D.B. Root & Company as of March 31, 2019
Portfolio Holdings for D.B. Root & Company
D.B. Root & Company holds 204 positions in its portfolio as reported in the March 2019 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Schwab Strategic Tr us lrg cap etf (SCHX) | 5.9 | $14M | 204k | 67.61 | |
Vanguard Total Stock Market ETF (VTI) | 5.7 | $13M | 92k | 144.71 | |
Schwab Strategic Tr sht tm us tres (SCHO) | 4.8 | $11M | 226k | 50.19 | |
Schwab Strategic Tr us aggregate b (SCHZ) | 3.4 | $8.0M | 155k | 51.88 | |
Schwab U S Broad Market ETF (SCHB) | 2.8 | $6.6M | 97k | 68.05 | |
Schwab Strategic Tr us dividend eq (SCHD) | 2.5 | $5.8M | 110k | 52.28 | |
Apple (AAPL) | 2.1 | $5.0M | 26k | 189.96 | |
PPG Industries (PPG) | 1.8 | $4.3M | 38k | 112.88 | |
Vanguard Short Term Corporate Bond ETF (VCSH) | 1.7 | $3.9M | 49k | 79.75 | |
Microsoft Corporation (MSFT) | 1.6 | $3.9M | 33k | 117.93 | |
Automatic Data Processing (ADP) | 1.4 | $3.3M | 21k | 159.76 | |
SPDR Gold Trust (GLD) | 1.2 | $2.9M | 24k | 122.00 | |
Technology SPDR (XLK) | 1.2 | $2.8M | 37k | 73.99 | |
Schwab Strategic Tr intrm trm (SCHR) | 1.1 | $2.6M | 49k | 53.77 | |
Schwab Strategic Tr us reit etf (SCHH) | 1.1 | $2.4M | 55k | 44.44 | |
PNC Financial Services (PNC) | 1.0 | $2.4M | 20k | 122.64 | |
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) | 1.0 | $2.4M | 28k | 86.88 | |
Johnson & Johnson (JNJ) | 1.0 | $2.3M | 16k | 139.77 | |
Berkshire Hathaway (BRK.B) | 1.0 | $2.3M | 11k | 200.85 | |
Schwab International Equity ETF (SCHF) | 0.9 | $2.2M | 69k | 31.31 | |
Vanguard Total Bond Market ETF (BND) | 0.9 | $2.1M | 26k | 81.19 | |
John Hancock Exchange Traded mltfctr consmr | 0.9 | $2.0M | 75k | 27.29 | |
Boeing Company (BA) | 0.8 | $2.0M | 5.2k | 381.37 | |
iShares Russell 1000 Growth Index (IWF) | 0.8 | $1.9M | 13k | 151.39 | |
John Hancock Exchange Traded multifactor he | 0.8 | $1.9M | 55k | 34.21 | |
Verizon Communications (VZ) | 0.8 | $1.8M | 31k | 59.12 | |
iShares Lehman Aggregate Bond (AGG) | 0.8 | $1.8M | 16k | 109.07 | |
Netflix (NFLX) | 0.7 | $1.7M | 4.9k | 356.64 | |
Wp Carey (WPC) | 0.7 | $1.7M | 22k | 78.31 | |
Coca-Cola Company (KO) | 0.7 | $1.7M | 36k | 46.85 | |
Exxon Mobil Corporation (XOM) | 0.7 | $1.7M | 21k | 80.78 | |
iShares S&P SmallCap 600 Index (IJR) | 0.7 | $1.7M | 22k | 77.17 | |
Vanguard S&p 500 Etf idx (VOO) | 0.7 | $1.7M | 6.4k | 259.51 | |
Schwab U S Small Cap ETF (SCHA) | 0.7 | $1.6M | 23k | 69.94 | |
Pfizer (PFE) | 0.7 | $1.6M | 37k | 42.48 | |
MasterCard Incorporated (MA) | 0.7 | $1.5M | 6.5k | 235.46 | |
Health Care SPDR (XLV) | 0.7 | $1.5M | 17k | 91.77 | |
Invesco Qqq Trust Series 1 (QQQ) | 0.6 | $1.5M | 8.4k | 179.67 | |
Spdr S&p 500 Etf (SPY) | 0.6 | $1.4M | 5.0k | 282.40 | |
Cisco Systems (CSCO) | 0.6 | $1.4M | 27k | 53.97 | |
First Trust Value Line Dividend Indx Fnd (FVD) | 0.6 | $1.4M | 44k | 32.47 | |
Intel Corporation (INTC) | 0.6 | $1.4M | 26k | 53.69 | |
Novartis (NVS) | 0.6 | $1.4M | 15k | 96.14 | |
McDonald's Corporation (MCD) | 0.6 | $1.4M | 7.3k | 189.91 | |
Dominion Resources (D) | 0.6 | $1.4M | 18k | 76.66 | |
Visa (V) | 0.6 | $1.3M | 8.4k | 156.14 | |
Home Depot (HD) | 0.6 | $1.3M | 6.7k | 191.81 | |
Altria (MO) | 0.5 | $1.3M | 22k | 57.43 | |
Philip Morris International (PM) | 0.5 | $1.2M | 14k | 88.41 | |
Diageo (DEO) | 0.5 | $1.2M | 7.1k | 163.57 | |
iShares S&P 500 Index (IVV) | 0.5 | $1.2M | 4.2k | 284.51 | |
BHP Billiton (BHP) | 0.5 | $1.2M | 21k | 54.69 | |
Medtronic (MDT) | 0.5 | $1.2M | 13k | 91.11 | |
Chevron Corporation (CVX) | 0.5 | $1.2M | 9.3k | 123.14 | |
At&t (T) | 0.5 | $1.2M | 37k | 31.35 | |
Starbucks Corporation (SBUX) | 0.5 | $1.1M | 15k | 74.36 | |
Wal-Mart Stores (WMT) | 0.5 | $1.1M | 11k | 97.51 | |
SYSCO Corporation (SYY) | 0.5 | $1.1M | 16k | 66.75 | |
Corning Incorporated (GLW) | 0.5 | $1.1M | 32k | 33.10 | |
Lockheed Martin Corporation (LMT) | 0.5 | $1.0M | 3.5k | 300.03 | |
Amazon (AMZN) | 0.5 | $1.1M | 597.00 | 1780.57 | |
Utilities SPDR (XLU) | 0.5 | $1.1M | 18k | 58.18 | |
Vanguard Emerging Markets ETF (VWO) | 0.4 | $1.0M | 24k | 42.50 | |
SPDR Barclays Capital Convertible SecETF (CWB) | 0.4 | $1.0M | 20k | 52.25 | |
Becton, Dickinson and (BDX) | 0.4 | $1.0M | 4.1k | 249.69 | |
Ball Corporation (BALL) | 0.4 | $1.0M | 17k | 57.89 | |
Duke Energy (DUK) | 0.4 | $984k | 11k | 89.97 | |
Alphabet Inc Class A cs (GOOGL) | 0.4 | $980k | 833.00 | 1176.47 | |
Booking Holdings (BKNG) | 0.4 | $993k | 569.00 | 1745.17 | |
Merck & Co (MRK) | 0.4 | $969k | 12k | 83.16 | |
iShares Dow Jones EPAC Sel Div Ind (IDV) | 0.4 | $972k | 32k | 30.85 | |
Nutrien (NTR) | 0.4 | $941k | 18k | 52.77 | |
Abbvie (ABBV) | 0.4 | $913k | 11k | 80.58 | |
Bristol Myers Squibb (BMY) | 0.4 | $882k | 19k | 47.73 | |
Pepsi (PEP) | 0.4 | $890k | 7.3k | 122.54 | |
Consumer Discretionary SPDR (XLY) | 0.4 | $890k | 7.8k | 113.80 | |
Mondelez Int (MDLZ) | 0.4 | $888k | 18k | 49.94 | |
Annaly Capital Management | 0.4 | $872k | 87k | 9.99 | |
Wells Fargo & Company (WFC) | 0.4 | $873k | 18k | 48.34 | |
Weyerhaeuser Company (WY) | 0.4 | $865k | 33k | 26.35 | |
Lululemon Athletica (LULU) | 0.4 | $869k | 5.3k | 163.93 | |
Invesco S&p 500 Low Volatility Etf (SPLV) | 0.4 | $861k | 16k | 52.61 | |
Unilever (UL) | 0.4 | $837k | 15k | 57.74 | |
Raytheon Company | 0.3 | $828k | 4.5k | 182.06 | |
Sch Us Mid-cap Etf etf (SCHM) | 0.3 | $816k | 15k | 55.36 | |
Qualcomm (QCOM) | 0.3 | $807k | 14k | 57.04 | |
Industrial SPDR (XLI) | 0.3 | $808k | 11k | 75.06 | |
iShares Barclays 20+ Yr Treas.Bond (TLT) | 0.3 | $796k | 6.3k | 126.41 | |
Vanguard Growth ETF (VUG) | 0.3 | $799k | 5.1k | 156.42 | |
Alibaba Group Holding (BABA) | 0.3 | $774k | 4.2k | 182.42 | |
Koppers Holdings (KOP) | 0.3 | $751k | 29k | 25.98 | |
Incyte Corporation (INCY) | 0.3 | $720k | 8.4k | 86.02 | |
Monro Muffler Brake (MNRO) | 0.3 | $725k | 8.4k | 86.56 | |
Costco Wholesale Corporation (COST) | 0.3 | $705k | 2.9k | 242.27 | |
iShares Dow Jones US Real Estate (IYR) | 0.3 | $705k | 8.1k | 87.09 | |
CVS Caremark Corporation (CVS) | 0.3 | $668k | 12k | 53.93 | |
Vanguard Value ETF (VTV) | 0.3 | $683k | 6.3k | 107.59 | |
First Trust Tech AlphaDEX Fnd (FXL) | 0.3 | $689k | 11k | 63.89 | |
Alphabet Inc Class C cs (GOOG) | 0.3 | $684k | 583.00 | 1173.24 | |
Rh (RH) | 0.3 | $672k | 6.5k | 103.02 | |
Financial Select Sector SPDR (XLF) | 0.3 | $661k | 26k | 25.70 | |
Consumer Staples Select Sect. SPDR (XLP) | 0.3 | $621k | 11k | 56.11 | |
First Trust Cnsmer Disry Alpha Fnd (FXD) | 0.3 | $622k | 15k | 42.11 | |
First Trust Financials AlphaDEX (FXO) | 0.3 | $624k | 21k | 30.25 | |
Nike (NKE) | 0.3 | $618k | 7.3k | 84.16 | |
Vanguard Europe Pacific ETF (VEA) | 0.3 | $604k | 15k | 40.84 | |
First Trust Ind/Prod AlphaDEX (FXR) | 0.3 | $616k | 15k | 39.90 | |
Invesco Exchange W&p 500 Qualit equities (SPHQ) | 0.3 | $605k | 19k | 32.13 | |
iShares Russell 1000 Value Index (IWD) | 0.2 | $583k | 4.7k | 123.49 | |
iShares MSCI EAFE Index Fund (EFA) | 0.2 | $583k | 9.0k | 64.91 | |
iShares S&P Natl AMTFr Mncpl Bd (MUB) | 0.2 | $583k | 5.2k | 111.26 | |
American Tower Reit (AMT) | 0.2 | $578k | 2.9k | 197.00 | |
Servicenow (NOW) | 0.2 | $595k | 2.4k | 246.38 | |
Ollies Bargain Outlt Hldgs I (OLLI) | 0.2 | $574k | 6.7k | 85.29 | |
Moody's Corporation (MCO) | 0.2 | $561k | 3.1k | 180.97 | |
Interxion Holding | 0.2 | $571k | 8.6k | 66.78 | |
Bank of New York Mellon Corporation (BK) | 0.2 | $536k | 11k | 50.39 | |
Oaktree Cap | 0.2 | $529k | 11k | 49.61 | |
Snap-on Incorporated (SNA) | 0.2 | $524k | 3.4k | 156.42 | |
Electronic Arts (EA) | 0.2 | $514k | 5.1k | 101.68 | |
iShares Russell 2000 Growth Index (IWO) | 0.2 | $504k | 2.6k | 196.64 | |
iShares S&P MidCap 400 Value Index (IJJ) | 0.2 | $520k | 3.3k | 156.96 | |
First Trust Utilities AlphaDEX Fnd (FXU) | 0.2 | $526k | 19k | 28.29 | |
Ishares U S Etf Tr it rt hdg hgyl (HYGH) | 0.2 | $507k | 5.7k | 89.53 | |
Equinix (EQIX) | 0.2 | $521k | 1.2k | 453.04 | |
S&p Global (SPGI) | 0.2 | $522k | 2.5k | 210.48 | |
Tractor Supply Company (TSCO) | 0.2 | $491k | 5.0k | 97.69 | |
Enbridge (ENB) | 0.2 | $489k | 14k | 36.29 | |
Dunkin' Brands Group | 0.2 | $503k | 6.7k | 75.07 | |
Invesco Db Mlti Sectr Cmmty precious metal (DBP) | 0.2 | $502k | 14k | 36.22 | |
Sba Communications Corp (SBAC) | 0.2 | $461k | 2.3k | 199.57 | |
C.H. Robinson Worldwide (CHRW) | 0.2 | $442k | 5.1k | 87.03 | |
Retail Properties Of America | 0.2 | $435k | 36k | 12.19 | |
FedEx Corporation (FDX) | 0.2 | $416k | 2.3k | 181.34 | |
Halliburton Company (HAL) | 0.2 | $411k | 14k | 29.27 | |
UnitedHealth (UNH) | 0.2 | $421k | 1.7k | 247.50 | |
iShares S&P 500 Growth Index (IVW) | 0.2 | $412k | 2.4k | 172.53 | |
iShares S&P 500 Value Index (IVE) | 0.2 | $413k | 3.7k | 112.66 | |
Vanguard High Dividend Yield ETF (VYM) | 0.2 | $433k | 5.1k | 85.57 | |
Ishares U S Etf Tr int rt hdg c b (LQDH) | 0.2 | $433k | 4.6k | 93.54 | |
Charles Schwab Corporation (SCHW) | 0.2 | $388k | 9.1k | 42.72 | |
Simpson Manufacturing (SSD) | 0.2 | $396k | 6.7k | 59.33 | |
J&J Snack Foods (JJSF) | 0.2 | $399k | 2.5k | 158.77 | |
BioMarin Pharmaceutical (BMRN) | 0.2 | $368k | 4.1k | 88.80 | |
Nucor Corporation (NUE) | 0.2 | $377k | 6.5k | 58.37 | |
Cintas Corporation (CTAS) | 0.2 | $377k | 1.9k | 202.04 | |
Vanguard Pacific ETF (VPL) | 0.2 | $379k | 5.8k | 65.83 | |
Vanguard European ETF (VGK) | 0.2 | $377k | 7.0k | 53.66 | |
Eaton (ETN) | 0.2 | $386k | 4.8k | 80.55 | |
Welltower Inc Com reit (WELL) | 0.2 | $365k | 4.7k | 77.66 | |
Invesco Exchng Traded Fd Tr s&p midcp low (XMLV) | 0.2 | $370k | 7.4k | 49.73 | |
JPMorgan Chase & Co. (JPM) | 0.1 | $357k | 3.5k | 101.13 | |
Schlumberger (SLB) | 0.1 | $341k | 7.8k | 43.52 | |
iShares Russell 2000 Index (IWM) | 0.1 | $363k | 2.4k | 153.29 | |
KAR Auction Services (KAR) | 0.1 | $343k | 6.7k | 51.38 | |
Proto Labs (PRLB) | 0.1 | $350k | 3.3k | 105.23 | |
Intercontinental Exchange (ICE) | 0.1 | $341k | 4.5k | 76.03 | |
Fidelity msci finls idx (FNCL) | 0.1 | $346k | 9.2k | 37.53 | |
Invesco Bulletshares 2020 Corp | 0.1 | $351k | 17k | 21.22 | |
Invesco International Corporat etf (PICB) | 0.1 | $361k | 14k | 26.19 | |
Liveramp Holdings (RAMP) | 0.1 | $361k | 6.6k | 54.57 | |
Broadridge Financial Solutions (BR) | 0.1 | $332k | 3.2k | 103.75 | |
Dick's Sporting Goods (DKS) | 0.1 | $317k | 8.6k | 36.85 | |
Regeneron Pharmaceuticals (REGN) | 0.1 | $339k | 825.00 | 410.91 | |
Stryker Corporation (SYK) | 0.1 | $331k | 1.7k | 197.73 | |
J.M. Smucker Company (SJM) | 0.1 | $335k | 2.9k | 116.52 | |
PIMCO Enhanced Short Mat Str Fund ETF (MINT) | 0.1 | $329k | 3.2k | 101.45 | |
Facebook Inc cl a (META) | 0.1 | $327k | 2.0k | 166.84 | |
Ambev Sa- (ABEV) | 0.1 | $334k | 78k | 4.29 | |
Cme (CME) | 0.1 | $316k | 1.9k | 164.50 | |
Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $315k | 1.7k | 183.67 | |
Thermo Fisher Scientific (TMO) | 0.1 | $309k | 1.1k | 273.45 | |
Berkshire Hathaway (BRK.A) | 0.1 | $301k | 1.00 | 301000.00 | |
Littelfuse (LFUS) | 0.1 | $305k | 1.7k | 182.20 | |
CBOE Holdings (CBOE) | 0.1 | $313k | 3.3k | 95.57 | |
Gentherm (THRM) | 0.1 | $309k | 8.4k | 36.89 | |
John Hancock Exchange Traded multifactor mi (JHMM) | 0.1 | $305k | 8.7k | 35.17 | |
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) | 0.1 | $273k | 2.5k | 109.86 | |
Ssga Active Etf Tr blkstn gsosrln (SRLN) | 0.1 | $292k | 6.3k | 46.03 | |
CarMax (KMX) | 0.1 | $264k | 3.8k | 69.79 | |
Oshkosh Corporation (OSK) | 0.1 | $248k | 3.3k | 75.15 | |
iShares Gold Trust | 0.1 | $266k | 22k | 12.36 | |
SPDR DJ International Real Estate ETF (RWX) | 0.1 | $264k | 6.7k | 39.22 | |
iShares Lehman 3-7 Yr Treasury Bond (IEI) | 0.1 | $249k | 2.0k | 123.39 | |
Cdk Global Inc equities | 0.1 | $251k | 4.3k | 58.84 | |
BlackRock (BLK) | 0.1 | $231k | 540.00 | 427.78 | |
Seattle Genetics | 0.1 | $243k | 3.3k | 73.19 | |
Lincoln Electric Holdings (LECO) | 0.1 | $227k | 2.7k | 83.86 | |
Paychex (PAYX) | 0.1 | $231k | 2.9k | 80.12 | |
General Dynamics Corporation (GD) | 0.1 | $234k | 1.4k | 169.57 | |
Vanguard REIT ETF (VNQ) | 0.1 | $239k | 2.7k | 87.04 | |
Fox Factory Hldg (FOXF) | 0.1 | $234k | 3.4k | 69.85 | |
Under Armour Inc Cl C (UA) | 0.1 | $226k | 12k | 18.87 | |
Texas Instruments Incorporated (TXN) | 0.1 | $213k | 2.0k | 106.08 | |
United Technologies Corporation | 0.1 | $205k | 1.6k | 128.93 | |
Under Armour (UAA) | 0.1 | $202k | 9.5k | 21.18 | |
Schwab Emerging Markets Equity ETF (SCHE) | 0.1 | $210k | 8.1k | 26.04 | |
Schwab U S Large Cap Growth ETF (SCHG) | 0.1 | $203k | 2.6k | 79.55 | |
Spirit Realty Capital | 0.1 | $201k | 5.1k | 39.64 | |
Invesco Van Kampen Penn Vl MI Trust (VPV) | 0.1 | $177k | 14k | 12.44 | |
Sirius Xm Holdings (SIRI) | 0.1 | $196k | 35k | 5.66 | |
Transocean (RIG) | 0.1 | $153k | 18k | 8.69 | |
Palatin Technologies | 0.0 | $12k | 12k | 1.00 | |
Biolinerx Ltd-spons | 0.0 | $9.0k | 20k | 0.45 |