$373 Million is the total value of SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC's 145 reported holdings in Q2 2024. The portfolio turnover from Q1 2024 to Q2 2024 was 6.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $47,999,876 | -3.0% | 117,993 | +0.3% | 12.87% | -6.9% |
| AAPL | Sell | APPLE INC | $32,062,128 | +21.0% | 152,227 | -1.5% | 8.60% | +16.1% |
| DFAU | Sell | DIMENSIONAL ETF TRUSTus core eqt mkt | $17,819,587 | +2.4% | 475,315 | -0.2% | 4.78% | -1.8% |
| DGRO | Buy | ISHARES TRcore div grwth | $17,000,193 | +2.5% | 295,091 | +3.3% | 4.56% | -1.7% |
| PHYS | Buy | SPROTT PHYSICAL GOLD TRunit | $14,060,649 | +5.2% | 778,552 | +0.8% | 3.77% | +0.9% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $13,499,699 | +19.2% | 74,113 | -1.2% | 3.62% | +14.3% |
| DVY | Buy | ISHARES TRselect divid etf | $11,754,878 | +1.4% | 97,163 | +3.3% | 3.15% | -2.7% |
| DFAI | Buy | DIMENSIONAL ETF TRUSTintl core eqt mk | $11,090,827 | -0.3% | 373,806 | +1.5% | 2.97% | -4.4% |
| SPY | Buy | SPDR S&P 500 ETF TRcall | $10,884,400 | +108.1% | 20,000 | +100.0% | 2.92% | +99.7% |
| VGK | Buy | VANGUARD INTL EQUITY INDEX Fftse europe etf | $8,744,057 | +2.4% | 130,957 | +3.3% | 2.34% | -1.7% |
| MSFT | Sell | MICROSOFT CORP | $6,976,652 | +6.2% | 15,609 | -0.0% | 1.87% | +1.9% |
| UNH | Sell | UNITEDHEALTH GROUP INC | $6,607,785 | +1.9% | 12,975 | -1.0% | 1.77% | -2.3% |
| AVUS | Buy | AMERICAN CENTY ETF TRus eqt etf | $5,765,803 | +189.2% | 63,929 | +187.0% | 1.55% | +177.6% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $5,476,554 | +20.6% | 29,858 | +0.1% | 1.47% | +15.7% |
| KARO | Buy | KAROOOOO LTD | $5,137,738 | +18.3% | 175,349 | +1.2% | 1.38% | +13.5% |
| AVUV | Buy | AMERICAN CENTY ETF TRus sml cp valu | $5,130,841 | +5.5% | 57,187 | +10.2% | 1.38% | +1.2% |
| NIE | Buy | VIRTUS EQUITY & CONV INCM FD | $4,975,341 | +6.3% | 214,085 | +2.4% | 1.33% | +2.0% |
| COWZ | Buy | PACER FDS TRus cash cows 100 | $4,826,171 | -3.7% | 88,569 | +2.7% | 1.29% | -7.6% |
| COST | Sell | COSTCO WHSL CORP NEW | $4,784,594 | +14.1% | 5,629 | -1.6% | 1.28% | +9.5% |
| Buy | AMERICAN CENTY ETF TRemerging mkt val | $4,710,625 | +7.6% | 96,628 | +4.6% | 1.26% | +3.2% | |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $4,629,817 | +8.6% | 105,800 | +3.6% | 1.24% | +4.2% |
| AVDV | Buy | AMERICAN CENTY ETF TRintl smcp vlu | $4,402,411 | +4.4% | 67,781 | +5.8% | 1.18% | +0.2% |
| VYMI | Buy | VANGUARD WHITEHALL FDSintl high etf | $4,149,547 | +7.3% | 60,550 | +7.7% | 1.11% | +3.0% |
| DFAC | Sell | DIMENSIONAL ETF TRUSTus core equity 2 | $3,812,216 | -50.0% | 118,244 | -50.4% | 1.02% | -52.0% |
| JPM | Buy | JPMORGAN CHASE & CO. | $3,802,690 | +1.8% | 18,801 | +0.8% | 1.02% | -2.3% |
| AVDE | Sell | AMERICAN CENTY ETF TRintl eqt etf | $3,556,755 | -6.4% | 57,127 | -4.2% | 0.95% | -10.3% |
| FB | Buy | META PLATFORMS INCcl a | $3,509,371 | +4.5% | 6,960 | +0.7% | 0.94% | +0.3% |
| AMZN | Sell | AMAZON COM INC | $3,340,941 | +6.9% | 17,288 | -0.2% | 0.90% | +2.5% |
| SPAB | Buy | SPDR SER TRportfolio agrgte | $3,108,166 | +5.2% | 123,880 | +6.0% | 0.83% | +1.0% |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $3,061,205 | -3.5% | 5 | 0.0% | 0.82% | -7.4% | |
| DFAT | Sell | DIMENSIONAL ETF TRUSTus targeted vlu | $2,848,832 | -6.5% | 54,922 | -1.9% | 0.76% | -10.3% |
| HON | HONEYWELL INTL INC | $2,609,672 | +4.0% | 12,221 | 0.0% | 0.70% | -0.1% | |
| XLP | Buy | SELECT SECTOR SPDR TRsbi cons stpls | $2,546,580 | +0.6% | 33,253 | +0.3% | 0.68% | -3.4% |
| WFC | Buy | WELLS FARGO CO NEW | $2,424,894 | +4.9% | 40,830 | +2.3% | 0.65% | +0.6% |
| JPST | Sell | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $2,376,578 | -8.4% | 47,088 | -8.5% | 0.64% | -12.3% |
| MCD | Sell | MCDONALDS CORP | $2,337,309 | -10.7% | 9,171 | -1.2% | 0.63% | -14.3% |
| LAND | Sell | GLADSTONE LD CORP | $2,262,871 | +1.3% | 165,293 | -1.3% | 0.61% | -2.9% |
| WY | Buy | WEYERHAEUSER CO MTN BE | $2,211,334 | -20.2% | 77,891 | +0.9% | 0.59% | -23.5% |
| JNJ | Sell | JOHNSON & JOHNSON | $2,024,286 | -9.2% | 13,849 | -1.7% | 0.54% | -12.8% |
| V | Buy | VISA INC | $2,008,198 | -5.9% | 7,651 | +0.1% | 0.54% | -9.6% |
| SBUX | Sell | STARBUCKS CORP | $1,994,073 | -15.4% | 25,614 | -0.7% | 0.54% | -18.8% |
| Buy | DIMENSIONAL ETF TRUSTemerging mkts va | $1,913,577 | +6.8% | 69,584 | +0.8% | 0.51% | +2.4% | |
| PG | Sell | PROCTER AND GAMBLE CO | $1,902,657 | -0.3% | 11,536 | -2.0% | 0.51% | -4.5% |
| TGT | Sell | TARGET CORP | $1,851,445 | -16.5% | 12,356 | -0.0% | 0.50% | -19.8% |
| NVDA | Buy | NVIDIA CORPORATION | $1,829,072 | +81.3% | 14,805 | +1226.6% | 0.49% | +74.1% |
| DIS | Sell | DISNEY WALT CO | $1,777,788 | -19.5% | 17,905 | -0.7% | 0.48% | -22.7% |
| PM | Buy | PHILIP MORRIS INTL INC | $1,711,464 | +10.9% | 16,890 | +0.3% | 0.46% | +6.5% |
| SNBR | SLEEP NUMBER CORP | $1,604,678 | -40.3% | 167,678 | 0.0% | 0.43% | -42.7% | |
| HD | Sell | HOME DEPOT INC | $1,508,460 | -10.4% | 4,382 | -0.2% | 0.40% | -14.0% |
| Sell | DIMENSIONAL ETF TRUSTworld ex us core | $1,483,771 | -7.0% | 58,370 | -7.0% | 0.40% | -10.8% | |
| NVO | Buy | NOVO-NORDISK A Sadr | $1,444,111 | +11.4% | 10,117 | +0.2% | 0.39% | +6.9% |
| Buy | DIMENSIONAL ETF TRUSTintl small cap v | $1,378,449 | -0.5% | 51,233 | +0.5% | 0.37% | -4.4% | |
| IEUR | Buy | ISHARES TRcore msci euro | $1,373,368 | +0.1% | 24,115 | +1.7% | 0.37% | -3.9% |
| Buy | DIMENSIONAL ETF TRUSTintl core equity | $1,369,805 | +1.8% | 52,103 | +3.6% | 0.37% | -2.4% | |
| Buy | DIMENSIONAL ETF TRUST | $1,354,287 | +14.8% | 32,602 | +15.9% | 0.36% | +10.0% | |
| TELL | Buy | TELLURIAN INC NEW | $1,335,160 | +32.0% | 1,927,750 | +26.0% | 0.36% | +26.5% |
| CVS | Sell | CVS HEALTH CORP | $1,292,697 | -27.7% | 21,887 | -2.4% | 0.35% | -30.6% |
| ALSN | Sell | ALLISON TRANSMISSION HLDGS I | $1,286,277 | -8.8% | 16,947 | -2.5% | 0.34% | -12.4% |
| IGR | Buy | CBRE GBL REAL ESTATE INC FD | $1,188,093 | +1.3% | 235,732 | +8.1% | 0.32% | -2.7% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $1,185,886 | -0.2% | 28,755 | +1.5% | 0.32% | -4.2% |
| FDX | FEDEX CORP | $1,145,639 | +3.5% | 3,820 | 0.0% | 0.31% | -0.6% | |
| IEMG | Buy | ISHARES INCcore msci emkt | $1,084,539 | +7.4% | 20,260 | +3.6% | 0.29% | +3.2% |
| JEPI | Buy | J P MORGAN EXCHANGE TRADED Fequity premium | $975,633 | +19.8% | 17,213 | +22.3% | 0.26% | +14.9% |
| DSL | Buy | DOUBLELINE INCOME SOLUTIONS | $946,389 | +22.5% | 75,590 | +24.3% | 0.25% | +17.6% |
| FRA | Buy | BLACKROCK FLOATING RATE INCO | $923,381 | +9.2% | 71,358 | +9.0% | 0.25% | +5.1% |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $920,552 | +6.8% | 10,990 | +10.2% | 0.25% | +2.5% |
| WINA | WINMARK CORP | $916,838 | -2.5% | 2,600 | 0.0% | 0.25% | -6.5% | |
| ORCL | Sell | ORACLE CORP | $893,757 | +10.9% | 6,329 | -1.4% | 0.24% | +6.7% |
| PANW | Sell | PALO ALTO NETWORKS INC | $888,206 | +18.2% | 2,620 | -0.9% | 0.24% | +13.3% |
| PSLV | SPROTT PHYSICAL SILVER TRtr unit | $861,845 | +19.8% | 86,792 | 0.0% | 0.23% | +14.9% | |
| Sell | DIMENSIONAL ETF TRUSTus sustainabilty | $846,401 | -2.0% | 24,280 | -3.2% | 0.23% | -5.8% | |
| Buy | ARM HOLDINGS PLCsponsored ads | $846,570 | +31.2% | 5,174 | +0.3% | 0.23% | +26.1% | |
| AVEM | Sell | AMERICAN CENTY ETF TRavantis emgmkt | $827,355 | +0.3% | 13,543 | -4.9% | 0.22% | -3.9% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $799,839 | +76.1% | 2,989 | +71.1% | 0.22% | +69.3% |
| MOO | Sell | VANECK ETF TRUSTagribusiness etf | $787,728 | -13.4% | 11,234 | -7.3% | 0.21% | -16.9% |
| MDT | Buy | MEDTRONIC PLC | $784,345 | -9.1% | 9,965 | +0.7% | 0.21% | -12.9% |
| DLY | Buy | DOUBLELINE YIELD OPPORTUNITI | $781,588 | +7.3% | 49,530 | +8.4% | 0.21% | +2.9% |
| FAX | Sell | ABRDN ASIA PACIFIC INCOME FU | $777,801 | -4.9% | 290,224 | -0.6% | 0.21% | -8.7% |
| AZO | AUTOZONE INC | $761,774 | -6.0% | 257 | 0.0% | 0.20% | -9.7% | |
| ITOT | Buy | ISHARES TRcore s&p ttl stk | $755,333 | +3.1% | 6,359 | +0.1% | 0.20% | -1.0% |
| EPD | ENTERPRISE PRODS PARTNERS L | $752,002 | -0.7% | 25,949 | 0.0% | 0.20% | -4.7% | |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $748,108 | +4.7% | 1,374 | +0.7% | 0.20% | +0.5% |
| BA | BOEING CO | $723,479 | -5.7% | 3,974 | 0.0% | 0.19% | -9.3% | |
| KKR | KKR & CO INC | $675,303 | +4.6% | 6,416 | 0.0% | 0.18% | +0.6% | |
| IVV | Buy | ISHARES TRcore s&p500 etf | $667,975 | +21.9% | 1,220 | +17.1% | 0.18% | +17.0% |
| AMT | Buy | AMERICAN TOWER CORP NEW | $617,157 | +9.8% | 3,175 | +11.6% | 0.17% | +5.7% |
| TPX | TEMPUR SEALY INTL INC | $620,154 | -16.7% | 13,100 | 0.0% | 0.17% | -20.2% | |
| MA | MASTERCARD INCORPORATEDcl a | $619,084 | -8.4% | 1,403 | 0.0% | 0.17% | -12.2% | |
| Sell | DIMENSIONAL ETF TRUSTinternational | $611,235 | -5.8% | 18,556 | -3.7% | 0.16% | -9.4% | |
| XOM | EXXON MOBIL CORP | $603,729 | -1.0% | 5,244 | 0.0% | 0.16% | -4.7% | |
| CVX | Buy | CHEVRON CORP NEW | $585,193 | +0.1% | 3,741 | +0.9% | 0.16% | -3.7% |
| GIS | Buy | GENERAL MLS INC | $584,586 | -6.7% | 9,241 | +3.2% | 0.16% | -10.3% |
| STZ | CONSTELLATION BRANDS INCcl a | $580,938 | -5.3% | 2,258 | 0.0% | 0.16% | -9.3% | |
| Sell | APOLLO GLOBAL MGMT INC | $523,404 | -14.6% | 4,433 | -18.7% | 0.14% | -18.1% | |
| UNP | UNION PAC CORP | $472,883 | -8.0% | 2,090 | 0.0% | 0.13% | -11.8% | |
| COF | CAPITAL ONE FINL CORP | $461,869 | -7.0% | 3,336 | 0.0% | 0.12% | -10.8% | |
| PLTR | Buy | PALANTIR TECHNOLOGIES INCcl a | $449,785 | +10.7% | 17,757 | +0.6% | 0.12% | +6.1% |
| BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt | $446,998 | +7.4% | 6,204 | +8.2% | 0.12% | +3.4% |
| GS | GOLDMAN SACHS GROUP INC | $432,870 | +8.3% | 957 | 0.0% | 0.12% | +3.6% | |
| Buy | GE HEALTHCARE TECHNOLOGIES I | $416,560 | +2.1% | 5,346 | +19.2% | 0.11% | -1.8% | |
| ABBV | ABBVIE INC | $414,735 | -5.8% | 2,418 | 0.0% | 0.11% | -9.8% | |
| MMM | Sell | 3M CO | $402,339 | -4.1% | 3,937 | -0.5% | 0.11% | -7.7% |
| BP | BP PLCsponsored adr | $390,494 | -4.2% | 10,817 | 0.0% | 0.10% | -7.9% | |
| Buy | DIMENSIONAL ETF TRUSTglobal core plus | $391,164 | +23.5% | 7,393 | +24.6% | 0.10% | +18.0% | |
| COP | Sell | CONOCOPHILLIPS | $381,140 | -17.5% | 3,332 | -8.2% | 0.10% | -20.9% |
| MCK | MCKESSON CORP | $373,786 | +8.8% | 640 | 0.0% | 0.10% | +4.2% | |
| PRU | PRUDENTIAL FINL INC | $362,117 | -0.2% | 3,090 | 0.0% | 0.10% | -4.0% | |
| PLAY | DAVE & BUSTERS ENTMT INC | $355,901 | -36.4% | 8,940 | 0.0% | 0.10% | -39.1% | |
| SHY | Sell | ISHARES TR1 3 yr treas bd | $346,996 | -7.2% | 4,249 | -7.1% | 0.09% | -11.4% |
| Buy | AMERICAN CENTY ETF TRinternational lr | $345,370 | +44.8% | 6,586 | +49.3% | 0.09% | +38.8% | |
| CSCO | Buy | CISCO SYS INC | $337,939 | -4.7% | 7,113 | +0.1% | 0.09% | -8.1% |
| EQNR | Buy | EQUINOR ASAsponsored adr | $338,722 | +5.7% | 11,860 | +0.0% | 0.09% | +1.1% |
| KO | COCA COLA CO | $337,359 | +4.0% | 5,300 | 0.0% | 0.09% | -1.1% | |
| TAP | MOLSON COORS BEVERAGE COcl b | $326,634 | -24.4% | 6,426 | 0.0% | 0.09% | -27.3% | |
| TSCO | Buy | TRACTOR SUPPLY CO | $324,810 | +3.6% | 1,203 | +0.4% | 0.09% | -1.1% |
| New | AMERICAN CENTY ETF TRus large cap vlu | $317,405 | – | 5,051 | +100.0% | 0.08% | – | |
| DPZ | DOMINOS PIZZA INC | $309,798 | +3.9% | 600 | 0.0% | 0.08% | 0.0% | |
| NIM | NUVEEN SELECT MAT MUN FDsh ben int | $306,456 | +0.6% | 33,900 | 0.0% | 0.08% | -3.5% | |
| Sell | DIMENSIONAL ETF TRUSTemerging markets | $288,559 | -0.5% | 8,624 | -4.2% | 0.08% | -4.9% | |
| Sell | ATLANTA BRAVES HLDGS INC | $282,077 | -2.1% | 6,825 | -0.7% | 0.08% | -6.2% | |
| BKNG | BOOKING HOLDINGS INC | $277,305 | +9.2% | 70 | 0.0% | 0.07% | +4.2% | |
| NSC | NORFOLK SOUTHN CORP | $269,436 | -15.8% | 1,255 | 0.0% | 0.07% | -19.1% | |
| TSM | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $265,929 | +27.8% | 1,530 | 0.0% | 0.07% | +22.4% | |
| MDLZ | Sell | MONDELEZ INTL INCcl a | $265,228 | -10.9% | 4,053 | -4.7% | 0.07% | -14.5% |
| FAST | FASTENAL CO | $257,518 | -18.5% | 4,098 | 0.0% | 0.07% | -21.6% | |
| DIMENSIONAL ETF TRUSTinternatnal val | $252,335 | -2.2% | 7,021 | 0.0% | 0.07% | -5.6% | ||
| BEN | FRANKLIN RESOURCES INC | $250,119 | -20.5% | 11,191 | 0.0% | 0.07% | -23.9% | |
| FGRO | FIDELITY COVINGTON TRUSTfidelity fund lr | $248,254 | +8.2% | 10,497 | 0.0% | 0.07% | +4.7% | |
| BNDX | Buy | VANGUARD CHARLOTTE FDStotal int bd etf | $251,283 | +4.3% | 5,163 | +5.5% | 0.07% | 0.0% |
| IUSG | Buy | ISHARES TRcore s&p us gwt | $249,988 | +9.3% | 1,961 | +0.5% | 0.07% | +4.7% |
| QQQ | INVESCO QQQ TRunit ser 1 | $246,263 | +7.9% | 514 | 0.0% | 0.07% | +3.1% | |
| XLV | SELECT SECTOR SPDR TRsbi healthcare | $243,403 | -1.3% | 1,670 | 0.0% | 0.06% | -5.8% | |
| INTC | Sell | INTEL CORP | $243,362 | -30.8% | 7,858 | -1.3% | 0.06% | -33.7% |
| QCOM | New | QUALCOMM INC | $229,828 | – | 1,153 | +100.0% | 0.06% | – |
| MO | ALTRIA GROUP INC | $227,841 | +4.4% | 5,002 | 0.0% | 0.06% | 0.0% | |
| WMT | Buy | WALMART INC | $226,239 | +13.1% | 3,341 | +0.5% | 0.06% | +8.9% |
| VEEV | VEEVA SYS INC | $223,089 | -21.0% | 1,219 | 0.0% | 0.06% | -24.1% | |
| SPG | SIMON PPTY GROUP INC NEW | $222,691 | -3.0% | 1,467 | 0.0% | 0.06% | -6.2% | |
| ACWI | Buy | ISHARES TRmsci acwi etf | $225,587 | +3.6% | 2,007 | +1.5% | 0.06% | -1.6% |
| HDV | Sell | ISHARES TRcore high dv etf | $211,204 | -1.5% | 1,943 | -0.1% | 0.06% | -5.0% |
| AB | ALLIANCEBERNSTEIN HLDG L Punit ltd partn | $205,950 | -2.7% | 6,095 | 0.0% | 0.06% | -6.8% | |
| BX | BLACKSTONE INC | $204,270 | -5.8% | 1,650 | 0.0% | 0.06% | -9.8% | |
| LLY | New | ELI LILLY & CO | $203,782 | – | 225 | +100.0% | 0.06% | – |
| VOO | Sell | VANGUARD INDEX FDS | $201,141 | -40.7% | 402 | -43.1% | 0.05% | -43.2% |
| TELL | TELLURIAN INC NEWcall | $4,156 | +4.7% | 6,000 | 0.0% | 0.00% | 0.0% | |
| Exit | RIVIAN AUTOMOTIVE INC | $0 | – | -170 | -100.0% | -0.00% | – | |
| PLTR | Exit | PALANTIR TECHNOLOGIES INCcall | $0 | – | -100 | -100.0% | -0.00% | – |
| Exit | LOCAL BOUNTI CORP | $0 | – | -27,588 | -100.0% | -0.02% | – | |
| USB | Exit | US BANCORP DEL | $0 | – | -4,576 | -100.0% | -0.06% | – |
| Exit | RIVIAN AUTOMOTIVE INCcall | $0 | – | -20,000 | -100.0% | -0.06% | – | |
| KDP | Exit | KEURIG DR PEPPER INC | $0 | – | -18,739 | -100.0% | -0.16% | – |
| ABNB | Exit | AIRBNB INC | $0 | – | -4,065 | -100.0% | -0.19% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2024-08-02
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL CL B NEW | 23 | Q2 2024 | 19.8% |
| APPLE INC | 23 | Q2 2024 | 12.2% |
| ISHARES TR CORE DIVID GROWTH ETF | 23 | Q2 2024 | 5.2% |
| SPROTT PHYSICAL GOLD TRUST | 23 | Q2 2024 | 5.3% |
| ALPHABET INC CAP STK CL A | 23 | Q2 2024 | 4.7% |
| ISHARES TR | 23 | Q2 2024 | 4.1% |
| VANGUARD INTL EQUITY INDEX F | 23 | Q2 2024 | 4.1% |
| UNITEDHEALTH GROUP INC | 23 | Q2 2024 | 3.3% |
| SLEEP NUMBER CORP COM | 23 | Q2 2024 | 4.9% |
| VANGUARD INTL EQUITY INDEX F | 23 | Q2 2024 | 2.3% |
View SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-22 |
| 13F-HR | 2024-08-02 |
| 13F-HR | 2024-05-03 |
| 13F-HR | 2024-02-05 |
| 13F-HR | 2023-11-03 |
| 13F-HR | 2023-08-11 |
| 13F-HR | 2023-04-27 |
| 13F-HR | 2023-02-09 |
| 13F-HR | 2022-11-04 |
| 13F-HR | 2022-08-09 |
View SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.