Instuitional Investor - D.b. Root & Company, Llc
Fund Profile
Filing Period:
| Fund Name: | D.b. Root & Company, Llc |
| Portfolio Value | $338,727,542 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | J P Morgan Exchange Traded F - CORE PLUS BD ETF | 1,265,467 | $59,552,908 | 17.58% | |
| 2. | FNDF | 1,135,116 | $27,742,242 | 8.19% | |
| 3. | Vanguard Specialized Funds - DIV APP ETF | 78,842 | $16,136,615 | 4.76% | |
| 4. | FNDF | 478,355 | $11,399,206 | 3.37% | |
| 5. | Vanguard Index Fds - MID CAP ETF | 39,680 | $11,103,745 | 3.28% |
