Long-term investor
D.b. Root & Company, LLC @dbrootcompanyllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001731717).
Record
- Tracked since 2025-12-31 (257 days), 59 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +5.1%
- Max drawdown n/a · win rate 13% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- JCPB · 16.3% · long · since 2025-12-31
- SCHX · 9.1% · long · since 2025-12-31
- PYLD · 7.4% · long · since 2025-12-31
- VIG · 4.0% · long · since 2025-12-31
- DFAI · 3.2% · long · since 2025-12-31
- SCHB · 2.9% · long · since 2025-12-31
- ZALT · 2.5% · long · since 2025-12-31
- AAPL · 2.4% · long · since 2025-12-31
- VXUS · 2.0% · long · since 2025-12-31
- BSTP · 1.8% · long · since 2025-12-31
- SCHD · 1.7% · long · since 2025-12-31
- SCHG · 1.6% · long · since 2025-12-31