StockDriftsStockDriftsTop 50 D.B. Root & Company, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| JCPB | J P MORGAN EXCHANGE TRADED F | 17.33% | 1.54M | $72.5M | +2.02%(+30.44K) | $49.00(-4.57%) | 2026-03-31 | |
| SCHX | SCHWAB STRATEGIC TR | 9.01% | 1.47M | $37.7M | +0.78%(+11.36K) | $15.89(+85.05%) | 2026-03-31 | |
| PYLD | PIMCO ETF TR | 7.59% | 1.21M | $31.8M | +4.92%(+56.90K) | $26.66(-1.23%) | 2026-03-31 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 3.93% | 76.5K | $16.5M | -1.77%(-1.38K) | $153.62(+50.29%) | 2026-03-31 | |
| DFAI | DIMENSIONAL ETF TRUST | 3.28% | 352.5K | $13.7M | +24.29%(+68.90K) | $29.76(+39.48%) | 2026-03-31 | |
| SCHB | SCHWAB STRATEGIC TR | 2.77% | 461.5K | $11.6M | +0.09%(+428) | $11.92(+141.48%) | 2026-03-31 | |
| ZALT | INNOVATOR ETFS TRUST | 2.49% | 321.0K | $10.4M | +0.22%(+712) | $29.62(+13.57%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.42% | 39.9K | $10.1M | +1.13%(+446) | $79.99(+272.79%) | 2026-03-31 | |
| BSTP | INNOVATOR ETFS TRUST | 1.82% | 211.4K | $7.6M | -4.74%(-10.53K) | $30.52(+27.99%) | 2026-03-31 | |
| SCHG | SCHWAB STRATEGIC TR | 1.63% | 234.7K | $6.8M | -0.81%(-1.93K) | $22.84(+51.91%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.77% | +43.41% |
| Top 20 Holdings Unweighted | +15.90% | +55.67% |
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