R. W. Roge & Company, Inc.

The portfolio demonstrates a highly diversified, "core-satellite" approach heavily reliant on Exchange Traded Funds (ETFs). With 77.1% of the total assets invested in ETFs, the strategy prioritizes broad market exposure and factor investing over individual stock selection. The remaining allocation is split across individual equities, alternative assets (crypto/gold), and a notable "Unknown" category comprising 13.9% of the portfolio, likely representing mutual funds or specific asset classes not fully categorized in the summary data.

2. Key Holdings

The portfolio is top-heavy regarding its core allocations, with the top three positions accounting for 42.7% of the total value. The holdings are dominated by Vanguard and Schwab index products, signaling a cost-conscious, passive investment philosophy for the portfolio's core.