0001840888-21-000004.txt : 20211019 0001840888-21-000004.hdr.sgml : 20211019 20211018183143 ACCESSION NUMBER: 0001840888-21-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210930 FILED AS OF DATE: 20211019 DATE AS OF CHANGE: 20211018 EFFECTIVENESS DATE: 20211019 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: 211329171 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 09-30-2021 09-30-2021 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 10-18-2021 0 26 128873 false INFORMATION TABLE 2 roth3q21.xml ADVANCED MICRO DEVICES INC COM 007903107 206 2000 SH SOLE 0 0 2000 ALPHABET INC CAP STK CL C 02079K107 267 100 SH SOLE 0 0 100 AMAZON COM INC COM 023135106 365 111 SH SOLE 0 0 111 APA CORPORATION COM 03743Q108 491 22908 SH SOLE 0 0 22908 APPLE INC COM 037833100 1463 10340 SH SOLE 0 0 10340 AUTODESK INC COM 052769106 143 500 SH SOLE 0 0 500 COMCAST CORP NEW CL A 20030N101 45 800 SH SOLE 0 0 800 EXXON MOBIL CORP COM 30231G102 458 7787 SH SOLE 0 0 7787 INTERNATIONAL BUSINESS MACHS COM 459200101 535 3852 SH SOLE 0 0 3852 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 8778 58586 SH SOLE 0 0 58586 ISHARES INC CORE MSCI EMKT 46434G103 679 10991 SH SOLE 0 0 10991 ISHARES TR CORE MSCI EAFE 46432F842 25534 343886 SH SOLE 0 0 343886 ISHARES TR CORE S&P500 ETF 464287200 27419 63644 SH SOLE 0 0 63644 ISHARES TR CORE S&P SCP ETF 464287804 14733 134914 SH SOLE 0 0 134914 ISHARES TR MSCI ACWI ETF 464288257 1928 19300 SH SOLE 0 0 19300 JPMORGAN CHASE & COM COM 46625H100 316 1929 SH SOLE 0 0 1929 MICROSOFT CORP COM 594918104 141 500 SH SOLE 0 0 500 MONGODB INC CL A 60937P106 236 500 SH SOLE 0 0 500 NVIDIA CORPORATION COM 67066G104 414 2000 SH SOLE 0 0 2000 SCHLUMBERGER LTD COM 806857108 205 6900 SH SOLE 0 0 6900 SPDR S&P 500 ETF TR TR UNIT 78462F103 24279 56539 SH SOLE 0 0 56539 UNITEDHEALTH GROUP INC COM 91324P102 114 292 SH SOLE 0 0 292 VANGUARD INDEX FDS SMALL CP ETF 922908751 3917 17886 SH SOLE 0 0 17886 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 5627 14267 SH SOLE 0 0 14267 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 5388 107750 SH SOLE 0 0 107750 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 5192 102798 SH SOLE 0 0 102798