Institutions / RE Dickinson Investment Advisors, LLC
RE Dickinson Investment Advisors, LLC
CIK 1801241 · Institution · as of Dec 31, 2024
Portfolio value
$1.77M
Positions
323
As of
Dec 31, 2024
Portfolio trend
Portfolio value
$1.77M-98.9%Positions
323+40.4%Top holdings
Dec 31, 2024View all 323 →
| Company | Value | % of portfolio |
|---|---|---|
| Schwab Strategic TrSCHG | $370.9K | 20.9% |
| Vanguard Tax-Managed FdsVEA | $161.0K | 9.1% |
| Vanguard Intl Equity Index FVWO | $145.2K | 8.2% |
| iShares Long-Term National Muni Bond ETF | $117.5K | 6.6% |
| iShares TrIWD | $108.8K | 6.1% |
| Berkshire Hathaway IncBRK-A | $92.8K | 5.2% |
| Schwab Strategic TrSCHM | $82.6K | 4.7% |
| Vanguard Bd Index FdsBND | $73.3K | 4.1% |
| Apple Inc.AAPL | $70.6K | 4.0% |
| Union Pacific CorpUNP | $69.3K | 3.9% |
| Schwab Strategic TrSCHV | $50.6K | 2.9% |
| SSGA Active Trust | $43.0K | 2.4% |
| Schwab Strategic TrSCHP | $38.6K | 2.2% |
| Vanguard Scottsdale FdsVTWO | $36.4K | 2.1% |
| Brookfield Infrastructure Partners L.P.BIP | $34.6K | 2.0% |
| Vanguard Index FdsVO | $22.6K | 1.3% |
| Litman Gregory Funds Trust | $19.9K | 1.1% |
| Schwab Strategic TrSCHF | $16.7K | 0.9% |
| Schwab Strategic TrSCHX | $14.4K | 0.8% |
| 1/100 Berkshire Htwy a Class a | $13.6K | 0.8% |
| Schwab Strategic TrSCHE | $12.9K | 0.7% |
| Microsoft CorpMSFT | $9.0K | 0.5% |
| Caterpillar IncCAT | $8.9K | 0.5% |
| Schwab Strategic TrSCHD | $8.1K | 0.5% |
| Invesco Qqq TrQQQ | $6.4K | 0.4% |
Activity
Dec 31, 2024View full history →
InsidersInstitutions
This fund's quarter-over-quarter position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2022 as of | Trim Other (per filing) | 084990175 | $-50.78M | -96 -96.00% | 4 119.36% of portfolio | high |
| Q2 2022 as of | Add Other (per filing) | Berkshire Hathaway Inc common | $15.20M | +557 +2.97% | 19,325 29750.66% of portfolio | medium |
| Q1 2022 as of | Add Other (per filing) | VEA Vea | $9.37M | +195K +145.02% | 329,541 892.87% of portfolio | medium |
| Q1 2022 as of | Add Other (per filing) |