D.B. Root & Company, LLC
13F Portfolio Filings
- Most recent 13FQ1 2025
- Locationpittsburgh, PA
- CIK0001731717
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
181 | $309.71 M | JCPB, SCHX, VIG, SCHB | 13F-HR | May 14, 2025 | 000117266125001837 | ||
184 | $314.42 M | JCPB, SCHX, VIG, SCHB | 13F-HR | Jan 17, 2025 | 000117266125000250 | ||
179 | $303.43 M | JCPB, SCHX, VIG, SCHB | 13F-HR | Oct 31, 2024 | 000117266124004425 | ||
184 | $293.10 M | JCPB, SCHX, VIG, SCHB | 13F-HR | Jul 15, 2024 | 000117266124002759 | ||
176 | $295.88 M | JCPB, SCHX, VIG, SCHB | 13F-HR | Apr 17, 2024 | 000117266124001879 | ||
165 | $275.84 M | JCPB, SCHX, VIG, SCHB | 13F-HR | Jan 16, 2024 | 000117266124000240 | ||
166 | $256.55 M | JCPB, SCHX, VIG, VTI | 13F-HR | Nov 3, 2023 | 000117266123003616 | ||
170 | $264.37 M | JCPB, SCHX, VIG, VTI | 13F-HR | Jul 18, 2023 | 000117266123002528 | ||
165 | $254.16 M | JCPB, SCHX, VTI, VIG | 13F-HR | Apr 18, 2023 | 000117266123001718 | ||
157 | $236.68 M | JCPB, SCHX, VTI, VIG | 13F-HR | Jan 27, 2023 | 000117266123000321 | ||
156 | $219.61 M | JCPB, SCHX, VTI, VIG | 13F-HR | Oct 26, 2022 | 000160658722002002 | ||
166 | $233.17 M | JCPB, SCHX, VTI, VIG | 13F-HR | Jul 21, 2022 | 000160658722001395 | ||
181 | $268.62 M | JCPB, SCHX, VTI, AAPL | 13F-HR | May 6, 2022 | 000160658722000960 | ||
187 | $277.32 M | SCHX, JCPB, VTI, SCHB | 13F-HR | Feb 1, 2022 | 000160658722000214 | ||
191 | $256.43 M | SCHX, SCHZ, VTI, SCHB | 13F-HR | Oct 22, 2021 | 000160658721001382 | ||
202 | $267.76 M | SCHX, SCHZ, VTI, SCHB | 13F-HR | Jul 28, 2021 | 000160658721000929 | ||
205 | $254.40 M | SCHX, SCHZ, VTI, SCHB | 13F-HR | May 4, 2021 | 000160658721000563 | ||
199 | $250.47 M | SCHX, SCHZ, VTI, SCHO | 13F-HR | Feb 9, 2021 | 000160658721000248 | ||
203 | $249.16 M | SCHX, SCHZ, SCHO, VTI | 13F-HR | Oct 22, 2020 | 000160658720001091 | ||
196 | $230.31 M | SCHX, SCHZ, SCHO, VTI | 13F-HR | Aug 6, 2020 | 000160658720000860 | ||
181 | $198.14 M | SCHZ, SCHO, SCHX, VTI | 13F-HR | Apr 29, 2020 | 000160658720000505 | ||
193 | $227.04 M | SCHX, SCHO, SCHZ, VTI | 13F-HR | Jan 14, 2020 | 000160658720000021 | ||
192 | $214.66 M | SCHX, SCHO, SCHZ, VTI | 13F-HR | Oct 29, 2019 | 000160658719000929 | ||
195 | $225.68 M | SCHO, SCHX, VTI, SCHZ | 13F-HR | Jul 19, 2019 | 000160658719000635 | ||
205 | $234.27 M | SCHX, VTI, SCHO, SCHZ | 13F-HR | Apr 12, 2019 | 000173171719000005 | ||
190 | $201.03 M | VTI, SCHX, VCIT, SCHZ | RESTATEMENT | Jan 25, 2019 | 000173171719000003 | ||
208 | $226.98 M | VTI, SCHX, VCIT, AAPL | 13F-HR | Nov 5, 2018 | 000173171718000005 | ||
201 | $211.92 M | VTI, SCHX, VCIT, AAPL | 13F-HR | Jul 25, 2018 | 000173171718000004 | ||
190 | $189.38 M | VTI, SCHX, VCIT, SCHD | 13F-HR | May 2, 2018 | 000173171718000003 | ||
109 | $116.74 M | VTI, SCHX, SCHD, PPG | 13F-HR | Feb 22, 2018 | 000139834418002642 |