| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2013 | ||||||||
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.