| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2013 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Schwab US Large-Cap ETF | 27 | Q2 2024 | 8.1% |
| Vanguard Total Stock Market ETF | 27 | Q2 2024 | 7.2% |
| Schwab US Broad Market ETF | 27 | Q2 2024 | 3.5% |
| Schwab US Aggregate Bond ETF | 27 | Q2 2024 | 6.9% |
| APPLE INC | 27 | Q2 2024 | 3.7% |
| Schwab US Dividend Equity ETF | 27 | Q2 2024 | 4.2% |
| Technology Select Sector SPDR ETF | 27 | Q2 2024 | 2.8% |
| MICROSOFT CORP | 27 | Q2 2024 | 1.9% |
| Automatic Data Processing Inc | 27 | Q2 2024 | 2.0% |
| SPDR GOLD TRUST | 27 | Q2 2024 | 2.8% |
View D.B. Root & Company, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-21 |
| 13F-HR | 2024-07-15 |
| 13F-HR | 2024-04-17 |
| 13F-HR | 2024-01-16 |
| 13F-HR | 2023-11-03 |
| 13F-HR | 2023-07-18 |
| 13F-HR | 2023-04-18 |
| 13F-HR | 2023-01-27 |
| 13F-HR | 2022-10-26 |
| 13F-HR | 2022-07-21 |
View D.B. Root & Company, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.