D.B. Root & Company, LLC
Q3 2025 13F Holdings
- Locationpittsburgh, PA
- Num holdings
182
- Value ($000)
$394,026
- Date Filed11/05/2025
- 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 Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
JCPB J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | 46641Q670 | $66.11 M | 17 % | 1,390,339 | ||
SCHX SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | $32.31 M | 8 % | 1,226,697 | ||
PYLD PIMCO ETF TR | MULTISECTOR BD | 72201R585 | $27.44 M | 7 % | 1,022,407 | ||
VIG VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $17.01 M | 4 % | 78,818 | ||
VO VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $13.82 M | 4 % | 47,046 | ||
SCHB SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | $12.01 M | 3 % | 467,013 | ||
AAPL APPLE INC | COM | 037833100 | $10.70 M | 3 % | 42,034 | ||
DFAI DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | $10.20 M | 3 % | 280,599 | ||
ZALT INNOVATOR ETFS TRUST | U S EQ 10 BUFFER | 45783Y442 | $9.02 M | 2 % | 282,959 | ||
BSTP INNOVATOR ETFS TRUST | BUFFER STEP UP S | 45783Y731 | $7.85 M | 2 % | 215,832 |
Rows Per Page
10
- 10
- 50
- 100