0001840888-22-000001.txt : 20220118 0001840888-22-000001.hdr.sgml : 20220118 20220118135702 ACCESSION NUMBER: 0001840888-22-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220118 DATE AS OF CHANGE: 20220118 EFFECTIVENESS DATE: 20220118 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: 22534711 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 12-31-2021 12-31-2021 Roth Financial Partners LLC

700 ROCKMEAD DRIVE SUITE 158 KINGWOOD TX 77339

13F HOLDINGS REPORT 028-20467 N Eric Johnson 281.973.8816 Eric Johnson Kingwood TX 01-18-2022 0 28 140490 false INFORMATION TABLE 2 roth4q21.xml ADVANCED MICRO DEVICES INC COM 007903107 288 2000 SH SOLE 0 0 2000 ALPHABET INC CAP STK CL C 02079K107 289 100 SH SOLE 0 0 100 AMAZON COM INC COM 023135106 370 111 SH SOLE 0 0 111 APA CORPORATION COM 03743Q108 347 12908 SH SOLE 0 0 12908 APPLE INC COM 037833100 1836 10340 SH SOLE 0 0 10340 AUTODESK INC COM 052769106 141 500 SH SOLE 0 0 500 COMCAST CORP NEW CL A 20030N101 40 800 SH SOLE 0 0 800 EXXON MOBIL CORP COM 30231G102 320 5234 SH SOLE 0 0 5234 HOME DEBOT INC COM 437076102 102 245 SH SOLE 0 0 245 HUBSPOT INC COM 443573100 66 100 SH SOLE 0 0 100 INTERNATIONAL BUSINESS MACHS COM 459200101 515 3852 SH SOLE 0 0 3852 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 10093 62018 SH SOLE 0 0 62018 ISHARES INC CORE MSCI EMKT 46434G103 640 10694 SH SOLE 0 0 10694 ISHARES TR CORE MSCI EAFE 46432F842 26800 359054 SH SOLE 0 0 359054 ISHARES TR CORE S&P500 ETF 464287200 30003 62901 SH SOLE 0 0 62901 ISHARES TR CORE S&P SCP ETF 464287804 15518 135512 SH SOLE 0 0 135512 ISHARES TR MSCI ACWI ETF 464288257 2034 19228 SH SOLE 0 0 19228 JPMORGAN CHASE & COM COM 46625H100 305 1929 SH SOLE 0 0 1929 MICROSOFT CORP COM 594918104 168 500 SH SOLE 0 0 500 MONGODB INC CL A 60937P106 265 500 SH SOLE 0 0 500 NVIDIA CORPORATION COM 67066G104 588 2000 SH SOLE 0 0 2000 SCHLUMBERGER LTD COM 806857108 207 6900 SH SOLE 0 0 6900 SPDR S&P 500 ETF TR TR UNIT 78462F103 27399 57677 SH SOLE 0 0 57677 UNITEDHEALTH GROUP INC COM 91324P102 147 292 SH SOLE 0 0 292 VANGUARD INDEX FDS SMALL CP ETF 922908751 3999 17692 SH SOLE 0 0 17692 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 6260 14340 SH SOLE 0 0 14340 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 6015 121590 SH SOLE 0 0 121590 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 5735 112314 SH SOLE 0 0 112314