Notify me when D.B. Root & Company, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 188 | $409,902,416 | +$37,972,453 | -$22,196,613 | +$15,775,840 | JCPB, SCHX, PYLD, VIG, SCHB | 13F-HR | 03 Feb 2026, 10:11 |
| Q3 2025 | 182 | $394,026,009 | +$54,135,515 | -$17,145,072 | +$36,990,443 | JCPB, SCHX, PYLD, VIG, VO | 13F-HR | 05 Nov 2025, 18:51 |
| Q2 2025 | 190 | $338,727,542 | +$25,803,151 | -$15,752,426 | +$10,050,725 | JCPB, SCHX, VIG, SCHB, VO | 13F-HR | 22 Jul 2025, 11:51 |
| Q1 2025 | 181 | $309,714,156 | +$17,655,866 | -$13,547,781 | +$4,108,085 | JCPB, SCHX, VIG, SCHB, AAPL | 13F-HR | 14 May 2025, 13:03 |
| Q4 2024 | 184 | $314,417,020 | +$59,771,653 | -$11,595,476 | +$48,176,177 | JCPB, SCHX, VIG, SCHB, AAPL | 13F-HR | 17 Jan 2025, 15:44 |
| Q3 2024 | 179 | $303,425,468 | +$18,603,135 | -$26,492,726 | -$7,889,591 | JCPB, SCHX, VIG, SCHB, AAPL | 13F-HR | 31 Oct 2024, 11:04 |
| Q2 2024 | 184 | $293,096,235 | +$29,009,512 | -$31,837,163 | -$2,827,651 | JCPB, SCHX, VIG, SCHB, AAPL | 13F-HR | 15 Jul 2024, 15:32 |
| Q1 2024 | 176 | $295,875,311 | +$26,562,720 | -$22,981,493 | +$3,581,227 | JCPB, SCHX, VIG, SCHB, AAPL | 13F-HR | 17 Apr 2024, 16:54 |
| Q4 2023 | 165 | $275,838,824 | +$10,590,746 | -$15,186,131 | -$4,595,385 | JCPB, SCHX, VIG, SCHB, VTI | 13F-HR | 16 Jan 2024, 17:01 |
| Q3 2023 | 166 | $256,545,746 | +$13,016,185 | -$9,488,485 | +$3,527,700 | JCPB, SCHX, VIG, VTI, AAPL | 13F-HR | 03 Nov 2023, 16:59 |
| Q2 2023 | 170 | $264,373,708 | +$15,929,769 | -$15,820,758 | +$109,011 | JCPB, SCHX, VIG, VTI, AAPL | 13F-HR | 18 Jul 2023, 17:06 |
| Q1 2023 | 165 | $254,158,511 | +$17,308,240 | -$12,421,374 | +$4,886,866 | JCPB, SCHX, VTI, VIG, SCHB | 13F-HR | 18 Apr 2023, 16:15 |
| Q4 2022 | 157 | $236,679,481 | +$15,724,201 | -$13,472,341 | +$2,251,860 | JCPB, SCHX, VTI, VIG, SCHB | 13F-HR | 27 Jan 2023, 13:55 |
| Q3 2022 | 156 | $219,609,000 | +$19,687,524 | -$18,948,724 | +$738,800 | JCPB, SCHX, VTI, VIG, AAPL | 13F-HR | 26 Oct 2022, 13:19 |
| Q2 2022 | 166 | $233,174,000 | +$15,214,024 | -$14,602,067 | +$611,957 | JCPB, SCHX, VTI, VIG, SCHB | 13F-HR | 21 Jul 2022, 13:55 |
| Q1 2022 | 181 | $268,618,000 | +$34,172,922 | -$15,160,717 | +$19,012,205 | JCPB, SCHX, VTI, AAPL, SCHB | 13F-HR | 05 May 2022, 18:58 |
| Q4 2021 | 187 | $277,320,000 | +$29,132,024 | -$29,337,703 | -$205,679 | SCHX, JCPB, VTI, SCHB, AAPL | 13F-HR | 01 Feb 2022, 13:28 |
| Q3 2021 | 191 | $256,428,000 | +$11,610,086 | -$18,865,007 | -$7,254,921 | SCHX, SCHZ, VTI, SCHB, AAPL | 13F-HR | 22 Oct 2021, 13:59 |
| Q2 2021 | 202 | $267,763,000 | +$9,259,529 | -$11,055,465 | -$1,795,936 | SCHX, SCHZ, VTI, SCHB, AAPL | 13F-HR | 28 Jul 2021, 10:50 |
| Q1 2021 | 205 | $254,404,000 | +$14,847,237 | -$21,527,408 | -$6,680,171 | SCHX, SCHZ, VTI, SCHB, SCHO | 13F-HR | 04 May 2021, 13:26 |
| Q4 2020 | 199 | $250,475,000 | +$21,185,189 | -$44,043,322 | -$22,858,133 | SCHX, SCHZ, VTI, SCHO, SCHB | 13F-HR | 09 Feb 2021, 13:29 |
| Q3 2020 | 203 | $249,159,000 | +$20,055,310 | -$10,271,687 | +$9,783,623 | SCHX, SCHZ, SCHO, VTI, SPLV | 13F-HR | 21 Oct 2020, 17:40 |
| Q2 2020 | 196 | $230,315,000 | +$21,615,610 | -$20,139,117 | +$1,476,493 | SCHX, SCHZ, SCHO, VTI, SCHB | 13F-HR | 06 Aug 2020, 15:41 |
| Q1 2020 | 181 | $198,143,000 | +$24,289,391 | -$15,570,658 | +$8,718,733 | SCHZ, SCHO, SCHX, VTI, SPLV | 13F-HR | 29 Apr 2020, 13:38 |
| Q4 2019 | 193 | $227,043,000 | +$13,448,643 | -$14,753,989 | -$1,305,346 | SCHX, SCHO, SCHZ, VTI, SCHB | 13F-HR | 14 Jan 2020, 13:16 |
| Q3 2019 | 192 | $214,665,000 | +$13,895,477 | -$27,068,832 | -$13,173,355 | SCHX, SCHO, SCHZ, VTI, SCHB | 13F-HR | 28 Oct 2019, 18:00 |
| Q2 2019 | 195 | $225,675,000 | +$15,550,098 | -$31,093,390 | -$15,543,292 | SCHO, SCHX, VTI, SCHZ, SCHB | 13F-HR | 19 Jul 2019, 14:44 |
| Q1 2019 | 204 | $234,128,000 | +$31,089,576 | -$20,266,862 | +$10,822,714 | SCHX, VTI, SCHO, SCHZ, SCHB | 13F-HR | 12 Apr 2019, 15:58 |
| Q4 2018 | 190 | $201,026,000 | +$26,356,232 | -$27,198,052 | -$841,820 | VTI, SCHX, VCIT, SCHZ, SCHB | Restatement | 25 Jan 2019, 08:27 |
| Q3 2018 | 208 | $226,978,000 | +$18,911,238 | -$14,371,823 | +$4,539,415 | VTI, SCHX, VCIT, AAPL, SCHB | 13F-HR | 05 Nov 2018, 11:05 |
| Q2 2018 | 201 | $211,922,000 | +$32,926,409 | -$14,837,190 | +$18,089,219 | VTI, SCHX, VCIT, AAPL, SCHD | 13F-HR | 25 Jul 2018, 11:55 |
| Q1 2018 | 190 | $189,385,000 | +$79,709,221 | -$5,187,674 | +$74,521,547 | VTI, SCHX, VCIT, SCHD, PPG | 13F-HR | 02 May 2018, 10:48 |
| Q4 2017 | 109 | $116,736,000 | $0 | $0 | $0 | VTI, SCHX, SCHD, PPG, BND | 13F-HR | 22 Feb 2018, 11:01 |