D.B. Root & Company as of March 31, 2018
Portfolio Holdings for D.B. Root & Company
D.B. Root & Company holds 190 positions in its portfolio as reported in the March 2018 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Vanguard Total Stock Market ETF (VTI) | 5.5 | $11M | 77k | 135.73 | |
Schwab Strategic Tr us lrg cap etf (SCHX) | 3.1 | $6.0M | 95k | 63.08 | |
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) | 3.0 | $5.8M | 68k | 84.84 | |
Schwab Strategic Tr us dividend eq (SCHD) | 2.7 | $5.1M | 104k | 49.03 | |
PPG Industries (PPG) | 2.4 | $4.5M | 41k | 111.59 | |
Apple (AAPL) | 2.4 | $4.5M | 27k | 167.79 | |
Technology SPDR (XLK) | 2.2 | $4.2M | 65k | 65.42 | |
Vanguard Total Bond Market ETF (BND) | 2.0 | $3.8M | 47k | 79.93 | |
PNC Financial Services (PNC) | 1.5 | $2.9M | 19k | 151.21 | |
Schwab Strategic Tr us aggregate b (SCHZ) | 1.4 | $2.7M | 54k | 51.02 | |
Schwab U S Broad Market ETF (SCHB) | 1.4 | $2.7M | 43k | 63.79 | |
Microsoft Corporation (MSFT) | 1.4 | $2.6M | 29k | 91.26 | |
Ishares U S Etf Tr int rt hdg c b (LQDH) | 1.3 | $2.5M | 26k | 96.70 | |
Automatic Data Processing (ADP) | 1.2 | $2.3M | 21k | 113.49 | |
iShares Russell 1000 Growth Index (IWF) | 1.2 | $2.3M | 17k | 136.09 | |
PIMCO Enhanced Short Mat Str Fund ETF (MINT) | 1.2 | $2.3M | 22k | 101.54 | |
Ishares U S Etf Tr it rt hdg hgyl (HYGH) | 1.2 | $2.2M | 24k | 90.59 | |
Financial Select Sector SPDR (XLF) | 1.0 | $1.9M | 68k | 27.57 | |
Johnson & Johnson (JNJ) | 0.9 | $1.8M | 14k | 128.15 | |
Boeing Company (BA) | 0.9 | $1.7M | 5.2k | 327.96 | |
iShares S&P SmallCap 600 Index (IJR) | 0.9 | $1.7M | 22k | 77.02 | |
Exxon Mobil Corporation (XOM) | 0.9 | $1.6M | 22k | 74.60 | |
First Trust Tech AlphaDEX Fnd (FXL) | 0.8 | $1.6M | 29k | 55.01 | |
SPDR Gold Trust (GLD) | 0.8 | $1.6M | 13k | 125.78 | |
Bristol Myers Squibb (BMY) | 0.8 | $1.5M | 24k | 63.27 | |
Netflix (NFLX) | 0.8 | $1.5M | 5.2k | 295.40 | |
iShares Lehman Aggregate Bond (AGG) | 0.8 | $1.5M | 14k | 107.22 | |
iShares S&P 500 Index (IVV) | 0.8 | $1.5M | 5.5k | 265.37 | |
Ssga Active Etf Tr blkstn gsosrln (SRLN) | 0.8 | $1.5M | 31k | 47.43 | |
Powershares Etf Trust Ii intl corp bond | 0.8 | $1.4M | 51k | 27.84 | |
Intel Corporation (INTC) | 0.7 | $1.4M | 27k | 52.07 | |
Vanguard S&p 500 Etf idx (VOO) | 0.7 | $1.4M | 5.7k | 242.04 | |
Alibaba Group Holding (BABA) | 0.7 | $1.4M | 7.5k | 183.59 | |
Booking Holdings (BKNG) | 0.7 | $1.4M | 663.00 | 2079.94 | |
PowerShares QQQ Trust, Series 1 | 0.7 | $1.4M | 8.5k | 160.10 | |
Altria (MO) | 0.7 | $1.4M | 22k | 62.32 | |
Berkshire Hathaway (BRK.B) | 0.7 | $1.3M | 6.7k | 199.49 | |
Weyerhaeuser Company (WY) | 0.7 | $1.3M | 38k | 35.00 | |
Vanguard Growth ETF (VUG) | 0.7 | $1.3M | 9.2k | 141.83 | |
Qorvo (QRVO) | 0.7 | $1.3M | 19k | 70.46 | |
Pfizer (PFE) | 0.7 | $1.3M | 36k | 35.48 | |
Facebook Inc cl a (META) | 0.7 | $1.3M | 7.9k | 159.74 | |
Dominion Resources (D) | 0.7 | $1.2M | 18k | 67.43 | |
Verizon Communications (VZ) | 0.6 | $1.2M | 26k | 47.83 | |
MasterCard Incorporated (MA) | 0.6 | $1.2M | 6.7k | 175.14 | |
Home Depot (HD) | 0.6 | $1.2M | 6.6k | 178.26 | |
DaVita (DVA) | 0.6 | $1.2M | 18k | 65.92 | |
iShares iBoxx $ High Yid Corp Bond (HYG) | 0.6 | $1.2M | 14k | 85.63 | |
Vanguard Emerging Markets ETF (VWO) | 0.6 | $1.2M | 25k | 46.99 | |
Lockheed Martin Corporation (LMT) | 0.6 | $1.1M | 3.4k | 337.80 | |
SPDR Barclays Capital Convertible SecETF (CWB) | 0.6 | $1.1M | 22k | 51.65 | |
First Trust Value Line Dividend Indx Fnd (FVD) | 0.6 | $1.1M | 38k | 29.90 | |
McDonald's Corporation (MCD) | 0.6 | $1.1M | 7.2k | 156.31 | |
At&t (T) | 0.6 | $1.1M | 31k | 35.66 | |
Cisco Systems (CSCO) | 0.6 | $1.1M | 26k | 42.89 | |
Chevron Corporation (CVX) | 0.6 | $1.1M | 9.3k | 113.99 | |
Philip Morris International (PM) | 0.6 | $1.0M | 10k | 99.42 | |
Medtronic (MDT) | 0.6 | $1.0M | 13k | 80.23 | |
Consumer Discretionary SPDR (XLY) | 0.5 | $1.0M | 10k | 101.30 | |
Visa (V) | 0.5 | $980k | 8.2k | 119.64 | |
iShares Dow Jones EPAC Sel Div Ind (IDV) | 0.5 | $980k | 30k | 32.99 | |
Novartis (NVS) | 0.5 | $971k | 12k | 80.87 | |
Wal-Mart Stores (WMT) | 0.5 | $955k | 11k | 88.98 | |
Wells Fargo & Company (WFC) | 0.5 | $954k | 18k | 52.39 | |
Koppers Holdings (KOP) | 0.5 | $941k | 23k | 41.09 | |
Abbvie (ABBV) | 0.5 | $952k | 10k | 94.63 | |
Schwab U S Small Cap ETF (SCHA) | 0.5 | $932k | 14k | 69.12 | |
Servicenow (NOW) | 0.5 | $920k | 5.6k | 165.44 | |
Coca-Cola Company (KO) | 0.5 | $902k | 21k | 43.41 | |
Raytheon Company | 0.5 | $917k | 4.2k | 215.87 | |
SYSCO Corporation (SYY) | 0.5 | $890k | 15k | 59.94 | |
Diageo (DEO) | 0.5 | $883k | 6.5k | 135.45 | |
Ambev Sa- (ABEV) | 0.5 | $888k | 122k | 7.27 | |
BHP Billiton (BHP) | 0.5 | $872k | 20k | 44.44 | |
Vanguard Europe Pacific ETF (VEA) | 0.5 | $872k | 20k | 44.23 | |
Duke Energy (DUK) | 0.5 | $858k | 11k | 77.49 | |
Corning Incorporated (GLW) | 0.4 | $828k | 30k | 27.87 | |
John Hancock Exchange Traded multifactor te | 0.4 | $825k | 19k | 43.43 | |
Becton, Dickinson and (BDX) | 0.4 | $816k | 3.8k | 216.62 | |
Lululemon Athletica (LULU) | 0.4 | $819k | 9.2k | 89.12 | |
John Hancock Exchange Traded multifactor | 0.4 | $811k | 27k | 30.48 | |
Annaly Capital Management | 0.4 | $792k | 76k | 10.44 | |
Unilever (UL) | 0.4 | $793k | 14k | 55.57 | |
First Trust Materials AlphaDEX Fnd (FXZ) | 0.4 | $774k | 18k | 42.18 | |
Rh (RH) | 0.4 | $777k | 8.2k | 95.28 | |
Starbucks Corporation (SBUX) | 0.4 | $764k | 13k | 57.92 | |
Vanguard Value ETF (VTV) | 0.4 | $754k | 7.3k | 103.16 | |
First Trust Financials AlphaDEX (FXO) | 0.4 | $761k | 25k | 31.03 | |
First Trust Ind/Prod AlphaDEX (FXR) | 0.4 | $755k | 19k | 39.57 | |
Qualcomm (QCOM) | 0.4 | $738k | 13k | 55.38 | |
Regeneron Pharmaceuticals (REGN) | 0.4 | $720k | 2.1k | 344.50 | |
iShares S&P 500 Growth Index (IVW) | 0.4 | $712k | 4.6k | 154.98 | |
Incyte Corporation (INCY) | 0.4 | $701k | 8.4k | 83.37 | |
Electronic Arts (EA) | 0.4 | $709k | 5.8k | 121.32 | |
BioMarin Pharmaceutical (BMRN) | 0.4 | $674k | 8.3k | 81.06 | |
Ball Corporation (BALL) | 0.4 | $690k | 17k | 39.72 | |
FedEx Corporation (FDX) | 0.3 | $661k | 2.8k | 240.01 | |
Merck & Co (MRK) | 0.3 | $656k | 12k | 54.51 | |
BlackRock (BLK) | 0.3 | $652k | 1.2k | 541.98 | |
Nike (NKE) | 0.3 | $639k | 9.6k | 66.42 | |
iShares Russell 2000 Growth Index (IWO) | 0.3 | $641k | 3.4k | 190.49 | |
Schwab International Equity ETF (SCHF) | 0.3 | $649k | 19k | 33.69 | |
Skyworks Solutions (SWKS) | 0.3 | $628k | 6.3k | 100.24 | |
CurrencyShares Swiss Franc Trust | 0.3 | $632k | 6.4k | 98.40 | |
Schlumberger (SLB) | 0.3 | $614k | 9.5k | 64.81 | |
iShares S&P 500 Value Index (IVE) | 0.3 | $597k | 5.5k | 109.38 | |
Bank of New York Mellon Corporation (BK) | 0.3 | $545k | 11k | 51.50 | |
Spdr S&p 500 Etf (SPY) | 0.3 | $544k | 2.1k | 263.06 | |
Texas Instruments Incorporated (TXN) | 0.3 | $544k | 5.2k | 103.92 | |
PowerShares S&P 500 Hgh Qlty Prtfl | 0.3 | $557k | 19k | 29.84 | |
Alphabet Inc Class A cs (GOOGL) | 0.3 | $549k | 529.00 | 1037.81 | |
Vaneck Vectors Etf Tr (IHY) | 0.3 | $540k | 21k | 25.51 | |
Costco Wholesale Corporation (COST) | 0.3 | $523k | 2.8k | 188.26 | |
Amazon (AMZN) | 0.3 | $522k | 361.00 | 1445.98 | |
Retail Properties Of America | 0.3 | $526k | 45k | 11.66 | |
Zayo Group Hldgs | 0.3 | $537k | 16k | 34.15 | |
iShares S&P Natl AMTFr Mncpl Bd (MUB) | 0.3 | $517k | 4.7k | 108.98 | |
Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 0.3 | $507k | 7.7k | 65.86 | |
Seattle Genetics | 0.3 | $500k | 9.6k | 52.33 | |
Schwab U S Large Cap Growth ETF (SCHG) | 0.3 | $496k | 6.9k | 71.67 | |
JPMorgan Chase & Co. (JPM) | 0.2 | $465k | 4.2k | 110.01 | |
Equifax (EFX) | 0.2 | $472k | 4.0k | 117.71 | |
Biogen Idec (BIIB) | 0.2 | $467k | 1.7k | 273.58 | |
PowerShares DB Precious Metals | 0.2 | $470k | 12k | 38.61 | |
iShares NASDAQ Biotechnology Index (IBB) | 0.2 | $447k | 4.2k | 106.81 | |
Macquarie Infrastructure Company | 0.2 | $460k | 12k | 36.97 | |
Ishares Msci Japan (EWJ) | 0.2 | $451k | 7.4k | 60.62 | |
Oaktree Cap | 0.2 | $432k | 11k | 39.56 | |
Vanguard Pacific ETF (VPL) | 0.2 | $411k | 5.6k | 72.89 | |
Vanguard High Dividend Yield ETF (VYM) | 0.2 | $408k | 4.9k | 82.59 | |
Charles Schwab Corporation (SCHW) | 0.2 | $390k | 7.5k | 52.26 | |
Nucor Corporation (NUE) | 0.2 | $395k | 6.5k | 61.04 | |
Sealed Air (SEE) | 0.2 | $404k | 9.4k | 42.82 | |
First Commonwealth Financial (FCF) | 0.2 | $397k | 28k | 14.12 | |
Vanguard European ETF (VGK) | 0.2 | $402k | 6.9k | 58.09 | |
Energy Select Sector SPDR (XLE) | 0.2 | $381k | 5.7k | 67.40 | |
Euronet Worldwide (EEFT) | 0.2 | $387k | 4.9k | 78.98 | |
Alphabet Inc Class C cs (GOOG) | 0.2 | $375k | 363.00 | 1033.06 | |
E TRADE Financial Corporation | 0.2 | $369k | 6.7k | 55.36 | |
Broadridge Financial Solutions (BR) | 0.2 | $351k | 3.2k | 109.69 | |
Health Care SPDR (XLV) | 0.2 | $362k | 4.5k | 81.33 | |
Genesee & Wyoming | 0.2 | $364k | 5.1k | 70.89 | |
Vanguard Short Term Corporate Bond ETF (VCSH) | 0.2 | $352k | 4.5k | 78.33 | |
Snap-on Incorporated (SNA) | 0.2 | $332k | 2.3k | 147.56 | |
UnitedHealth (UNH) | 0.2 | $339k | 1.6k | 214.29 | |
iShares MSCI EAFE Index Fund (EFA) | 0.2 | $343k | 4.9k | 69.66 | |
Enbridge (ENB) | 0.2 | $341k | 11k | 31.51 | |
Vanguard Mid-Cap Growth ETF (VOT) | 0.2 | $335k | 2.6k | 129.59 | |
Schwab Strategic Tr sht tm us tres (SCHO) | 0.2 | $339k | 6.8k | 49.87 | |
Eaton (ETN) | 0.2 | $338k | 4.2k | 79.87 | |
Fidelity msci finls idx (FNCL) | 0.2 | $347k | 8.6k | 40.43 | |
General Dynamics Corporation (GD) | 0.2 | $329k | 1.5k | 220.66 | |
iShares S&P MidCap 400 Value Index (IJJ) | 0.2 | $314k | 2.0k | 154.45 | |
Powershares Exchange | 0.2 | $330k | 7.4k | 44.85 | |
Transocean (RIG) | 0.2 | $297k | 30k | 9.89 | |
Berkshire Hathaway (BRK.A) | 0.2 | $299k | 1.00 | 299000.00 | |
Monro Muffler Brake (MNRO) | 0.2 | $302k | 5.6k | 53.69 | |
Vanguard Extended Market ETF (VXF) | 0.2 | $294k | 2.6k | 111.45 | |
Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $258k | 1.6k | 162.78 | |
SPDR DJ International Real Estate ETF (RWX) | 0.1 | $259k | 6.5k | 40.04 | |
Powershares Etf Tr Ii s^p500 low vol | 0.1 | $267k | 5.7k | 46.95 | |
Dunkin' Brands Group | 0.1 | $269k | 4.5k | 59.78 | |
Ssga Active Etf Tr globl allo etf (GAL) | 0.1 | $271k | 7.1k | 38.06 | |
Ishares Tr core strm usbd (ISTB) | 0.1 | $269k | 5.5k | 49.34 | |
Spirit Realty reit | 0.1 | $263k | 34k | 7.76 | |
Cdk Global Inc equities | 0.1 | $270k | 4.3k | 63.29 | |
Ollies Bargain Outlt Hldgs I (OLLI) | 0.1 | $271k | 4.5k | 60.22 | |
CarMax (KMX) | 0.1 | $239k | 3.9k | 61.87 | |
Lincoln Electric Holdings (LECO) | 0.1 | $243k | 2.7k | 90.07 | |
United Technologies Corporation | 0.1 | $243k | 1.9k | 125.97 | |
iShares Russell 2000 Index (IWM) | 0.1 | $247k | 1.6k | 151.72 | |
Vanguard REIT ETF (VNQ) | 0.1 | $250k | 3.3k | 75.55 | |
United States 12 Month Oil Fund (USL) | 0.1 | $250k | 11k | 22.68 | |
Ishares Inc core msci emkt (IEMG) | 0.1 | $249k | 4.3k | 58.44 | |
Vanguard Charlotte Fds intl bd idx etf (BNDX) | 0.1 | $252k | 4.6k | 54.69 | |
Thermo Fisher Scientific (TMO) | 0.1 | $231k | 1.1k | 206.07 | |
C.H. Robinson Worldwide (CHRW) | 0.1 | $219k | 2.3k | 93.91 | |
Littelfuse (LFUS) | 0.1 | $234k | 1.1k | 208.00 | |
J&J Snack Foods (JJSF) | 0.1 | $231k | 1.7k | 136.85 | |
American Tower Reit (AMT) | 0.1 | $231k | 1.6k | 145.37 | |
Diamond Offshore Drilling | 0.1 | $211k | 14k | 14.66 | |
TD Ameritrade Holding | 0.1 | $201k | 3.4k | 59.12 | |
Dick's Sporting Goods (DKS) | 0.1 | $200k | 5.7k | 35.00 | |
Tractor Supply Company (TSCO) | 0.1 | $213k | 3.4k | 63.11 | |
iShares Gold Trust | 0.1 | $201k | 16k | 12.72 | |
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) | 0.1 | $209k | 1.9k | 112.97 | |
Sirius Xm Holdings (SIRI) | 0.1 | $216k | 35k | 6.24 | |
Invesco Van Kampen Penn Vl MI Trust (VPV) | 0.1 | $195k | 17k | 11.75 | |
Fs Investment Corporation | 0.1 | $92k | 13k | 7.25 | |
Ensco Plc Shs Class A | 0.0 | $84k | 19k | 4.38 |