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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
AMZNAmazon Com Inc
Recent Activity
Increased 90.19%
0.54%
$3.336M
17,902 shares@ $186.33 avg price
SGOVIshares Tr
Recent Activity
Increased 25.95%
0.47%
$2.918M
28,970 shares@ $100.73 avg price
METAMeta Platforms Inc
Recent Activity
Increased 49.99%
0.42%
$2.604M
4,549 shares@ $572.42 avg price
LLYEli Lilly & Co
Recent Activity
Increased 374.46%
0.32%
$1.942M
2,192 shares@ $885.75 avg price
TSLATesla Inc
Recent Activity
Increased 99.06%
0.32%
$1.939M
7,411 shares@ $261.65 avg price
VTVVanguard Index Fds
Recent Activity
Increased 47.9%
0.29%
$1.8M
10,313 shares@ $174.57 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Increased 57.17%
0.29%
$1.767M
33,455 shares@ $52.82 avg price
SPLGSpdr Ser Tr
Recent Activity
Increased 399.29%
0.29%
$1.753M
25,973 shares@ $67.51 avg price
VUGVanguard Index Fds
Recent Activity
Increased 178.12%
0.28%
$1.742M
4,536 shares@ $383.96 avg price
DFICDimensional Etf Trust
Recent Activity
Increased 0.19%
0.27%
$1.635M
58,091 shares@ $28.14 avg price