D.B. Root & Company, LLC
Q4 2024 13F Holdings
- Locationpittsburgh, PA
- Num holdings
184
- Value ($000)
$314,417
- Date Filed01/17/2025
- 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 Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
JCPB J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | 46641Q670 | $54.34M | 17 % | 1,179,469 | ||
SCHX SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | $25.97M | 8 % | 1,120,168 | ||
VIG VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $15.34M | 5 % | 78,345 | ||
SCHB SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | $10.88M | 4 % | 479,205 | ||
AAPL APPLE INC | COM | 037833100 | $10.45M | 3 % | 41,735 | ||
DFAI DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | $6.56M | 2 % | 224,514 | ||
SCHG SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $6.45M | 2 % | 231,594 | ||
DKS DICKS SPORTING GOODS INC | COM | 253393102 | $6.15M | 2 % | 26,854 | ||
BSTP INNOVATOR ETFS TRUST | BUFFER STEP UP S | 45783Y731 | $5.87M | 2 % | 176,772 | ||
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $5.76M | 2 % | 210,967 |
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