Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
D.B. Root & Company, LLC (CIK 1731717) reported $418.6M across 191 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: JCPB ($72.5M, 17.33%), SCHX ($37.7M, 9.01%), PYLD ($31.8M, 7.59%), VIG ($16.5M, 3.93%), DFAI ($13.7M, 3.28%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | JCPB | J P MORGAN EXCHANGE TRADED F | $72.5M | 17.33% | 1.5M | Added |
| 2 | SCHX | SCHWAB STRATEGIC TR | $37.7M | 9.01% | 1.5M | Added |
| 3 | PYLD | PIMCO ETF TR | $31.8M | 7.59% | 1.2M | Added |
| 4 | VIG | VANGUARD SPECIALIZED FUNDS | $16.5M | 3.93% | 76,501 | Trimmed |
| 5 | DFAI | DIMENSIONAL ETF TRUST | $13.7M | 3.28% | 352,526 | Added |
| 6 | SCHB | SCHWAB STRATEGIC TR | $11.6M | 2.77% | 461,496 | Added |
| 7 | ZALT | INNOVATOR ETFS TRUST | $10.4M | 2.49% | 321,005 | Added |
| 8 | AAPL | APPLE INC | $10.1M | 2.42% | 39,868 | Added |
| 9 | BSTP | INNOVATOR ETFS TRUST | $7.6M | 1.82% | 211,438 | Trimmed |
| 10 | SCHG | SCHWAB STRATEGIC TR | $6.8M | 1.63% | 234,741 | Trimmed |
| 11 | IBUF | INNOVATOR ETFS TRUST | $6.3M | 1.51% | 214,139 | Added |
| 12 | IJJ | ISHARES TR | $6.3M | 1.50% | 47,262 | Added |
| 13 | SCHD | SCHWAB STRATEGIC TR | $5.6M | 1.33% | 181,107 | Added |
| 14 | GLD | SPDR GOLD TR | $5.4M | 1.30% | 12,660 | Added |
| 15 | VXUS | VANGUARD STAR FDS | $5.4M | 1.29% | 70,009 | Added |
| 16 | DKS | DICKS SPORTING GOODS INC | $5.3M | 1.28% | 26,953 | Hold |
| 17 | VOO | VANGUARD INDEX FDS | $5.3M | 1.27% | 8,907 | Trimmed |
| 18 | VTI | VANGUARD INDEX FDS | $5.3M | 1.26% | 16,379 | Added |
| 19 | TMB | THORNBURG ETF TR | $4.5M | 1.07% | 175,691 | Added |
| 20 | XLK | SELECT SECTOR SPDR TR | $4.4M | 1.06% | 33,349 | Trimmed |
| 21 | NVDA | NVIDIA CORPORATION | $4.3M | 1.04% | 24,843 | Trimmed |
| 22 | AMZN | AMAZON COM INC | $4.2M | 1.01% | 20,348 | Trimmed |
| 23 | VO | VANGUARD INDEX FDS | $4.2M | 0.99% | 14,488 | Trimmed |
| 24 | WMT | WALMART INC | $3.9M | 0.92% | 30,997 | Trimmed |
| 25 | MSFT | MICROSOFT CORP | $3.6M | 0.87% | 9,840 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31