RE Dickinson Investment Advisors, LLC

Q4 2024 13F Holdings

  • Location
    council bluffs, IA
  • Num holdings

    323

  • Value ($000)

    $1,773

  • Date Filed
    02/13/2025
  • Form type
    restatement
  • CIK
    0001801241
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
S
SCHG

SCHWAB STRATEGIC TR

US LCAP GR ETF
808524300
$370.92K
21 %

1,330,888

V
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
921943858
$160.96K
9 %

336,590

V
VWO

VANGUARD INTL EQUITY INDEX F

FTSE EMR MKT ETF
922042858
$145.16K
8 %

329,617

I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$117.46K
7 %

19,953

I
IWD

ISHARES TR

RUS 1000 VAL ETF
464287598
$108.76K
6 %

58,746

B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
084670702
$92.84K
5 %

20,482

S
SCHM

SCHWAB STRATEGIC TR

US MID-CAP ETF
808524508
$82.58K
5 %

298,027

B
BND

VANGUARD BD INDEX FDS

TOTAL BND MRKT
921937835
$73.27K
4 %

101,890

A
AAPL

APPLE INC

COM
037833100
$70.55K
4 %

28,174

U
UNP

UNION PAC CORP

COM
907818108
$69.28K
4 %

30,382

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