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
+1.35%
+4.33%
6,779.5
 
SCHX
Schwab U.S. Large-Cap ETF
1,154,808
25,498.2
+3.09%
8.230
+0.25%
0.050
+10.84%
+5.89%
55,832.1
 
VIG
Vanguard Dividend Appreciation FTF
82,066
15,920.0
+4.75%
5.140
+0.23%
0.020
+5.77%
+5.28%
88,620.3
 
SCHB
Schwab U.S. Broad Market ETF
482,232
10,382.5
+0.63%
3.350
+0.02%
0.030
+10.87%
+5.47%
34,250.1
 
AAPL
Apple Inc
41,808
9,286.8
+0.17%
3.000
+0.01%
0.000
-8.97%
-19.16%
3,016,140.7
Hardware
VO
Vanguard Mid-Cap ETF
27,515
7,116.1
+41.28%
2.300
+0.67%
0.010
+8.50%
+6.71%
76,804.3
 
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
+11.97%
+20.12%
10,427.0
 
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
+6.80%
+4.03%
55.3
 
SCHG
Schwab U.S. Large-Cap Growth ETF
241,353
6,043.5
+4.21%
1.950
+0.08%
0.020
+16.40%
+4.69%
43,990.2
 
SCHD
Schwab US Dividend Equity ETF
196,010
5,480.4
-7.09%
1.770
-0.13%
0.010
-4.51%
-1.39%
69,266.4
 

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
$47.08
1.25%
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
$279.53
4.14%
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
$252.11
11.19%
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
$147.44
9.11%
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
$24.40
4.81%
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
$204.31
2.74%
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
$52.27
4.22%
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
$108.23
8.37%
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
$27.74
5.64%
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
$46.25
14.54%
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

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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

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