D.B. Root & Company, LLC
Q1 2025 13F Holdings
- Locationpittsburgh, PA
- Num holdings
181
- Value ($000)
$619,428
- Date Filed05/14/2025
- Form type13F-HR
- CIK0001731717
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
JCPB J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | 46641Q670 | $115.81M | 37 % | 2,462,004 | ||
SCHX SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | $51.00M | 17 % | 2,309,616 | ||
VIG VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $31.84M | 10 % | 164,132 | ||
SCHB SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | $20.76M | 7 % | 964,464 | ||
AAPL APPLE INC | COM | 037833100 | $18.57M | 6 % | 83,616 | ||
VO VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $14.23M | 5 % | 55,030 | ||
DFAI DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | $13.98M | 5 % | 447,590 | ||
BSTP INNOVATOR ETFS TRUST | BUFFER STEP UP S | 45783Y731 | $12.30M | 4 % | 380,240 | ||
SCHG SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $12.09M | 4 % | 482,706 | ||
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $10.96M | 4 % | 392,020 |
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