test

Daniel Degheri

@Root Financial Partners, Llc

Latest period2024 - Q3ReportedManaged Assets$625.062MTotal holdings152
Assets growth rate46.32%Assets growth rate (2-Q avg)36.51%Continuous growth in asset value6 quarters

Portfolio positions

This chart displays the top 10 holdings in Root Financial Partners, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 152 positions.

Assets under management

The assets under management (AUM) of Root Financial Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 6 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 625.062M in assets, with a quarterly growth rate of 46.32% and a 2-quarter average growth rate of 36.51%. The portfolio is managed by Daniel Degheri, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VTIVanguard Index Fds
Recent Activity
Increased 30.54%
2.46%
$15.326M
54,126 shares@ $283.16 avg price
AAPLApple Inc
Recent Activity
Increased 16.93%
2.34%
$14.579M
62,570 shares@ $233.01 avg price
DUSBDimensional Etf Trust
Recent Activity
Increased 65.74%
1.95%
$12.135M
239,012 shares@ $50.77 avg price
DFISDimensional Etf Trust
Recent Activity
Increased 43.92%
1.64%
$10.224M
381,079 shares@ $26.83 avg price
DFEVDimensional Etf Trust
Recent Activity
Increased 86.82%
1.24%
$7.698M
270,486 shares@ $28.46 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
New Position
0.88%
$5.495M
11,938 shares@ $460.27 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 83.14%
0.87%
$5.417M
12,589 shares@ $430.29 avg price
VXUSVanguard Star Fds
Recent Activity
Increased 38.32%
0.83%
$5.162M
79,733 shares@ $64.75 avg price
VOOVanguard Index Fds
Recent Activity
Increased 6.23%
0.6%
$3.721M
7,051 shares@ $527.66 avg price
QQQInvesco Qqq Tr
Recent Activity
Increased 1.88%
0.57%
$3.561M
7,297 shares@ $488.06 avg price