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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | REAL ESTATE ETF | 151 | $617,629 | 8,163 | 0.00 | 0.00 | 1,353 | 19.87 | 09-30-2023 |
| ISHARES TR | CORE S&P TTL STK | 152 | $595,886 | 6,326 | 0.00 | 0.00 | 2 | 0.03 | 09-30-2023 |
| NVIDIA CORPORATION | COM | 153 | $588,638 | 1,353 | 0.00 | 0.00 | -321 | -19.18 | 09-30-2023 |
| PALO ALTO NETWORKS INC | COM | 154 | $585,866 | 2,499 | 0.00 | 0.00 | 15 | 0.60 | 09-30-2023 |
