Fund HoldingsSCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC

Total Portfolio Value
$361.99M
Total Bought
$22.33M
Total Sold
$19.89M
Net Transaction
+$2.44M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
SPDR S&P 500 ETF TR(SPY)(Call)10,00020,000+10,0005,23110,884+5,654
APPLE INC(AAPL)0152,227+152,227032,0628.86%+32,062
AMERICAN CENTY ETF TR22,27263,929+41,6571,9935,7661.59%+3,772
ALPHABET INC(GOOG)75,04874,113-93511,32713,5003.73%+2,173
ALPHABET INC(GOOG)29,82929,858+294,5425,4771.51%+935
ARM HOLDINGS PLC05,174+5,17408470.23%+847
NVIDIA CORPORATION(NVDA)1,11614,805+13,6891,0091,8290.51%+820
KAROOOOO LTD(KARO)173,349175,349+2,0004,3445,1381.42%+794
SPROTT PHYSICAL GOLD TR(PHYS)772,517778,552+6,03513,36514,0613.88%+696
COSTCO WHSL CORP NEW(COST)5,7225,629-934,1924,7851.32%+592
DIMENSIONAL ETF TRUST
US CORE EQT MKT
476,322475,315-1,00717,40517,8204.92%+415
ISHARES TR
CORE DIV GRWTH
285,668295,091+9,42316,58617,0004.70%+414
MICROSOFT CORP(MSFT)15,61115,609-26,5686,9771.93%+408
VANGUARD INTL EQUITY INDEX F102,082105,800+3,7184,2644,6301.28%+366
VANGUARD INDEX FDS1,7472,989+1,2424548000.22%+346
AMERICAN CENTY ETF TR92,38996,628+4,2394,3784,7111.30%+332
TELLURIAN INC NEW01,927,750+1,927,75001,3350.37%+1,335
AMERICAN CENTY ETF TR05,051+5,05103170.09%+317
VIRTUS EQUITY & CONV INCM FD
COM
208,999214,085+5,0864,6804,9751.37%+296
VANGUARD WHITEHALL FDS56,21560,550+4,3353,8684,1501.15%+282
AMERICAN CENTY ETF TR51,91057,187+5,2774,8655,1311.42%+266
QUALCOMM INC(QCOM)01,153+1,15302300.06%+230
AMAZON COM INC(AMZN)17,33017,288-423,1263,3410.92%+215
VANGUARD INTL EQUITY INDEX F126,744130,957+4,2138,5358,7442.42%+209
ELI LILLY & CO(LLY)0225+22502040.06%+204
AMERICAN CENTY ETF TR64,03867,781+3,7434,2184,4021.22%+185
DIMENSIONAL ETF TRUST
CORE FIXE IN ETF
28,12932,602+4,4731,1801,3540.37%+174
DOUBLELINE INCOME SOLUTIONS(DSL)60,83075,590+14,7607739460.26%+174
PHILIP MORRIS INTL INC(PM)16,84716,890+431,5441,7110.47%+168
ISHARES TR94,09097,163+3,07311,59011,7553.25%+165
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
14,07417,213+3,1398149760.27%+161
META PLATFORMS INC(META)6,9136,960+473,3573,5090.97%+153
SPDR SER TR
ST STR AGGRE ETF
116,918123,880+6,9622,9563,1080.86%+152
NOVO-NORDISK A S(NVO)10,09810,117+191,2971,4440.40%+148
SPROTT PHYSICAL SILVER TR(PSLV)86,79286,79207208620.24%+142
PALO ALTO NETWORKS INC(PANW)02,620+2,62008880.25%+888
UNITEDHEALTH GROUP INC(UNH)012,975+12,97506,6081.83%+6,608
DIMENSIONAL ETF TRUST
EMERGING MKTS VA
69,02169,584+5631,7921,9140.53%+122
ISHARES TR1,0421,220+1785486680.18%+120
WELLS FARGO CO NEW(WFC)39,90040,830+9302,3132,4250.67%+112
AMERICAN CENTY ETF TR06,586+6,58603450.10%+345
HONEYWELL INTL INC(HON)012,221+12,22102,6100.72%+2,610
ORACLE CORP(ORCL)6,4166,329-878068940.25%+88
BLACKROCK FLOATING RATE INCO
COM
65,45871,358+5,9008469230.26%+78
ISHARES INC
CORE MSCI EMKT
19,56220,260+6981,0091,0850.30%+75
DIMENSIONAL ETF TRUST
GLOB CO PLUS ETF
5,9337,393+1,4603173910.11%+74
JPMORGAN CHASE & CO.(JPM)18,64818,801+1533,7353,8031.05%+67
VANGUARD INDEX FDS9,97010,990+1,0208629210.25%+58
TAIWAN SEMICONDUCTOR MFG LTD(TSM)1,5301,53002082660.07%+58
AMERICAN TOWER CORP NEW(AMT)03,175+3,17506170.17%+617
DOUBLELINE YIELD OPPORTUNITI45,68949,530+3,8417287820.22%+53
PALANTIR TECHNOLOGIES INC(PLTR)17,65717,757+1004064500.12%+43
FEDEX CORP(FDX)3,8203,82001,1071,1460.32%+39
SPDR S&P 500 ETF TR(SPY)1,3651,374+97147480.21%+34
GOLDMAN SACHS GROUP INC(GS)0957+95704330.12%+433
VANGUARD BD INDEX FDS06,204+6,20404470.12%+447
MCKESSON CORP(MCK)64064003443740.10%+30
KKR & CO INC(KKR)06,416+6,41606750.19%+675
GLADSTONE LD CORP0165,293+165,29302,2630.63%+2,263
WALMART INC(WMT)03,341+3,34102260.06%+226
DIMENSIONAL ETF TRUST
INTL CORE EQUITY
50,28152,103+1,8221,3451,3700.38%+25
BOOKING HOLDINGS INC(BKNG)070+7002770.08%+277
ISHARES TR6,3526,359+77327550.21%+23
ISHARES TR01,961+1,96102500.07%+250
FIDELITY COVINGTON TRUST10,49710,49702292480.07%+19
EQUINOR ASA(EQNR)011,860+11,86003390.09%+339
INVESCO QQQ TR0514+51402460.07%+246
SELECT SECTOR SPDR TR
ST STR STAPL ETF
33,14233,253+1112,5312,5470.70%+16
CBRE GBL REAL ESTATE INC FD218,015235,732+17,7171,1731,1880.33%+15
COCA COLA CO(KO)05,300+5,30003370.09%+337
DOMINOS PIZZA INC(DPZ)60060002983100.09%+12
TRACTOR SUPPLY CO(TSCO)1,1981,203+53143250.09%+11
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
05,163+5,16302510.07%+251
ALTRIA GROUP INC(MO)5,0025,00202182280.06%+10
GE HEALTHCARE TECHNOLOGIES I(GEHC)4,4865,346+8604084170.12%+9
ISHARES TR1,9772,007+302182260.06%+8
AMERICAN CENTY ETF TR013,543+13,54308270.23%+827
ISHARES TR
CORE MSCI EURO
23,70724,115+4081,3711,3730.38%+2
NUVEEN SELECT MAT MUN FD033,900+33,90003060.08%+306
CHEVRON CORP NEW(CVX)3,7063,741+355855850.16%+1
TELLURIAN INC NEW(Call)06,000+6,00004+4
PRUDENTIAL FINL INC(PFH)3,0903,09003633620.10%-1
DIMENSIONAL ETF TRUST
EMER MARK SU ETF
08,624+8,62402890.08%+289
RIVIAN AUTOMOTIVE INC(RIVN)000000
PALANTIR TECHNOLOGIES INC(PLTR)(Call)000000
VERIZON COMMUNICATIONS INC(VZ)28,32628,755+4291,1891,1860.33%-3
ISHARES TR
CORE HIGH DV ETF
1,9451,943-22142110.06%-3
SELECT SECTOR SPDR TR
ST STR CARE ETF
01,670+1,67002430.07%+243
ENTERPRISE PRODS PARTNERS L(EPD)25,94925,94907577520.21%-5
DIMENSIONAL ETF TRUST
INTERNATNAL VAL
07,021+7,02102520.07%+252
ALLIANCEBERNSTEIN HLDG L P(AB)6,0956,09502122060.06%-6
EXXON MOBIL CORP5,2445,24406106040.17%-6
ATLANTA BRAVES HLDGS INC06,825+6,82502820.08%+282
PROCTER AND GAMBLE CO(PG)11,76711,536-2311,9091,9030.53%-7
SIMON PPTY GROUP INC NEW(SPG)01,467+1,46702230.06%+223
DIMENSIONAL ETF TRUST
INTL SMALL CAP V
50,96451,233+2691,3861,3780.38%-7
BLACKSTONE INC(BX)01,650+1,65002040.06%+204
CISCO SYS INC(CSCO)07,113+7,11303380.09%+338
BP PLC(BP)010,817+10,81703900.11%+390
DIMENSIONAL ETF TRUST
US SUSTAINABILTY
25,09524,280-8158648460.23%-17
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