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Benjamin J Wheeler

@Schwarz Dygos Wheeler Investment Advisors Llc

Latest period2024 - Q3ReportedManaged Assets$401.029MTotal holdings150
Assets growth rate7.56%Assets growth rate (2-Q avg)5.9%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Schwarz Dygos Wheeler Investment Advisors Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 150 positions.

Assets under management

The assets under management (AUM) of Schwarz Dygos Wheeler Investment Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 401.029M in assets, with a quarterly growth rate of 7.56% and a 2-quarter average growth rate of 5.9%. The portfolio is managed by Benjamin J Wheeler, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Decreased -0.45%
13.49%
$54.06M
117,456 shares@ $460.27 avg price
AAPLApple Inc
Recent Activity
Decreased -2.67%
8.61%
$34.521M
148,157 shares@ $233.01 avg price
DFAUDimensional Etf Trust
Recent Activity
Increased 10.8%
5.22%
$20.902M
526,639 shares@ $39.7 avg price
DGROIshares Tr
Recent Activity
Increased 1.15%
4.67%
$18.712M
298,478 shares@ $62.7 avg price
PHYSSprott Physical Gold Tr
Recent Activity
Increased 4.81%
4.15%
$16.63M
815,943 shares@ $20.39 avg price
DVYIshares Tr
Recent Activity
Increased 2.53%
3.36%
$13.456M
99,620 shares@ $135.08 avg price
GOOGLAlphabet Inc
Recent Activity
Decreased -1.09%
3.04%
$12.158M
73,305 shares@ $165.86 avg price
DFAIDimensional Etf Trust
Recent Activity
Decreased -3.97%
2.85%
$11.407M
358,932 shares@ $31.79 avg price
VGKVanguard Intl Equity Index F
Recent Activity
Decreased -0.25%
2.32%
$9.288M
130,627 shares@ $71.11 avg price
UNHUnitedhealth Group Inc
Recent Activity
Decreased -2.15%
1.86%
$7.423M
12,695 shares@ $584.71 avg price