Instuitional Investor - D.b. Root & Company, Llc
Fund Profile
Filing Period:
| Fund Name: | D.b. Root & Company, Llc |
| Portfolio Value | $309,714,156 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | J P Morgan Exchange Traded F - CORE PLUS BD ETF | 1,231,002 | $57,906,317 | 18.7% | |
| 2. | FNDF | 1,154,808 | $25,498,161 | 8.23% | |
| 3. | Vanguard Specialized Funds - DIV APP ETF | 82,066 | $15,919,954 | 5.14% | |
| 4. | FNDF | 482,232 | $10,382,451 | 3.35% | |
| 5. | AAPL | 41,808 | $9,286,831 | 3% |
