Fund HoldingsSCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC

Total Portfolio Value
$404.59M
Total Bought
$21.36M
Total Sold
$14.24M
Net Transaction
+$7.12M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
APPLE INC(AAPL)148,157145,313-2,84434,52136,3898.99%+1,869
ALPHABET INC(GOOG)072,759+72,759013,7733.40%+13,773
PALANTIR TECHNOLOGIES INC(PLTR)(Put)020,000+20,00001,513+1,513
APPLOVIN CORP(APP)(Put)04,000+4,00001,295+1,295
DIMENSIONAL ETF TRUST
US CORE EQT MKT
526,639544,628+17,98920,90222,0525.45%+1,150
PACCAR INC(PCAR)09,022+9,02209380.23%+938
AMAZON COM INC(AMZN)18,67619,551+8753,4804,2891.06%+809
PALANTIR TECHNOLOGIES INC(PLTR)17,82018,853+1,0336631,4260.35%+763
ALPHABET INC(GOOG)030,799+30,79905,8651.45%+5,865
ISHARES TR023,157+23,15706210.15%+621
JPMORGAN CHASE & CO.(JPM)18,49618,777+2813,9004,5011.11%+601
PHILIP MORRIS INTL INC(PM)24,69029,852+5,1622,9973,5930.89%+595
ISHARES TR010,014+10,01405840.14%+584
VIRTUS EQUITY & CONV INCM FD
COM
0220,976+220,97605,4491.35%+5,449
ISHARES TR011,621+11,62105580.14%+558
PACER FDS TR
US LRG CP CASH
015,650+15,65005010.12%+501
WELLS FARGO CO NEW(WFC)039,074+39,07402,7450.68%+2,745
VANGUARD INDEX FDS01,095+1,09505900.15%+590
VISA INC(V)7,6717,834+1632,1092,4760.61%+367
AMERICAN CENTY ETF TR74,92678,097+3,1717,1897,5391.86%+350
SPROTT PHYSICAL GOLD TR(PHYS)815,943838,809+22,86616,63016,8944.18%+264
TESLA INC(TSLA)0647+64702610.06%+261
GOLDMAN SACHS GROUP INC(GS)9571,283+3264747350.18%+261
SERVICENOW INC(NOW)0222+22202350.06%+235
ALLISON TRANSMISSION HLDGS I(ALSN)16,94716,957+101,6281,8320.45%+204
PACER FDS TR
US CASH COWS 100
89,54295,210+5,6685,1785,3781.33%+199
NVIDIA CORPORATION(NVDA)15,88915,750-1391,9302,1150.52%+185
PALO ALTO NETWORKS INC(PANW)05,963+5,96301,0850.27%+1,085
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
17,63921,448+3,8091,0501,2340.30%+184
KAROOOOO LTD(KARO)175,361157,915-17,4466,9507,1301.76%+180
CHEVRON CORP NEW(CVX)4,3635,613+1,2506438130.20%+170
DOUBLELINE YIELD OPPORTUNITI49,60562,212+12,6078239850.24%+162
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
47,60551,146+3,5412,4152,5760.64%+161
ISHARES TR99,620103,610+3,99013,45613,6033.36%+147
AMERICAN CENTY ETF TR3,4725,521+2,0492273650.09%+138
BOOKING HOLDINGS INC(BKNG)230221-99691,0980.27%+129
VANGUARD INDEX FDS11,18613,471+2,2851,0901,2000.30%+110
APOLLO GLOBAL MGMT INC(APO)4,4334,000-4335546610.16%+107
DOUBLELINE INCOME SOLUTIONS(DSL)78,94290,009+11,0671,0251,1310.28%+107
COSTCO WHSL CORP NEW(COST)05,352+5,35204,9041.21%+4,904
ISHARES TR1,3041,450+1467538540.21%+101
CAPITAL ONE FINL CORP(COF)3,3363,33604995950.15%+95
MASTERCARD INCORPORATED(MA)1,4231,510+877037950.20%+92
KKR & CO INC(KKR)6,4176,273-1448389280.23%+90
BERKSHIRE HATHAWAY INC DEL117,456119,454+1,99854,06054,14613.38%+86
DIMENSIONAL ETF TRUST
GLOB CO PLUS ETF
48,71652,426+3,7102,6842,7700.68%+85
HONEYWELL INTL INC(HON)011,491+11,49102,5960.64%+2,596
MFS MULTIMARKET INCOME TR015,325+15,3250720.02%+72
ENTERPRISE PRODS PARTNERS L(EPD)025,949+25,94908140.20%+814
CISCO SYS INC(CSCO)7,1137,367+2543794360.11%+58
SPDR S&P 500 ETF TR(SPY)1,3621,426+647828360.21%+54
FASTENAL CO(FAST)4,0984,798+7002933450.09%+52
BLACKROCK FLOATING RATE INCO
COM
73,39274,034+6429691,0180.25%+49
GENERAL MLS INC(GIS)9,24111,461+2,2206827310.18%+48
MCKESSON CORP(MCK)0640+64003650.09%+365
WALMART INC(WMT)3,9153,988+733163600.09%+44
TAIWAN SEMICONDUCTOR MFG LTD(TSM)01,543+1,54303050.08%+305
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
05,729+5,72902810.07%+281
BOEING CO(BA)03,534+3,53406260.15%+626
BLACKSTONE INC(BX)1,6501,655+52532850.07%+33
FEDEX CORP(FDX)03,822+3,82201,0750.27%+1,075
AMPLIFY ETF TR4,5854,58503133420.08%+28
WINMARK CORP(WINA)2,6002,60009961,0220.25%+26
ISHARES TR03,996+3,99603280.08%+328
VANGUARD BD INDEX FDS06,618+6,61804760.12%+476
TRACTOR SUPPLY CO(TSCO)06,990+6,99003710.09%+371
ISHARES TR6,2676,275+87878070.20%+20
VANGUARD INDEX FDS02,268+2,26806580.16%+658
ISHARES TR01,961+1,96102730.07%+273
SOLO BRANDS INC012,000+12,0000140.00%+14
AMERICAN CENTY ETF TR5,4805,606+1263613740.09%+14
ALLIANCEBERNSTEIN HLDG L P(AB)06,095+6,09502260.06%+226
AUTOZONE INC(AZO)25725708108230.20%+13
ISHARES TR
CORE DIV GRWTH
298,478305,245+6,76718,71218,7244.63%+12
INVESCO QQQ TR0514+51402630.06%+263
ALTRIA GROUP INC(MO)5,0025,110+1082552670.07%+12
FIDELITY COVINGTON TRUST010,477+10,47702630.06%+263
AMERICAN CENTY ETF TR17,30918,368+1,0597367450.18%+9
DIMENSIONAL ETF TRUST
CORE FIXE IN ETF
70,28273,760+3,4783,0353,0440.75%+9
LOCKHEED MARTIN CORP(LMT)370460+902162240.06%+7
APPLOVIN CORP(APP)021+21070.00%+7
DAVE & BUSTERS ENTMT INC010,640+10,64003110.08%+311
SIMON PPTY GROUP INC NEW(SPG)1,4671,468+12482530.06%+5
DIMENSIONAL ETF TRUST
US TARGETED VLU
57,04157,045+43,1733,1750.78%+2
FRANKLIN RESOURCES INC(BEN)011,191+11,19102270.06%+227
VEEVA SYS INC(VEEV)1,2191,221+22562570.06%+1
MOLSON COORS BEVERAGE CO(TAP)6,4266,42603703680.09%-1
PALANTIR TECHNOLOGIES INC(PLTR)(Call)000000
HOME DEPOT INC(HD)4,2524,419+1671,7231,7190.42%-4
DOMINOS PIZZA INC(DPZ)0604+60402540.06%+254
DIMENSIONAL ETF TRUST
US SUSTAINABILTY
28,39927,731-6681,0561,0510.26%-5
TELLURIAN INC NEW(Call)000000
SELECT SECTOR SPDR TR
ST STR CARE ETF
01,820+1,82002500.06%+250
ATLANTA BRAVES HLDGS INC06,825+6,82502780.07%+278
NUVEEN SELECT MAT MUN FD034,930+34,93003040.08%+304
ISHARES TR
CORE HIGH DV ETF
01,943+1,94302180.05%+218
PRUDENTIAL FINL INC(PFH)03,057+3,05703620.09%+362
DIMENSIONAL ETF TRUST
US COR EQU 2 ETF
123,153121,738-1,4154,2234,2111.04%-12
THOMSON REUTERS CORP1,3631,375+122332210.05%-12
NORFOLK SOUTHN CORP(NSC)1,2551,261+63122960.07%-16
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