DB

D.B. Root & Company, LLC

13F
D.B. Root & Company, LLC
Last update 2025-05-14 181 Stocks (18 new)
Value $310.00 Mil Turnover 6 %
Countries:
Top Holdings: JCPB(18.70%)SCHX(8.23%)VIG(5.14%)SCHB(3.35%)AAPL(3.00%)
Summary Stock Picks Current Portfolio
D.B. Root & Company, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
JCPB
JPMorgan Core Plus Bond ETF
1,231,002
57,906.3
+4.37%
18.700
+0.78%
0.910
+1.75%
+3.57%
6,935.9
 
SCHX
Schwab U.S. Large-Cap ETF
1,154,808
25,498.2
+3.09%
8.230
+0.25%
0.050
+19.93%
+7.89%
56,889.6
 
VIG
Vanguard Dividend Appreciation FTF
82,066
15,920.0
+4.75%
5.140
+0.23%
0.020
+12.58%
+6.21%
89,349.2
 
SCHB
Schwab U.S. Broad Market ETF
482,232
10,382.5
+0.63%
3.350
+0.02%
0.030
+20.01%
+7.37%
34,940.9
 
AAPL
Apple Inc
41,808
9,286.8
+0.17%
3.000
+0.01%
0.000
+7.35%
-15.47%
3,154,147.7
Hardware
VO
Vanguard Mid-Cap ETF
27,515
7,116.1
+41.28%
2.300
+0.67%
0.010
+16.32%
+8.70%
80,548.8
 
DFAI
Dimensional International Core Equity Market ETF
Dimensional International Core Equity Market ETF
223,795
6,989.1
-0.32%
2.260
-0.01%
0.080
+11.63%
+19.30%
10,458.8
 
BSTP
Innovator Buffer Step-Up Strategy ETF
Innovator Buffer Step-Up Strategy ETF
190,120
6,150.0
+7.55%
1.990
+0.14%
11.520
+12.53%
+5.08%
55.8
 
SCHG
Schwab U.S. Large-Cap Growth ETF
241,353
6,043.5
+4.21%
1.950
+0.08%
0.020
+25.66%
+6.92%
45,305.9
 
SCHD
Schwab US Dividend Equity ETF
196,010
5,480.4
-7.09%
1.770
-0.13%
0.010
+7.34%
+0.77%
70,469.5
 

D.B. Root & Company, LLC's Historical Top Holdings Breakdowns

D.B. Root & Company, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
JCPB
JPMorgan Core Plus Bond ETF
2025-03-31
Add
Add
+0.78%
●
45.56 ($46.5) 47.23
$46.55
0.11%
Add 4.37%
1,231,002
51,533
VO
Vanguard Mid-Cap ETF
2025-03-31
Add
Add
+0.67%
●
251.87 ($268.43) 277.95
$284.74
6.08%
Add 41.28%
27,515
8,040
XLK
Technology Select Sector SPDR ETF
2025-03-31
Reduce
Reduce
-0.36%
●
206.38 ($226.74) 242.18
$260.89
15.06%
Reduce -23.57%
15,618
-4,817
XLI
Industrial Select Sector SPDR
2025-03-31
Sold Out
Sold Out
-0.27%
●
128.78 ($135.13) 141.67
$151.46
12.08%
Sold Out
0
-6,369
SCHX
Schwab U.S. Large-Cap ETF
2025-03-31
Add
Add
+0.25%
●
21.75 ($23.28) 24.28
$24.86
6.79%
Add 3.09%
1,154,808
34,640
VIG
Vanguard Dividend Appreciation FTF
2025-03-31
Add
Add
+0.23%
●
190.34 ($198.85) 205.23
$206.10
3.65%
Add 4.75%
82,066
3,721
XLF
Financial Select Sector SPDR
2025-03-31
Add
Add
+0.22%
●
47.32 ($50.16) 52.19
$52.54
4.74%
Add 77.94%
31,379
13,744
XLC
Communication Services Select Sector SPDR Fund
Communication Services Select Sector SPDR Fund
2025-03-31
Add
Add
+0.21%
●
94.84 ($99.87) 105.31
$106.19
6.33%
Add 44.47%
21,911
6,745
IBUF
Innovator International Developed 10 Buffer ETF - Quarterly
Innovator International Developed 10 Buffer ETF - Quarterly
2025-03-31
Add
Add
+0.20%
●
25.72 ($26.26) 26.54
$27.68
5.41%
Add 18.97%
146,335
23,332
DTH
WisdomTree International High Dividend Fund
WisdomTree International High Dividend Fund
2025-03-31
New Buy
New Buy
+0.18%
●
37.33 ($40.38) 43.33
$46.40
14.91%
New holding
13,057
13,057

D.B. Root & Company, LLC Total Holding History ($B)

To

D.B. Root & Company, LLC's Asset Allocation

To

D.B. Root & Company, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

D.B. Root & Company, LLC's Hypothetical Growth since 2025-03-31

D.B. Root & Company, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

D.B. Root & Company, LLC's Holdings Heat Map

Size field:

D.B. Root & Company, LLC's Holdings Bubble Chart

D.B. Root & Company, LLC News

  • 1

Discussions on D.B. Root & Company, LLC

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.