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Richard Chen

D.b. Root & Company, Llc

Assets Managed
$418.59M
Holdings
191
Last Quarter
2026 - Q1
Filed Date
8d ago
Growth Rate
2.12%(2Q avg: 3.08%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in D.b. Root & Company, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 191 positions.

Assets under management

The assets under management (AUM) of D.b. Root & Company, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 418.59M in assets, with a quarterly growth rate of 2.12% and a 2-quarter average growth rate of 3.08%. The portfolio is managed by Richard Chen, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
JCPB
Jpmorgan Core Plus Bond Etf
Recent Activity
Increased 2.02%
17.33%
$72.528M
1.541M shares@ $47.08 avg price
SCHX
Schwab Us Large-cap Etf
Recent Activity
Increased 0.78%
9.02%
$37.729M
1.471M shares@ $25.64 avg price
PYLD
Pimco Multisector Bond Actv
Recent Activity
Increased 4.93%
7.59%
$31.766M
1.212M shares@ $26.2 avg price
VIG
Vanguard Dividend Apprec Etf
Recent Activity
Decreased -1.76%
3.94%
$16.452M
76,501 shares@ $215.06 avg price
DFAI
Dimensional International Co
Recent Activity
Increased 24.3%
3.29%
$13.734M
352,526 shares@ $38.97 avg price
SCHB
Schwab Us Broad Market Etf
Recent Activity
Increased 0.1%
2.77%
$11.584M
461,496 shares@ $25.11 avg price
ZALT
Innovator Us Eq 10 Buffer
Recent Activity
Increased 0.23%
2.49%
$10.42M
321,005 shares@ $32.46 avg price
AAPL
Apple Inc
Recent Activity
Increased 1.14%
2.42%
$10.118M
39,868 shares@ $253.8 avg price
BSTP
Innovator Buff Su Strat Etf
Recent Activity
Decreased -4.74%
1.82%
$7.614M
211,438 shares@ $36.01 avg price
SCHG
Schwab Us Large-cap Growth
Recent Activity
Decreased -0.81%
1.64%
$6.838M
234,741 shares@ $29.13 avg price

1-10 of 191