$250 Million is the total value of D.B. Root & Company, LLC's 199 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| KOP | Koppers Holdings Inc | $1,137,000 | +49.0% | 36,521 | 0.0% | 0.45% | +48.4% | |
| BRKA | Berkshire Hathaway Inc Acl a | $347,000 | +8.4% | 1 | 0.0% | 0.14% | +8.6% | |
| FNCL | Fidelity MSCI Financials ETFmsci finls idx | $276,000 | +24.9% | 6,547 | 0.0% | 0.11% | +23.6% | |
| SREV | ServiceSource International Inc | $25,000 | +25.0% | 14,250 | 0.0% | 0.01% | +25.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-09
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Schwab US Large-Cap ETF | 24 | Q3 2023 | 7.2% |
| Vanguard Total Stock Market ETF | 24 | Q3 2023 | 7.2% |
| Schwab US Aggregate Bond ETF | 24 | Q3 2023 | 6.9% |
| Schwab US Broad Market ETF | 24 | Q3 2023 | 3.5% |
| APPLE INC | 24 | Q3 2023 | 3.7% |
| Schwab US Dividend Equity ETF | 24 | Q3 2023 | 4.2% |
| Technology Select Sector SPDR ETF | 24 | Q3 2023 | 2.8% |
| SPDR GOLD TRUST | 24 | Q3 2023 | 2.8% |
| MICROSOFT CORP | 24 | Q3 2023 | 1.9% |
| Automatic Data Processing Inc | 24 | Q3 2023 | 2.0% |
View D.B. Root & Company, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-05-06 |
| 13F-HR | 2022-02-01 |
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.