IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

D.B. Root & Company, LLC

Q4 2018 Holdings

Filed 2019-01-24 | 190 holdings | $201.0K | 13F-HR/A | View on SEC ↗ · Holdings Table ↗

Amended (2019-01-25) | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↓Shares% Portfolio
Vanguard Total Stock Market ETF(VTI)AETF922908769$11.9K93,2295.9%
Schwab US Large-Cap ETF(SCHX)AETF808524201$11.0K184,9945.5%
Vanguard Interm-Term Corp Bond ETF(VCIT)AETF92206C870$9.0K108,6664.5%
Schwab US Aggregate Bond ETF(SCHZ)AETF808524839$6.8K135,0763.4%
Schwab US Broad Market ETF(SCHB)AETF808524102$5.7K95,1152.8%
Schwab US Dividend Equity ETF(SCHD)AETF808524797$4.9K105,1642.5%
Apple Inc(AAPL)AStock037833100$4.2K26,7612.1%
PPG Industries Inc(PPG)AStock693506107$3.9K38,4142.0%
iShares Russell 1000 Growth ETF(IWF)AETF464287614$3.1K23,7731.5%
Microsoft Corp(MSFT)AStock594918104$3.0K29,7981.5%
Vanguard Short-Term Corporate Bond ETF(VCSH)AETF92206C409$2.9K36,7231.4%
Automatic Data Processing Inc(ADP)AStock053015103$2.7K20,8391.4%
Spdr Gold Shares ETF(GLD)AETF78463V107$2.5K20,2311.2%
Technology Select Sector Spdr ETF(XLK)AETF81369Y803$2.4K39,3181.2%
PNC Financial Services Group Inc(PNC)AStock693475105$2.2K19,1731.1%
Vanguard Total Bond Market ETF(BND)AETF921937835$2.2K27,9421.1%
First Trust Technology AlphaDEX ETF(FXL)AETF33734X176$2.2K41,6771.1%
Schwab Intermediate-Term US Treasury ETF(SCHR)AETF808524854$2.2K41,3411.1%
Johnson & Johnson(JNJ)AStock478160104$2.1K16,3681.1%
Schwab US Real Estate ETF(SCHH)AETF808524847$2.0K52,2461.0%
Berkshire Hathaway Inc B(BRK/B)AStock084670702$1.9K9,1450.9%
Schwab International Equity ETF(SCHF)AETF808524805$1.8K62,0200.9%
Verizon Communications Inc(VZ)AStock92343V104$1.8K31,2000.9%
Coca Cola Co(KO)AStock191216100$1.7K36,2280.9%
Boeing Co(BA)AStock097023105$1.7K5,2160.8%
Pfizer Inc(PFE)AStock717081103$1.6K36,0780.8%
iShares S&P Small-Cap ETF(IJR)AETF464287804$1.5K21,8820.8%
W.P. Carey Inc(WPC)AREIT92936U109$1.5K22,4610.7%
Health Care Select Sector Spdr ETF(XLV)AETF81369Y209$1.5K16,9440.7%
iShares Core S&P 500 ETF(IVV)AETF464287200$1.5K5,8170.7%
Exxon Mobil Corp(XOM)AStock30231G102$1.4K20,9580.7%
John Hancock Multifactor Consumer Staples ETFAETF47804J875$1.4K57,5600.7%
Vanguard S&P 500 ETF(VOO)AETF922908363$1.4K6,0390.7%
Consumer Staples Select Sector Spdr ETF(XLP)AETF81369Y308$1.4K26,9290.7%
iShares US Real Estate ETF(IYR)AETF464287739$1.4K18,1570.7%
John Hancock Multifactor Healthcare ETFAETF47804J503$1.4K43,0110.7%
Schwab US Small-Cap ETF(SCHA)AETF808524607$1.3K21,9220.7%
First Trust Value Line Dividend ETF(FVD)AETF33734H106$1.3K45,7480.7%
McDonald's Corp(MCD)AStock580135101$1.3K7,3730.7%
Netflix Inc(NFLX)AStock64110L106$1.3K4,8760.6%
iShares Core US Aggregate Bond ETF(AGG)AETF464287226$1.3K12,1570.6%
Novartis AG ADR(NVSN)AADR66987V109$1.3K14,9510.6%
Dominion Energy Inc(D)AStock25746U109$1.3K17,9380.6%
iShares Core Msci Eafe ETF(IEFA)ETF46432F842$1.3K19,8250.6%
Bristol-Myers Squibb Co(BMY)AStock110122108$1.3K24,0640.6%
Pimco Enhanced Short Maturity Active ETF(MINT)AETF72201R833$1.2K12,3620.6%
Mastercard Inc A(MA)AStock57636Q104$1.2K6,6050.6%
Intel Corp(INTC)AStock458140100$1.2K26,2370.6%
PowerShares QQQ ETF(QQQ)AETF46090E103$1.2K7,9630.6%
Schwab US Large-Cap Value ETF(SCHV)ETF808524409$1.2K21,6000.5%
Page 1 of 5Next