0001840888-21-000001.txt : 20210127 0001840888-21-000001.hdr.sgml : 20210127 20210126185224 ACCESSION NUMBER: 0001840888-21-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210127 DATE AS OF CHANGE: 20210126 EFFECTIVENESS DATE: 20210127 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: 21556070 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 12-31-2020 12-31-2020 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 01-26-2021 0 20 100947 false INFORMATION TABLE 2 roth4q20.xml APACHE CORP COM 037411105 245 17239 SH SOLE 0 0 17239 APPLE INC COM 037833100 1372 10340 SH SOLE 0 0 10340 AUTODESK INC COM 052769106 153 500 SH SOLE 0 0 500 COMCAST CORP NEW CL A 20030N101 42 800 SH SOLE 0 0 800 EXXON MOBIL CORP COM 30231G102 343 8331 SH SOLE 0 0 8331 INTERNATIONAL BUSINESS MACHS COM 459200101 485 3852 SH SOLE 0 0 3852 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 4551 35686 SH SOLE 0 0 35686 ISHARES INC CORE MSCI EMKT 46434G103 547 8810 SH SOLE 0 0 8810 ISHARES TR CORE MSCI EAFE 46432F842 22800 329988 SH SOLE 0 0 329988 ISHARES TR CORE S&P500 ETF 464287200 20056 53428 SH SOLE 0 0 53428 ISHARES TR CORE S&P SCP ETF 464287804 16397 178425 SH SOLE 0 0 178425 ISHARES TR MSCI ACWI ETF 464288257 1842 20309 SH SOLE 0 0 20309 JPMORGAN CHASE & COM COM 46625H100 245 1929 SH SOLE 0 0 1929 NVIDIA CORPORATION COM 67066G104 261 500 SH SOLE 0 0 500 SPDR S&P 500 ETF TR TR UNIT 78462F103 18418 49265 SH SOLE 0 0 49265 UNITEDHEALTH GROUP INC COM 91324P102 102 292 SH SOLE 0 0 292 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 4451 94274 SH SOLE 0 0 94274 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 4784 95470 SH SOLE 0 0 95470 VANGUARD INDEX FDS SMALL CP ETF 922908751 3530 18132 SH SOLE 0 0 18132 WISDOMTREE TR INTL SMCAP DIV 97717W760 323 4742 SH SOLE 0 0 4742