Root Financial Partners, LLC Q2 2024 Filing
Filed August 5, 2024
Portfolio Value
$427.2T
Holdings
113
Report Date
Q2 2024
Filing Type
13F-HR
All Holdings (113 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | IJHISHARES TR | 3,995 | $233K | 0.00% | |
| 102 | KOCOCA COLA CO | 3,642 | $231K | 0.00% | |
| 103 | VIGVANGUARD SPECIALIZED FUNDS | 1,243 | $226K | 0.00% | |
| 104 | LQDISHARES TR | 2,055 | $220K | 0.00% | |
| 105 | MDYSPDR S&P MIDCAP 400 ETF TR | 413 | $220K | 0.00% | |
| 106 | ABBVABBVIE INC | 1,271 | $218K | 0.00% | |
| 107 | SCHDSCHWAB STRATEGIC TR | 2,780 | $216K | 0.00% | |
| 108 | HDHOME DEPOT INC | 628 | $216K | 0.00% | |
| 109 | XARSPDR SER TR | 1,535 | $214K | 0.00% | |
| 110 | FFORD MTR CO DEL | 16,035 | $201K | 0.00% | |
| 111 | JNJJOHNSON & JOHNSON | 1,382 | $201K | 0.00% | |
| 112 | XYZ 0.25 11/01/27BLOCK INC | 10,000 | $8K | 0.00% | |
| 113 | —23ANDME HOLDING CO | 13,378 | $5K | 0.00% |
PreviousPage 2 of 2