Instuitional Investor - Schwarz Dygos Wheeler Investment Advisors Llc

Fund Profile
Filing Period:
Fund Name: Schwarz Dygos Wheeler Investment Advisors Llc
Portfolio Value $325,047,262
Filing Period:
No. Security Ticker Shares Value % Port
1. BRK.A 118,484 $42,258,673 13%
2. AAPL 160,055 $30,815,406 9.48%
3.
Ishares Tr
278,135 $14,969,241 4.6%
4.
Dimensional Etf Trust
427,113 $14,201,522 4.36%
5. PHYS 767,237 $12,222,085 3.76%