D.B. Root & Company, LLC: 13F holdings
CIK 17317172026Q2
| Positions | 207 |
|---|---|
| Reported value | $470.8m |
| Filed | 2026-08-13 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| JCPB J P MORGAN EXCHANGE TRADED F | 1,637,457 | $76.9m | 16.3% |
| SCHX SCHWAB STRATEGIC TR | 1,450,411 | $42.7m | 9.1% |
| PYLD PIMCO ETF TR | 1,320,319 | $35.0m | 7.4% |
| VIG VANGUARD SPECIALIZED FUNDS | 80,066 | $18.9m | 4.0% |
| DFAI DIMENSIONAL ETF TRUST | 368,524 | $15.2m | 3.2% |
| SCHB SCHWAB STRATEGIC TR | 470,345 | $13.6m | 2.9% |
| INNOVATOR ETFS TRUST | 343,193 | $11.6m | 2.5% |
| AAPL APPLE INC | 39,618 | $11.5m | 2.4% |
| VXUS VANGUARD STAR FDS | 111,863 | $9.6m | 2.0% |
| INNOVATOR ETFS TRUST | 217,514 | $8.6m | 1.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1731717")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.