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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
DFCADimensional Etf Trust
Recent Activity
Increased 20.15%
0.14%
$823,286
16,245 shares@ $50.68 avg price
BSVVanguard Bd Index Fds
Recent Activity
Increased 93%
0.13%
$799,380
10,159 shares@ $78.69 avg price
GOOGAlphabet Inc
Recent Activity
Increased 26.94%
0.13%
$793,518
4,746 shares@ $167.2 avg price
AVGOBroadcom Inc
Recent Activity
Increased 1153.85%
0.13%
$787,242
4,564 shares@ $172.49 avg price
VEUVanguard Intl Equity Index F
Recent Activity
Increased 23.32%
0.13%
$780,407
12,387 shares@ $63.01 avg price
UCONFirst Tr Exchng Traded Fd Vi
Recent Activity
Increased 0.34%
0.12%
$724,256
28,820 shares@ $25.14 avg price
IWDIshares Tr
Recent Activity
Increased 82.66%
0.12%
$713,394
3,759 shares@ $189.79 avg price
XOMExxon Mobil Corp
Recent Activity
Increased 42.21%
0.12%
$699,484
5,967 shares@ $117.23 avg price
HDHome Depot Inc
Recent Activity
Increased 165.93%
0.11%
$676,809
1,670 shares@ $405.28 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 6.89%
0.11%
$650,299
1,133 shares@ $573.97 avg price