D.B. Root & Company, LLC
Q2 2025 13F Holdings
- Locationpittsburgh, PA
- Num holdings
190
- Value ($000)
$338,728
- Date Filed07/22/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
JCPB J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | 46641Q670 | $59.55M | 18 % | 1,265,467 | ||
SCHX SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | $27.74M | 8 % | 1,135,116 | ||
VIG VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $16.14M | 5 % | 78,842 | ||
SCHB SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | $11.40M | 3 % | 478,355 | ||
VO VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $11.10M | 3 % | 39,680 | ||
AAPL APPLE INC | COM | 037833100 | $8.49M | 3 % | 41,362 | ||
DFAI DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | $8.01M | 2 % | 231,606 | ||
BSTP INNOVATOR ETFS TRUST | BUFFER STEP UP S | 45783Y731 | $7.60M | 2 % | 220,024 | ||
SCHG SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $6.42M | 2 % | 219,830 | ||
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $5.64M | 2 % | 212,686 |
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