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Home > Institutional Investor > Schwarz Dygos Wheeler Investment Advisors Llc > Profile

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
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Berkshire Hathaway Inc
 BRK.A 118,484 $42,258,673 13%
2.
Apple Inc.
 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.
Sprott Physical Gold Trust
 PHYS 767,237 $12,222,085 3.76%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)