Schwarz Dygos Wheeler Investment Advisors LLC
CIK Number: 0001794153
407.4M
Market Value
121
# of Holdings
14 months
Avg. Holding Period
78.20%
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 | Berkshire Hatha... | 502.66 | +1.73% | 117.46K | -0.46% | 54.06M | 209.76 | 13.48% | |
| 2 | Apple Inc | 237.37 | -1.24% | 148.16K | -2.67% | 34.52M | 51.1 | 8.61% | |
| 3 | Dimensional Etf... | 40.27 | -1.60% | 526.64K | +10.80% | 20.9M | 30.95 | 5.21% | |
| 4 | Ishares Tr | 63.33 | -0.42% | 298.48K | +1.15% | 18.71M | 40.45 | 4.67% | |
| 5 | Ishares Tr | 136.43 | -0.34% | 99.62K | +2.53% | 13.46M | 100.56 | 3.36% |
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