D.B. Root & Company as of June 30, 2019
Portfolio Holdings for D.B. Root & Company
D.B. Root & Company holds 195 positions in its portfolio as reported in the June 2019 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Schwab Strategic Tr sht tm us tres (SCHO) | 6.8 | $15M | 302k | 50.59 | |
Schwab Strategic Tr us lrg cap etf (SCHX) | 6.3 | $14M | 202k | 70.19 | |
Vanguard Total Stock Market ETF (VTI) | 5.9 | $13M | 89k | 150.08 | |
Schwab Strategic Tr us aggregate b (SCHZ) | 3.7 | $8.3M | 156k | 53.00 | |
Schwab U S Broad Market ETF (SCHB) | 2.9 | $6.6M | 93k | 70.53 | |
Apple (AAPL) | 2.0 | $4.5M | 23k | 197.90 | |
PPG Industries (PPG) | 1.9 | $4.3M | 37k | 116.69 | |
Microsoft Corporation (MSFT) | 1.8 | $4.1M | 31k | 133.96 | |
Schwab Strategic Tr us dividend eq (SCHD) | 1.8 | $4.1M | 78k | 53.07 | |
Automatic Data Processing (ADP) | 1.5 | $3.3M | 20k | 165.31 | |
Technology SPDR (XLK) | 1.4 | $3.2M | 41k | 78.03 | |
Schwab Strategic Tr intrm trm (SCHR) | 1.4 | $3.1M | 56k | 54.96 | |
Vanguard Short Term Corporate Bond ETF (VCSH) | 1.3 | $2.8M | 35k | 80.68 | |
PNC Financial Services (PNC) | 1.2 | $2.6M | 19k | 137.27 | |
SPDR Gold Trust (GLD) | 1.1 | $2.4M | 18k | 133.19 | |
Berkshire Hathaway (BRK.B) | 1.0 | $2.3M | 11k | 213.14 | |
Johnson & Johnson (JNJ) | 1.0 | $2.2M | 16k | 139.28 | |
iShares Lehman Aggregate Bond (AGG) | 1.0 | $2.2M | 20k | 111.32 | |
Vanguard S&p 500 Etf idx (VOO) | 1.0 | $2.2M | 8.2k | 269.16 | |
Schwab International Equity ETF (SCHF) | 0.9 | $2.0M | 62k | 32.08 | |
John Hancock Exchange Traded multifactor he | 0.9 | $2.0M | 57k | 34.17 | |
John Hancock Exchange Traded mltfactor enrg | 0.8 | $1.9M | 77k | 24.95 | |
Vanguard Total Bond Market ETF (BND) | 0.8 | $1.9M | 23k | 83.06 | |
Boeing Company (BA) | 0.8 | $1.8M | 4.9k | 363.90 | |
iShares Russell 1000 Growth Index (IWF) | 0.8 | $1.8M | 11k | 157.33 | |
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) | 0.8 | $1.8M | 20k | 89.85 | |
Utilities SPDR (XLU) | 0.8 | $1.8M | 30k | 59.60 | |
Coca-Cola Company (KO) | 0.8 | $1.7M | 34k | 50.90 | |
MasterCard Incorporated (MA) | 0.8 | $1.7M | 6.4k | 264.42 | |
Schwab U S Small Cap ETF (SCHA) | 0.7 | $1.7M | 23k | 71.44 | |
Verizon Communications (VZ) | 0.7 | $1.6M | 27k | 57.13 | |
Pfizer (PFE) | 0.7 | $1.5M | 36k | 43.31 | |
Schwab Emerging Markets Equity ETF (SCHE) | 0.7 | $1.5M | 59k | 26.24 | |
First Trust Value Line Dividend Indx Fnd (FVD) | 0.7 | $1.5M | 44k | 33.73 | |
Exxon Mobil Corporation (XOM) | 0.7 | $1.5M | 19k | 76.63 | |
Visa (V) | 0.6 | $1.4M | 8.2k | 173.53 | |
Cisco Systems (CSCO) | 0.6 | $1.4M | 25k | 54.70 | |
McDonald's Corporation (MCD) | 0.6 | $1.3M | 6.4k | 207.63 | |
Home Depot (HD) | 0.6 | $1.3M | 6.2k | 207.88 | |
Novartis (NVS) | 0.6 | $1.3M | 14k | 91.28 | |
Medtronic (MDT) | 0.6 | $1.3M | 13k | 97.36 | |
Starbucks Corporation (SBUX) | 0.6 | $1.3M | 15k | 83.80 | |
Dominion Resources (D) | 0.5 | $1.2M | 16k | 77.26 | |
Intel Corporation (INTC) | 0.5 | $1.2M | 25k | 47.83 | |
BHP Billiton (BHP) | 0.5 | $1.2M | 20k | 58.07 | |
Chevron Corporation (CVX) | 0.5 | $1.2M | 9.3k | 124.45 | |
At&t (T) | 0.5 | $1.2M | 35k | 33.50 | |
Lockheed Martin Corporation (LMT) | 0.5 | $1.2M | 3.2k | 363.64 | |
Wal-Mart Stores (WMT) | 0.5 | $1.1M | 10k | 110.47 | |
Diageo (DEO) | 0.5 | $1.1M | 6.6k | 172.23 | |
Amazon (AMZN) | 0.5 | $1.1M | 598.00 | 1892.98 | |
Netflix (NFLX) | 0.5 | $1.1M | 3.1k | 367.04 | |
SYSCO Corporation (SYY) | 0.5 | $1.1M | 15k | 70.68 | |
First Trust Financials AlphaDEX (FXO) | 0.5 | $1.1M | 34k | 31.62 | |
Wp Carey (WPC) | 0.5 | $1.1M | 13k | 81.13 | |
Vanguard Emerging Markets ETF (VWO) | 0.5 | $1.0M | 24k | 42.51 | |
iShares Dow Jones EPAC Sel Div Ind (IDV) | 0.5 | $1.0M | 34k | 30.71 | |
Philip Morris International (PM) | 0.5 | $1.0M | 13k | 78.46 | |
Schlumberger (SLB) | 0.5 | $1.0M | 26k | 39.70 | |
Invesco Qqq Trust Series 1 (QQQ) | 0.5 | $1.0M | 5.5k | 186.61 | |
Corning Incorporated (GLW) | 0.4 | $993k | 30k | 33.21 | |
Qualcomm (QCOM) | 0.4 | $990k | 13k | 76.01 | |
Becton, Dickinson and (BDX) | 0.4 | $967k | 3.8k | 252.02 | |
Altria (MO) | 0.4 | $964k | 20k | 47.31 | |
Lululemon Athletica (LULU) | 0.4 | $947k | 5.3k | 180.18 | |
Mondelez Int (MDLZ) | 0.4 | $945k | 18k | 53.89 | |
Koppers Holdings (KOP) | 0.4 | $928k | 32k | 29.33 | |
iShares S&P SmallCap 600 Index (IJR) | 0.4 | $931k | 12k | 78.25 | |
Merck & Co (MRK) | 0.4 | $912k | 11k | 83.84 | |
Duke Energy (DUK) | 0.4 | $899k | 10k | 88.20 | |
Alphabet Inc Class A cs (GOOGL) | 0.4 | $906k | 837.00 | 1082.44 | |
Nutrien (NTR) | 0.4 | $909k | 17k | 53.42 | |
Pepsi (PEP) | 0.4 | $887k | 6.8k | 131.08 | |
Unilever (UL) | 0.4 | $876k | 14k | 61.97 | |
Consumer Discretionary SPDR (XLY) | 0.4 | $855k | 7.2k | 119.06 | |
SPDR Barclays Capital Convertible SecETF (CWB) | 0.4 | $852k | 16k | 52.83 | |
Servicenow (NOW) | 0.4 | $851k | 3.1k | 274.52 | |
Health Care SPDR (XLV) | 0.4 | $843k | 9.1k | 92.58 | |
Weyerhaeuser Company (WY) | 0.4 | $829k | 32k | 26.32 | |
Vanguard Growth ETF (VUG) | 0.4 | $836k | 5.1k | 163.31 | |
Costco Wholesale Corporation (COST) | 0.3 | $788k | 3.0k | 263.99 | |
Bristol Myers Squibb (BMY) | 0.3 | $790k | 17k | 45.30 | |
Abbvie (ABBV) | 0.3 | $782k | 11k | 72.72 | |
Annaly Capital Management | 0.3 | $764k | 84k | 9.12 | |
iShares S&P 500 Index (IVV) | 0.3 | $768k | 2.6k | 294.59 | |
Booking Holdings (BKNG) | 0.3 | $757k | 404.00 | 1873.76 | |
Raytheon Company | 0.3 | $749k | 4.3k | 173.86 | |
Schwab Strategic Tr us reit etf (SCHH) | 0.3 | $747k | 17k | 44.41 | |
Facebook Inc cl a (META) | 0.3 | $753k | 3.9k | 192.93 | |
Spdr S&p 500 Etf (SPY) | 0.3 | $733k | 2.5k | 292.97 | |
Sch Us Mid-cap Etf etf (SCHM) | 0.3 | $717k | 13k | 57.06 | |
Alibaba Group Holding (BABA) | 0.3 | $723k | 4.3k | 169.24 | |
CVS Caremark Corporation (CVS) | 0.3 | $709k | 13k | 54.48 | |
Vanguard Value ETF (VTV) | 0.3 | $701k | 6.3k | 110.87 | |
Financial Select Sector SPDR (XLF) | 0.3 | $667k | 24k | 27.59 | |
Invesco Bulletshares 2020 Corp | 0.3 | $677k | 32k | 21.24 | |
Activision Blizzard | 0.3 | $632k | 13k | 47.14 | |
Vanguard Europe Pacific ETF (VEA) | 0.3 | $623k | 15k | 41.69 | |
iShares Dow Jones US Real Estate (IYR) | 0.3 | $625k | 7.2k | 87.28 | |
First Trust Tech AlphaDEX Fnd (FXL) | 0.3 | $627k | 9.4k | 66.47 | |
Interxion Holding | 0.3 | $637k | 8.4k | 76.01 | |
Alphabet Inc Class C cs (GOOG) | 0.3 | $624k | 578.00 | 1079.58 | |
Rh (RH) | 0.3 | $622k | 5.4k | 115.48 | |
Ollies Bargain Outlt Hldgs I (OLLI) | 0.3 | $601k | 6.9k | 87.10 | |
Invesco Exchange W&p 500 Qualit equities (SPHQ) | 0.3 | $612k | 19k | 33.10 | |
Monro Muffler Brake (MNRO) | 0.3 | $590k | 6.9k | 85.19 | |
First Trust Ind/Prod AlphaDEX (FXR) | 0.3 | $589k | 14k | 42.36 | |
American Tower Reit (AMT) | 0.3 | $582k | 2.8k | 204.28 | |
Tractor Supply Company (TSCO) | 0.2 | $559k | 5.1k | 108.80 | |
Snap-on Incorporated (SNA) | 0.2 | $571k | 3.5k | 165.51 | |
iShares S&P MidCap 400 Value Index (IJJ) | 0.2 | $562k | 3.5k | 159.48 | |
Equinix (EQIX) | 0.2 | $564k | 1.1k | 503.57 | |
Dunkin' Brands Group | 0.2 | $549k | 6.9k | 79.57 | |
iShares MSCI Emerging Markets Indx (EEM) | 0.2 | $529k | 12k | 42.90 | |
Electronic Arts (EA) | 0.2 | $514k | 5.1k | 101.08 | |
Energy Select Sector SPDR (XLE) | 0.2 | $488k | 7.7k | 63.67 | |
Sba Communications Corp (SBAC) | 0.2 | $502k | 2.2k | 224.61 | |
iShares MSCI EAFE Index Fund (EFA) | 0.2 | $484k | 7.4k | 65.68 | |
First Trust Utilities AlphaDEX Fnd (FXU) | 0.2 | $480k | 17k | 28.68 | |
Oaktree Cap | 0.2 | $485k | 9.8k | 49.49 | |
Invesco Bulletshares 2021 Corp | 0.2 | $466k | 22k | 21.16 | |
Invesco S&p 500 Low Volatility Etf (SPLV) | 0.2 | $485k | 8.8k | 54.99 | |
Bank of New York Mellon Corporation (BK) | 0.2 | $460k | 10k | 44.07 | |
Simpson Manufacturing (SSD) | 0.2 | $456k | 6.9k | 66.34 | |
Nike (NKE) | 0.2 | $449k | 5.4k | 83.91 | |
Cintas Corporation (CTAS) | 0.2 | $454k | 1.9k | 236.95 | |
C.H. Robinson Worldwide (CHRW) | 0.2 | $439k | 5.2k | 84.33 | |
Enbridge (ENB) | 0.2 | $438k | 12k | 36.04 | |
iShares S&P 500 Value Index (IVE) | 0.2 | $420k | 3.6k | 116.54 | |
Vanguard High Dividend Yield ETF (VYM) | 0.2 | $436k | 5.0k | 87.37 | |
Broadridge Financial Solutions (BR) | 0.2 | $408k | 3.2k | 127.50 | |
Moody's Corporation (MCO) | 0.2 | $415k | 2.1k | 195.29 | |
Vertex Pharmaceuticals Incorporated (VRTX) | 0.2 | $397k | 2.2k | 182.95 | |
iShares Russell 1000 Value Index (IWD) | 0.2 | $413k | 3.3k | 126.92 | |
J&J Snack Foods (JJSF) | 0.2 | $413k | 2.6k | 160.76 | |
iShares S&P 500 Growth Index (IVW) | 0.2 | $412k | 2.3k | 179.05 | |
Proto Labs (PRLB) | 0.2 | $397k | 3.4k | 115.88 | |
S&p Global (SPGI) | 0.2 | $410k | 1.8k | 227.52 | |
Seattle Genetics | 0.2 | $385k | 5.6k | 69.18 | |
Incyte Corporation (INCY) | 0.2 | $373k | 4.4k | 84.77 | |
Micron Technology (MU) | 0.2 | $383k | 9.9k | 38.52 | |
iShares Russell 2000 Index (IWM) | 0.2 | $383k | 2.5k | 155.19 | |
iShares Russell 2000 Growth Index (IWO) | 0.2 | $379k | 1.9k | 200.53 | |
Vanguard Pacific ETF (VPL) | 0.2 | $375k | 5.7k | 66.07 | |
Vanguard European ETF (VGK) | 0.2 | $384k | 7.0k | 54.87 | |
Intercontinental Exchange (ICE) | 0.2 | $378k | 4.4k | 85.91 | |
Ambev Sa- (ABEV) | 0.2 | $378k | 81k | 4.66 | |
Invesco Exchng Traded Fd Tr s&p midcp low (XMLV) | 0.2 | $374k | 7.3k | 51.22 | |
Cme (CME) | 0.2 | $366k | 1.9k | 194.16 | |
Charles Schwab Corporation (SCHW) | 0.2 | $362k | 9.0k | 40.10 | |
BioMarin Pharmaceutical (BMRN) | 0.2 | $351k | 4.1k | 85.63 | |
Stryker Corporation (SYK) | 0.2 | $354k | 1.7k | 205.34 | |
UnitedHealth (UNH) | 0.2 | $372k | 1.5k | 243.77 | |
Gentherm (THRM) | 0.2 | $360k | 8.6k | 41.73 | |
Fidelity msci finls idx (FNCL) | 0.2 | $369k | 9.2k | 40.03 | |
Thermo Fisher Scientific (TMO) | 0.1 | $331k | 1.1k | 292.92 | |
Halliburton Company (HAL) | 0.1 | $332k | 15k | 22.70 | |
J.M. Smucker Company (SJM) | 0.1 | $337k | 2.9k | 115.13 | |
CBOE Holdings (CBOE) | 0.1 | $332k | 3.2k | 103.59 | |
Eaton (ETN) | 0.1 | $344k | 4.1k | 83.21 | |
Welltower Inc Com reit (WELL) | 0.1 | $342k | 4.2k | 81.41 | |
Walt Disney Company (DIS) | 0.1 | $325k | 2.3k | 139.60 | |
Berkshire Hathaway (BRK.A) | 0.1 | $318k | 1.00 | 318000.00 | |
iShares Gold Trust | 0.1 | $310k | 23k | 13.48 | |
Ishares U S Etf Tr it rt hdg hgyl (HYGH) | 0.1 | $306k | 3.5k | 88.54 | |
Liveramp Holdings (RAMP) | 0.1 | $316k | 6.5k | 48.43 | |
JPMorgan Chase & Co. (JPM) | 0.1 | $297k | 2.7k | 111.74 | |
Dick's Sporting Goods (DKS) | 0.1 | $304k | 8.8k | 34.53 | |
Littelfuse (LFUS) | 0.1 | $304k | 1.7k | 176.33 | |
Oshkosh Corporation (OSK) | 0.1 | $283k | 3.4k | 83.24 | |
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) | 0.1 | $283k | 2.5k | 113.15 | |
iShares Lehman 3-7 Yr Treasury Bond (IEI) | 0.1 | $302k | 2.4k | 125.42 | |
Ssga Active Etf Tr blkstn gsosrln (SRLN) | 0.1 | $297k | 6.4k | 46.15 | |
Fox Factory Hldg (FOXF) | 0.1 | $284k | 3.5k | 82.32 | |
Retail Properties Of America | 0.1 | $281k | 24k | 11.72 | |
Ishares U S Etf Tr int rt hdg c b (LQDH) | 0.1 | $272k | 2.9k | 94.02 | |
BlackRock (BLK) | 0.1 | $251k | 535.00 | 469.16 | |
CarMax (KMX) | 0.1 | $244k | 2.8k | 86.52 | |
Texas Instruments Incorporated (TXN) | 0.1 | $240k | 2.1k | 114.72 | |
General Dynamics Corporation (GD) | 0.1 | $240k | 1.3k | 181.54 | |
SPDR DJ International Real Estate ETF (RWX) | 0.1 | $258k | 6.7k | 38.73 | |
Under Armour Inc Cl C (UA) | 0.1 | $242k | 11k | 22.16 | |
Paychex (PAYX) | 0.1 | $223k | 2.7k | 82.17 | |
Under Armour (UAA) | 0.1 | $235k | 9.3k | 25.29 | |
Consumer Staples Select Sect. SPDR (XLP) | 0.1 | $215k | 3.7k | 57.94 | |
Bscm etf | 0.1 | $228k | 11k | 21.38 | |
Invesco International Corporat etf (PICB) | 0.1 | $216k | 8.1k | 26.61 | |
Vanguard REIT ETF (VNQ) | 0.1 | $212k | 2.4k | 87.06 | |
Patrick Industries (PATK) | 0.1 | $210k | 4.3k | 49.05 | |
Sirius Xm Holdings (SIRI) | 0.1 | $193k | 35k | 5.58 | |
Cdk Global Inc equities | 0.1 | $210k | 4.3k | 49.23 | |
Invesco Van Kampen Penn Vl MI Trust (VPV) | 0.1 | $174k | 14k | 12.72 | |
Transocean (RIG) | 0.1 | $114k | 18k | 6.41 | |
Palatin Technologies | 0.0 | $13k | 12k | 1.08 | |
Biolinerx Ltd-spons | 0.0 | $7.0k | 20k | 0.35 |