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| Name: |
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC |
| City: |
MINNEAPOLIS |
| State: |
MN |
| Zip: |
55402 |
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data |
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| Holdings
Found :
10 |
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Page 1 of 1 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
AVES |
Avantis Emerging Markets Va... |
17 |
New |
$0.00 |
$4,378,000 |
92,389 |
1.24% |
4,378,000 |
92,389 |
0.607 |
N/A |
|
|
VOO |
Vanguard S&P 500 Etf |
113 |
New |
$485.97 |
$339,000 |
706 |
0.1% |
339,000 |
706 |
0 |
Closed - End Fund - E... |
|
|
DFGP |
Dimensional Global Core Plu... |
117 |
New |
$0.00 |
$317,000 |
5,933 |
0.09% |
317,000 |
5,933 |
0.066 |
N/A |
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MO |
Altria Group Inc |
136 |
New |
$45.95 |
$218,000 |
5,002 |
0.06% |
218,000 |
5,002 |
0.001 |
Cigarettes & Other To... |
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ACWI |
iShares MSCI ACWI Index |
137 |
New |
$111.90 |
$218,000 |
1,977 |
0.06% |
218,000 |
1,977 |
0 |
Closed - End Fund - E... |
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HDV |
Ishares High Dividend Equit... |
139 |
New |
$111.35 |
$214,000 |
1,945 |
0.06% |
214,000 |
1,945 |
0.002 |
N/A |
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AB |
AllianceBernstein |
140 |
New |
$33.96 |
$212,000 |
6,095 |
0.06% |
212,000 |
6,095 |
0.006 |
Asset Management |
|
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TSM |
Taiwan Semiconductor Mfg. C... |
141 |
New |
$152.23 |
$208,000 |
1,530 |
0.06% |
208,000 |
1,530 |
0 |
Semiconductor - Integ... |
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USB |
US Bancorp Delaware |
142 |
New |
$41.65 |
$205,000 |
4,576 |
0.06% |
205,000 |
4,576 |
0 |
Domestic Regional Banks |
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RIVN |
Rivian Automotive, Inc. / De |
145 |
New |
$0.00 |
$2,000 |
170 |
0% |
2,000 |
170 |
0 |
N/A |
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