Schwarz Dygos Wheeler Investment Advisors

Top Portfolio
Top Buys
Top Sells
New Buys
Exits
Berkshire Hathaway Inc
BRK.B
$49.48M8.19117,666-0.69%-$343,987.6916.4
Sleep Number Corporation
SNBR
$2.69M0.75167,678+42.83%+$806,004.330.89
Karooooo Ltd.
KARO
$4.34M0.56173,3490%+$01.44
Gladstone Land Corporation
LAND
$2.23M0.47167,520-1.08%-$24,398.930.74
Tellurian Inc.
TELL
$1.01M0.181.53M0%+$00.34
Allison Transmission Holdings, Inc.
ALSN
$1.41M0.0217,378+0.15%+$2,110.160.47
Weyerhaeuser Company
WY
$2.77M0.0177,200+1.34%+$36,700.260.92
Target Corporation
TGT
$2.22M<0.0112,361-2.02%-$45,731.810.74
CVS Health Corporation
CVS
$1.79M<0.0122,431+2.66%+$46,420.850.59
Honeywell International Inc.
HON
$2.51M<0.0112,2210%+$00.83
FedEx Corporation
FDX
$1.11M<0.013,820-0.08%-$869.330.37
Starbucks Corporation
SBUX
$2.36M<0.0125,794+0.07%+$1,645.080.78
Apple Inc.
AAPL
$26.5M<0.01154,523-3.46%-$948,627.758.78
Costco Wholesale Corporation
COST
$4.19M<0.015,722-0.09%-$3,663.151.39
UnitedHealth Group Incorporated
UNH
$6.48M<0.0113,106-2.61%-$173,650.602.15
Alphabet Inc.
GOOGL
$11.33M<0.0175,048-5.19%-$619,571.773.76
McDonald's Corporation
MCD
$2.62M<0.019,286-0.62%-$16,353.880.87
Wells Fargo & Company
WFC
$2.31M<0.0139,900-1.25%-$29,211.840.77
Verizon Communications Inc.
VZ
$1.19M<0.0128,326+2.2%+$25,595.600.39
The Walt Disney Company
DIS
$2.21M<0.0118,040-0.82%-$18,354.010.73
Philip Morris International Inc.
PM
$1.54M<0.0116,847+45.67%+$483,936.800.51
JPMorgan Chase & Co.
JPM
$3.74M<0.0118,648+3.24%+$117,375.791.24
Johnson & Johnson
JNJ
$2.23M<0.0114,091+0.04%+$949.150.74
Vanguard Emerging Markets Stock Index Fund
VWO
$4.26M<0.01102,082+2.07%+$86,589.331.41
The Procter & Gamble Company
PG
$1.91M<0.0111,767+0.24%+$4,543.140.63
iShares Core MSCI Europe ETF
IEUR
$1.37M<0.0123,707+2.08%+$27,942.530.46
Vanguard European Stock Index Fund
VGK
$8.54M<0.01126,744+1.8%+$150,775.432.83
Pacer US Cash Cows 100 ETF
COWZ
$5.01M<0.0186,254+3.28%+$159,222.961.66
Novo Nordisk A/S
NVO
$1.3M<0.0110,098+0.05%+$642.000.43
iShares Core MSCI Emerging Markets ETF
IEMG
$1.01M<0.0119,562+2.67%+$26,265.620.34
Visa Inc.
V
$2.13M<0.017,643-1.9%-$41,304.660.71
Virtus Equity & Convertible Income Fund
NIE
$4.68M<0.01208,999+4.58%+$204,824.311.55
Microsoft Corporation
MSFT
$6.57M<0.0115,611-1.85%-$124,117.962.18
The Home Depot, Inc.
HD
$1.68M<0.014,389+0.46%+$7,672.000.56
Berkshire Hathaway Inc
BRK.A
$3.17M<0.0150%+$01.05
Meta Platforms, Inc.
META
$3.36M<0.016,913-10.85%-$408,372.841.11
Avantis U.S. Small Cap Value ETF
AVUV
$4.86M<0.0151,910+125.95%+$2.71M1.61
Consumer Staples Select Sector SPDR Fund
XLP
$2.53M<0.0133,142-0.09%-$2,367.220.84
Alphabet Inc.
GOOG
$4.54M<0.0129,829-6.02%-$291,121.151.51
SPDR Portfolio Aggregate Bond ETF
SPAB
$2.96M<0.01116,918+20.59%+$504,639.520.98
Avantis U.S. Equity ETF
AVUS
$1.99M<0.0122,272+29.49%+$453,958.580.66
Avantis Emerging Markets Value ETF
AVES
$4.38M<0.0192,389New+$4.38M1.45
iShares Select Dividend ETF
DVY
$11.59M<0.0194,090+4.39%+$487,304.533.84
Avantis International Small Cap Value ETF
AVDV
$4.22M<0.0164,038+10.68%+$407,084.261.4
JPMorgan Ultra-Short Income ETF
JPST
$2.6M<0.0151,451+3.18%+$80,015.030.86
Avantis International Equity ETF
AVDE
$3.8M<0.0159,631+2.78%+$102,940.101.26
Vanguard International High Dividend Yield Fund
VYMI
$3.87M<0.0156,215+3.96%+$147,440.311.28
iShares Core Dividend Growth ETF
DGRO
$16.59M<0.01285,668+2.71%+$437,366.825.5
Sprott Physical Gold Trust
PHYS
$13.36M<0.01772,517+0.69%+$91,344.004.43
Amazon.com, Inc.
AMZN
$3.13M<0.0117,330-13.53%-$489,015.281.04