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| Name: |
Root Financial Partners LLC |
| City: |
SOLANA BEACH |
| State: |
CA |
| Zip: |
92075 |
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data |
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| Holdings
Found :
6 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
DFAU |
Dfa Dimensional Us Core Equ... |
37 |
- |
$0.00 |
$875,000 |
23,956 |
0.26% |
78,000 |
0 |
0.027 |
N/A |
|
|
IYW |
iShares Trust DJ US Sector |
58 |
- |
$138.02 |
$481,000 |
3,558 |
0.14% |
44,000 |
0 |
0.002 |
Closed - End Fund - E... |
|
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DFAW |
Dimensional World Equity Etf |
63 |
- |
$0.00 |
$413,000 |
6,986 |
0.12% |
29,000 |
0 |
0.078 |
N/A |
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ESGD |
Ishares Trust Ishares Msci ... |
75 |
- |
$81.84 |
$313,000 |
3,912 |
0.09% |
17,000 |
0 |
0 |
N/A |
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XAR |
SPDR S&P Aerospace & Defens... |
90 |
- |
$143.28 |
$216,000 |
1,535 |
0.06% |
8,000 |
0 |
0.014 |
N/A |
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ME |
23andMe Holding Co. |
95 |
- |
$0.59 |
$7,000 |
13,378 |
0% |
-5,000 |
0 |
0.005 |
N/A |
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