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Home > Institutional Investor > D.b. Root & Company, Llc > Profile

Instuitional Investor - D.b. Root & Company, Llc

Fund Profile
Filing Period:
Fund Name: D.b. Root & Company, Llc
Portfolio Value $314,417,020
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
J P Morgan Exchange Traded F
 1,179,469 $54,338,150 17.28%
2.
Schwab Strategic Trust
 FNDF 1,120,168 $25,965,507 8.25%
3.
Vanguard Specialized Funds
 78,345 $15,342,459 4.87%
4.
Schwab Strategic Trust
 FNDF 479,205 $10,877,956 3.45%
5.
Apple Inc.
 AAPL 41,735 $10,451,472 3.32%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)