SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC
175 holdingsFiling period: 2026-03-31Current AUM: $524.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 120.6K | $57.8M | $57.8M | 11.02% | -996 | 2026-03-31 |
| 2 | AAPL | APPLE INC | 130.1K | $33.0M | $40.2M | 7.66% | -1,341 | 2026-03-31 |
| 3 | PHYS | SPROTT ASSET MANAGEMENT LP | 853.3K | $30.2M | $26.1M | 4.98% | -3,918 | 2026-03-31 |
| 4 | DGRO | ISHARES TR | 348.7K | $24.5M | $27.2M | 5.19% | +8.3K | 2026-03-31 |
| 5 | DFAU | DIMENSIONAL ETF TRUST | 523.2K | $23.6M | $27.1M | 5.17% | -108,393 | 2026-03-31 |
| 6 | GOOGL | ALPHABET INC | 68.6K | $19.7M | $24.4M | 4.66% | -484 | 2026-03-31 |
| 7 | DVY | ISHARES TR | 119.9K | $18.1M | $19.3M | 3.68% | +1.6K | 2026-03-31 |
| 8 | DFAI | DIMENSIONAL ETF TRUST | 373.1K | $14.5M | $15.7M | 2.99% | +5.8K | 2026-03-31 |
| 9 | VGK | VANGUARD INTL EQUITY INDEX F | 140.1K | $11.6M | $12.7M | 2.42% | +979 | 2026-03-31 |
| 10 | AVUV | AMERICAN CENTY ETF TR | 96.0K | $10.6M | $12.0M | 2.29% | +2.7K | 2026-03-31 |
| 11 | AVES | AMERICAN CENTY ETF TR | 148.5K | $8.9M | $9.2M | 1.76% | +9.3K | 2026-03-31 |
| 12 | GOOG | ALPHABET INC | 27.0K | $7.7M | $9.6M | 1.83% | -182 | 2026-03-31 |
| 13 | VYMI | VANGUARD WHITEHALL FDS | 77.7K | $7.3M | $8.0M | 1.53% | +3.4K | 2026-03-31 |
| 14 | COWZ | PACER FDS TR | 111.8K | $7.0M | $7.5M | 1.43% | +3.6K | 2026-03-31 |
| 15 | AVDV | AMERICAN CENTY ETF TR | 67.6K | $6.8M | $7.1M | 1.35% | -1,241 | 2026-03-31 |
| 16 | AVLC | AMERICAN CENTY ETF TR | 83.6K | $6.5M | $7.5M | 1.42% | -- | 2026-03-31 |
| 17 | VWO | VANGUARD INTL EQUITY INDEX F | 117.0K | $6.3M | $6.9M | 1.31% | +2.2K | 2026-03-31 |
| 18 | MSFT | MICROSOFT CORP | 15.4K | $5.7M | $7.2M | 1.37% | +770 | 2026-03-31 |
| 19 | JPM | JPMORGAN CHASE & CO | 18.6K | $5.5M | $6.5M | 1.25% | +23 | 2026-03-31 |
| 20 | TGT | TARGET CORP | 43.9K | $5.3M | $6.4M | 1.21% | +19 | 2026-03-31 |
| 21 | DFCF | DIMENSIONAL ETF TRUST | 126.2K | $5.3M | $5.2M | 1.00% | +7.7K | 2026-03-31 |
| 22 | AVUS | AMERICAN CENTY ETF TR | 47.9K | $5.3M | $6.1M | 1.17% | -1,595 | 2026-03-31 |
| 23 | XNIEX | VIRTUS EQUITY & CONV INCM FD | 218.7K | $5.1M | $5.1M | 0.97% | +2.7K | 2026-03-31 |
| 24 | COST | COSTCO WHOLESALE CORPORATION | 5.0K | $4.9M | $4.7M | 0.90% | -77 | 2026-03-31 |
| 25 | PM | PHILIP MORRIS INTL INC | 29.6K | $4.9M | $5.6M | 1.08% | +3 | 2026-03-31 |
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