Fund HoldingsSCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC

Total Portfolio Value
$294.57M
Total Bought
$8.98M
Total Sold
$13.56M
Net Transaction
-$4.58M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
BERKSHIRE HATHAWAY INC DEL119,119118,981-13840,62041,67914.15%+1,060
ALPHABET INC(GOOG)94,18093,683-49711,27312,2594.16%+986
SPDR SER TR
ST STR AGGRE ETF
61,11496,201+35,0871,5502,3420.79%+791
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
08,156+8,15604370.15%+437
UNITEDHEALTH GROUP INC(UNH)14,87614,907+317,1507,5162.55%+366
ALPHABET INC(GOOG)30,38930,129-2603,6763,9731.35%+296
ATLANTA BRAVES HLDGS INC07,275+7,27502840.10%+284
ARM HOLDINGS PLC04,894+4,89402620.09%+262
BOOKING HOLDINGS INC(BKNG)070+7002160.07%+216
PELOTON INTERACTIVE INC(PTON)040,075+40,07502020.07%+202
COSTCO WHSL CORP NEW(COST)6,2656,26503,3733,5401.20%+167
AMERICAN CENTY ETF TR14,36916,928+2,5591,0801,2400.42%+160
PACER FDS TR
US CASH COWS 100
84,40984,839+4304,0414,1941.42%+153
DIMENSIONAL ETF TRUST
CORE FIXE IN ETF
15,48319,562+4,0796467900.27%+144
DOUBLELINE YIELD OPPORTUNITI33,29442,591+9,2974846270.21%+144
DISNEY WALT CO(DIS)14,70717,888+3,1811,3131,4500.49%+137
WINMARK CORP(WINA)3,3253,32501,1051,2410.42%+135
3M CO(MMM)3,9345,438+1,5043945090.17%+115
META PLATFORMS INC(META)7,9837,98302,2912,3970.81%+106
NOVO-NORDISK A S(NVO)5,18610,363+5,1778399420.32%+103
DIMENSIONAL ETF TRUST
INTL SMALL CAP V
24,63528,835+4,2005836860.23%+103
KEURIG DR PEPPER INC(KDP)011,000+11,00003470.12%+347
VANGUARD WHITEHALL FDS49,40651,997+2,5913,1223,2181.09%+96
ISHARES TR5,1886,295+1,1074215100.17%+89
AMERICAN CENTY ETF TR23,68324,717+1,0341,8381,9270.65%+89
ALLISON TRANSMISSION HLDGS I(ALSN)16,05216,652+6009069830.33%+77
AMERICAN CENTY ETF TR53,67756,745+3,0683,0813,1581.07%+77
APOLLO GLOBAL MGMT INC(APO)5,4525,45204194890.17%+71
FEDEX CORP(FDX)3,7813,804+239371,0080.34%+71
BERKSHIRE HATHAWAY INC DEL5502,5892,6570.90%+68
DIMENSIONAL ETF TRUST
EMERGING MKTS CO
015,113+15,11303520.12%+352
EXXON MOBIL CORP5,3955,465+705796430.22%+64
KKR & CO INC(KKR)10,93710,939+26136740.23%+61
BLACKROCK FLOATING RATE INCO
COM
58,36161,174+2,8137137720.26%+59
ISHARES TR
CORE MSCI EURO
20,77523,113+2,3381,0931,1480.39%+54
ABBVIE INC(ABBV)3,4383,43804635120.17%+49
ISHARES INC
CORE MSCI EMKT
17,05718,687+1,6308418890.30%+49
VANGUARD INDEX FDS6,8108,163+1,3535696180.21%+49
DOUBLELINE INCOME SOLUTIONS(DSL)38,30743,055+4,7484565050.17%+48
AMERICAN CENTY ETF TR75,68378,014+2,3314,0734,1181.40%+46
CBRE GBL REAL ESTATE INC FD159,339195,132+35,7938338780.30%+45
TEMPUR SEALY INTL INC(SGI)13,10013,10005255680.19%+43
EQUINOR ASA(EQNR)011,850+11,85003890.13%+389
CONOCOPHILLIPS(COP)3,7963,628-1683934350.15%+41
BP PLC(BP)11,72611,72604144540.15%+40
ENTERPRISE PRODS PARTNERS L(EPD)25,94925,94906847100.24%+26
DOMINOS PIZZA INC(DPZ)0600+60002270.08%+227
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
06,836+6,83603270.11%+327
PRUDENTIAL FINL INC(PFH)03,440+3,44003260.11%+326
INTEL CORP(INTC)08,402+8,40202990.10%+299
PALANTIR TECHNOLOGIES INC(PLTR)015,687+15,68702510.09%+251
CISCO SYS INC(CSCO)07,103+7,10303820.13%+382
CONSTELLATION BRANDS INC(STZ)2,2632,268+55575700.19%+13
AUTOZONE INC(AZO)26326306566680.23%+12
MASTERCARD INCORPORATED(MA)1,4081,428+205545650.19%+12
DIMENSIONAL ETF TRUST
INTERNATNAL VAL
07,386+7,38602410.08%+241
NUVEEN SELECT MAT MUN FD032,400+32,40002740.09%+274
AIRBNB INC4,9524,677-2756356420.22%+7
MCKESSON CORP(MCK)0630+63002740.09%+274
CVS HEALTH CORP(CVS)19,11418,992-1221,3211,3260.45%+5
ETF MANAGERS TR04,585+4,58502370.08%+237
WALMART INC(WMT)01,327+1,32702120.07%+212
DIMENSIONAL ETF TRUST
INTL CORE EQUITY
20,10921,070+9614884920.17%+4
UNION PAC CORP(UNP)2,1892,210+214484500.15%+2
VEEVA SYS INC(VEEV)01,219+1,21902480.08%+248
GOLDMAN SACHS GROUP INC(GS)0972+97203150.11%+315
AMERICAN CENTY ETF TR56,65956,383-2763,2613,2621.11%0
LOCAL BOUNTI CORP027,588+27,5880680.02%+68
AMERICAN CENTY ETF TR04,807+4,80702310.08%+231
DIMENSIONAL ETF TRUST
EMER MARK SU ETF
07,390+7,39002170.07%+217
AMERICAN CENTY ETF TR04,629+4,62902440.08%+244
FIDELITY COVINGTON TRUST010,745+10,74501760.06%+176
JPMORGAN CHASE & CO(JPM)18,04318,062+192,6242,6190.89%-5
SELECT SECTOR SPDR TR
ST STR CARE ETF
01,670+1,67002150.07%+215
AMAZON COM INC(AMZN)17,60017,984+3842,2942,2860.78%-8
LOCAL BOUNTI CORP0166,667+166,667050.00%+5
DIMENSIONAL ETF TRUST
US SUSTAINABILTY
19,47719,767+2905595480.19%-11
VANGUARD INDEX FDS01,767+1,76703760.13%+376
MOLSON COORS BEVERAGE CO(TAP)6,5666,56604324180.14%-15
MONDELEZ INTL INC(MDLZ)04,253+4,25302950.10%+295
VANGUARD BD INDEX FDS5,7335,73304174000.14%-17
INVESCO QQQ TR0566+56602030.07%+203
SPROTT PHYSICAL SILVER TR(PSLV)83,74283,74206526350.22%-18
DIMENSIONAL ETF TRUST
INTERNATIONAL
14,33014,575+2454364180.14%-18
DIMENSIONAL ETF TRUST
US TARGETED VLU
79,32480,086+7623,6803,6591.24%-21
TRACTOR SUPPLY CO(TSCO)01,198+1,19802430.08%+243
FRANKLIN RESOURCES INC(BEN)010,295+10,29502530.09%+253
ISHARES TR6,3246,326+26195960.20%-23
DIMENSIONAL ETF TRUST
EMERGING MKTS VA
34,96034,96008528280.28%-24
FASTENAL CO(FAST)04,728+4,72802580.09%+258
COCA COLA CO(KO)06,299+6,29903530.12%+353
HOME DEPOT INC(HD)4,4044,429+251,3681,3380.45%-30
SPDR S&P 500 ETF TR(SPY)1,3661,341-256065740.19%-32
NIKE INC(NKE)02,460+2,46002350.08%+235
LOCKHEED MARTIN CORP(LMT)0670+67002740.09%+274
VANECK ETF TRUST
AGRIBUSINESS ETF
12,18912,18909969590.33%-37
NORFOLK SOUTHN CORP(NSC)01,255+1,25502470.08%+247
CAPITAL ONE FINL CORP(COF)03,336+3,33603240.11%+324
GE HEALTHCARE TECHNOLOGIES I(GEHC)03,881+3,88102640.09%+264
PALO ALTO NETWORKS INC(PANW)2,4842,499+156355860.20%-49
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