Instuitional Investor - Schwarz Dygos Wheeler Investment Advisors Llc

Fund Profile
Filing Period:
Fund Name: Schwarz Dygos Wheeler Investment Advisors Llc
Portfolio Value $407,398,230
Filing Period:
No. Security Ticker Shares Value % Port
1. BRK.A 119,454 $54,146,243 13.29%
2. AAPL 145,313 $36,389,496 8.93%
3.
Dimensional Etf Trust
544,628 $22,052,016 5.41%
4.
Ishares Tr
305,245 $18,723,764 4.59%
5. PHYS 838,809 $16,893,613 4.14%