Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
RE Dickinson Investment Advisors, LLC (CIK 1801241) reported $1.77B across 322 reported positions in its SEC 13F filing for 2024-12-31. Largest positions: SCHG ($370.9M, 20.92%), VEA ($161.0M, 9.08%), VWO ($145.2M, 8.19%), IVV ($117.5M, 6.63%), IWD ($108.8M, 6.13%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHG | SCHWAB STRATEGIC TR | $370.9M | 20.92% | 1.3M | Added |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | $161.0M | 9.08% | 336,590 | Added |
| 3 | VWO | VANGUARD INTL EQUITY INDEX F | $145.2M | 8.19% | 329,617 | Added |
| 4 | IVV | ISHARES TR | $117.5M | 6.63% | 19,953 | Added |
| 5 | IWD | ISHARES TR | $108.8M | 6.13% | 58,746 | Added |
| 6 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $92.8M | 5.24% | 20,482 | Added |
| 7 | SCHM | SCHWAB STRATEGIC TR | $82.6M | 4.66% | 298,027 | Added |
| 8 | BND | VANGUARD BD INDEX FDS | $73.3M | 4.13% | 101,890 | Added |
| 9 | AAPL | APPLE INC | $70.6M | 3.98% | 28,174 | Trimmed |
| 10 | UNP | UNION PAC CORP | $69.3M | 3.91% | 30,382 | Trimmed |
| 11 | SCHV | SCHWAB STRATEGIC TR | $50.6M | 2.85% | 193,949 | Added |
| 12 | TOTL | SSGA ACTIVE ETF TR | $43.0M | 2.43% | 109,270 | Added |
| 13 | SCHP | SCHWAB STRATEGIC TR | $38.6M | 2.17% | 149,260 | Added |
| 14 | VTWO | VANGUARD SCOTTSDALE FDS | $36.4M | 2.06% | 40,801 | Added |
| 15 | BIP | BROOKFIELD INFRAST PARTNERS | $34.6M | 1.95% | 108,822 | Added |
| 16 | VO | VANGUARD INDEX FDS | $22.6M | 1.27% | 8,553 | Added |
| 17 | BDVG | LITMAN GREGORY FDS TR | $19.9M | 1.12% | 173,684 | Added |
| 18 | SCHF | SCHWAB STRATEGIC TR | $16.7M | 0.94% | 90,104 | Added |
| 19 | SCHX | SCHWAB STRATEGIC TR | $14.4M | 0.81% | 62,028 | Added |
| 20 | 1/100 BERKSHIRE HTWY A CLASS A | $13.6M | 0.77% | 200 | Hold | |
| 21 | SCHE | SCHWAB STRATEGIC TR | $12.9M | 0.73% | 48,387 | Added |
| 22 | MSFT | MICROSOFT CORP | $9.0M | 0.51% | 2,130 | Hold |
| 23 | CAT | CATERPILLAR INC | $8.9M | 0.50% | 2,467 | Hold |
| 24 | SCHD | SCHWAB STRATEGIC TR | $8.1M | 0.46% | 29,646 | Added |
| 25 | QQQ | INVESCO QQQ TR | $6.4M | 0.36% | 1,248 | Added |
Source: SEC Form 13F filings · as of 2024-12-31