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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 $275,838,824
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
J P Morgan Exchange Traded F
 820,297 $38,623,709 14%
2.
Schwab Strategic Trust
 FNDF 316,341 $17,841,633 6.46%
3.
Vanguard Specialized Funds
 63,707 $10,855,597 3.93%
4.
Schwab Strategic Trust
 FNDF 169,885 $9,457,511 3.42%
5.
Vanguard Index Fds
 39,724 $9,423,305 3.41%
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)