SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
SD SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | Institutional Filer | ▼ 0.50% | $481.8M | 173 |
Current Portfolio Holdings
Showing all 173 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | BRKB | BERKSHIRE HATHAWAY INC DEL | — | 121K | $57.8M | 12.00% |
| 2 | AAPL | Apple Inc. | Technology | 130K | $33.0M | 6.85% |
| 3 | PHYS | SPROTT ASSET MANAGEMENT LP | — | 853K | $30.2M | 6.28% |
| 4 | DGRO | ISHARES TR | — | 349K | $24.5M | 5.08% |
| 5 | DFAU | DIMENSIONAL ETF TRUST | — | 523K | $23.6M | 4.90% |
| 6 | GOOGL | Alphabet Inc. | Technology | 69K | $19.7M | 4.10% |
| 7 | DVY | ISHARES TR | — | 120K | $18.2M | 3.77% |
| 8 | DFAI | DIMENSIONAL ETF TRUST | — | 373K | $14.5M | 3.02% |
| 9 | VGK | VANGUARD INTL EQUITY INDEX F | — | 140K | $11.6M | 2.40% |
| 10 | AVUV | AMERICAN CENTY ETF TR | — | 96K | $10.6M | 2.20% |
| 11 | AVES | AMERICAN CENTY ETF TR | — | 148K | $8.9M | 1.85% |
| 12 | GOOG | Alphabet Inc. | Technology | 27K | $7.7M | 1.61% |
| 13 | VYMI | VANGUARD WHITEHALL FDS | — | 78K | $7.3M | 1.52% |
| 14 | COWZ | PACER FDS TR | — | 112K | $7.0M | 1.45% |
| 15 | AVDV | AMERICAN CENTY ETF TR | — | 68K | $6.8M | 1.40% |
Showing 1 to 15 of 173 holdings