Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 11-03-2023 | 09-30-2023 | 139 | 295,151,728 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 1 | $41,679,303 | 118,981 | 0.01 | 0.01 | -138 | -0.12 | 09-30-2023 |
| APPLE INC | COM | 2 | $27,482,992 | 160,522 | 0.01 | 0.01 | -713 | -0.44 | 09-30-2023 |
| ISHARES TR | CORE DIV GRWTH | 3 | $13,658,740 | 275,767 | 0.00 | 0.00 | 4,391 | 1.62 | 09-30-2023 |
| ALPHABET INC | CAP STK CL A | 4 | $12,259,393 | 93,683 | 0.00 | 0.00 | -497 | -0.53 | 09-30-2023 |
