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CIK: 0001794153
Total reported value
$523.9M
$523.9M
150 檔
27.6%
As reported in its official Q3 2024 Form 13F filing, Schwarz Dygos Wheeler Investment Advisors LLC's tracked investment portfolio stood at $523.9M with 150 total positions.
During Q3 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 | 13.48% | -0.60% | -0.46% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 8.61% | +0.25% | -2.67% | |
| 3 | DFAU | Dimensional US Core Equity M | ETF-Other | 5.21% | +0.31% | +10.80% | |
| 4 | DGRO | Ishares Core Dividend Growth | ETF-Other | 4.67% | +0.16% | +1.15% | |
| 5 | PHYS | Sprott Physical Gold Trust | Stock-Other | 4.15% | -1.41% | +4.80% | |
| 6 | DVY | Ishares Select Dividend ETF | ETF-Other | 3.36% | -0.02% | +2.53% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.03% | +0.56% | -1.09% | |
| 8 | DFAI | Dimensional International Co | ETF-Other | 2.84% | -0.07% | -3.98% | |
| 9 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 2.32% | +0.01% | -0.25% | |
| 10 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.85% | +0.33% | -2.16% | |
| 11 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.79% | +0.10% | +31.02% | |
| 12 | ✓ | Stock-Other | 1.73% | -0.08% | +0.01% | ||
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.66% | -0.08% | -1.08% | |
| 14 | AVES | Avantis Emerging Markets Val | ETF-Emerging Markets | 1.59% | +0.02% | +26.93% | |
| 15 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 1.29% | -0.12% | +1.10% | |
| 16 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.28% | +0.20% | +3.08% | |
| 17 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 1.27% | +0.07% | -16.41% | |
| 18 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.26% | +0.01% | -0.57% | |
| 19 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 1.23% | -0.07% | +2.61% | |
| 20 | XNIEX | Virtus Equity & Convertible | Stock-Other | 1.22% | +0.10% | -0.88% | |
| 21 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.20% | -0.19% | -3.78% | |
| 22 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 1.14% | -0.06% | +2.41% | |
| 23 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.05% | +0.02% | +4.15% | |
| 24 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.00% | -0.07% | +0.66% | |
| 25 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.97% | +0.02% | -1.62% | |
| 26 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.87% | +0.04% | +8.03% | |
| 27 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.86% | -0.01% | — | |
| 28 | DFAT | Dimensional US Target Value | ETF-Other | 0.79% | +0.01% | +3.86% | |
| 29 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.76% | -0.09% | +115.58% | |
| 30 | PM | Philip Morris International | Stock-Consumer Staples | 0.75% | — | +46.18% | |
| 31 | AVDE | Avantis International Equity | ETF-Other | 0.74% | -0.02% | -22.41% | |
| 32 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.69% | -0.11% | -1.46% | |
| 33 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.68% | — | -1.21% | |
| 34 | DFGP | Dimensional Glbl Core Pl Fix | ETF-Other | 0.67% | -0.06% | +558.95% | |
| 35 | WY | Weyerhaeuser Co | Stock-Real Estate | 0.66% | -0.01% | +0.79% | |
| 36 | HON | Honeywell International Inc | Stock-Industrials | 0.63% | -0.56% | EXIT | |
| 37 | SNBRQ | Sleep Number CORP | Stock-Other | 0.62% | -0.06% | EXIT | |
| 38 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.62% | +0.03% | -0.82% | |
| 39 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.60% | -0.05% | +1.10% | |
| 40 | WFC | Wells Fargo & Co | Stock-Financials | 0.58% | -0.03% | — | |
| 41 | LAND | Gladstone Land CORP | Stock-Other | 0.57% | -0.08% | -0.78% | |
| 42 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.56% | -0.03% | -0.24% | |
| 43 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 0.54% | +0.04% | +9.77% | |
| 44 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.54% | -0.05% | EXIT | |
| 45 | V | Visa Inc-class A Shares | Stock-Financials | 0.53% | +0.01% | +0.26% | |
| 46 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.49% | -0.07% | -0.75% | |
| 47 | TGT | Target CORP | Stock-Consumer Disc | 0.48% | +0.16% | -0.62% | |
| 48 | NVDA | Nvidia CORP | Stock-Tech | 0.48% | +0.01% | +7.32% | |
| 49 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.46% | -0.02% | +6.89% | |
| 50 | DISV | Dimensional International Sm | ETF-Other | 0.44% | -0.03% | +18.24% |
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 150 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including BRK-B, AAPL, DFAU) accounted for 27.6% of total reported equity market value during Q3 2024.
During Q3 2024, Schwarz Dygos Wheeler Investment Advisors LLC's top holdings by market value included BRK-B (13.5%)、AAPL (8.6%)、DFAU (5.2%). The largest single position, BRK-B, represented 13.5% of total portfolio value.
In Q3 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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