Schwarz Dygos Wheeler Investment Advisors LLC
CIK Number: 0001794153
407.4M
Market Value
146
# of Holdings
14 months
Avg. Holding Period
38.41%
Win Rate
16.92%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hatha... | 532.76 | +0.03% | 119.45K | +1.70% | 54.15M | 213.83 | 13.29% |
| 2 | AAPL | Apple Inc. | 223.15 | +0.46% | 145.31K | -1.92% | 36.39M | 51.1 | 8.93% |
| 3 | DFAU | Dimensional US ... | 38.56 | +0.31% | 544.63K | +3.42% | 22.05M | 31.26 | 5.41% |
| 4 | DGRO | iShares Core Di... | 61.63 | -0.25% | 305.25K | +2.27% | 18.72M | 40.91 | 4.60% |
| 5 | GOOGL | Alphabet Inc. | 157.03 | +1.55% | 72.76K | -0.74% | 13.77M | 62.05 | 3.38% |
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