Root Financial Partners, LLC Q4 2024 Filing
Filed January 30, 2025
Portfolio Value
$806.6B
Holdings
214
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (214 positions)
| Stock | Value |
|---|---|
DFUSDIMENSIONAL ETF TRUST | $147.7T |
DFAIDIMENSIONAL ETF TRUST | $91.1T |
DFUVDIMENSIONAL ETF TRUST | $62.2T |
DFAEDIMENSIONAL ETF TRUST | $46.2T |
DFSVDIMENSIONAL ETF TRUST | $45.4T |
DFCFDIMENSIONAL ETF TRUST | $43.7T |
DFSDDIMENSIONAL ETF TRUST | $37.9T |
DFACDIMENSIONAL ETF TRUST | $26.9T |
DFARDIMENSIONAL ETF TRUST | $22.6T |
DFIVDIMENSIONAL ETF TRUST | $21.8T |
VTIVANGUARD INDEX FDS | $21.0T |
DUSBDIMENSIONAL ETF TRUST | $19.7T |
AAPLAPPLE INC | $18.8T |
DFISDIMENSIONAL ETF TRUST | $12.4T |
DFEVDIMENSIONAL ETF TRUST | $10.9T |
VXUSVANGUARD STAR FDS | $10.5T |
MSFTMICROSOFT CORP | $6.7T |
NVDANVIDIA CORPORATION | $5.6T |
AMZNAMAZON COM INC | $5.3T |
SGOVISHARES TR | $4.6T |
VOOVANGUARD INDEX FDS | $4.5T |
NDQINVESCO QQQ TR | $4.3T |
VUGVANGUARD INDEX FDS | $4.0T |
TSLATESLA INC | $4.0T |
BNDVANGUARD BD INDEX FDS | $3.7T |
GOOGLALPHABET INC | $3.1T |
VTVVANGUARD INDEX FDS | $3.1T |
METAMETA PLATFORMS INC | $3.1T |
QQQMINVESCO EXCH TRADED FD TR II | $2.9T |
VWOVANGUARD INTL EQUITY INDEX F | $2.3T |
GOOGALPHABET INC | $1.9T |
ISRGINTUITIVE SURGICAL INC | $1.9T |
LLYELI LILLY & CO | $1.9T |
SPYMSPDR SER TR | $1.9T |
AVGOBROADCOM INC | $1.8T |
VXFVANGUARD INDEX FDS | $1.8T |
VEAVANGUARD TAX-MANAGED FDS | $1.8T |
VNQVANGUARD INDEX FDS | $1.7T |
RSPINVESCO EXCHANGE TRADED FD T | $1.7T |
NFLXNETFLIX INC | $1.6T |
RDVYFIRST TR EXCHANGE-TRADED FD | $1.6T |
DFICDIMENSIONAL ETF TRUST | $1.5T |
VYMVANGUARD WHITEHALL FDS | $1.4T |
VBVANGUARD INDEX FDS | $1.4T |
SDVYFIRST TR EXCHANGE-TRADED FD | $1.4T |
COSTCOSTCO WHSL CORP NEW | $1.4T |
VBRVANGUARD INDEX FDS | $1.3T |
LQDISHARES TR | $1.3T |
JNJJOHNSON & JOHNSON | $1.3T |
BSVVANGUARD BD INDEX FDS | $1.3T |
DFIPDIMENSIONAL ETF TRUST | $1.2T |
SCHWSCHWAB CHARLES CORP | $1.2T |
BABAALIBABA GROUP HLDG LTD | $1.2T |
SPTMSPDR SER TR | $1.2T |
SPYSPDR S&P 500 ETF TR | $1.1T |
SCHDSCHWAB STRATEGIC TR | $1.1T |
SHVISHARES TR | $1.1T |
SPYVSPDR SER TR | $1.0T |
DFAUDIMENSIONAL ETF TRUST | $970.0B |
DFCADIMENSIONAL ETF TRUST | $963.7B |
EPDENTERPRISE PRODS PARTNERS L | $953.4B |
MOATVANECK ETF TRUST | $929.8B |
ORCLORACLE CORP | $929.7B |
CVXCHEVRON CORP NEW | $924.0B |
MRKMERCK & CO INC | $923.0B |
MUBISHARES TR | $921.9B |
VEUVANGUARD INTL EQUITY INDEX F | $906.4B |
IVVISHARES TR | $900.2B |
IJHISHARES TR | $896.8B |
DFASDIMENSIONAL ETF TRUST | $890.9B |
HDHOME DEPOT INC | $879.0B |
USFRWISDOMTREE TR | $874.6B |
VVISA INC | $868.6B |
XOMEXXON MOBIL CORP | $842.5B |
UNHUNITEDHEALTH GROUP INC | $829.4B |
SHYISHARES TR | $828.2B |
LRCXLAM RESEARCH CORP | $816.8B |
DFEMDIMENSIONAL ETF TRUST | $811.0B |
SCHBSCHWAB STRATEGIC TR | $787.6B |
CRMSALESFORCE INC | $780.6B |
IJRISHARES TR | $760.3B |
FYXFIRST TR SML CP CORE ALPHA F | $752.6B |
BOXXEA SERIES TRUST | $742.7B |
SCHHSCHWAB STRATEGIC TR | $717.4B |
CATCATERPILLAR INC | $716.1B |
LPLALPL FINL HLDGS INC | $715.4B |
JPMJPMORGAN CHASE & CO. | $713.6B |
SCHXSCHWAB STRATEGIC TR | $703.9B |
VIGVANGUARD SPECIALIZED FUNDS | $703.0B |
VUSBVANGUARD BD INDEX FDS | $693.8B |
ITDFISHARES TR | $675.6B |
UCONFIRST TR EXCHNG TRADED FD VI | $671.3B |
VTEBVANGUARD MUN BD FDS | $665.3B |
RTXRTX CORPORATION | $660.6B |
IWDISHARES TR | $658.7B |
VSSVANGUARD INTL EQUITY INDEX F | $658.5B |
IYWISHARES TR | $638.7B |
BNDXVANGUARD CHARLOTTE FDS | $635.5B |
DFATDIMENSIONAL ETF TRUST | $626.1B |
AMDADVANCED MICRO DEVICES INC | $600.2B |
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