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 |
|---|---|---|---|---|---|---|---|---|---|
| WINMARK CORP | COM | 101 | $1,240,657 | 3,325 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
| AMERICAN CENTY ETF TR | US EQT ETF | 102 | $1,240,210 | 16,928 | 0.00 | 0.00 | 2,559 | 17.81 | 09-30-2023 |
| ISHARES TR | CORE MSCI EURO | 103 | $1,147,833 | 23,113 | 0.00 | 0.00 | 2,338 | 11.25 | 09-30-2023 |
| PHILIP MORRIS INTL INC | COM | 104 | $1,070,688 | 11,565 | 0.00 | 0.00 | 5 | 0.04 | 09-30-2023 |
