0001840888-21-000003.txt : 20210709
0001840888-21-000003.hdr.sgml : 20210709
20210709124759
ACCESSION NUMBER: 0001840888-21-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20210630
FILED AS OF DATE: 20210709
DATE AS OF CHANGE: 20210709
EFFECTIVENESS DATE: 20210709
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Roth Financial Partners LLC
CENTRAL INDEX KEY: 0001840888
IRS NUMBER: 272101744
STATE OF INCORPORATION: TX
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-20467
FILM NUMBER: 211082226
BUSINESS ADDRESS:
STREET 1: 700 ROCKMEAD DRIVE
STREET 2: SUITE 158
CITY: KINGWOOD
STATE: TX
ZIP: 77339
BUSINESS PHONE: 2819738816
MAIL ADDRESS:
STREET 1: 700 ROCKMEAD DRIVE
STREET 2: SUITE 158
CITY: KINGWOOD
STATE: TX
ZIP: 77339
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001840888
XXXXXXXX
06-30-2021
06-30-2021
Roth Financial Partners LLC
700 ROCKMEAD DRIVE
SUITE 158
KINGWOOD
TX
77339
13F HOLDINGS REPORT
028-20467
N
Eric Johnson
Chief Compliance Officer
281-973-8816
Eric Johnson
Kingwood
TX
07-09-2021
0
24
129790
false
INFORMATION TABLE
2
roth2q21.xml
ALPHABET INC
CAP STK CL C
02079K107
251
100
SH
SOLE
0
0
100
AMAZON COM INC
COM
023135106
382
111
SH
SOLE
0
0
111
APA CORPORATION
COM
03743Q108
496
22908
SH
SOLE
0
0
22908
APPLE INC
COM
037833100
1416
10340
SH
SOLE
0
0
10340
AUTODESK INC
COM
052769106
146
500
SH
SOLE
0
0
500
COMCAST CORP NEW
CL A
20030N101
46
800
SH
SOLE
0
0
800
EXXON MOBIL CORP
COM
30231G102
374
5928
SH
SOLE
0
0
5928
INTERNATIONAL BUSINESS MACHS
COM
459200101
565
3852
SH
SOLE
0
0
3852
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
46137V357
8721
57860
SH
SOLE
0
0
57860
ISHARES INC
CORE MSCI EMKT
46434G103
719
10726
SH
SOLE
0
0
10726
ISHARES TR
CORE MSCI EAFE
46432F842
25559
341413
SH
SOLE
0
0
341413
ISHARES TR
CORE S&P500 ETF
464287200
28395
66047
SH
SOLE
0
0
66047
ISHARES TR
CORE S&P SCP ETF
464287804
15427
136546
SH
SOLE
0
0
136546
ISHARES TR
MSCI ACWI ETF
464288257
1953
19300
SH
SOLE
0
0
19300
JPMORGAN CHASE & COM
COM
46625H100
300
1929
SH
SOLE
0
0
1929
MICROSOFT CORP
COM
594918104
135
500
SH
SOLE
0
0
500
NVIDIA CORPORATION
COM
67066G104
400
500
SH
SOLE
0
0
500
SCHLUMBERGER LTD
COM
806857108
221
6900
SH
SOLE
0
0
6900
SPDR S&P 500 ETF TR
TR UNIT
78462F103
23908
55854
SH
SOLE
0
0
55854
UNITEDHEALTH GROUP INC
COM
91324P102
117
292
SH
SOLE
0
0
292
VANGUARD INDEX FDS
SMALL CP ETF
922908751
4066
18046
SH
SOLE
0
0
18046
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
5497
13970
SH
SOLE
0
0
13970
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
5542
102036
SH
SOLE
0
0
102036
VANGUARD TAX-MANAGED INTL FD
FTSE DEV MKT ETF
921943858
5154
99970
SH
SOLE
0
0
99970