K shares2025-Q1: 115.8K shares2025-Q2: 120.0K shares2025-Q3: 88.6K shares2025-Q4: 84.9K shares
$73.11(+31.90%)
2025-12-31

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