SD

SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC

13F
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC
Last update 2024-11-08 152 Stocks (9 new)
Value $401.00 Mil Turnover 5 %
Countries:
Top Holdings: BRK.B(13.48%)AAPL(8.61%)DFAU(5.21%)DGRO(4.67%)PHYS(4.15%)
Portfolio Report
Summary Stock Picks Current Portfolio
SCHWARZ DYGOS WHEELER INVESTME... Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
BRK.B 		Berkshire Hathaway Inc
117,456
54060.460
-0.46%
13.480
-0.06%
0.010
-3.39%
-1.91%
957481.928
Insurance
AAPL 		Apple Inc
148,157
34520.810
-2.67%
8.610
-0.23%
0.000
+3.08%
-6.44%
3524877.666
Hardware
DFAU 		Dimensional US Core Equity Market ETF
526,639
20902.310
+10.80%
5.210
+0.51%
0.320
+0.40%
-0.59%
7049.796
 
DGRO 		iShares Core Dividend Growth ETF
298,478
18711.650
+1.15%
4.670
+0.05%
0.060
-3.70%
-0.65%
29910.682
 
PHYS 		Sprott Physical Gold Trust
815,943
16629.570
+4.80%
4.150
+0.19%
0.210
+1.18%
+3.69%
17171.935
Asset Management
DVY 		iShares Select Dividend ETF
99,620
13455.690
+2.53%
3.360
+0.08%
0.070
-3.59%
-1.40%
19716.308
 
GOOGL 		Alphabet Inc
73,305
12157.660
-1.09%
3.030
-0.04%
0.000
+17.19%
+0.95%
2345236.930
Interactive Media
DFAI 		Dimensional International Core Equity Market ETF
358,932
11406.870
-3.98%
2.840
-0.12%
0.150
-7.76%
-1.10%
7208.442
 
VGK 		Vanguard FTSE Europe ETF
130,627
9287.580
-0.25%
2.320
-0.01%
0.040
-9.47%
-0.63%
18622.478
 
UNH 		UnitedHealth Group Inc
12,695
7422.890
-2.16%
1.850
-0.04%
0.000
-9.35%
+6.76%
498002.665
Healthcare Plans

SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC's Historical Top Holdings Breakdowns

SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
MAXR Maxar Technologies Inc2023-03-31Sold Out
-1.53%
●
50.34 ($51.21) 51.87
$52.99
3.48%
Sold Out
0
-75,470
SARK 		AXS Short Innovation Daily ETF2023-06-30Sold Out
-1.45%
●
35.88 ($40.51) 46.27
$41.58
2.64%
Sold Out
0
-100,000
SARK 		AXS Short Innovation Daily ETF2023-03-31New Buy
+1.45%
●
37.46 ($43.51) 55.98
$41.58
-4.44%
New holding
100,000
100,000
AVES 		Avantis Emerging Markets Value ETF2024-03-31New Buy
+1.22%
●
43.35 ($46.02) 47.78
$44.40
-3.53%
New holding
92,389
92,389
AVEM 		Avantis Emerging Markets Equity ETF2024-03-31Reduce
-1.11%
●
53.02 ($56.22) 58.54
$56.83
1.09%
Reduce -81.83%
14,234
-64,100
DFAC 		Dimensional U.S. Core Equity 2 ETF2024-06-30Reduce
-1.07%
●
30.09 ($31.54) 32.37
$34.43
9.17%
Reduce -50.42%
118,244
-120,244
AVUS 		Avantis U.S. Equity ETF2024-06-30Add
+1.01%
●
84.59 ($88.36) 90.63
$96.65
9.39%
Add 187.04%
63,929
41,657
AVUV 		Avantis U.S. Small Cap Value ETF2024-03-31Add
+0.76%
●
84.87 ($88.48) 93.71
$95.53
7.96%
Add 125.95%
51,910
28,936
AAPL 		Apple Inc2023-03-31Add
+0.68%
●
125.02 ($147.55) 164.9
$234.40
58.86%
Add 7.49%
162,403
11,320
GOOGL 		Alphabet Inc2023-12-31Reduce
-0.64%
●
122.17 ($134.36) 141.52
$191.01
42.16%
Reduce -15.51%
79,153
-14,530

SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC Total Holding History ($B)

To

SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC's Asset Allocation

To

SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC's Hypothetical Growth since 2024-09-30

SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC's Yearly Returns

Year Portfolio % % Excess Gain %

SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC's Holdings Heat Map

Size field:

SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC's Holdings Bubble Chart

SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC News

  • 1

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