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CIK: 0001794153
Total reported value
$523.9M
$523.9M
157 檔
28.3%
The Q4 2024 SEC filing reveals that Schwarz Dygos Wheeler Investment Advisors LLC held a total portfolio value of $523.9M, covering 157 public equity positions.
During Q4 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 | 13.29% | -0.60% | +1.70% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 8.93% | +0.25% | -1.92% | |
| 3 | DFAU | Dimensional US Core Equity M | ETF-Other | 5.41% | +0.31% | +3.42% | |
| 4 | DGRO | Ishares Core Dividend Growth | ETF-Other | 4.60% | +0.16% | +2.27% | |
| 5 | PHYS | Sprott Physical Gold Trust | Stock-Other | 4.15% | -1.41% | +2.80% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.38% | +0.56% | -0.74% | |
| 7 | DVY | Ishares Select Dividend ETF | ETF-Other | 3.34% | -0.02% | +4.01% | |
| 8 | DFAI | Dimensional International Co | ETF-Other | 2.66% | -0.07% | +3.56% | |
| 9 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 2.10% | +0.01% | +3.02% | |
| 10 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.85% | +0.10% | +4.23% | |
| 11 | ✓ | Stock-Other | 1.75% | -0.08% | -9.95% | ||
| 12 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.54% | +0.33% | -2.52% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.52% | -0.08% | -5.07% | |
| 14 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.44% | +0.20% | +0.07% | |
| 15 | AVES | Avantis Emerging Markets Val | ETF-Emerging Markets | 1.43% | +0.02% | +2.54% | |
| 16 | XNIEX | Virtus Equity & Convertible | Stock-Other | 1.34% | +0.10% | +4.13% | |
| 17 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 1.32% | -0.12% | +6.33% | |
| 18 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 1.23% | +0.07% | -3.40% | |
| 19 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.20% | -0.19% | -1.18% | |
| 20 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.17% | +0.01% | +2.79% | |
| 21 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 1.13% | -0.07% | +1.61% | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.10% | +0.02% | +1.52% | |
| 23 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 1.08% | -0.06% | +4.52% | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.05% | +0.04% | +4.69% | |
| 25 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.03% | +0.02% | -1.15% | |
| 26 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.93% | -0.07% | -7.29% | |
| 27 | PM | Philip Morris International | Stock-Consumer Staples | 0.88% | — | +20.91% | |
| 28 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.84% | -0.01% | — | |
| 29 | DFAT | Dimensional US Target Value | ETF-Other | 0.78% | +0.01% | +0.01% | |
| 30 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.75% | -0.09% | +4.95% | |
| 31 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.72% | -0.05% | +116.81% | |
| 32 | DFGP | Dimensional Glbl Core Pl Fix | ETF-Other | 0.68% | -0.06% | +7.62% | |
| 33 | WFC | Wells Fargo & Co | Stock-Financials | 0.67% | -0.03% | -4.30% | |
| 34 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.66% | -0.11% | +1.95% | |
| 35 | AVDE | Avantis International Equity | ETF-Other | 0.64% | -0.02% | -4.10% | |
| 36 | HON | Honeywell International Inc | Stock-Industrials | 0.64% | -0.56% | EXIT | |
| 37 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.63% | -0.05% | +7.44% | |
| 38 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.63% | — | -0.51% | |
| 39 | V | Visa Inc-class A Shares | Stock-Financials | 0.61% | +0.01% | +2.12% | |
| 40 | WY | Weyerhaeuser Co | Stock-Real Estate | 0.55% | -0.01% | +1.13% | |
| 41 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.54% | +0.03% | -4.40% | |
| 42 | NVDA | Nvidia CORP | Stock-Tech | 0.52% | +0.01% | -0.87% | |
| 43 | SNBRQ | Sleep Number CORP | Stock-Other | 0.51% | -0.06% | EXIT | |
| 44 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 0.49% | +0.04% | +0.52% | |
| 45 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.49% | -0.05% | EXIT | |
| 46 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.49% | -0.03% | -0.77% | |
| 47 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.47% | -0.07% | +0.29% | |
| 48 | ALSN | Allison Transmission Holding | Stock-Consumer Disc | 0.45% | -0.05% | +0.06% | |
| 49 | TGT | Target CORP | Stock-Consumer Disc | 0.43% | +0.16% | +3.44% | |
| 50 | HD | Home Depot Inc | Stock-Consumer Disc | 0.42% | -0.01% | +3.93% |
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 157 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including BRK-B, AAPL, DFAU) accounted for 28.3% of total reported equity market value during Q4 2024.
During Q4 2024, Schwarz Dygos Wheeler Investment Advisors LLC's top holdings by market value included BRK-B (13.3%)、AAPL (8.9%)、DFAU (5.4%). The largest single position, BRK-B, represented 13.3% of total portfolio value.
In Q4 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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