D.B. Root & Company as of Dec. 31, 2018
Portfolio Holdings for D.B. Root & Company
D.B. Root & Company holds 190 positions in its portfolio as reported in the December 2018 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Vanguard Total Stock Market ETF (VTI) | 5.9 | $12M | 93k | 127.63 | |
Schwab Strategic Tr us lrg cap etf (SCHX) | 5.5 | $11M | 185k | 59.70 | |
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) | 4.5 | $9.0M | 109k | 82.86 | |
Schwab Strategic Tr us aggregate b (SCHZ) | 3.4 | $6.8M | 135k | 50.59 | |
Schwab U S Broad Market ETF (SCHB) | 2.8 | $5.7M | 95k | 59.93 | |
Schwab Strategic Tr us dividend eq (SCHD) | 2.5 | $4.9M | 105k | 46.97 | |
Apple (AAPL) | 2.1 | $4.2M | 27k | 157.73 | |
PPG Industries (PPG) | 1.9 | $3.9M | 38k | 102.23 | |
iShares Russell 1000 Growth Index (IWF) | 1.6 | $3.1M | 24k | 130.90 | |
Microsoft Corporation (MSFT) | 1.5 | $3.0M | 30k | 101.58 | |
Vanguard Short Term Corporate Bond ETF (VCSH) | 1.4 | $2.9M | 37k | 77.93 | |
Automatic Data Processing (ADP) | 1.4 | $2.7M | 21k | 131.10 | |
SPDR Gold Trust (GLD) | 1.2 | $2.5M | 20k | 121.25 | |
Technology SPDR (XLK) | 1.2 | $2.4M | 39k | 61.98 | |
PNC Financial Services (PNC) | 1.1 | $2.2M | 19k | 116.94 | |
Vanguard Total Bond Market ETF (BND) | 1.1 | $2.2M | 28k | 79.20 | |
First Trust Tech AlphaDEX Fnd (FXL) | 1.1 | $2.2M | 42k | 52.55 | |
Schwab Strategic Tr intrm trm (SCHR) | 1.1 | $2.2M | 41k | 52.95 | |
Johnson & Johnson (JNJ) | 1.1 | $2.1M | 16k | 129.03 | |
Schwab Strategic Tr us reit etf (SCHH) | 1.0 | $2.0M | 52k | 38.51 | |
Berkshire Hathaway (BRK.B) | 0.9 | $1.9M | 9.1k | 204.16 | |
Verizon Communications (VZ) | 0.9 | $1.8M | 31k | 56.22 | |
Schwab International Equity ETF (SCHF) | 0.9 | $1.8M | 62k | 28.35 | |
Coca-Cola Company (KO) | 0.8 | $1.7M | 36k | 47.34 | |
Boeing Company (BA) | 0.8 | $1.7M | 5.2k | 322.47 | |
Pfizer (PFE) | 0.8 | $1.6M | 36k | 43.66 | |
iShares S&P SmallCap 600 Index (IJR) | 0.8 | $1.5M | 22k | 69.33 | |
Health Care SPDR (XLV) | 0.7 | $1.5M | 17k | 86.52 | |
iShares S&P 500 Index (IVV) | 0.7 | $1.5M | 5.8k | 251.68 | |
Wp Carey (WPC) | 0.7 | $1.5M | 23k | 65.36 | |
Exxon Mobil Corporation (XOM) | 0.7 | $1.4M | 21k | 68.18 | |
John Hancock Exchange Traded mltfctr consmr | 0.7 | $1.4M | 58k | 24.55 | |
Vanguard S&p 500 Etf idx (VOO) | 0.7 | $1.4M | 6.0k | 229.84 | |
Consumer Staples Select Sect. SPDR (XLP) | 0.7 | $1.4M | 27k | 50.76 | |
iShares Dow Jones US Real Estate (IYR) | 0.7 | $1.4M | 18k | 74.96 | |
John Hancock Exchange Traded multifactor he | 0.7 | $1.4M | 43k | 31.55 | |
First Trust Value Line Dividend Indx Fnd (FVD) | 0.7 | $1.3M | 46k | 29.07 | |
Schwab U S Small Cap ETF (SCHA) | 0.7 | $1.3M | 22k | 60.67 | |
McDonald's Corporation (MCD) | 0.7 | $1.3M | 7.4k | 177.54 | |
Netflix (NFLX) | 0.7 | $1.3M | 4.9k | 267.64 | |
Dominion Resources (D) | 0.6 | $1.3M | 18k | 71.47 | |
Novartis (NVS) | 0.6 | $1.3M | 15k | 85.81 | |
iShares Lehman Aggregate Bond (AGG) | 0.6 | $1.3M | 12k | 106.52 | |
MasterCard Incorporated (MA) | 0.6 | $1.2M | 6.6k | 188.64 | |
Bristol Myers Squibb (BMY) | 0.6 | $1.3M | 24k | 51.99 | |
PIMCO Enhanced Short Mat Str Fund ETF (MINT) | 0.6 | $1.2M | 12k | 100.95 | |
Intel Corporation (INTC) | 0.6 | $1.2M | 26k | 46.92 | |
Invesco Qqq Trust Series 1 (QQQ) | 0.6 | $1.2M | 8.0k | 154.21 | |
Ishares U S Etf Tr int rt hdg c b (LQDH) | 0.6 | $1.2M | 13k | 90.64 | |
Medtronic (MDT) | 0.6 | $1.2M | 13k | 90.98 | |
Cisco Systems (CSCO) | 0.6 | $1.2M | 27k | 43.34 | |
Home Depot (HD) | 0.6 | $1.1M | 6.7k | 171.83 | |
Utilities SPDR (XLU) | 0.6 | $1.2M | 22k | 52.94 | |
Visa (V) | 0.6 | $1.1M | 8.6k | 131.90 | |
Diageo (DEO) | 0.5 | $1.0M | 7.2k | 141.78 | |
Wal-Mart Stores (WMT) | 0.5 | $1.0M | 11k | 93.12 | |
Spdr S&p 500 Etf (SPY) | 0.5 | $1.0M | 4.1k | 249.81 | |
At&t (T) | 0.5 | $1.0M | 35k | 28.53 | |
SYSCO Corporation (SYY) | 0.5 | $1.0M | 16k | 62.64 | |
Altria (MO) | 0.5 | $1.0M | 20k | 49.37 | |
BHP Billiton (BHP) | 0.5 | $1.0M | 21k | 48.30 | |
Chevron Corporation (CVX) | 0.5 | $980k | 9.0k | 108.78 | |
Duke Energy (DUK) | 0.5 | $975k | 11k | 86.34 | |
Abbvie (ABBV) | 0.5 | $969k | 11k | 92.15 | |
Booking Holdings (BKNG) | 0.5 | $963k | 559.00 | 1722.72 | |
Corning Incorporated (GLW) | 0.5 | $933k | 31k | 30.22 | |
Starbucks Corporation (SBUX) | 0.5 | $932k | 15k | 64.41 | |
Vanguard Emerging Markets ETF (VWO) | 0.5 | $924k | 24k | 38.12 | |
SPDR Barclays Capital Convertible SecETF (CWB) | 0.5 | $923k | 20k | 46.80 | |
Becton, Dickinson and (BDX) | 0.5 | $911k | 4.0k | 225.38 | |
Merck & Co (MRK) | 0.5 | $904k | 12k | 76.42 | |
Amazon (AMZN) | 0.4 | $877k | 584.00 | 1501.71 | |
iShares Dow Jones EPAC Sel Div Ind (IDV) | 0.4 | $883k | 31k | 28.72 | |
Lockheed Martin Corporation (LMT) | 0.4 | $856k | 3.3k | 261.93 | |
Philip Morris International (PM) | 0.4 | $848k | 13k | 66.76 | |
Annaly Capital Management | 0.4 | $834k | 85k | 9.82 | |
Pepsi (PEP) | 0.4 | $813k | 7.4k | 110.49 | |
Ball Corporation (BALL) | 0.4 | $810k | 18k | 45.98 | |
Nutrien (NTR) | 0.4 | $801k | 17k | 47.01 | |
Wells Fargo & Company (WFC) | 0.4 | $776k | 17k | 46.09 | |
Rh (RH) | 0.4 | $790k | 6.6k | 119.82 | |
CVS Caremark Corporation (CVS) | 0.4 | $769k | 12k | 65.51 | |
Unilever (UL) | 0.4 | $770k | 15k | 52.22 | |
Mondelez Int (MDLZ) | 0.4 | $755k | 19k | 40.01 | |
Qualcomm (QCOM) | 0.4 | $741k | 13k | 56.93 | |
Consumer Discretionary SPDR (XLY) | 0.4 | $751k | 7.6k | 98.99 | |
Incyte Corporation (INCY) | 0.3 | $691k | 11k | 63.57 | |
Financial Select Sector SPDR (XLF) | 0.3 | $683k | 29k | 23.84 | |
iShares Barclays 20+ Yr Treas.Bond (TLT) | 0.3 | $681k | 5.6k | 121.59 | |
Vanguard Growth ETF (VUG) | 0.3 | $686k | 5.1k | 134.30 | |
Sch Us Mid-cap Etf etf (SCHM) | 0.3 | $683k | 14k | 47.93 | |
Raytheon Company | 0.3 | $662k | 4.3k | 153.28 | |
First Trust Health Care AlphaDEX (FXH) | 0.3 | $640k | 9.3k | 68.84 | |
Lululemon Athletica (LULU) | 0.3 | $624k | 5.1k | 121.52 | |
Vanguard Value ETF (VTV) | 0.3 | $626k | 6.4k | 98.01 | |
Alphabet Inc Class A cs (GOOGL) | 0.3 | $599k | 573.00 | 1045.38 | |
Weyerhaeuser Company (WY) | 0.3 | $590k | 27k | 21.87 | |
iShares S&P Natl AMTFr Mncpl Bd (MUB) | 0.3 | $584k | 5.4k | 109.12 | |
Schwab Strategic Tr sht tm us tres (SCHO) | 0.3 | $578k | 12k | 49.93 | |
Alibaba Group Holding (BABA) | 0.3 | $582k | 4.2k | 137.17 | |
Qorvo (QRVO) | 0.3 | $592k | 9.8k | 60.69 | |
Vanguard Europe Pacific ETF (VEA) | 0.3 | $566k | 15k | 37.10 | |
First Trust Utilities AlphaDEX Fnd (FXU) | 0.3 | $560k | 21k | 26.79 | |
Nike (NKE) | 0.3 | $550k | 7.4k | 74.09 | |
iShares Russell 1000 Value Index (IWD) | 0.3 | $538k | 4.8k | 111.09 | |
Invesco Exchange W&p 500 Qualit equities (SPHQ) | 0.3 | $521k | 19k | 27.81 | |
Bank of New York Mellon Corporation (BK) | 0.2 | $501k | 11k | 47.10 | |
Koppers Holdings (KOP) | 0.2 | $496k | 29k | 17.04 | |
iShares S&P 500 Growth Index (IVW) | 0.2 | $474k | 3.1k | 150.52 | |
American Tower Reit (AMT) | 0.2 | $474k | 3.0k | 158.32 | |
Invesco S&p 500 Low Volatility Etf (SPLV) | 0.2 | $478k | 10k | 46.65 | |
Costco Wholesale Corporation (COST) | 0.2 | $460k | 2.3k | 203.54 | |
Interxion Holding | 0.2 | $470k | 8.7k | 54.12 | |
Ishares U S Etf Tr it rt hdg hgyl (HYGH) | 0.2 | $471k | 5.6k | 84.79 | |
Seattle Genetics | 0.2 | $446k | 7.9k | 56.60 | |
iShares MSCI EAFE Index Fund (EFA) | 0.2 | $444k | 7.5k | 58.82 | |
Monro Muffler Brake (MNRO) | 0.2 | $438k | 6.4k | 68.70 | |
iShares S&P MidCap 400 Value Index (IJJ) | 0.2 | $442k | 3.2k | 138.34 | |
Servicenow (NOW) | 0.2 | $438k | 2.5k | 178.05 | |
Liveramp Holdings (RAMP) | 0.2 | $436k | 11k | 38.65 | |
UnitedHealth (UNH) | 0.2 | $426k | 1.7k | 248.83 | |
iShares S&P 500 Value Index (IVE) | 0.2 | $418k | 4.1k | 101.09 | |
iShares Russell 2000 Growth Index (IWO) | 0.2 | $430k | 2.6k | 167.90 | |
Oaktree Cap | 0.2 | $425k | 11k | 39.75 | |
Equinix (EQIX) | 0.2 | $416k | 1.2k | 352.54 | |
Vanguard High Dividend Yield ETF (VYM) | 0.2 | $392k | 5.0k | 78.06 | |
Retail Properties Of America | 0.2 | $407k | 38k | 10.86 | |
John Hancock Exchange Traded multifactor | 0.2 | $388k | 14k | 28.06 | |
Sba Communications Corp (SBAC) | 0.2 | $381k | 2.4k | 161.78 | |
Cme (CME) | 0.2 | $358k | 1.9k | 187.83 | |
JPMorgan Chase & Co. (JPM) | 0.2 | $356k | 3.6k | 97.69 | |
FedEx Corporation (FDX) | 0.2 | $364k | 2.3k | 161.49 | |
Enbridge (ENB) | 0.2 | $358k | 12k | 31.10 | |
Nucor Corporation (NUE) | 0.2 | $335k | 6.5k | 51.87 | |
Snap-on Incorporated (SNA) | 0.2 | $341k | 2.4k | 145.11 | |
DaVita (DVA) | 0.2 | $334k | 6.5k | 51.42 | |
Vanguard Pacific ETF (VPL) | 0.2 | $348k | 5.7k | 60.56 | |
Vanguard European ETF (VGK) | 0.2 | $340k | 7.0k | 48.67 | |
Intercontinental Exchange (ICE) | 0.2 | $339k | 4.5k | 75.42 | |
Ollies Bargain Outlt Hldgs I (OLLI) | 0.2 | $341k | 5.1k | 66.47 | |
Invesco International Corporat etf (PICB) | 0.2 | $346k | 14k | 25.20 | |
Tractor Supply Company (TSCO) | 0.2 | $319k | 3.8k | 83.38 | |
BioMarin Pharmaceutical (BMRN) | 0.2 | $319k | 3.8k | 85.07 | |
Regeneron Pharmaceuticals (REGN) | 0.2 | $331k | 885.00 | 374.01 | |
iShares Russell 2000 Index (IWM) | 0.2 | $317k | 2.4k | 133.87 | |
CBOE Holdings (CBOE) | 0.2 | $317k | 3.2k | 97.69 | |
Vanguard REIT ETF (VNQ) | 0.2 | $314k | 4.2k | 74.64 | |
Dunkin' Brands Group | 0.2 | $327k | 5.1k | 64.12 | |
Fidelity msci finls idx (FNCL) | 0.2 | $319k | 9.2k | 34.60 | |
Welltower Inc Com reit (WELL) | 0.2 | $327k | 4.7k | 69.43 | |
Alphabet Inc Class C cs (GOOG) | 0.2 | $329k | 318.00 | 1034.59 | |
Invesco Exchng Traded Fd Tr s&p midcp low (XMLV) | 0.2 | $328k | 7.4k | 44.39 | |
Broadridge Financial Solutions (BR) | 0.1 | $308k | 3.2k | 96.25 | |
Electronic Arts (EA) | 0.1 | $297k | 3.8k | 78.88 | |
Berkshire Hathaway (BRK.A) | 0.1 | $306k | 1.00 | 306000.00 | |
Eaton (ETN) | 0.1 | $304k | 4.4k | 68.59 | |
Ambev Sa- (ABEV) | 0.1 | $309k | 79k | 3.92 | |
Charles Schwab Corporation (SCHW) | 0.1 | $291k | 7.0k | 41.57 | |
J&J Snack Foods (JJSF) | 0.1 | $277k | 1.9k | 144.80 | |
Facebook Inc cl a (META) | 0.1 | $276k | 2.1k | 131.24 | |
Ssga Active Etf Tr blkstn gsosrln (SRLN) | 0.1 | $281k | 6.3k | 44.72 | |
Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $262k | 1.6k | 165.82 | |
Simpson Manufacturing (SSD) | 0.1 | $255k | 4.7k | 54.16 | |
Thermo Fisher Scientific (TMO) | 0.1 | $256k | 1.1k | 223.58 | |
iShares Gold Trust | 0.1 | $265k | 22k | 12.28 | |
Gentherm (THRM) | 0.1 | $255k | 6.4k | 39.99 | |
John Hancock Exchange Traded multifactor mi (JHMM) | 0.1 | $252k | 8.3k | 30.42 | |
CarMax (KMX) | 0.1 | $237k | 3.8k | 62.65 | |
Sealed Air (SEE) | 0.1 | $250k | 7.2k | 34.84 | |
BlackRock (BLK) | 0.1 | $213k | 542.00 | 392.99 | |
Lincoln Electric Holdings (LECO) | 0.1 | $213k | 2.7k | 78.77 | |
General Dynamics Corporation (GD) | 0.1 | $217k | 1.4k | 157.25 | |
Cintas Corporation (CTAS) | 0.1 | $214k | 1.3k | 167.97 | |
KAR Auction Services (KAR) | 0.1 | $223k | 4.7k | 47.69 | |
SPDR DJ International Real Estate ETF (RWX) | 0.1 | $231k | 6.5k | 35.35 | |
iShares Lehman 3-7 Yr Treasury Bond (IEI) | 0.1 | $226k | 1.9k | 121.24 | |
Ishares Tr core strm usbd (ISTB) | 0.1 | $230k | 4.7k | 49.08 | |
Dick's Sporting Goods (DKS) | 0.1 | $202k | 6.5k | 31.24 | |
C.H. Robinson Worldwide (CHRW) | 0.1 | $206k | 2.5k | 83.94 | |
J.M. Smucker Company (SJM) | 0.1 | $211k | 2.3k | 93.57 | |
Littelfuse (LFUS) | 0.1 | $204k | 1.2k | 171.57 | |
Sirius Xm Holdings (SIRI) | 0.1 | $198k | 35k | 5.72 | |
Cdk Global Inc equities | 0.1 | $204k | 4.3k | 47.82 | |
Invesco Van Kampen Penn Vl MI Trust (VPV) | 0.1 | $154k | 13k | 11.61 | |
Under Armour Inc Cl C (UA) | 0.1 | $165k | 10k | 16.22 | |
Transocean (RIG) | 0.1 | $124k | 18k | 6.93 | |
Diamond Offshore Drilling | 0.1 | $95k | 10k | 9.46 | |
Ensco Plc Shs Class A | 0.1 | $98k | 28k | 3.56 | |
Palatin Technologies | 0.0 | $9.0k | 12k | 0.75 | |
Biolinerx Ltd-spons | 0.0 | $9.0k | 20k | 0.45 |