RE Dickinson Investment Advisors, LLC
Q4 2024 13F Holdings
- Locationcouncil bluffs, IA
- Num holdings
323
- Value ($000)
$177,272
- Date Filed02/13/2025
- Form type13F-HR
- CIK0001801241
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SCHG SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $37.09M | 21 % | 1,330,888 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $16.10M | 9 % | 336,590 | ||
VWO VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | $14.52M | 8 % | 329,617 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $11.75M | 7 % | 19,953 | ||
IWD ISHARES TR | RUS 1000 VAL ETF | 464287598 | $10.88M | 6 % | 58,746 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $9.28M | 5 % | 20,482 | ||
SCHM SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 | $8.26M | 5 % | 298,027 | ||
BND VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | $7.33M | 4 % | 101,890 | ||
AAPL APPLE INC | COM | 037833100 | $7.06M | 4 % | 28,174 | ||
UNP UNION PAC CORP | COM | 907818108 | $6.93M | 4 % | 30,382 |
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