Instuitional Investor - D.b. Root & Company, Llc
Fund Profile
Filing Period:
| Fund Name: | D.b. Root & Company, Llc |
| Portfolio Value | $418,590,291 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | J P Morgan Exchange Traded F - CORE PLUS BD ETF | 1,540,528 | $72,528,056 | 17.33% | |
| 2. | SCHD | 1,471,484 | $37,728,846 | 9.01% | |
| 3. | Pimco Etf Trust | 1,212,432 | $31,765,718 | 7.59% | |
| 4. | Vanguard Specialized Funds - DIV APP ETF | 76,501 | $16,452,299 | 3.93% | |
| 5. | Dimensional Etf Trust | 352,526 | $13,734,418 | 3.28% |
Hedge Fund Resource Center 
