D.B. Root & Company as of Dec. 31, 2019
Portfolio Holdings for D.B. Root & Company
D.B. Root & Company holds 193 positions in its portfolio as reported in the December 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) | 6.9 | $16M | 204k | 76.81 | |
Schwab Strategic Tr sht tm us tres (SCHO) | 5.8 | $13M | 260k | 50.48 | |
Schwab Strategic Tr us aggregate b (SCHZ) | 4.7 | $11M | 199k | 53.43 | |
Vanguard Total Stock Market ETF (VTI) | 3.5 | $8.0M | 49k | 163.61 | |
Schwab U S Broad Market ETF (SCHB) | 3.5 | $8.0M | 104k | 76.88 | |
Invesco S&p 500 Low Volatility Etf (SPLV) | 2.7 | $6.0M | 104k | 58.33 | |
Technology SPDR (XLK) | 2.0 | $4.5M | 49k | 91.66 | |
Schwab Strategic Tr us dividend eq (SCHD) | 1.8 | $4.1M | 70k | 57.92 | |
Apple (AAPL) | 1.8 | $4.0M | 14k | 293.63 | |
Microsoft Corporation (MSFT) | 1.5 | $3.5M | 22k | 157.68 | |
Automatic Data Processing (ADP) | 1.5 | $3.4M | 20k | 170.47 | |
SPDR Gold Trust (GLD) | 1.4 | $3.1M | 22k | 142.88 | |
PNC Financial Services (PNC) | 1.2 | $2.8M | 17k | 159.59 | |
Vanguard Short Term Corporate Bond ETF (VCSH) | 1.2 | $2.8M | 34k | 81.02 | |
iShares Russell 1000 Growth Index (IWF) | 1.1 | $2.5M | 14k | 175.86 | |
Vanguard S&p 500 Etf idx (VOO) | 1.1 | $2.5M | 8.3k | 295.75 | |
Berkshire Hathaway (BRK.B) | 1.0 | $2.4M | 10k | 226.50 | |
Schwab Strategic Tr intrm trm (SCHR) | 1.0 | $2.3M | 41k | 54.93 | |
PPG Industries (PPG) | 1.0 | $2.2M | 16k | 133.48 | |
Johnson & Johnson (JNJ) | 0.9 | $2.2M | 15k | 145.82 | |
Schwab International Equity ETF (SCHF) | 0.9 | $2.1M | 63k | 33.63 | |
Vanguard Total Bond Market ETF (BND) | 0.9 | $2.0M | 24k | 83.83 | |
Coca-Cola Company (KO) | 0.8 | $1.8M | 33k | 55.34 | |
Schwab U S Small Cap ETF (SCHA) | 0.8 | $1.8M | 24k | 75.62 | |
Facebook Inc cl a (META) | 0.8 | $1.8M | 8.8k | 205.16 | |
First Trust Value Line Dividend Indx Fnd (FVD) | 0.7 | $1.6M | 45k | 36.03 | |
Verizon Communications (VZ) | 0.7 | $1.6M | 26k | 61.37 | |
MasterCard Incorporated (MA) | 0.7 | $1.6M | 5.2k | 298.45 | |
Intel Corporation (INTC) | 0.6 | $1.4M | 24k | 59.84 | |
Financial Select Sector SPDR (XLF) | 0.6 | $1.4M | 46k | 30.77 | |
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) | 0.6 | $1.4M | 15k | 91.28 | |
Exxon Mobil Corporation (XOM) | 0.6 | $1.4M | 20k | 69.75 | |
Amazon (AMZN) | 0.6 | $1.4M | 743.00 | 1846.57 | |
Pfizer (PFE) | 0.6 | $1.3M | 34k | 39.15 | |
Dominion Resources (D) | 0.6 | $1.3M | 16k | 82.82 | |
Schlumberger (SLB) | 0.6 | $1.3M | 33k | 40.18 | |
Home Depot (HD) | 0.6 | $1.3M | 5.9k | 218.29 | |
At&t (T) | 0.6 | $1.3M | 33k | 39.06 | |
Novartis (NVS) | 0.6 | $1.3M | 14k | 94.67 | |
Visa (V) | 0.6 | $1.3M | 6.9k | 187.78 | |
Medtronic (MDT) | 0.6 | $1.2M | 11k | 113.38 | |
Micron Technology (MU) | 0.5 | $1.2M | 23k | 53.75 | |
SYSCO Corporation (SYY) | 0.5 | $1.2M | 14k | 85.53 | |
Lockheed Martin Corporation (LMT) | 0.5 | $1.2M | 3.1k | 389.23 | |
Koppers Holdings (KOP) | 0.5 | $1.2M | 32k | 38.21 | |
Utilities SPDR (XLU) | 0.5 | $1.2M | 19k | 64.58 | |
Wal-Mart Stores (WMT) | 0.5 | $1.2M | 9.8k | 118.85 | |
iShares Dow Jones EPAC Sel Div Ind (IDV) | 0.5 | $1.2M | 35k | 33.55 | |
McDonald's Corporation (MCD) | 0.5 | $1.1M | 5.8k | 197.61 | |
Qualcomm (QCOM) | 0.5 | $1.1M | 13k | 88.17 | |
Invesco Qqq Trust Series 1 (QQQ) | 0.5 | $1.1M | 5.4k | 212.57 | |
Chevron Corporation (CVX) | 0.5 | $1.1M | 9.3k | 120.50 | |
Cisco Systems (CSCO) | 0.5 | $1.1M | 23k | 47.94 | |
Boeing Company (BA) | 0.5 | $1.1M | 3.4k | 325.65 | |
Vanguard Emerging Markets ETF (VWO) | 0.5 | $1.1M | 25k | 44.44 | |
Rh (RH) | 0.5 | $1.1M | 5.2k | 213.40 | |
BHP Billiton (BHP) | 0.5 | $1.1M | 20k | 54.70 | |
Lululemon Athletica (LULU) | 0.5 | $1.1M | 4.7k | 231.66 | |
Schwab Emerging Markets Equity ETF (SCHE) | 0.5 | $1.1M | 40k | 27.36 | |
Bristol Myers Squibb (BMY) | 0.5 | $1.1M | 17k | 64.16 | |
Diageo (DEO) | 0.5 | $1.1M | 6.4k | 168.28 | |
CVS Caremark Corporation (CVS) | 0.5 | $1.0M | 14k | 74.22 | |
Philip Morris International (PM) | 0.5 | $1.0M | 12k | 85.03 | |
Abbvie (ABBV) | 0.5 | $1.0M | 12k | 88.46 | |
Becton, Dickinson and (BDX) | 0.4 | $1.0M | 3.7k | 271.75 | |
Schwab Strategic Tr us reit etf (SCHH) | 0.4 | $978k | 21k | 45.92 | |
Weyerhaeuser Company (WY) | 0.4 | $947k | 31k | 30.17 | |
Starbucks Corporation (SBUX) | 0.4 | $957k | 11k | 87.87 | |
Vanguard Growth ETF (VUG) | 0.4 | $946k | 5.2k | 182.03 | |
Wp Carey (WPC) | 0.4 | $960k | 12k | 80.00 | |
Raytheon Company | 0.4 | $931k | 4.2k | 219.63 | |
Altria (MO) | 0.4 | $916k | 18k | 49.87 | |
Duke Energy (DUK) | 0.4 | $914k | 10k | 91.17 | |
Mondelez Int (MDLZ) | 0.4 | $903k | 16k | 55.07 | |
Annaly Capital Management | 0.4 | $894k | 95k | 9.42 | |
Invesco Bulletshares 2020 Corp | 0.4 | $885k | 42k | 21.28 | |
iShares Lehman Aggregate Bond (AGG) | 0.4 | $870k | 7.7k | 112.29 | |
Alibaba Group Holding (BABA) | 0.4 | $854k | 4.0k | 211.91 | |
Corning Incorporated (GLW) | 0.4 | $845k | 29k | 29.09 | |
NVIDIA Corporation (NVDA) | 0.4 | $833k | 3.5k | 235.24 | |
Pepsi (PEP) | 0.4 | $847k | 6.2k | 136.52 | |
Alphabet Inc Class A cs (GOOGL) | 0.4 | $830k | 620.00 | 1338.71 | |
Sony Corporation (SONY) | 0.4 | $826k | 12k | 67.98 | |
Nutrien (NTR) | 0.3 | $791k | 17k | 47.88 | |
Unilever (UL) | 0.3 | $775k | 14k | 57.17 | |
Vanguard Value ETF (VTV) | 0.3 | $778k | 6.5k | 119.78 | |
Activision Blizzard | 0.3 | $745k | 13k | 59.38 | |
SPDR Barclays Capital Convertible SecETF (CWB) | 0.3 | $749k | 14k | 55.48 | |
Sch Us Mid-cap Etf etf (SCHM) | 0.3 | $749k | 13k | 60.12 | |
Invesco Bulletshares 2021 Corp | 0.3 | $737k | 35k | 21.23 | |
Costco Wholesale Corporation (COST) | 0.3 | $715k | 2.4k | 293.63 | |
Snap-on Incorporated (SNA) | 0.3 | $698k | 4.1k | 169.21 | |
Merck & Co (MRK) | 0.3 | $695k | 7.7k | 90.83 | |
iShares S&P 500 Index (IVV) | 0.3 | $712k | 2.2k | 323.34 | |
iShares Barclays 20+ Yr Treas.Bond (TLT) | 0.3 | $704k | 5.2k | 135.38 | |
Servicenow (NOW) | 0.3 | $702k | 2.5k | 281.93 | |
Invesco Exchange W&p 500 Qualit equities (SPHQ) | 0.3 | $695k | 19k | 36.56 | |
Spdr S&p 500 Etf (SPY) | 0.3 | $673k | 2.1k | 321.55 | |
Monro Muffler Brake (MNRO) | 0.3 | $648k | 8.3k | 78.09 | |
Vanguard Europe Pacific ETF (VEA) | 0.3 | $654k | 15k | 44.04 | |
iShares S&P SmallCap 600 Index (IJR) | 0.3 | $668k | 8.0k | 83.75 | |
First Trust Tech AlphaDEX Fnd (FXL) | 0.3 | $658k | 9.1k | 72.50 | |
Schwab Strategic Tr 0 (SCHP) | 0.3 | $644k | 11k | 56.62 | |
Dunkin' Brands Group | 0.3 | $625k | 8.3k | 75.42 | |
American Tower Reit (AMT) | 0.3 | $625k | 2.7k | 229.78 | |
First Trust Ind/Prod AlphaDEX (FXR) | 0.3 | $614k | 14k | 45.07 | |
Cintas Corporation (CTAS) | 0.3 | $594k | 2.2k | 268.90 | |
Littelfuse (LFUS) | 0.3 | $592k | 3.1k | 191.21 | |
Oshkosh Corporation (OSK) | 0.3 | $582k | 6.2k | 94.63 | |
Equinix (EQIX) | 0.3 | $598k | 1.0k | 583.41 | |
Iaa | 0.3 | $581k | 12k | 46.99 | |
Tractor Supply Company (TSCO) | 0.2 | $578k | 6.2k | 93.41 | |
J&J Snack Foods (JJSF) | 0.2 | $570k | 3.1k | 184.23 | |
iShares S&P MidCap 400 Value Index (IJJ) | 0.2 | $577k | 3.4k | 170.46 | |
Alphabet Inc Class C cs (GOOG) | 0.2 | $560k | 419.00 | 1336.52 | |
Ollies Bargain Outlt Hldgs I (OLLI) | 0.2 | $538k | 8.3k | 65.21 | |
Dick's Sporting Goods (DKS) | 0.2 | $522k | 11k | 49.46 | |
BioMarin Pharmaceutical (BMRN) | 0.2 | $522k | 6.2k | 84.41 | |
Health Care SPDR (XLV) | 0.2 | $522k | 5.1k | 101.69 | |
Electronic Arts (EA) | 0.2 | $521k | 4.9k | 107.31 | |
iShares MSCI EAFE Index Fund (EFA) | 0.2 | $516k | 7.4k | 69.42 | |
Netflix (NFLX) | 0.2 | $518k | 1.6k | 323.55 | |
Enbridge (ENB) | 0.2 | $528k | 13k | 39.72 | |
iShares Dow Jones US Real Estate (IYR) | 0.2 | $528k | 5.7k | 93.01 | |
Proto Labs (PRLB) | 0.2 | $523k | 5.2k | 101.53 | |
Simpson Manufacturing (SSD) | 0.2 | $498k | 6.2k | 80.18 | |
iShares Russell 1000 Value Index (IWD) | 0.2 | $491k | 3.6k | 136.24 | |
C.H. Robinson Worldwide (CHRW) | 0.2 | $489k | 6.3k | 78.16 | |
Main Street Capital Corporation (MAIN) | 0.2 | $494k | 12k | 43.08 | |
Sba Communications Corp (SBAC) | 0.2 | $491k | 2.0k | 240.69 | |
Moody's Corporation (MCO) | 0.2 | $474k | 2.0k | 237.00 | |
Vanguard High Dividend Yield ETF (VYM) | 0.2 | $488k | 5.2k | 93.58 | |
John Hancock Exchange Traded multifactor he | 0.2 | $476k | 13k | 37.19 | |
iShares S&P 500 Value Index (IVE) | 0.2 | $445k | 3.4k | 130.12 | |
Gentherm (THRM) | 0.2 | $459k | 10k | 44.33 | |
S&p Global (SPGI) | 0.2 | $453k | 1.7k | 272.89 | |
Stryker Corporation (SYK) | 0.2 | $434k | 2.1k | 209.46 | |
Eaton (ETN) | 0.2 | $434k | 4.6k | 94.57 | |
Fox Factory Hldg (FOXF) | 0.2 | $430k | 6.2k | 69.44 | |
Nike (NKE) | 0.2 | $401k | 4.0k | 101.29 | |
iShares Russell 2000 Index (IWM) | 0.2 | $402k | 2.4k | 165.30 | |
iShares Gold Trust | 0.2 | $402k | 28k | 14.48 | |
iShares S&P 500 Growth Index (IVW) | 0.2 | $415k | 2.1k | 193.29 | |
Vanguard Pacific ETF (VPL) | 0.2 | $402k | 5.8k | 69.48 | |
Vanguard European ETF (VGK) | 0.2 | $410k | 7.0k | 58.47 | |
Broadridge Financial Solutions (BR) | 0.2 | $395k | 3.2k | 123.44 | |
iShares Russell 2000 Growth Index (IWO) | 0.2 | $397k | 1.9k | 213.79 | |
Intercontinental Exchange (ICE) | 0.2 | $381k | 4.1k | 92.36 | |
Fidelity msci finls idx (FNCL) | 0.2 | $384k | 8.7k | 44.32 | |
Paypal Holdings (PYPL) | 0.2 | $382k | 3.5k | 108.09 | |
Ryanair Holdings (RYAAY) | 0.2 | $375k | 4.3k | 87.51 | |
Invesco Exchng Traded Fd Tr s&p midcp low (XMLV) | 0.2 | $397k | 7.4k | 53.78 | |
Cme (CME) | 0.2 | $358k | 1.8k | 200.56 | |
Graphic Packaging Holding Company (GPK) | 0.2 | $359k | 22k | 16.62 | |
CBOE Holdings (CBOE) | 0.2 | $364k | 3.0k | 119.74 | |
John Hancock Exchange Traded mltfactor enrg | 0.2 | $362k | 15k | 23.65 | |
Invesco Db Mlti Sectr Cmmty precious metal (DBP) | 0.2 | $362k | 8.7k | 41.59 | |
Alcon (ALC) | 0.2 | $360k | 6.4k | 56.46 | |
JPMorgan Chase & Co. (JPM) | 0.1 | $347k | 2.5k | 139.13 | |
Berkshire Hathaway (BRK.A) | 0.1 | $339k | 1.00 | 339000.00 | |
Energy Select Sector SPDR (XLE) | 0.1 | $341k | 5.7k | 60.01 | |
Welltower Inc Com reit (WELL) | 0.1 | $342k | 4.2k | 81.62 | |
Booking Holdings (BKNG) | 0.1 | $345k | 168.00 | 2053.57 | |
Seattle Genetics | 0.1 | $324k | 2.8k | 113.96 | |
Walt Disney Company (DIS) | 0.1 | $316k | 2.2k | 144.42 | |
Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $301k | 1.4k | 218.91 | |
J.M. Smucker Company (SJM) | 0.1 | $304k | 2.9k | 103.93 | |
Tesla Motors (TSLA) | 0.1 | $296k | 708.00 | 418.08 | |
iShares Lehman 3-7 Yr Treasury Bond (IEI) | 0.1 | $284k | 2.3k | 125.39 | |
SPDR DJ International Real Estate ETF (RWX) | 0.1 | $269k | 7.0k | 38.67 | |
Patrick Industries (PATK) | 0.1 | $270k | 5.2k | 52.37 | |
Incyte Corporation (INCY) | 0.1 | $244k | 2.8k | 87.14 | |
Vanguard REIT ETF (VNQ) | 0.1 | $256k | 2.8k | 92.79 | |
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) | 0.1 | $249k | 2.2k | 114.22 | |
First Trust Health Care AlphaDEX (FXH) | 0.1 | $249k | 3.0k | 83.92 | |
Ishares U S Etf Tr int rt hdg c b (LQDH) | 0.1 | $252k | 2.6k | 95.85 | |
BlackRock (BLK) | 0.1 | $225k | 449.00 | 501.11 | |
Paychex (PAYX) | 0.1 | $230k | 2.7k | 84.75 | |
Halliburton Company (HAL) | 0.1 | $216k | 8.8k | 24.43 | |
Retail Properties Of America | 0.1 | $225k | 17k | 13.36 | |
Cdk Global Inc equities | 0.1 | $233k | 4.3k | 54.62 | |
Sea Ltd Adr Isin Us81141r1005 (SE) | 0.1 | $221k | 5.5k | 40.22 | |
Bscm etf | 0.1 | $232k | 11k | 21.45 | |
Bank of America Corporation (BAC) | 0.1 | $208k | 5.9k | 35.07 | |
Union Pacific Corporation (UNP) | 0.1 | $215k | 1.2k | 180.52 | |
Cognex Corporation (CGNX) | 0.1 | $210k | 3.8k | 55.78 | |
Under Armour Inc Cl C (UA) | 0.1 | $209k | 11k | 19.15 | |
Invesco International Corporat etf (PICB) | 0.1 | $202k | 7.5k | 27.10 | |
Ambev Sa- (ABEV) | 0.1 | $177k | 38k | 4.64 | |
Invesco Van Kampen Penn Vl MI Trust (VPV) | 0.1 | $140k | 11k | 13.16 | |
Transocean (RIG) | 0.0 | $79k | 12k | 6.85 | |
Oasis Petroleum | 0.0 | $36k | 11k | 3.24 | |
Palatin Technologies | 0.0 | $9.0k | 12k | 0.75 |