D.B. Root & Company, LLC
- SEC CIK
- 0001731717
- 最新申報
- 2026/8/13
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/5/4 申報。只含多頭部位。
- 持股檔數
- 205
- 2020 年第 4 季沒有 13F 資料
- 總值
- $2.54 億
- 2020 年第 4 季沒有 13F 資料
Livermore 的 13F 資料從 2021 年第 1 季開始，這一季沒有前一季可以比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Schwab U.S. Large-Cap ETF808524201 | ETF | 182,663 | $1,754 萬 | 6.9% | – | – | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 261,267 | $1,410 萬 | 5.5% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 54,683 | $1,130 萬 | 4.4% | – | – | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 89,714 | $867.6 萬 | 3.4% | – | – | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 146,690 | $752.6 萬 | 3.0% | – | – | – |
| AAPLApple Inc. | Stock | 57,720 | $705.0 萬 | 2.8% | – | – | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 49,261 | $654.2 萬 | 2.6% | – | – | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 41,994 | $617.6 萬 | 2.4% | – | – | – |
| GLDSPDR Gold Trust | ETF | 30,634 | $490.0 萬 | 1.9% | – | – | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 61,583 | $449.0 萬 | 1.8% | – | – | – |
| MSFTMicrosoft Corp | Stock | 17,045 | $401.8 萬 | 1.6% | – | – | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 106,517 | $400.7 萬 | 1.6% | – | – | – |
| ADPAutomatic Data Processing Inc | Stock | 19,836 | $373.8 萬 | 1.5% | – | – | 歷史 |
| RHRH | COM | 5,445 | $324.8 萬 | 1.3% | – | – | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 17,574 | $308.2 萬 | 1.2% | – | – | 歷史 |
| PPGPPG Industries Inc | Stock | 20,296 | $304.9 萬 | 1.2% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 957 | $296.1 萬 | 1.2% | – | – | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 32,410 | $267.3 萬 | 1.1% | – | – | – |
| JNJJohnson & Johnson | Stock | 15,286 | $251.2 萬 | 1.0% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 8,162 | $240.3 萬 | 0.9% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 9,329 | $238.3 萬 | 0.9% | – | – | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 6,109 | $222.5 萬 | 0.9% | – | – | – |
| TSLATesla, Inc. | Stock | 3,160 | $211.0 萬 | 0.8% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 6,549 | $199.9 萬 | 0.8% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 37,296 | $196.5 萬 | 0.8% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 32,809 | $183.1 萬 | 0.7% | – | – | 歷史 |
| MAMastercard Inc | Stock | 5,047 | $179.6 萬 | 0.7% | – | – | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 20,584 | $174.3 萬 | 0.7% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 5,337 | $170.3 萬 | 0.7% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 776 | $160.0 萬 | 0.6% | – | – | 歷史 |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 9,464 | $159.0 萬 | 0.6% | – | – | – |
| VVisa Inc. | Stock | 7,269 | $153.9 萬 | 0.6% | – | – | 歷史 |
| QCOMQualcomm Inc | Stock | 11,395 | $151.0 萬 | 0.6% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 24,578 | $142.9 萬 | 0.6% | – | – | 歷史 |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 24,513 | $142.5 萬 | 0.6% | – | – | – |
| INTCIntel Corp | Stock | 21,762 | $139.2 萬 | 0.5% | – | – | 歷史 |
| KOPKoppers Holdings Inc. | COM | 39,337 | $136.7 萬 | 0.5% | – | – | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 26,258 | $136.6 萬 | 0.5% | – | – | – |
| WMTWalmart Inc. | Stock | 9,722 | $132.0 萬 | 0.5% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 5,789 | $129.7 萬 | 0.5% | – | – | 歷史 |
| GLWCorning Inc | COM | 29,172 | $126.9 萬 | 0.5% | – | – | 歷史 |
| SBUXStarbucks Corp | Stock | 11,518 | $125.8 萬 | 0.5% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 3,553 | $125.2 萬 | 0.5% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 24,179 | $125.0 萬 | 0.5% | – | – | 歷史 |
| BHPBHP Group Ltd | ADR | 17,985 | $124.7 萬 | 0.5% | – | – | 歷史 |
| PFEPfizer Inc | Stock | 34,308 | $124.2 萬 | 0.5% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 11,310 | $122.4 萬 | 0.5% | – | – | 歷史 |
| OSKOshkosh Corp | COM | 10,183 | $120.8 萬 | 0.5% | – | – | 歷史 |
| DDominion Energy, Inc | Stock | 15,604 | $118.5 萬 | 0.5% | – | – | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 20,593 | $114.9 萬 | 0.5% | – | – | 歷史 |
| LMTLockheed Martin Corp | Stock | 3,024 | $111.7 萬 | 0.4% | – | – | 歷史 |
| SBACSba Communications Corp | CL A | 3,934 | $109.1 萬 | 0.4% | – | – | 歷史 |
| DEODiageo PLC | SPON ADR NEW | 6,611 | $108.5 萬 | 0.4% | – | – | 歷史 |
| RTXRTX Corp | Stock | 13,795 | $106.5 萬 | 0.4% | – | – | 歷史 |
| MMM3M Co | Stock | 5,479 | $105.5 萬 | 0.4% | – | – | 歷史 |
| SYYSysco Corp | Stock | 13,392 | $105.4 萬 | 0.4% | – | – | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 16,644 | $105.0 萬 | 0.4% | – | – | 歷史 |
| CMICummins Inc | Stock | 4,022 | $104.2 萬 | 0.4% | – | – | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 4,767 | $102.4 萬 | 0.4% | – | – | 歷史 |
| CVXChevron Corp | Stock | 9,607 | $100.6 萬 | 0.4% | – | – | 歷史 |
| CVSCVS Health Corp | Stock | 13,335 | $100.3 萬 | 0.4% | – | – | 歷史 |
| EXPEExpedia Group, Inc. | Stock | 5,824 | $100.2 萬 | 0.4% | – | – | 歷史 |
| KSUKansas City Southern | COM NEW | 3,764 | $99.3 萬 | 0.4% | – | – | 歷史 |
| TAT&T Inc. | Stock | 32,124 | $97.2 萬 | 0.4% | – | – | 歷史 |
| iShares Tr464288448 | INTL SEL DIV ETF | 30,864 | $97.1 萬 | 0.4% | – | – | – |
| NTRNutrien Ltd. | COM | 18,010 | $97.0 萬 | 0.4% | – | – | 歷史 |
| ALCAlcon Inc | Stock | 13,780 | $96.7 萬 | 0.4% | – | – | 歷史 |
| DUKDuke Energy CORP | Stock | 9,926 | $95.8 萬 | 0.4% | – | – | 歷史 |
| BDXBecton Dickinson & Co | Stock | 3,908 | $95.0 萬 | 0.4% | – | – | 歷史 |
| ETNEaton Corp plc | Stock | 6,770 | $93.6 萬 | 0.4% | – | – | 歷史 |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 16,400 | $92.5 萬 | 0.4% | – | – | – |
| MDLZMondelez International, Inc. | Stock | 15,734 | $92.0 萬 | 0.4% | – | – | 歷史 |
| TSCOTractor Supply Co | COM | 5,187 | $91.8 萬 | 0.4% | – | – | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 5,400 | $91.7 萬 | 0.4% | – | – | 歷史 |
| ENBEnbridge Inc | Stock | 25,188 | $91.6 萬 | 0.4% | – | – | 歷史 |
| GPKGraphic Packaging Holding Co | COM | 50,378 | $91.4 萬 | 0.4% | – | – | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 3,718 | $90.2 萬 | 0.4% | – | – | 歷史 |
| CTRACoterra Energy Inc. | Stock | 47,893 | $89.9 萬 | 0.4% | – | – | 歷史 |
| MAINMain Street Capital CORP | CEF | 22,833 | $89.3 萬 | 0.4% | – | – | 歷史 |
| NLYAnnaly Capital Management Inc | COM | 103,030 | $88.6 萬 | 0.3% | – | – | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 25,596 | $87.1 萬 | 0.3% | – | – | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 8,723 | $86.9 萬 | 0.3% | – | – | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 8,919 | $82.9 萬 | 0.3% | – | – | – |
| JJSFJ&J Snack Foods Corp | COM | 5,273 | $82.8 萬 | 0.3% | – | – | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 7,374 | $82.3 萬 | 0.3% | – | – | 歷史 |
| NVSNovartis AG | ADR | 9,589 | $81.9 萬 | 0.3% | – | – | 歷史 |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 18,470 | $81.8 萬 | 0.3% | – | – | – |
| SESea Ltd | SPONSORD ADS | 3,621 | $80.8 萬 | 0.3% | – | – | 歷史 |
| SSDSimpson Manufacturing Co., Inc. | COM | 7,558 | $78.3 萬 | 0.3% | – | – | 歷史 |
| SJMJ M SMUCKER Co | Stock | 5,889 | $74.5 萬 | 0.3% | – | – | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 3,050 | $74.1 萬 | 0.3% | – | – | – |
| CHRWC. H. Robinson Worldwide, Inc. | COM NEW | 7,631 | $72.8 萬 | 0.3% | – | – | 歷史 |
| ENREnergizer Holdings, Inc. | COM | 15,162 | $71.9 萬 | 0.3% | – | – | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 6,127 | $71.5 萬 | 0.3% | – | – | – |
| SGENSeagen Inc. | COM | 5,102 | $70.8 萬 | 0.3% | – | – | 歷史 |
| BMRNBiomarin Pharmaceutical Inc | COM | 9,332 | $70.4 萬 | 0.3% | – | – | 歷史 |
| EMEEMCOR Group, Inc. | Stock | 6,264 | $70.2 萬 | 0.3% | – | – | 歷史 |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 13,309 | $69.7 萬 | 0.3% | – | – | – |
| MLRMiller Industries Inc | COM NEW | 15,042 | $69.4 萬 | 0.3% | – | – | 歷史 |
| IAAIAA, Inc. | COM | 12,573 | $69.3 萬 | 0.3% | – | – | 歷史 |