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Root shares owned by Efficient Wealth Management

Quarter-by-quarter ownership of Root (ROOT) shares owned by Efficient Wealth Management from 13F filings

Historical chart of Efficient Wealth Management investment in Root

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All positions including Root held by Efficient Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Root by Efficient Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.0k 100 10.00
2023-09-30 $0 213 0.00
2023-06-30 $0 213 0.00

More positions owned by Efficient Wealth Management

Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Real Estate Etf (VNQ)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Bank of New York Mellon Corporation (BK)

View all positions for Efficient Wealth Management

Top funds holding Root

Ribbit Management Company
Schusterman Interests
Vanguard Group
Citadel Advisors
GSA Capital Partners
Two Sigma Investments
Trexquant Investment
Citigroup
Jane Street
D. E. Shaw & Co
Millennium Management
Raymond James Financial Services Advisors
Squarepoint Ops
683 Capital Management
Jump Financial

View all funds holding Root