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 BD INDEX FDS | TOTAL BND MRKT | 201 | $400,049 | 5,733 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
| EQUINOR ASA | SPONSORED ADR | 202 | $388,562 | 11,850 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
| CISCO SYS INC | COM | 203 | $381,857 | 7,103 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 204 | $375,528 | 1,767 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
