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Root shares owned by True Wealth Design

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

Historical chart of True Wealth Design investment in Root

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Root by True Wealth Design

Quarter filed Position value Share count Share price at filing
2024-09-30 $341 9 37.89

More positions owned by True Wealth Design

Ea Series Trust Alpha Arch 1-3 (BOXX)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Emerging Mkts Va (DFEV)
Dimensional Etf Trust Intl High Profit (DIHP)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Us Small Cap Val (DFSV)
T Rowe Price Etf Floating Rate (TFLR)
American Centy Etf Tr Us Eqt Etf (AVUS)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)

View all positions for True Wealth Design

Top funds holding Root

Ribbit Management Company
SVB Capital Management
BlackRock
Vanguard Group
Susquehanna International
Citadel Advisors
D. E. Shaw & Co
Renaissance Technologies
Galileo
Geode Capital Management
State Street Corporation
Morgan Stanley
Jane Street
Dragoneer Investment
GMT Capital Corp

View all funds holding Root