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
NULGNushares Etf Tr
Recent Activity
New Position
0.1%
$614,850
7,441 shares@ $82.64 avg price
VTECVanguard Calif Tax Free Fds
Recent Activity
New Position
0.1%
$608,272
6,000 shares@ $101.38 avg price
IWFIshares Tr
Recent Activity
New Position
0.1%
$583,226
1,554 shares@ $375.31 avg price
PGProcter And Gamble Co
Recent Activity
New Position
0.1%
$578,450
3,340 shares@ $173.19 avg price
VBRVanguard Index Fds
Recent Activity
New Position
0.07%
$419,719
2,090 shares@ $200.83 avg price
SUBIshares Tr
Recent Activity
New Position
0.07%
$419,663
3,952 shares@ $106.2 avg price
ARDXArdelyx Inc
Recent Activity
New Position
0.07%
$396,444
57,539 shares@ $6.9 avg price
SBUXStarbucks Corp
Recent Activity
New Position
0.07%
$390,837
4,009 shares@ $97.49 avg price
DOWDow Inc
Recent Activity
New Position
0.06%
$374,598
6,857 shares@ $54.64 avg price
AOAIshares Tr
Recent Activity
New Position
0.06%
$371,508
4,708 shares@ $78.91 avg price