77 is the total number of securities Root Financial Partners, LLC has owned. The longest Root Financial Partners, LLC has owned a single stock is 3 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| DFUS | DIMENSIONAL ETF TRUST | 3 | 3 | 13.54% | 15.03% | 16.29% | Q1 2023 | Q3 2023 | 3 |
| DFAI | DIMENSIONAL ETF TRUST | 3 | 3 | 14.10% | 14.40% | 14.64% | Q1 2023 | Q3 2023 | 3 |
| DFAC | DIMENSIONAL ETF TRUST | 3 | 3 | 10.37% | 11.98% | 12.97% | Q1 2023 | Q3 2023 | 3 |
| DIMENSIONAL ETF TRUST | 3 | 3 | 7.61% | 8.06% | 8.34% | Q1 2023 | Q3 2023 | 3 | |
| DFAE | DIMENSIONAL ETF TRUST | 3 | 3 | 6.89% | 7.01% | 7.09% | Q1 2023 | Q3 2023 | 3 |
| DIMENSIONAL ETF TRUST | 3 | 3 | 3.76% | 4.91% | 5.93% | Q1 2023 | Q3 2023 | 3 | |
| DIMENSIONAL ETF TRUST | 3 | 3 | 2.90% | 3.68% | 4.34% | Q1 2023 | Q3 2023 | 3 | |
| DIMENSIONAL ETF TRUST | 3 | 3 | 2.72% | 2.94% | 3.23% | Q1 2023 | Q3 2023 | 3 | |
| DIMENSIONAL ETF TRUST | 3 | 3 | 2.00% | 2.46% | 2.70% | Q1 2023 | Q3 2023 | 3 | |
| DIMENSIONAL ETF TRUST | 3 | 3 | 1.93% | 2.24% | 2.64% | Q1 2023 | Q3 2023 | 3 | |
| DIMENSIONAL ETF TRUST | 3 | 3 | 1.82% | 2.02% | 2.14% | Q1 2023 | Q3 2023 | 3 | |
| VTI | VANGUARD INDEX FDS | 3 | 3 | 1.89% | 1.98% | 2.14% | Q1 2023 | Q3 2023 | 3 |
| AAPL | APPLE INC | 3 | 3 | 1.38% | 1.58% | 1.71% | Q1 2023 | Q3 2023 | 3 |
| BRKB | BERKSHIRE HATHAWAY INC... | 3 | 3 | 1.27% | 1.44% | 1.59% | Q1 2023 | Q3 2023 | 3 |
| QQQ | INVESCO QQQ TR | 3 | 3 | 0.81% | 1.08% | 1.33% | Q1 2023 | Q3 2023 | 3 |
| DIMENSIONAL ETF TRUST | 3 | 3 | 0.84% | 1.02% | 1.19% | Q1 2023 | Q3 2023 | 3 | |
| BND | VANGUARD BD INDEX FDS | 3 | 3 | 0.55% | 0.99% | 1.83% | Q1 2023 | Q3 2023 | 3 |
| VXUS | VANGUARD STAR FDS | 3 | 3 | 0.81% | 0.90% | 1.06% | Q1 2023 | Q3 2023 | 3 |
| DFAT | DIMENSIONAL ETF TRUST | 3 | 3 | 0.67% | 0.83% | 1.01% | Q1 2023 | Q3 2023 | 3 |
| RDVY | FIRST TR EXCHANGE-TRAD... | 3 | 3 | 0.71% | 0.83% | 0.97% | Q1 2023 | Q3 2023 | 3 |
| DIMENSIONAL ETF TRUST | 3 | 3 | 0.69% | 0.78% | 0.87% | Q1 2023 | Q3 2023 | 3 | |
| SDVY | FIRST TR EXCHANGE-TRAD... | 3 | 3 | 0.63% | 0.74% | 0.88% | Q1 2023 | Q3 2023 | 3 |
| FVD | FIRST TR VALUE LINE DI... | 3 | 3 | 0.53% | 0.65% | 0.80% | Q1 2023 | Q3 2023 | 3 |
| VEA | VANGUARD TAX-MANAGED FDS | 3 | 3 | 0.31% | 0.63% | 1.13% | Q1 2023 | Q3 2023 | 3 |
| DFAS | DIMENSIONAL ETF TRUST | 3 | 3 | 0.55% | 0.59% | 0.62% | Q1 2023 | Q3 2023 | 3 |
| FYX | FIRST TR SML CP CORE A... | 3 | 3 | 0.44% | 0.58% | 0.73% | Q1 2023 | Q3 2023 | 3 |
| DFAU | DIMENSIONAL ETF TRUST | 3 | 3 | 0.41% | 0.51% | 0.60% | Q1 2023 | Q3 2023 | 3 |
| SCHH | SCHWAB STRATEGIC TR | 3 | 3 | 0.41% | 0.51% | 0.63% | Q1 2023 | Q3 2023 | 3 |
| VNQ | VANGUARD INDEX FDS | 3 | 3 | 0.27% | 0.46% | 0.81% | Q1 2023 | Q3 2023 | 3 |
| DIMENSIONAL ETF TRUST | 3 | 3 | 0.34% | 0.46% | 0.62% | Q1 2023 | Q3 2023 | 3 | |
| VTV | VANGUARD INDEX FDS | 3 | 3 | 0.38% | 0.45% | 0.54% | Q1 2023 | Q3 2023 | 3 |
| VWO | VANGUARD INTL EQUITY I... | 3 | 3 | 0.31% | 0.41% | 0.59% | Q1 2023 | Q3 2023 | 3 |
| UCON | FIRST TR EXCHNG TRADED... | 3 | 3 | 0.33% | 0.40% | 0.45% | Q1 2023 | Q3 2023 | 3 |
| DIMENSIONAL ETF TRUST | 3 | 3 | 0.30% | 0.40% | 0.51% | Q1 2023 | Q3 2023 | 3 | |
| DIMENSIONAL ETF TRUST | 3 | 3 | 0.32% | 0.37% | 0.42% | Q1 2023 | Q3 2023 | 3 | |
| CVX | CHEVRON CORP NEW | 3 | 3 | 0.33% | 0.37% | 0.45% | Q1 2023 | Q3 2023 | 3 |
| MNST | MONSTER BEVERAGE CORP NEW | 3 | 3 | 0.29% | 0.34% | 0.37% | Q1 2023 | Q3 2023 | 3 |
| BNDX | VANGUARD CHARLOTTE FDS | 3 | 3 | 0.19% | 0.34% | 0.62% | Q1 2023 | Q3 2023 | 3 |
| FB | META PLATFORMS INC | 3 | 3 | 0.32% | 0.33% | 0.35% | Q1 2023 | Q3 2023 | 3 |
| VOO | VANGUARD INDEX FDS | 3 | 3 | 0.25% | 0.32% | 0.42% | Q1 2023 | Q3 2023 | 3 |
| DEED | FIRST TR EXCHNG TRADED... | 3 | 3 | 0.24% | 0.31% | 0.40% | Q1 2023 | Q3 2023 | 3 |
| AVUV | AMERICAN CENTY ETF TR | 3 | 3 | 0.26% | 0.30% | 0.33% | Q1 2023 | Q3 2023 | 3 |
| ESGU | ISHARES TR | 3 | 3 | 0.23% | 0.27% | 0.30% | Q1 2023 | Q3 2023 | 3 |
| MSFT | MICROSOFT CORP | 3 | 3 | 0.19% | 0.25% | 0.32% | Q1 2023 | Q3 2023 | 3 |
| TSLA | TESLA INC | 3 | 3 | 0.22% | 0.24% | 0.26% | Q1 2023 | Q3 2023 | 3 |
| RTX | RTX CORPORATION | 3 | 3 | 0.15% | 0.23% | 0.30% | Q1 2023 | Q3 2023 | 3 |
| VB | VANGUARD INDEX FDS | 3 | 3 | 0.22% | 0.23% | 0.24% | Q1 2023 | Q3 2023 | 3 |
| KLAC | KLA CORP | 3 | 3 | 0.17% | 0.20% | 0.22% | Q1 2023 | Q3 2023 | 3 |
| LPLA | LPL FINL HLDGS INC | 3 | 3 | 0.17% | 0.18% | 0.19% | Q1 2023 | Q3 2023 | 3 |
| AMD | ADVANCED MICRO DEVICES... | 3 | 3 | 0.14% | 0.17% | 0.19% | Q1 2023 | Q3 2023 | 3 |
| AVDV | AMERICAN CENTY ETF TR | 3 | 3 | 0.12% | 0.16% | 0.24% | Q1 2023 | Q3 2023 | 3 |
| EMXC | ISHARES INC | 3 | 3 | 0.14% | 0.16% | 0.18% | Q1 2023 | Q3 2023 | 3 |
| ESGD | ISHARES TR | 3 | 3 | 0.12% | 0.15% | 0.18% | Q1 2023 | Q3 2023 | 3 |
| DIMENSIONAL ETF TRUST | 3 | 3 | 0.11% | 0.13% | 0.15% | Q1 2023 | Q3 2023 | 3 | |
| SGOV | ISHARES TR | 2 | 2 | 0.61% | 0.66% | 0.70% | Q2 2023 | Q3 2023 | 2 |
| BLK | BLACKROCK INC | 2 | 2 | 0.23% | 0.25% | 0.26% | Q1 2023 | Q2 2023 | 2 |
| QQQM | INVESCO EXCH TRADED FD... | 2 | 2 | 0.18% | 0.25% | 0.31% | Q2 2023 | Q3 2023 | 2 |
| SCHX | SCHWAB STRATEGIC TR | 2 | 2 | 0.17% | 0.18% | 0.20% | Q2 2023 | Q3 2023 | 2 |
| CMF | ISHARES TR | 2 | 2 | 0.15% | 0.17% | 0.19% | Q1 2023 | Q2 2023 | 2 |
| AMZN | AMAZON COM INC | 2 | 2 | 0.16% | 0.17% | 0.18% | Q2 2023 | Q3 2023 | 2 |
| PROSOMNUS INC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 | |
| ME | 23ANDME HOLDING CO | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
| VGSH | VANGUARD SCOTTSDALE FDS | 1 | 1 | 0.37% | 0.37% | 0.37% | Q1 2023 | Q1 2023 | 1 |
| SHV | ISHARES TR | 1 | 1 | 0.34% | 0.34% | 0.34% | Q3 2023 | Q3 2023 | 1 |
| BIV | VANGUARD BD INDEX FDS | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2023 | Q1 2023 | 1 |
| VTIP | VANGUARD MALVERN FDS | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2023 | Q3 2023 | 1 |
| VBR | VANGUARD INDEX FDS | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2023 | Q1 2023 | 1 |
| SPTI | SPDR SER TR | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2023 | Q3 2023 | 1 |
| VXF | VANGUARD INDEX FDS | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2023 | Q1 2023 | 1 |
| VOE | VANGUARD INDEX FDS | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2023 | Q1 2023 | 1 |
| FGD | FIRST TR EXCHANGE TRAD... | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2023 | Q1 2023 | 1 |
| NVDA | NVIDIA CORPORATION | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
| ARCC | ARES CAPITAL CORP | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
| VUG | VANGUARD INDEX FDS | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2023 | Q2 2023 | 1 |
| XOM | EXXON MOBIL CORP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
| ALTERYX INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 | |
| BLOCK INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 | |
Download | |||||||||
The securities at the top of the list , including DIMENSIONAL ETF TRUST, DIMENSIONAL ETF TRUST, and DIMENSIONAL ETF TRUST, are the highest-conviction holdings of Root Financial Partners, LLC.
The conviction is calculated by counting the number of quarters a security has been reported by Root Financial Partners, LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Root Financial Partners, LLC owns currently or has owned in the past.