Instuitional Investor - D.b. Root & Company, Llc
Fund Profile
Filing Period:
| Fund Name: | D.b. Root & Company, Llc |
| Portfolio Value | $470,819,637 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | J P Morgan Exchange Traded F - CORE PLUS BD ETF | 1,637,457 | $76,862,222 | 16.33% | |
| 2. | SCHD | 1,450,411 | $42,685,595 | 9.07% | |
| 3. | MINT | 1,320,319 | $35,014,857 | 7.44% | |
| 4. | Vanguard Specialized Funds - DIV APP ETF | 80,066 | $18,945,175 | 4.02% | |
| 5. | DFAC | 368,524 | $15,201,597 | 3.23% |
Hedge Fund Resource Center 
