D.B. Root & Company as of June 30, 2018
Portfolio Holdings for D.B. Root & Company
D.B. Root & Company holds 201 positions in its portfolio as reported in the June 2018 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Vanguard Total Stock Market ETF (VTI) | 5.4 | $12M | 82k | 140.43 | |
Schwab Strategic Tr us lrg cap etf (SCHX) | 4.0 | $8.5M | 131k | 64.99 | |
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) | 3.4 | $7.2M | 86k | 83.52 | |
Apple (AAPL) | 2.4 | $5.1M | 27k | 185.12 | |
Schwab Strategic Tr us dividend eq (SCHD) | 2.2 | $4.8M | 97k | 49.29 | |
Technology SPDR (XLK) | 2.0 | $4.3M | 62k | 69.48 | |
PPG Industries (PPG) | 1.9 | $4.1M | 40k | 103.73 | |
Schwab U S Broad Market ETF (SCHB) | 1.9 | $4.1M | 62k | 65.99 | |
Schwab Strategic Tr us aggregate b (SCHZ) | 1.7 | $3.7M | 72k | 50.64 | |
iShares Russell 1000 Growth Index (IWF) | 1.4 | $3.0M | 21k | 143.78 | |
Microsoft Corporation (MSFT) | 1.4 | $3.0M | 31k | 98.60 | |
Vanguard Total Bond Market ETF (BND) | 1.4 | $2.9M | 37k | 79.19 | |
Automatic Data Processing (ADP) | 1.3 | $2.8M | 21k | 134.15 | |
PNC Financial Services (PNC) | 1.2 | $2.6M | 19k | 135.11 | |
Ishares U S Etf Tr int rt hdg c b (LQDH) | 1.1 | $2.4M | 25k | 95.52 | |
PIMCO Enhanced Short Mat Str Fund ETF (MINT) | 1.1 | $2.3M | 22k | 101.54 | |
Facebook Inc cl a (META) | 1.1 | $2.3M | 12k | 194.33 | |
SPDR Gold Trust (GLD) | 1.0 | $2.0M | 17k | 118.65 | |
Ishares U S Etf Tr it rt hdg hgyl (HYGH) | 1.0 | $2.0M | 22k | 90.55 | |
Netflix (NFLX) | 0.9 | $1.9M | 4.9k | 391.33 | |
First Trust Value Line Dividend Indx Fnd (FVD) | 0.8 | $1.8M | 59k | 30.28 | |
Boeing Company (BA) | 0.8 | $1.8M | 5.2k | 335.44 | |
iShares S&P SmallCap 600 Index (IJR) | 0.8 | $1.8M | 21k | 83.48 | |
Johnson & Johnson (JNJ) | 0.8 | $1.7M | 14k | 121.31 | |
Exxon Mobil Corporation (XOM) | 0.8 | $1.7M | 21k | 82.74 | |
iShares S&P 500 Growth Index (IVW) | 0.8 | $1.6M | 9.8k | 162.57 | |
First Trust Tech AlphaDEX Fnd (FXL) | 0.8 | $1.6M | 28k | 56.29 | |
Schwab Strategic Tr us reit etf (SCHH) | 0.7 | $1.5M | 37k | 41.78 | |
iShares S&P 500 Index (IVV) | 0.7 | $1.5M | 5.4k | 273.01 | |
Ssga Active Etf Tr blkstn gsosrln (SRLN) | 0.7 | $1.5M | 31k | 46.97 | |
iShares Lehman Aggregate Bond (AGG) | 0.7 | $1.4M | 14k | 106.35 | |
Booking Holdings (BKNG) | 0.7 | $1.4M | 702.00 | 2027.07 | |
MasterCard Incorporated (MA) | 0.6 | $1.4M | 6.9k | 196.59 | |
Incyte Corporation (INCY) | 0.6 | $1.4M | 20k | 67.00 | |
Bristol Myers Squibb (BMY) | 0.6 | $1.4M | 25k | 55.35 | |
Invesco Qqq Trust Series 1 (QQQ) | 0.6 | $1.4M | 7.9k | 171.60 | |
Verizon Communications (VZ) | 0.6 | $1.3M | 26k | 50.30 | |
Alibaba Group Holding (BABA) | 0.6 | $1.3M | 7.2k | 185.50 | |
Vanguard Growth ETF (VUG) | 0.6 | $1.3M | 8.7k | 149.75 | |
Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 0.6 | $1.3M | 21k | 63.37 | |
Vanguard S&p 500 Etf idx (VOO) | 0.6 | $1.3M | 5.3k | 249.48 | |
Home Depot (HD) | 0.6 | $1.3M | 6.6k | 195.11 | |
Pfizer (PFE) | 0.6 | $1.3M | 36k | 36.27 | |
Dominion Resources (D) | 0.6 | $1.3M | 19k | 68.17 | |
Intel Corporation (INTC) | 0.6 | $1.3M | 26k | 49.72 | |
iShares S&P 500 Value Index (IVE) | 0.6 | $1.3M | 12k | 110.17 | |
Berkshire Hathaway (BRK.B) | 0.6 | $1.2M | 6.7k | 186.63 | |
Invesco International Corporat etf (PICB) | 0.6 | $1.2M | 47k | 26.14 | |
Altria (MO) | 0.6 | $1.2M | 21k | 56.78 | |
Schwab International Equity ETF (SCHF) | 0.6 | $1.2M | 37k | 33.04 | |
John Hancock Exchange Traded multifactor | 0.6 | $1.2M | 38k | 32.00 | |
Chevron Corporation (CVX) | 0.6 | $1.2M | 9.4k | 126.42 | |
iShares iBoxx $ High Yid Corp Bond (HYG) | 0.6 | $1.2M | 14k | 85.08 | |
McDonald's Corporation (MCD) | 0.6 | $1.2M | 7.4k | 156.72 | |
Visa (V) | 0.6 | $1.2M | 8.8k | 132.43 | |
SPDR Barclays Capital Convertible SecETF (CWB) | 0.6 | $1.2M | 22k | 53.02 | |
Medtronic (MDT) | 0.6 | $1.2M | 14k | 85.61 | |
Cisco Systems (CSCO) | 0.5 | $1.1M | 26k | 43.04 | |
Schwab U S Small Cap ETF (SCHA) | 0.5 | $1.1M | 15k | 73.57 | |
At&t (T) | 0.5 | $1.1M | 34k | 32.11 | |
Qorvo (QRVO) | 0.5 | $1.1M | 14k | 80.21 | |
SYSCO Corporation (SYY) | 0.5 | $1.0M | 15k | 68.30 | |
Consumer Discretionary SPDR (XLY) | 0.5 | $1.0M | 9.6k | 109.27 | |
BHP Billiton (BHP) | 0.5 | $1.0M | 21k | 50.02 | |
Vanguard Emerging Markets ETF (VWO) | 0.5 | $1.0M | 24k | 42.20 | |
Wells Fargo & Company (WFC) | 0.5 | $1.0M | 18k | 55.44 | |
Servicenow (NOW) | 0.5 | $990k | 5.7k | 172.47 | |
Lockheed Martin Corporation (LMT) | 0.5 | $976k | 3.3k | 295.49 | |
Amazon (AMZN) | 0.5 | $967k | 569.00 | 1699.47 | |
Energy Select Sector SPDR (XLE) | 0.5 | $982k | 13k | 75.92 | |
Novartis (NVS) | 0.5 | $959k | 13k | 75.53 | |
Diageo (DEO) | 0.5 | $959k | 6.7k | 144.02 | |
iShares Dow Jones EPAC Sel Div Ind (IDV) | 0.5 | $945k | 30k | 32.03 | |
Abbvie (ABBV) | 0.5 | $951k | 10k | 92.65 | |
Wal-Mart Stores (WMT) | 0.4 | $935k | 11k | 85.63 | |
Becton, Dickinson and (BDX) | 0.4 | $935k | 3.9k | 239.44 | |
Schwab Strategic Tr cmn (SCHV) | 0.4 | $937k | 18k | 53.13 | |
Coca-Cola Company (KO) | 0.4 | $906k | 21k | 43.88 | |
Philip Morris International (PM) | 0.4 | $902k | 11k | 80.74 | |
Weyerhaeuser Company (WY) | 0.4 | $913k | 25k | 36.45 | |
Financial Select Sector SPDR (XLF) | 0.4 | $902k | 34k | 26.60 | |
Rh (RH) | 0.4 | $919k | 6.6k | 139.67 | |
Koppers Holdings (KOP) | 0.4 | $886k | 23k | 38.35 | |
Lululemon Athletica (LULU) | 0.4 | $896k | 7.2k | 124.88 | |
Duke Energy (DUK) | 0.4 | $887k | 11k | 79.10 | |
Nutrien (NTR) | 0.4 | $894k | 16k | 54.41 | |
Corning Incorporated (GLW) | 0.4 | $848k | 31k | 27.50 | |
Vanguard Short Term Corporate Bond ETF (VCSH) | 0.4 | $844k | 11k | 78.10 | |
BioMarin Pharmaceutical (BMRN) | 0.4 | $816k | 8.7k | 94.23 | |
Raytheon Company | 0.4 | $828k | 4.3k | 193.19 | |
Unilever (UL) | 0.4 | $826k | 15k | 55.30 | |
iShares Russell 2000 Growth Index (IWO) | 0.4 | $816k | 4.0k | 204.31 | |
Annaly Capital Management | 0.4 | $809k | 79k | 10.29 | |
BlackRock (BLK) | 0.4 | $802k | 1.6k | 498.76 | |
Vanguard Europe Pacific ETF (VEA) | 0.4 | $796k | 19k | 42.88 | |
Regeneron Pharmaceuticals (REGN) | 0.4 | $762k | 2.2k | 344.80 | |
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 0.4 | $756k | 7.3k | 103.68 | |
Charles Schwab Corporation (SCHW) | 0.3 | $744k | 15k | 51.12 | |
Merck & Co (MRK) | 0.3 | $736k | 12k | 60.70 | |
Qualcomm (QCOM) | 0.3 | $739k | 13k | 56.10 | |
First Trust Financials AlphaDEX (FXO) | 0.3 | $738k | 24k | 31.32 | |
First Trust Materials AlphaDEX Fnd (FXZ) | 0.3 | $739k | 18k | 41.82 | |
iShares MSCI EAFE Index Fund (EFA) | 0.3 | $717k | 11k | 66.95 | |
Vanguard Value ETF (VTV) | 0.3 | $722k | 7.0k | 103.77 | |
First Trust Ind/Prod AlphaDEX (FXR) | 0.3 | $717k | 18k | 39.13 | |
Nike (NKE) | 0.3 | $695k | 8.7k | 79.68 | |
Starbucks Corporation (SBUX) | 0.3 | $709k | 15k | 48.83 | |
iShares Dow Jones US Real Estate (IYR) | 0.3 | $701k | 8.7k | 80.57 | |
iShares S&P MidCap 400 Value Index (IJJ) | 0.3 | $704k | 4.3k | 161.95 | |
FedEx Corporation (FDX) | 0.3 | $673k | 3.0k | 227.06 | |
Schlumberger (SLB) | 0.3 | $663k | 9.9k | 66.99 | |
Alphabet Inc Class A cs (GOOGL) | 0.3 | $667k | 591.00 | 1128.60 | |
CVS Caremark Corporation (CVS) | 0.3 | $641k | 10k | 64.36 | |
Texas Instruments Incorporated (TXN) | 0.3 | $629k | 5.7k | 110.33 | |
Skyworks Solutions (SWKS) | 0.3 | $632k | 6.5k | 96.64 | |
Ball Corporation (BALL) | 0.3 | $645k | 18k | 35.57 | |
DaVita (DVA) | 0.3 | $610k | 8.8k | 69.44 | |
CF Industries Holdings (CF) | 0.3 | $605k | 14k | 44.40 | |
Spdr S&p 500 Etf (SPY) | 0.3 | $599k | 2.2k | 271.16 | |
Ambev Sa- (ABEV) | 0.3 | $595k | 128k | 4.63 | |
Zayo Group Hldgs | 0.3 | $595k | 16k | 36.48 | |
Bank of New York Mellon Corporation (BK) | 0.3 | $573k | 11k | 53.90 | |
Costco Wholesale Corporation (COST) | 0.3 | $568k | 2.7k | 209.13 | |
Electronic Arts (EA) | 0.3 | $558k | 4.0k | 141.09 | |
Vanguard Mid-Cap Growth ETF (VOT) | 0.3 | $552k | 4.1k | 134.44 | |
Retail Properties Of America | 0.3 | $541k | 42k | 12.77 | |
Invesco Exchange W&p 500 Qualit equities (SPHQ) | 0.3 | $552k | 18k | 30.02 | |
Equifax (EFX) | 0.2 | $522k | 4.2k | 125.18 | |
Seattle Genetics | 0.2 | $530k | 8.0k | 66.42 | |
iShares Russell 1000 Value Index (IWD) | 0.2 | $500k | 4.1k | 121.39 | |
Ishares Inc core msci emkt (IEMG) | 0.2 | $514k | 9.8k | 52.56 | |
Equinix (EQIX) | 0.2 | $512k | 1.2k | 430.25 | |
Vaneck Vectors Etf Tr (IHY) | 0.2 | $516k | 21k | 24.38 | |
Schwab Strategic Tr sht tm us tres (SCHO) | 0.2 | $468k | 9.4k | 49.71 | |
JPMorgan Chase & Co. (JPM) | 0.2 | $449k | 4.3k | 104.32 | |
First Commonwealth Financial (FCF) | 0.2 | $436k | 28k | 15.51 | |
Oaktree Cap | 0.2 | $449k | 11k | 40.68 | |
Sealed Air (SEE) | 0.2 | $418k | 9.8k | 42.48 | |
Transocean (RIG) | 0.2 | $420k | 31k | 13.43 | |
UnitedHealth (UNH) | 0.2 | $420k | 1.7k | 245.33 | |
Genesee & Wyoming | 0.2 | $434k | 5.3k | 81.27 | |
Ishares Msci Japan (EWJ) | 0.2 | $431k | 7.4k | 57.93 | |
Nucor Corporation (NUE) | 0.2 | $404k | 6.5k | 62.55 | |
Enbridge (ENB) | 0.2 | $412k | 12k | 35.69 | |
iShares S&P Natl AMTFr Mncpl Bd (MUB) | 0.2 | $405k | 3.7k | 109.05 | |
Vanguard High Dividend Yield ETF (VYM) | 0.2 | $404k | 4.9k | 83.01 | |
Alphabet Inc Class C cs (GOOG) | 0.2 | $399k | 358.00 | 1114.53 | |
E TRADE Financial Corporation | 0.2 | $372k | 6.1k | 61.09 | |
Snap-on Incorporated (SNA) | 0.2 | $378k | 2.4k | 160.85 | |
Vanguard Pacific ETF (VPL) | 0.2 | $389k | 5.6k | 70.05 | |
Vanguard European ETF (VGK) | 0.2 | $383k | 6.8k | 56.18 | |
Broadridge Financial Solutions (BR) | 0.2 | $368k | 3.2k | 115.00 | |
Health Care SPDR (XLV) | 0.2 | $363k | 4.3k | 83.47 | |
Monro Muffler Brake (MNRO) | 0.2 | $341k | 5.9k | 58.04 | |
iShares Lehman 1-3 Year Treas.Bond (SHY) | 0.2 | $335k | 4.0k | 83.25 | |
Schwab U S Large Cap Growth ETF (SCHG) | 0.2 | $333k | 4.4k | 75.89 | |
Eaton (ETN) | 0.2 | $344k | 4.6k | 74.67 | |
Fidelity msci finls idx (FNCL) | 0.2 | $336k | 8.6k | 39.15 | |
Ollies Bargain Outlt Hldgs I (OLLI) | 0.2 | $341k | 4.7k | 72.55 | |
Invesco Exchng Traded Fd Tr s&p midcp low (XMLV) | 0.2 | $341k | 7.2k | 47.05 | |
Diamond Offshore Drilling | 0.1 | $312k | 15k | 20.85 | |
Vanguard REIT ETF (VNQ) | 0.1 | $328k | 4.0k | 81.47 | |
Dunkin' Brands Group | 0.1 | $325k | 4.7k | 69.15 | |
iShares Russell 2000 Index (IWM) | 0.1 | $306k | 1.9k | 163.64 | |
Welltower Inc Com reit (WELL) | 0.1 | $295k | 4.7k | 62.63 | |
Tractor Supply Company (TSCO) | 0.1 | $270k | 3.5k | 76.60 | |
Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $274k | 1.6k | 169.66 | |
CarMax (KMX) | 0.1 | $276k | 3.8k | 72.96 | |
Berkshire Hathaway (BRK.A) | 0.1 | $282k | 1.00 | 282000.00 | |
Biogen Idec (BIIB) | 0.1 | $266k | 917.00 | 290.08 | |
General Dynamics Corporation (GD) | 0.1 | $278k | 1.5k | 186.45 | |
Littelfuse (LFUS) | 0.1 | $268k | 1.2k | 228.09 | |
J&J Snack Foods (JJSF) | 0.1 | $269k | 1.8k | 152.58 | |
United States 12 Month Oil Fund (USL) | 0.1 | $265k | 11k | 25.34 | |
Cdk Global Inc equities | 0.1 | $278k | 4.3k | 65.17 | |
John Hancock Exchange Traded multifactor te | 0.1 | $275k | 6.1k | 44.87 | |
Thermo Fisher Scientific (TMO) | 0.1 | $262k | 1.3k | 206.95 | |
SPDR DJ International Real Estate ETF (RWX) | 0.1 | $249k | 6.4k | 39.09 | |
American Tower Reit (AMT) | 0.1 | $261k | 1.8k | 144.12 | |
Ensco Plc Shs Class A | 0.1 | $255k | 35k | 7.25 | |
Ishares Tr core strm usbd (ISTB) | 0.1 | $260k | 5.3k | 49.00 | |
Spirit Realty reit | 0.1 | $264k | 33k | 8.03 | |
Invesco S&p 500 Low Volatility Etf (SPLV) | 0.1 | $256k | 5.4k | 47.41 | |
Lincoln Electric Holdings (LECO) | 0.1 | $237k | 2.7k | 87.78 | |
United Technologies Corporation | 0.1 | $240k | 1.9k | 125.00 | |
iShares Gold Trust | 0.1 | $223k | 19k | 12.02 | |
Vanguard Mid-Cap Value ETF (VOE) | 0.1 | $224k | 2.0k | 110.34 | |
Ssga Active Etf Tr globl allo etf (GAL) | 0.1 | $223k | 5.9k | 37.83 | |
Gentherm (THRM) | 0.1 | $231k | 5.9k | 39.32 | |
Sirius Xm Holdings (SIRI) | 0.1 | $234k | 35k | 6.76 | |
Dct Industrial Trust Inc reit usd.01 | 0.1 | $229k | 3.4k | 66.80 | |
Gramercy Property Trust | 0.1 | $242k | 8.8k | 27.35 | |
Dick's Sporting Goods (DKS) | 0.1 | $210k | 6.0k | 35.20 | |
Simpson Manufacturing (SSD) | 0.1 | $219k | 3.5k | 62.13 | |
Cintas Corporation (CTAS) | 0.1 | $217k | 1.2k | 184.68 | |
C.H. Robinson Worldwide (CHRW) | 0.1 | $203k | 2.4k | 83.57 | |
J.M. Smucker Company (SJM) | 0.1 | $212k | 2.0k | 107.56 | |
iShares S&P MidCap 400 Growth (IJK) | 0.1 | $205k | 913.00 | 224.53 | |
iShares S&P US Pref Stock Idx Fnd (PFF) | 0.1 | $204k | 5.4k | 37.62 | |
Under Armour Inc Cl C (UA) | 0.1 | $207k | 9.8k | 21.03 | |
Invesco Van Kampen Penn Vl MI Trust (VPV) | 0.1 | $186k | 16k | 12.00 |