D.B. Root & Company, LLC

Institutional manager (13F) · CIK 1731717

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $343M

#	Issuer	Value	Shares
1	J P MORGAN EXCHANGE TRADED F	$73M	1,540,528
2	SCHWAB STRATEGIC TR	$38M	1,471,484
3	PIMCO ETF TR	$32M	1,212,432
4	VANGUARD SPECIALIZED FUNDS	$16M	76,501
5	DIMENSIONAL ETF TRUST	$14M	352,526
6	SCHWAB STRATEGIC TR	$12M	461,496
7	INNOVATOR ETFS TRUST	$10M	321,005
8	APPLE INC	$10M	39,868
9	INNOVATOR ETFS TRUST	$8M	211,438
10	SCHWAB STRATEGIC TR	$7M	234,741
11	INNOVATOR ETFS TRUST	$6M	214,139
12	ISHARES TR	$6M	47,262
13	SCHWAB STRATEGIC TR	$6M	181,107
14	SPDR GOLD TR	$5M	12,660
15	VANGUARD STAR FDS	$5M	70,009
16	DICKS SPORTING GOODS INC	$5M	26,953
17	VANGUARD INDEX FDS	$5M	8,907
18	VANGUARD INDEX FDS	$5M	16,379
19	THORNBURG ETF TR	$4M	175,691
20	SELECT SECTOR SPDR TR	$4M	33,349
21	NVIDIA CORPORATION	$4M	24,843
22	AMAZON COM INC	$4M	20,348
23	VANGUARD INDEX FDS	$4M	14,488
24	WALMART INC	$4M	30,997
25	MICROSOFT CORP	$4M	9,840
26	VANGUARD MALVERN FDS	$3M	66,751
27	AUTOMATIC DATA PROCESSING IN	$3M	16,539
28	SCHWAB STRATEGIC TR	$3M	123,607
29	ALPHABET INC	$3M	10,601
30	COSTCO WHOLESALE CORPORATION	$3M	2,852
31	EXXON MOBIL CORP	$3M	16,635
32	VANGUARD SCOTTSDALE FDS	$3M	46,519
33	META PLATFORMS INC	$2M	3,946
34	CORNING INC	$2M	15,870
35	STATE STR SPDR S&P 500 ETF T	$2M	3,293
36	VANGUARD SCOTTSDALE FDS	$2M	26,709
37	BROADCOM INC	$2M	6,190
38	BERKSHIRE HATHAWAY INC DEL	$2M	3,830
39	VANGUARD SCOTTSDALE FDS	$2M	38,941
40	ISHARES INC	$2M	45,337
41	INVESCO EXCHANGE TRADED FD T	$1M	7,712
42	EATON CORP PLC	$1M	4,052
43	HOME DEPOT INC	$1M	4,051
44	WILLIAMS COS INC	$1M	18,268
45	RTX CORPORATION	$1M	6,778
46	TESLA INC	$1M	3,388
47	INVESCO QQQ TR	$1M	2,145
48	CHEVRON CORPORATION	$1M	5,816
49	RH	$1M	8,335
50	SOUTHERN COPPER CORP	$1M	6,759

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.