ROCK CREEK GROUP LLC

PrivateCIK: 1484067
Location

WASHINGTON, DC

57
Positions
$993.72M
Total AUM (reported)
13.68M
Total Shares

Allocation by class

TOTAL AUM$993.72M57 positions
CORE S&P TTL STK$111.05M11.2%
COM$97.65M9.8%
ROCKCREEK GLOBAL$91.19M9.2%
S&P500 EQL WGT$84.00M8.5%
3YRTB ETF$82.73M8.3%
ULTRA SHRT INC$65.94M6.6%
GOLD SHS$65.00M6.5%

Portfolio Concentration

Top 328.8%4–1043.9%11–2523.7%Rest3.6%TOP 1072.7%0%100%
Top 3$286.24M28.8%
4–10$436.24M43.9%
11–25$235.91M23.7%
Rest$35.32M3.6%

Top 3 weight

28.8%

Top 10 weight

72.7%

Voting Authority Distribution

Total shares with voting rights: 13.68M

Sole

Full voting authority

13.68M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole57
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings57
Rows:

ISHARES CORE S&P TOTAL U.S.

SOLE
CORE S&P TTL STK
Shares676.03K
TypeSH
Market value$111.05M
11.18%
Sole
676.03K
Shared
0.00
None
0.00

EA SERIES ROCKCREEK GLOBAL EQUALIT

SOLE
ROCKCREEK GLOBAL
Shares3.08M
TypeSH
Market value$91.19M
9.18%
Sole
3.08M
Shared
0.00
None
0.00

Invesco SP 500 Equal Weighted ETF

SOLE
S&P500 EQL WGT
Shares394.79K
TypeSH
Market value$84.00M
8.45%
Sole
394.79K
Shared
0.00
None
0.00

ISHARES 1 3 YEAR INTL TRS BD

SOLE
3YRTB ETF
Shares1.11M
TypeSH
Market value$82.73M
8.33%
Sole
1.11M
Shared
0.00
None
0.00

Choice Hotels Intl Inc

SOLE
COM
Shares660.88K
TypeSH
Market value$72.88M
7.33%
Sole
660.88K
Shared
0.00
None
0.00

JP Morgan Ultra Short Income ETF

SOLE
ULTRA SHRT INC
Shares1.30M
TypeSH
Market value$65.94M
6.64%
Sole
1.30M
Shared
0.00
None
0.00

SPDR GOLD SHARES ETF

SOLE
GOLD SHS
Shares193.69K
TypeSH
Market value$65.00M
6.54%
Sole
193.69K
Shared
0.00
None
0.00

ISHARES CORE U.S. AGGREGATE BOND ETF

SOLE
CORE US AGGBD ET
Shares593.17K
TypeSH
Market value$58.71M
5.91%
Sole
593.17K
Shared
0.00
None
0.00

iShares Core MSCI International Developed Markets ETF

SOLE
CORE MSCI INTL
Shares513.78K
TypeSH
Market value$45.73M
4.60%
Sole
513.78K
Shared
0.00
None
0.00

RBB FD INC

SOLE
FM ULTRASHORT TR
Shares906.96K
TypeSH
Market value$45.25M
4.55%
Sole
906.96K
Shared
0.00
None
0.00

ISHARES 20 YEAR TREASURY BOND ETF

SOLE
20 YR TR BD ETF
Shares496.14K
TypeSH
Market value$42.88M
4.32%
Sole
496.14K
Shared
0.00
None
0.00

iShares TIPS Bond ETF

SOLE
US TIPS ETF
Shares382.60K
TypeSH
Market value$41.87M
4.21%
Sole
382.60K
Shared
0.00
None
0.00

ISHARES INC CORE MSCI EMERGING MKTS

SOLE
CORE MSCI EMKT
Shares329.20K
TypeSH
Market value$27.27M
2.74%
Sole
329.20K
Shared
0.00
None
0.00

ISHARES TRUST ISHARES ESG AWARE

SOLE
ESG AWR MSCI USA
Shares161.10K
TypeSH
Market value$26.37M
2.65%
Sole
161.10K
Shared
0.00
None
0.00

SPDR MSCI USA GENDER DIVERSITY

SOLE
SPDR MSCI USA GE
Shares139.96K
TypeSH
Market value$21.62M
2.18%
Sole
139.96K
Shared
0.00
None
0.00

ISHARES CORE S P 500 ETF

SOLE
CORE S&P500 ETF
Shares22.72K
TypeSH
Market value$17.01M
1.71%
Sole
22.72K
Shared
0.00
None
0.00

SCHWAB U.S. TIPS ETF

SOLE
US TIPS ETF
Shares406.93K
TypeSH
Market value$10.78M
1.09%
Sole
406.93K
Shared
0.00
None
0.00

GOLDMAN SACHS ACCESS TREASURY 0 1

SOLE
ACCES TREASURY
Shares107.04K
TypeSH
Market value$10.72M
1.08%
Sole
107.04K
Shared
0.00
None
0.00

VANGUARD FTSE DEVELOPED MARKETS

SOLE
VAN FTSE DEV MKT
Shares114.30K
TypeSH
Market value$8.14M
0.82%
Sole
114.30K
Shared
0.00
None
0.00

TAIWAN FUND INC

SOLE
COM
Shares66.21K
TypeSH
Market value$6.37M
0.64%
Sole
66.21K
Shared
0.00
None
0.00

IShares MSCI Emerging Markets ex China ETF

SOLE
MSCI EMRG CHN
Shares49.98K
TypeSH
Market value$5.11M
0.51%
Sole
49.98K
Shared
0.00
None
0.00

ISHARES MSCI TAIWAN ETF ETP USD

SOLE
MSCI TAIWAN ETF
Shares46.22K
TypeSH
Market value$5.02M
0.51%
Sole
46.22K
Shared
0.00
None
0.00

ISHARES CORE MSCI EAFE ETF

SOLE
CORE MSCI EAFE
Shares48.09K
TypeSH
Market value$4.65M
0.47%
Sole
48.09K
Shared
0.00
None
0.00

FLYWIRE CORP

SOLE
COM VTG
Shares250K
TypeSH
Market value$4.39M
0.44%
Sole
250K
Shared
0.00
None
0.00

SEMPRA COM

SOLE
COM
Shares40K
TypeSH
Market value$3.71M
0.37%
Sole
40K
Shared
0.00
None
0.00
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