# EDGAR Filing Document

**Accession Number:** 0001846515
**File Stem:** 0001172661-23-000171
**Filing Date:** 2023-1
**Character Count:** 12346
**Document Hash:** 5768d0fd48d4e0d30ff5c624087a3499
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001172661-23-000171.hdr.sgml**: 20230113

**ACCESSION NUMBER**: 0001172661-23-000171

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230113

**DATE AS OF CHANGE**: 20230113

**EFFECTIVENESS DATE**: 20230113

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Rodgers & Associates, LTD
- **CENTRAL INDEX KEY:** 0001846515
- **IRS NUMBER:** 232866559
- **STATE OF INCORPORATION:** PA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-21049
- **FILM NUMBER:** 23528428

**BUSINESS ADDRESS:**
- **STREET 1:** 2025 LITITZ PIKE
- **CITY:** LANCASTER
- **STATE:** PA
- **ZIP:** 17601
- **BUSINESS PHONE:** 7175603800

**MAIL ADDRESS:**
- **STREET 1:** 2025 LITITZ PIKE
- **CITY:** LANCASTER
- **STATE:** PA
- **ZIP:** 17601

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Rodgers  Associates LTD<br>**Address:** 2025 Lititz Pike<br>Lancaster, PA 17601

**Form 13F File Number:** 028-21049

**CRD Number (if applicable):** 000121700

**SEC File Number (if applicable):** 801-62118

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Sandy Skrodinsky<br>**Title:** Chief Compliance Officer<br>**Phone:** 717-560-3800

**Signature, Place, and Date of Signing:**

/s/ Sandy Skrodinsky  Lancaster, PA  01-13-2023<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 84

**Form 13F Information Table Value Total:** $609470615

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| AIR PRODS  CHEMS INC | COM | 009158106 |  | 369912 | 1200 | SH |  | SOLE |  | 0 | 0 | 1200 |
| APPLE INC | COM | 037833100 |  | 823891 | 6341 | SH |  | SOLE |  | 0 | 0 | 6341 |
| ARK ETF TR | INNOVATION ETF | 00214Q104 |  | 667280 | 14269 | SH |  | SOLE |  | 0 | 0 | 14269 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 227042 | 735 | SH |  | SOLE |  | 0 | 0 | 735 |
| CODORUS VY BANCORP INC | COM | 192025104 |  | 600450 | 25229 | SH |  | SOLE |  | 0 | 0 | 25229 |
| COLGATE PALMOLIVE CO | COM | 194162103 |  | 237946 | 3020 | SH |  | SOLE |  | 0 | 0 | 3020 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 233293 | 511 | SH |  | SOLE |  | 0 | 0 | 511 |
| INVESCO EXCH TRADED FD TR II | S 500 REVENUE | 46138G698 |  | 1972645 | 26679 | SH |  | SOLE |  | 0 | 0 | 26679 |
| INVESCO EXCHANGE TRADED FD T | ZACKS MID CAP | 46137Y401 |  | 3276945 | 36865 | SH |  | SOLE |  | 0 | 0 | 36865 |
| INVESCO EXCHANGE TRADED FD T | FTSE RAFI 1000 | 46137V613 |  | 11254993 | 72543 | SH |  | SOLE |  | 0 | 0 | 72543 |
| INVESCO EXCHANGE TRADED FD T | DIVID ACHIEVEV | 46137V506 |  | 308557 | 8449 | SH |  | SOLE |  | 0 | 0 | 8449 |
| INVESCO EXCHANGE TRADED FD T | S PUR GWT | 46137V266 |  | 974094 | 6425 | SH |  | SOLE |  | 0 | 0 | 6425 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 |  | 3432087 | 73492 | SH |  | SOLE |  | 0 | 0 | 73492 |
| ISHARES TR | CORE S ETF | 464287200 |  | 971667 | 2529 | SH |  | SOLE |  | 0 | 0 | 2529 |
| ISHARES TR | S 500 VAL ETF | 464287408 |  | 4349939 | 29985 | SH |  | SOLE |  | 0 | 0 | 29985 |
| ISHARES TR | RUS 2000 GRW ETF | 464287648 |  | 4373484 | 20387 | SH |  | SOLE |  | 0 | 0 | 20387 |
| ISHARES TR | S MC 400GR ETF | 464287606 |  | 4240890 | 62092 | SH |  | SOLE |  | 0 | 0 | 62092 |
| ISHARES TR | CORE S TTL STK | 464287150 |  | 235490 | 2777 | SH |  | SOLE |  | 0 | 0 | 2777 |
| ISHARES TR | S 500 GRWT ETF | 464287309 |  | 13344909 | 228118 | SH |  | SOLE |  | 0 | 0 | 228118 |
| ISHARES TR | MORNINGSTAR GRWT | 464287119 |  | 2574024 | 52876 | SH |  | SOLE |  | 0 | 0 | 52876 |
| ISHARES TR | MRGSTR MD CP VAL | 464288406 |  | 4040574 | 65118 | SH |  | SOLE |  | 0 | 0 | 65118 |
| ISHARES TR | MRGSTR MD CP GRW | 464288307 |  | 10182718 | 188989 | SH |  | SOLE |  | 0 | 0 | 188989 |
| ISHARES TR | RUS MD CP GR ETF | 464287481 |  | 39583708 | 473489 | SH |  | SOLE |  | 0 | 0 | 473489 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 35540812 | 165893 | SH |  | SOLE |  | 0 | 0 | 165893 |
| ISHARES TR | MRGSTR SM CP GR | 464288604 |  | 918191 | 25477 | SH |  | SOLE |  | 0 | 0 | 25477 |
| ISHARES TR | CRE U S REIT ETF | 464288521 |  | 6596565 | 133399 | SH |  | SOLE |  | 0 | 0 | 133399 |
| ISHARES TR | S SML 600 GWT | 464287887 |  | 7145447 | 66119 | SH |  | SOLE |  | 0 | 0 | 66119 |
| ISHARES TR | S MC 400VL ETF | 464287705 |  | 645949 | 6408 | SH |  | SOLE |  | 0 | 0 | 6408 |
| ISHARES TR | RUS TP200 GR ETF | 464289438 |  | 364242 | 3022 | SH |  | SOLE |  | 0 | 0 | 3022 |
| ISHARES TR | RUS MDCP VAL ETF | 464287473 |  | 16499154 | 156628 | SH |  | SOLE |  | 0 | 0 | 156628 |
| ISHARES TR | U.S. REAL ES ETF | 464287739 |  | 2789362 | 33132 | SH |  | SOLE |  | 0 | 0 | 33132 |
| ISHARES TR | MRNING SM CP ETF | 464288703 |  | 1674198 | 32159 | SH |  | SOLE |  | 0 | 0 | 32159 |
| ISHARES TR | SP SMCP600VL ETF | 464287879 |  | 3741046 | 40971 | SH |  | SOLE |  | 0 | 0 | 40971 |
| ISHARES TR | RUS 2000 VAL ETF | 464287630 |  | 673520 | 4857 | SH |  | SOLE |  | 0 | 0 | 4857 |
| ISHARES TR | CORE DIVID ETF | 46435U861 |  | 314034 | 8372 | SH |  | SOLE |  | 0 | 0 | 8372 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 |  | 5349404 | 86785 | SH |  | SOLE |  | 0 | 0 | 86785 |
| ISHARES TR | MSCI EAFE MIN VL | 46429B689 |  | 330642 | 5200 | SH |  | SOLE |  | 0 | 0 | 5200 |
| ISHARES TR | CORE DIV GRWTH | 46434V621 |  | 15978518 | 319570 | SH |  | SOLE |  | 0 | 0 | 319570 |
| J  J SNACK FOODS CORP | COM | 466032109 |  | 577581 | 3858 | SH |  | SOLE |  | 0 | 0 | 3858 |
| LOWES COS INC | COM | 548661107 |  | 3933396 | 19742 | SH |  | SOLE |  | 0 | 0 | 19742 |
| MICROSOFT CORP | COM | 594918104 |  | 1311233 | 5468 | SH |  | SOLE |  | 0 | 0 | 5468 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 228348 | 1563 | SH |  | SOLE |  | 0 | 0 | 1563 |
| PARKER-HANNIFIN CORP | COM | 701094104 |  | 905301 | 3111 | SH |  | SOLE |  | 0 | 0 | 3111 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 284366 | 1876 | SH |  | SOLE |  | 0 | 0 | 1876 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 |  | 4493497 | 59485 | SH |  | SOLE |  | 0 | 0 | 59485 |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | 78467X109 |  | 380367 | 1148 | SH |  | SOLE |  | 0 | 0 | 1148 |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 78463X509 |  | 13392738 | 406333 | SH |  | SOLE |  | 0 | 0 | 406333 |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 |  | 7709133 | 259654 | SH |  | SOLE |  | 0 | 0 | 259654 |
| SPDR S MIDCAP 400 ETF TR | UTSER1 S | 78467Y107 |  | 208111 | 470 | SH |  | SOLE |  | 0 | 0 | 470 |
| SPDR SER TR | S 400 MDCP VAL | 78464A839 |  | 11353862 | 175430 | SH |  | SOLE |  | 0 | 0 | 175430 |
| SPDR SER TR | S DIVID ETF | 78464A763 |  | 610161 | 4877 | SH |  | SOLE |  | 0 | 0 | 4877 |
| SPDR SER TR | RUSSELL YIELD | 78468R770 |  | 273136 | 2915 | SH |  | SOLE |  | 0 | 0 | 2915 |
| SPDR SER TR | PRTFLO S VL | 78464A508 |  | 17279447 | 444316 | SH |  | SOLE |  | 0 | 0 | 444316 |
| SPDR SER TR | PRTFLO S GW | 78464A409 |  | 30581755 | 603548 | SH |  | SOLE |  | 0 | 0 | 603548 |
| SPDR SER TR | S 400 MDCP GRW | 78464A821 |  | 11763202 | 180031 | SH |  | SOLE |  | 0 | 0 | 180031 |
| SPDR SER TR | S 600 SMCP GRW | 78464A201 |  | 24970527 | 345661 | SH |  | SOLE |  | 0 | 0 | 345661 |
| SPDR SER TR | S 600 SMCP VAL | 78464A300 |  | 16598990 | 223646 | SH |  | SOLE |  | 0 | 0 | 223646 |
| SPDR SER TR | PORTFOLIO SHORT | 78464A474 |  | 40192794 | 1368032 | SH |  | SOLE |  | 0 | 0 | 1368032 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 |  | 252767 | 459 | SH |  | SOLE |  | 0 | 0 | 459 |
| VALLEY NATL BANCORP | COM | 919794107 |  | 282750 | 25000 | SH |  | SOLE |  | 0 | 0 | 25000 |
| VANGUARD ADMIRAL FDS INC | 500 VAL IDX FD | 921932703 |  | 1155495 | 8250 | SH |  | SOLE |  | 0 | 0 | 8250 |
| VANGUARD ADMIRAL FDS INC | SMLCP 600 VAL | 921932778 |  | 581108 | 3700 | SH |  | SOLE |  | 0 | 0 | 3700 |
| VANGUARD ADMIRAL FDS INC | SMLCP 600 GRTH | 921932794 |  | 244357 | 1311 | SH |  | SOLE |  | 0 | 0 | 1311 |
| VANGUARD ADMIRAL FDS INC | MIDCP 400 VAL | 921932844 |  | 391681 | 2553 | SH |  | SOLE |  | 0 | 0 | 2553 |
| VANGUARD ADMIRAL FDS INC | 500 GRTH IDX F | 921932505 |  | 550342 | 2609 | SH |  | SOLE |  | 0 | 0 | 2609 |
| VANGUARD INDEX FDS | SML CP GRW ETF | 922908595 |  | 20881206 | 104125 | SH |  | SOLE |  | 0 | 0 | 104125 |
| VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 |  | 42667071 | 268684 | SH |  | SOLE |  | 0 | 0 | 268684 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 7599798 | 35661 | SH |  | SOLE |  | 0 | 0 | 35661 |
| VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 |  | 1249362 | 7172 | SH |  | SOLE |  | 0 | 0 | 7172 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 47325906 | 337151 | SH |  | SOLE |  | 0 | 0 | 337151 |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | 922908538 |  | 15238922 | 84774 | SH |  | SOLE |  | 0 | 0 | 84774 |
| VANGUARD INDEX FDS | EXTEND MKT ETF | 922908652 |  | 208590 | 1570 | SH |  | SOLE |  | 0 | 0 | 1570 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 895371 | 4878 | SH |  | SOLE |  | 0 | 0 | 4878 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 1001758 | 5240 | SH |  | SOLE |  | 0 | 0 | 5240 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 |  | 12270664 | 148771 | SH |  | SOLE |  | 0 | 0 | 148771 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 200966 | 572 | SH |  | SOLE |  | 0 | 0 | 572 |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 |  | 38309118 | 283268 | SH |  | SOLE |  | 0 | 0 | 283268 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 7255880 | 186144 | SH |  | SOLE |  | 0 | 0 | 186144 |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | 92206C680 |  | 2441099 | 44287 | SH |  | SOLE |  | 0 | 0 | 44287 |
| VANGUARD SCOTTSDALE FDS | VNG RUS2000VAL | 92206C649 |  | 2026761 | 16644 | SH |  | SOLE |  | 0 | 0 | 16644 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 |  | 1697654 | 22578 | SH |  | SOLE |  | 0 | 0 | 22578 |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000VAL | 92206C714 |  | 224574 | 3373 | SH |  | SOLE |  | 0 | 0 | 3373 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 10163129 | 242152 | SH |  | SOLE |  | 0 | 0 | 242152 |
| VANGUARD WORLD FD | MEGA GRWTH IND | 921910816 |  | 468719 | 2724 | SH |  | SOLE |  | 0 | 0 | 2724 |

---