D.B. Root & Company as of Dec. 31, 2018
Portfolio Holdings for D.B. Root & Company
D.B. Root & Company holds 208 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) | 5.6 | $13M | 85k | 149.65 | |
Schwab Strategic Tr us lrg cap etf (SCHX) | 4.9 | $11M | 160k | 69.56 | |
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) | 3.9 | $8.8M | 105k | 83.53 | |
Apple (AAPL) | 2.6 | $6.0M | 27k | 225.74 | |
Schwab U S Broad Market ETF (SCHB) | 2.5 | $5.7M | 81k | 70.38 | |
Schwab Strategic Tr us dividend eq (SCHD) | 2.4 | $5.4M | 102k | 53.00 | |
Schwab Strategic Tr us aggregate b (SCHZ) | 2.3 | $5.2M | 104k | 50.25 | |
Technology SPDR (XLK) | 2.0 | $4.6M | 61k | 75.33 | |
PPG Industries (PPG) | 1.9 | $4.2M | 39k | 109.14 | |
Microsoft Corporation (MSFT) | 1.5 | $3.4M | 30k | 114.36 | |
iShares Russell 1000 Growth Index (IWF) | 1.4 | $3.2M | 21k | 156.00 | |
Automatic Data Processing (ADP) | 1.4 | $3.1M | 21k | 150.65 | |
First Trust Tech AlphaDEX Fnd (FXL) | 1.2 | $2.7M | 42k | 63.53 | |
PNC Financial Services (PNC) | 1.1 | $2.6M | 19k | 136.19 | |
Ishares U S Etf Tr int rt hdg c b (LQDH) | 1.1 | $2.4M | 25k | 97.15 | |
Vanguard Total Bond Market ETF (BND) | 1.1 | $2.4M | 30k | 78.68 | |
PIMCO Enhanced Short Mat Str Fund ETF (MINT) | 1.0 | $2.3M | 22k | 101.61 | |
Schwab Strategic Tr us reit etf (SCHH) | 1.0 | $2.2M | 53k | 41.72 | |
SPDR Gold Trust (GLD) | 0.9 | $2.2M | 19k | 112.77 | |
Johnson & Johnson (JNJ) | 0.9 | $2.0M | 15k | 138.16 | |
Boeing Company (BA) | 0.9 | $2.0M | 5.3k | 371.80 | |
First Trust Value Line Dividend Indx Fnd (FVD) | 0.8 | $1.9M | 60k | 31.64 | |
Netflix (NFLX) | 0.8 | $1.8M | 4.9k | 374.11 | |
iShares S&P SmallCap 600 Index (IJR) | 0.8 | $1.8M | 21k | 87.22 | |
Exxon Mobil Corporation (XOM) | 0.8 | $1.8M | 21k | 85.01 | |
Schwab International Equity ETF (SCHF) | 0.8 | $1.8M | 52k | 33.54 | |
iShares S&P 500 Growth Index (IVW) | 0.8 | $1.7M | 9.8k | 177.18 | |
John Hancock Exchange Traded multifactor | 0.7 | $1.6M | 49k | 33.18 | |
Pfizer (PFE) | 0.7 | $1.6M | 36k | 44.08 | |
Ishares U S Etf Tr it rt hdg hgyl (HYGH) | 0.7 | $1.5M | 17k | 92.30 | |
Bristol Myers Squibb (BMY) | 0.7 | $1.5M | 24k | 62.07 | |
Incyte Corporation (INCY) | 0.7 | $1.5M | 22k | 69.08 | |
iShares S&P 500 Index (IVV) | 0.7 | $1.5M | 5.1k | 292.73 | |
MasterCard Incorporated (MA) | 0.7 | $1.5M | 6.6k | 222.61 | |
Invesco Qqq Trust Series 1 (QQQ) | 0.7 | $1.5M | 7.9k | 185.76 | |
Berkshire Hathaway (BRK.B) | 0.6 | $1.4M | 6.8k | 214.14 | |
Schwab U S Small Cap ETF (SCHA) | 0.6 | $1.4M | 19k | 76.19 | |
Home Depot (HD) | 0.6 | $1.4M | 6.7k | 207.15 | |
Verizon Communications (VZ) | 0.6 | $1.4M | 26k | 53.40 | |
Vanguard S&p 500 Etf idx (VOO) | 0.6 | $1.4M | 5.3k | 267.03 | |
Dominion Resources (D) | 0.6 | $1.4M | 19k | 70.27 | |
iShares Lehman Aggregate Bond (AGG) | 0.6 | $1.4M | 13k | 105.54 | |
iShares S&P 500 Value Index (IVE) | 0.6 | $1.4M | 12k | 115.80 | |
Booking Holdings (BKNG) | 0.6 | $1.4M | 689.00 | 1984.03 | |
Vanguard Growth ETF (VUG) | 0.6 | $1.3M | 8.3k | 160.99 | |
Health Care SPDR (XLV) | 0.6 | $1.3M | 14k | 95.16 | |
Visa (V) | 0.6 | $1.3M | 8.5k | 150.11 | |
Medtronic (MDT) | 0.6 | $1.3M | 13k | 98.35 | |
Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 0.6 | $1.3M | 20k | 64.06 | |
Cisco Systems (CSCO) | 0.6 | $1.2M | 26k | 48.64 | |
Altria (MO) | 0.6 | $1.3M | 21k | 60.29 | |
Intel Corporation (INTC) | 0.5 | $1.2M | 26k | 47.29 | |
Invesco International Corporat etf (PICB) | 0.5 | $1.2M | 47k | 25.94 | |
McDonald's Corporation (MCD) | 0.5 | $1.2M | 7.2k | 167.22 | |
Schwab Strategic Tr cmn (SCHV) | 0.5 | $1.2M | 22k | 56.06 | |
SPDR Barclays Capital Convertible SecETF (CWB) | 0.5 | $1.2M | 22k | 53.95 | |
Alibaba Group Holding (BABA) | 0.5 | $1.2M | 7.1k | 164.81 | |
Chevron Corporation (CVX) | 0.5 | $1.1M | 9.3k | 122.23 | |
At&t (T) | 0.5 | $1.1M | 34k | 33.57 | |
SYSCO Corporation (SYY) | 0.5 | $1.1M | 16k | 73.23 | |
Lockheed Martin Corporation (LMT) | 0.5 | $1.1M | 3.3k | 345.80 | |
Lululemon Athletica (LULU) | 0.5 | $1.1M | 7.0k | 162.43 | |
Amazon (AMZN) | 0.5 | $1.1M | 554.00 | 2003.61 | |
Corning Incorporated (GLW) | 0.5 | $1.1M | 31k | 35.29 | |
Consumer Discretionary SPDR (XLY) | 0.5 | $1.1M | 9.3k | 117.20 | |
Novartis (NVS) | 0.5 | $1.1M | 12k | 86.18 | |
BHP Billiton (BHP) | 0.5 | $1.0M | 21k | 49.86 | |
Becton, Dickinson and (BDX) | 0.5 | $1.0M | 3.9k | 260.90 | |
Qorvo (QRVO) | 0.5 | $1.0M | 13k | 76.85 | |
Wal-Mart Stores (WMT) | 0.4 | $1.0M | 11k | 93.95 | |
Coca-Cola Company (KO) | 0.4 | $982k | 21k | 46.18 | |
Diageo (DEO) | 0.4 | $967k | 6.8k | 141.75 | |
Philip Morris International (PM) | 0.4 | $968k | 12k | 81.54 | |
Vanguard Emerging Markets ETF (VWO) | 0.4 | $974k | 24k | 41.01 | |
iShares Dow Jones EPAC Sel Div Ind (IDV) | 0.4 | $977k | 30k | 32.62 | |
Abbvie (ABBV) | 0.4 | $981k | 10k | 94.60 | |
Nutrien (NTR) | 0.4 | $986k | 17k | 57.70 | |
Qualcomm (QCOM) | 0.4 | $958k | 13k | 71.99 | |
Wells Fargo & Company (WFC) | 0.4 | $933k | 18k | 52.56 | |
Duke Energy (DUK) | 0.4 | $923k | 12k | 80.01 | |
Raytheon Company | 0.4 | $917k | 4.4k | 206.72 | |
CVS Caremark Corporation (CVS) | 0.4 | $852k | 11k | 78.68 | |
Merck & Co (MRK) | 0.4 | $854k | 12k | 70.95 | |
Financial Select Sector SPDR (XLF) | 0.4 | $871k | 32k | 27.58 | |
Vanguard Short Term Corporate Bond ETF (VCSH) | 0.4 | $865k | 11k | 78.19 | |
Annaly Capital Management | 0.4 | $842k | 82k | 10.23 | |
Weyerhaeuser Company (WY) | 0.4 | $835k | 26k | 32.28 | |
iShares Dow Jones US Real Estate (IYR) | 0.4 | $821k | 10k | 79.99 | |
Rh (RH) | 0.4 | $827k | 6.3k | 131.06 | |
Starbucks Corporation (SBUX) | 0.3 | $796k | 14k | 56.83 | |
Unilever (UL) | 0.3 | $802k | 15k | 54.95 | |
Vanguard Europe Pacific ETF (VEA) | 0.3 | $804k | 19k | 43.29 | |
First Trust Health Care AlphaDEX (FXH) | 0.3 | $803k | 9.5k | 84.86 | |
Ball Corporation (BALL) | 0.3 | $779k | 18k | 43.97 | |
BlackRock (BLK) | 0.3 | $738k | 1.6k | 471.26 | |
Koppers Holdings (KOP) | 0.3 | $751k | 24k | 31.16 | |
Vanguard Value ETF (VTV) | 0.3 | $759k | 6.9k | 110.67 | |
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 0.3 | $746k | 14k | 51.83 | |
iShares S&P MidCap 400 Value Index (IJJ) | 0.3 | $748k | 4.5k | 167.38 | |
CF Industries Holdings (CF) | 0.3 | $726k | 13k | 54.42 | |
Charles Schwab Corporation (SCHW) | 0.3 | $701k | 14k | 49.18 | |
First Trust Ind/Prod AlphaDEX (FXR) | 0.3 | $702k | 17k | 42.35 | |
Alphabet Inc Class A cs (GOOGL) | 0.3 | $704k | 583.00 | 1207.55 | |
FedEx Corporation (FDX) | 0.3 | $674k | 2.8k | 240.80 | |
Mondelez Int (MDLZ) | 0.3 | $692k | 16k | 42.94 | |
Nike (NKE) | 0.3 | $652k | 7.7k | 84.72 | |
BioMarin Pharmaceutical (BMRN) | 0.3 | $635k | 6.6k | 96.95 | |
iShares Russell 2000 Growth Index (IWO) | 0.3 | $643k | 3.0k | 215.05 | |
Spdr S&p 500 Etf (SPY) | 0.3 | $608k | 2.1k | 290.77 | |
DaVita (DVA) | 0.3 | $615k | 8.6k | 71.59 | |
Texas Instruments Incorporated (TXN) | 0.3 | $609k | 5.7k | 107.33 | |
iShares Barclays 20+ Yr Treas.Bond (TLT) | 0.3 | $610k | 5.2k | 117.29 | |
Invesco Exchange W&p 500 Qualit equities (SPHQ) | 0.3 | $612k | 19k | 32.83 | |
Schlumberger (SLB) | 0.3 | $584k | 9.6k | 60.93 | |
Vanguard Mid-Cap Growth ETF (VOT) | 0.3 | $585k | 4.1k | 142.47 | |
Schwab Strategic Tr intrm trm (SCHR) | 0.3 | $592k | 11k | 51.77 | |
Ambev Sa- (ABEV) | 0.2 | $572k | 125k | 4.57 | |
Bank of New York Mellon Corporation (BK) | 0.2 | $542k | 11k | 50.97 | |
Zayo Group Hldgs | 0.2 | $553k | 16k | 34.73 | |
Seattle Genetics | 0.2 | $516k | 6.7k | 77.19 | |
Regeneron Pharmaceuticals (REGN) | 0.2 | $529k | 1.3k | 403.82 | |
iShares Russell 1000 Value Index (IWD) | 0.2 | $522k | 4.1k | 126.73 | |
iShares MSCI EAFE Index Fund (EFA) | 0.2 | $531k | 7.8k | 67.96 | |
Costco Wholesale Corporation (COST) | 0.2 | $493k | 2.1k | 234.99 | |
Schwab Strategic Tr sht tm us tres (SCHO) | 0.2 | $507k | 10k | 49.60 | |
Retail Properties Of America | 0.2 | $509k | 42k | 12.19 | |
Ishares Inc core msci emkt (IEMG) | 0.2 | $491k | 9.5k | 51.74 | |
Equinix (EQIX) | 0.2 | $506k | 1.2k | 432.48 | |
Genesee & Wyoming | 0.2 | $474k | 5.2k | 91.07 | |
Servicenow (NOW) | 0.2 | $476k | 2.4k | 195.48 | |
Electronic Arts (EA) | 0.2 | $452k | 3.8k | 120.53 | |
UnitedHealth (UNH) | 0.2 | $455k | 1.7k | 265.77 | |
Oaktree Cap | 0.2 | $452k | 11k | 41.38 | |
Ollies Bargain Outlt Hldgs I (OLLI) | 0.2 | $452k | 4.7k | 96.17 | |
Broadridge Financial Solutions (BR) | 0.2 | $422k | 3.2k | 131.88 | |
Snap-on Incorporated (SNA) | 0.2 | $431k | 2.4k | 183.40 | |
Transocean (RIG) | 0.2 | $426k | 31k | 13.95 | |
Vanguard High Dividend Yield ETF (VYM) | 0.2 | $430k | 4.9k | 87.10 | |
American Tower Reit (AMT) | 0.2 | $439k | 3.0k | 145.32 | |
Eaton (ETN) | 0.2 | $422k | 4.9k | 86.80 | |
JPMorgan Chase & Co. (JPM) | 0.2 | $418k | 3.7k | 112.88 | |
Nucor Corporation (NUE) | 0.2 | $410k | 6.5k | 63.48 | |
Monro Muffler Brake (MNRO) | 0.2 | $409k | 5.9k | 69.62 | |
Vanguard Pacific ETF (VPL) | 0.2 | $401k | 5.6k | 71.15 | |
Sealed Air (SEE) | 0.2 | $387k | 9.6k | 40.19 | |
Enbridge (ENB) | 0.2 | $386k | 12k | 32.28 | |
Utilities SPDR (XLU) | 0.2 | $385k | 7.3k | 52.66 | |
Vanguard European ETF (VGK) | 0.2 | $389k | 6.9k | 56.25 | |
Interxion Holding | 0.2 | $388k | 5.8k | 67.30 | |
Alphabet Inc Class C cs (GOOG) | 0.2 | $391k | 328.00 | 1192.07 | |
Sba Communications Corp (SBAC) | 0.2 | $377k | 2.3k | 160.77 | |
iShares Lehman 1-3 Year Treas.Bond (SHY) | 0.2 | $363k | 4.4k | 83.09 | |
Vanguard REIT ETF (VNQ) | 0.2 | $370k | 4.6k | 80.72 | |
Invesco Exchng Traded Fd Tr s&p midcp low (XMLV) | 0.2 | $357k | 7.4k | 48.55 | |
Equifax (EFX) | 0.1 | $343k | 2.6k | 130.67 | |
Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $341k | 1.8k | 192.76 | |
Skyworks Solutions (SWKS) | 0.1 | $348k | 3.8k | 90.74 | |
iShares S&P Natl AMTFr Mncpl Bd (MUB) | 0.1 | $351k | 3.3k | 107.90 | |
Dunkin' Brands Group | 0.1 | $346k | 4.7k | 73.62 | |
Facebook Inc cl a (META) | 0.1 | $351k | 2.1k | 164.25 | |
Tractor Supply Company (TSCO) | 0.1 | $320k | 3.5k | 90.78 | |
Berkshire Hathaway (BRK.A) | 0.1 | $320k | 1.00 | 320000.00 | |
Biogen Idec (BIIB) | 0.1 | $317k | 897.00 | 353.40 | |
iShares Russell 2000 Index (IWM) | 0.1 | $315k | 1.9k | 168.45 | |
Ssga Active Etf Tr blkstn gsosrln (SRLN) | 0.1 | $311k | 6.6k | 47.41 | |
Diamond Offshore Drilling | 0.1 | $292k | 15k | 20.01 | |
E TRADE Financial Corporation | 0.1 | $292k | 5.6k | 52.42 | |
General Dynamics Corporation (GD) | 0.1 | $305k | 1.5k | 204.56 | |
Ensco Plc Shs Class A | 0.1 | $291k | 35k | 8.45 | |
Fidelity msci finls idx (FNCL) | 0.1 | $296k | 7.3k | 40.37 | |
Welltower Inc Com reit (WELL) | 0.1 | $303k | 4.7k | 64.33 | |
CarMax (KMX) | 0.1 | $282k | 3.8k | 74.54 | |
Thermo Fisher Scientific (TMO) | 0.1 | $279k | 1.1k | 243.67 | |
J&J Snack Foods (JJSF) | 0.1 | $266k | 1.8k | 150.88 | |
Gentherm (THRM) | 0.1 | $267k | 5.9k | 45.45 | |
Cdk Global Inc equities | 0.1 | $267k | 4.3k | 62.59 | |
Invesco S&p 500 Low Volatility Etf (SPLV) | 0.1 | $271k | 5.5k | 49.59 | |
Lincoln Electric Holdings (LECO) | 0.1 | $252k | 2.7k | 93.26 | |
Simpson Manufacturing (SSD) | 0.1 | $255k | 3.5k | 72.34 | |
United Technologies Corporation | 0.1 | $252k | 1.8k | 139.61 | |
iShares Gold Trust | 0.1 | $250k | 22k | 11.44 | |
iShares iBoxx $ High Yid Corp Bond (HYG) | 0.1 | $243k | 2.8k | 86.60 | |
iShares S&P US Pref Stock Idx Fnd (PFF) | 0.1 | $250k | 6.7k | 37.10 | |
SPDR DJ International Real Estate ETF (RWX) | 0.1 | $247k | 6.5k | 38.20 | |
Prologis (PLD) | 0.1 | $239k | 3.5k | 67.86 | |
Ishares Tr core strm usbd (ISTB) | 0.1 | $260k | 5.3k | 48.99 | |
Spirit Realty reit | 0.1 | $257k | 32k | 8.07 | |
John Hancock Exchange Traded multifactor te | 0.1 | $252k | 5.3k | 47.84 | |
Cintas Corporation (CTAS) | 0.1 | $232k | 1.2k | 197.45 | |
C.H. Robinson Worldwide (CHRW) | 0.1 | $238k | 2.4k | 97.98 | |
J.M. Smucker Company (SJM) | 0.1 | $223k | 2.2k | 102.48 | |
Littelfuse (LFUS) | 0.1 | $233k | 1.2k | 198.30 | |
Vanguard Mid-Cap Value ETF (VOE) | 0.1 | $229k | 2.0k | 112.81 | |
Schwab U S Large Cap Growth ETF (SCHG) | 0.1 | $233k | 2.8k | 81.90 | |
Sirius Xm Holdings (SIRI) | 0.1 | $219k | 35k | 6.33 | |
Dick's Sporting Goods (DKS) | 0.1 | $212k | 6.0k | 35.53 | |
Paychex (PAYX) | 0.1 | $212k | 2.9k | 73.53 | |
Stryker Corporation (SYK) | 0.1 | $209k | 1.2k | 177.87 | |
Humana (HUM) | 0.1 | $203k | 600.00 | 338.33 | |
Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.1 | $208k | 738.00 | 281.84 | |
iShares S&P MidCap 400 Index (IJH) | 0.1 | $200k | 996.00 | 200.80 | |
iShares S&P MidCap 400 Growth (IJK) | 0.1 | $202k | 866.00 | 233.26 | |
KAR Auction Services (KAR) | 0.1 | $212k | 3.6k | 59.72 | |
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) | 0.1 | $201k | 1.9k | 108.01 | |
Sch Us Mid-cap Etf etf (SCHM) | 0.1 | $203k | 3.5k | 57.70 | |
Gramercy Property Trust | 0.1 | $210k | 7.6k | 27.45 | |
Invesco Van Kampen Penn Vl MI Trust (VPV) | 0.1 | $158k | 13k | 11.91 | |
Biolinerx Ltd-spons | 0.0 | $21k | 20k | 1.05 |