0001840888-21-000002.txt : 20210416 0001840888-21-000002.hdr.sgml : 20210416 20210415212120 ACCESSION NUMBER: 0001840888-21-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20210416 DATE AS OF CHANGE: 20210415 EFFECTIVENESS DATE: 20210416 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: 21829914 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 03-31-2021 03-31-2021 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 04-15-2021 0 23 120894 false INFORMATION TABLE 2 Roth1q21.xml ALPHABET INC CAP STK CL C 02079K107 207 100 SH SOLE 0 0 100 AMAZON COM INC COM 023135106 343 111 SH SOLE 0 0 111 APA CORPORATION COM 03743Q108 309 17239 SH SOLE 0 0 17239 APPLE INC COM 037833100 1263 10340 SH SOLE 0 0 10340 AUTODESK INC COM 052769106 139 500 SH SOLE 0 0 500 COMCAST CORP NEW CL A 20030N101 43 800 SH SOLE 0 0 800 EXXON MOBIL CORP COM 30231G102 331 5928 SH SOLE 0 0 5928 INTERNATIONAL BUSINESS MACHS COM 459200101 513 3852 SH SOLE 0 0 3852 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 7849 55409 SH SOLE 0 0 55409 ISHARES INC CORE MSCI EMKT 46434G103 581 9022 SH SOLE 0 0 9022 ISHARES TR CORE MSCI EAFE 46432F842 24510 340166 SH SOLE 0 0 340166 ISHARES TR CORE S&P500 ETF 464287200 26777 67309 SH SOLE 0 0 67309 ISHARES TR CORE S&P SCP ETF 464287804 15752 145145 SH SOLE 0 0 145145 ISHARES TR MSCI ACWI ETF 464288257 1836 19300 SH SOLE 0 0 19300 JPMORGAN CHASE & COM COM 46625H100 294 1929 SH SOLE 0 0 1929 MICROSOFT CORP COM 594918104 118 500 SH SOLE 0 0 500 NVIDIA CORPORATION COM 67066G104 267 500 SH SOLE 0 0 500 SPDR S&P 500 ETF TR TR UNIT 78462F103 21018 53043 SH SOLE 0 0 53043 UNITEDHEALTH GROUP INC COM 91324P102 109 292 SH SOLE 0 0 292 VANGUARD INDEX FDS SMALL CP ETF 922908751 3882 18146 SH SOLE 0 0 18146 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 4654 12774 SH SOLE 0 0 12774 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 5197 99847 SH SOLE 0 0 99847 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 4902 99787 SH SOLE 0 0 99787