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CIK: 0001794153
Total reported value
$523.9M
$523.9M
145 檔
23.5%
According to the latest 13F quarterly dataset, Schwarz Dygos Wheeler Investment Advisors LLC managed an equity portfolio of $523.9M at the end of Q1 2024, spanning 145 distinct U.S. exchange-listed positions.
During Q1 2024, Schwarz Dygos Wheeler Investment Advisors LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 13.83% | -0.60% | -0.69% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 7.41% | +0.25% | -3.46% | |
| 3 | DFAU | Dimensional US Core Equity M | ETF-Other | 4.87% | +0.31% | +11.52% | |
| 4 | DGRO | Ishares Core Dividend Growth | ETF-Other | 4.64% | +0.16% | +2.71% | |
| 5 | PHYS | Sprott Physical Gold Trust | Stock-Other | 3.74% | -1.41% | +0.69% | |
| 6 | DVY | Ishares Select Dividend ETF | ETF-Other | 3.24% | -0.02% | +4.39% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.17% | +0.56% | -5.19% | |
| 8 | DFAI | Dimensional International Co | ETF-Other | 3.11% | -0.07% | +12.76% | |
| 9 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 2.39% | +0.01% | +1.80% | |
| 10 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 2.13% | +0.02% | +0.91% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 1.84% | -0.08% | -1.85% | |
| 12 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.81% | +0.33% | -2.61% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.66% | +0.01% | +747.50% | |
| 14 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 1.40% | -0.12% | +3.28% | |
| 15 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.36% | +0.10% | +125.95% | |
| 16 | XNIEX | Virtus Equity & Convertible | Stock-Other | 1.31% | +0.10% | +4.58% | |
| 17 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.27% | +0.20% | -6.02% | |
| 18 | AVES | Avantis Emerging Markets Val | ETF-Emerging Markets | 1.22% | +0.02% | — | |
| 19 | ✓ | Stock-Other | 1.21% | -0.08% | — | ||
| 20 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.19% | +0.01% | +2.07% | |
| 21 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 1.18% | -0.07% | +10.68% | |
| 22 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.17% | -0.19% | -0.09% | |
| 23 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 1.08% | -0.06% | +3.96% | |
| 24 | AVDE | Avantis International Equity | ETF-Other | 1.06% | -0.02% | +2.78% | |
| 25 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.04% | +0.02% | +3.24% | |
| 26 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.94% | -0.07% | -10.85% | |
| 27 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.89% | -0.01% | — | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.87% | +0.04% | -13.53% | |
| 29 | DFAT | Dimensional US Target Value | ETF-Other | 0.85% | +0.01% | -38.34% | |
| 30 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.83% | -0.05% | EXIT | |
| 31 | WY | Weyerhaeuser Co | Stock-Real Estate | 0.77% | -0.01% | +1.34% | |
| 32 | SNBRQ | Sleep Number CORP | Stock-Other | 0.75% | -0.06% | EXIT | |
| 33 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.73% | -0.11% | -0.62% | |
| 34 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.73% | -0.05% | +3.18% | |
| 35 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.71% | — | -0.09% | |
| 36 | HON | Honeywell International Inc | Stock-Industrials | 0.70% | -0.56% | EXIT | |
| 37 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.66% | +0.03% | +0.07% | |
| 38 | WFC | Wells Fargo & Co | Stock-Financials | 0.65% | -0.03% | -1.25% | |
| 39 | LAND | Gladstone Land CORP | Stock-Other | 0.62% | -0.08% | -1.08% | |
| 40 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.62% | -0.03% | +0.04% | |
| 41 | TGT | Target CORP | Stock-Consumer Disc | 0.62% | +0.16% | -2.02% | |
| 42 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.62% | -0.02% | -0.82% | |
| 43 | V | Visa Inc-class A Shares | Stock-Financials | 0.60% | +0.01% | -1.90% | |
| 44 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.56% | +0.07% | +29.49% | |
| 45 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.53% | -0.07% | +0.24% | |
| 46 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 0.50% | +0.04% | +24.78% | |
| 47 | CVS | Cvs Health CORP | Stock-Healthcare | 0.50% | +0.06% | +2.66% | |
| 48 | HD | Home Depot Inc | Stock-Consumer Disc | 0.47% | -0.01% | +0.46% | |
| 49 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.45% | -0.01% | +4.72% | |
| 50 | PM | Philip Morris International | Stock-Consumer Staples | 0.43% | — | +45.67% |
According to official SEC Form 13F filings, Schwarz Dygos Wheeler Investment Advisors LLC reported a total U.S. public equity portfolio value of $523.9M across 145 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including BRK-B, AAPL, DFAU) accounted for 23.5% of total reported equity market value during Q1 2024.
During Q1 2024, Schwarz Dygos Wheeler Investment Advisors LLC's top holdings by market value included BRK-B (13.8%)、AAPL (7.4%)、DFAU (4.9%). The largest single position, BRK-B, represented 13.8% of total portfolio value.
In Q1 2024, Schwarz Dygos Wheeler Investment Advisors LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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