Schwarz Dygos Wheeler Investment Advisors LLC
All holdings · as of Jun 30, 2026
| Company | Value | % of portfolio |
|---|---|---|
| Warren E. Buffett | $59.71M | 11.4% |
| Apple Inc. | $37.20M | 7.1% |
| ISHARES TR | $27.45M | 5.2% |
| DIMENSIONAL ETF TRUST | $27.31M | 5.2% |
| SPROTT ASSET MANAGEMENT LP | $25.51M | 4.9% |
| Alphabet Inc. | $24.43M | 4.7% |
| ISHARES TR | $19.65M | 3.7% |
| DIMENSIONAL ETF TRUST | $15.47M | 3.0% |
| VANGUARD INTL EQUITY INDEX F | $12.62M | 2.4% |
| AMERICAN CENTY ETF TR | $12.05M | 2.3% |
| AMERICAN CENTURY ETF TRUST | $9.82M | 1.9% |
| Alphabet Inc. | $9.49M | 1.8% |
| VANGUARD WHITEHALL FDS | $7.67M | 1.5% |
| AMERICAN CENTY ETF TR | $7.58M | 1.4% |
| AMERICAN CENTY ETF TR | $6.97M | 1.3% |
| PACER FDS TR | $6.97M | 1.3% |
| VANGUARD INTL EQUITY INDEX F | $6.90M | 1.3% |
| TARGET CORP | $6.68M | 1.3% |
| Palo Alto Networks Inc | $6.19M | 1.2% |
| AMERICAN CENTY ETF TR | $6.16M | 1.2% |
| VIRTUS EQUITY & CONV INCM FD | $6.09M | 1.2% |
| JPMORGAN CHASE & CO | $6.09M | 1.2% |
| UNITEDHEALTH GROUP INC | $5.87M | 1.1% |
| MICROSOFT CORP | $5.74M | 1.1% |
| Philip Morris International Inc. | $5.35M | 1.0% |
| DIMENSIONAL ETF TRUST | $5.33M | 1.0% |
| DIMENSIONAL ETF TRUST | $5.19M | 1.0% |
| KAROOOOO LTD | $4.65M | 0.9% |
| Amazon.com Inc | $4.64M | 0.9% |
| COSTCO WHOLESALE CORP /NEW | $4.42M | 0.8% |
| DIMENSIONAL ETF TRUST | $4.18M | 0.8% |
| DIMENSIONAL ETF TRUST | $3.90M | 0.7% |
| NVIDIA Corp | $3.43M | 0.7% |
| WELLS FARGO & COMPANY/MN | $3.42M | 0.7% |
| JOHNSON & JOHNSON | $3.34M | 0.6% |
| Meta Platforms Inc | $3.27M | 0.6% |
| DIMENSIONAL ETF TRUST | $3.11M | 0.6% |
| AMERICAN CENTY ETF TR | $3.00M | 0.6% |
| J P MORGAN EXCHANGE TRADED F | $2.67M | 0.5% |
| Visa Inc | $2.59M | 0.5% |
| STARBUCKS CORP | $2.44M | 0.5% |
| MCDONALD'S CORP | $2.38M | 0.5% |
| Weyerhaeuser Co | $2.38M | 0.5% |
| DIMENSIONAL ETF TRUST | $2.30M | 0.4% |
| DIMENSIONAL ETF TRUST | $2.28M | 0.4% |
| VANGUARD INDEX FDS | $2.10M | 0.4% |
| J P MORGAN EXCHANGE TRADED F | $2.07M | 0.4% |
| ISHARES TR | $2.02M | 0.4% |
| ISHARES INC | $2.01M | 0.4% |
| JAMES HARDIE INDUSTRIES PLC | $1.72M | 0.3% |