StockDriftsStockDriftsTop 49 Re Dickinson Investment Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHG | SCHWAB STRATEGIC TR | 20.92% | 1.33M | $37.1M | +292.63%(+991.92K) | — | 2024-12-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 9.08% | 336.6K | $16.1M | +4.88%(+15.67K) | — | 2024-12-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 8.19% | 329.6K | $14.5M | +3.29%(+10.49K) | — | 2024-12-31 | |
| IVV | ISHARES TR | 6.63% | 20.0K | $11.7M | +1.35%(+266) | — | 2024-12-31 | |
| IWD | ISHARES TR | 6.13% | 58.7K | $10.9M | +2.75%(+1.57K) | — | 2024-12-31 | |
| BRKB | BERKSHIRE HATHAWAY INC DEL | 5.24% | 20.5K | $9.3M | +0.06%(+13) | — | 2024-12-31 | |
| SCHM | SCHWAB STRATEGIC TR | 4.66% | 298.0K | $8.3M | +192.05%(+195.98K) | — | 2024-12-31 | |
| BND | VANGUARD BD INDEX FDS | 4.13% | 101.9K | $7.3M | +7.96%(+7.51K) | — | 2024-12-31 | |
| AAPL | APPLE INC | 3.98% | 28.2K | $7.1M | -1.33%(-379) | — | 2024-12-31 | |
| UNP | UNION PAC CORP | 3.91% | 30.4K | $6.9M | -0.82%(-250) | — | 2024-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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