D.B. Root & Company, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Pittsburgh, PA
CIK
0001731717
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 165 275,838 JCPB, SCHX, VIG, SCHB 13F-HR 1/16/2024 000117266124000240
Q3 2023 166 256,545 JCPB, SCHX, VIG, VTI 13F-HR 11/3/2023 000117266123003616
Q2 2023 170 264,373 JCPB, SCHX, VIG, VTI 13F-HR 7/18/2023 000117266123002528
Q1 2023 165 254,158 JCPB, SCHX, VTI, VIG 13F-HR 4/18/2023 000117266123001718
Q4 2022 157 236,679 JCPB, SCHX, VTI, VIG 13F-HR 1/27/2023 000117266123000321
Q3 2022 156 219,609 JCPB, SCHX, VTI, VIG 13F-HR 10/26/2022 000160658722002002
Q2 2022 166 233,174 JCPB, SCHX, VTI, VIG 13F-HR 7/21/2022 000160658722001395
Q1 2022 181 268,618 JCPB, SCHX, VTI, AAPL 13F-HR 5/5/2022 000160658722000960
Q4 2021 187 277,320 SCHX, JCPB, VTI, SCHB 13F-HR 2/1/2022 000160658722000214
Q3 2021 191 256,428 SCHX, SCHZ, VTI, SCHB 13F-HR 10/22/2021 000160658721001382
Q2 2021 202 267,763 SCHX, SCHZ, VTI, SCHB 13F-HR 7/28/2021 000160658721000929
Q1 2021 205 254,404 SCHX, SCHZ, VTI, SCHB 13F-HR 5/4/2021 000160658721000563
Q4 2020 199 250,475 SCHX, SCHZ, VTI, SCHO 13F-HR 2/9/2021 000160658721000248
Q3 2020 203 249,159 SCHX, SCHZ, SCHO, VTI 13F-HR 10/22/2020 000160658720001091
Q2 2020 196 230,315 SCHX, SCHZ, SCHO, VTI 13F-HR 8/6/2020 000160658720000860
Q1 2020 181 198,143 SCHZ, SCHO, SCHX, VTI 13F-HR 4/29/2020 000160658720000505
Q4 2019 193 227,043 SCHX, SCHO, SCHZ, VTI 13F-HR 1/14/2020 000160658720000021
Q3 2019 192 214,665 SCHX, SCHO, SCHZ, VTI 13F-HR 10/29/2019 000160658719000929
Q2 2019 195 225,675 SCHO, SCHX, VTI, SCHZ 13F-HR 7/19/2019 000160658719000635
Q1 2019 205 234,269 SCHX, VTI, SCHO, SCHZ 13F-HR 4/12/2019 000173171719000005
Q4 2018 190 201,026 VTI, SCHX, VCIT, SCHZ RESTATEMENT 1/25/2019 000173171719000003
Q3 2018 208 226,978 VTI, SCHX, VCIT, AAPL 13F-HR 11/5/2018 000173171718000005
Q2 2018 201 211,922 VTI, SCHX, VCIT, AAPL 13F-HR 7/25/2018 000173171718000004
Q1 2018 190 189,385 VTI, SCHX, VCIT, SCHD 13F-HR 5/2/2018 000173171718000003
Q4 2017 109 116,736 VTI, SCHX, SCHD, PPG 13F-HR 2/22/2018 000139834418002642
Additional filings from D.B. Root & Company, LLC that have since been restated