RE Dickinson Investment Advisors, LLC — 13F holdings

RE Dickinson Investment Advisors, LLC reported 346 holdings worth $1.77M in its 13F filing for Q4 2024, filed February 13, 2025.

Largest positions

1. SCHG SCHWAB STRATEGIC TR — $371K (20.9%)
2. VEA VANGUARD TAX-MANAGED FDS — $161K (9.1%)
3. VWO VANGUARD INTL EQUITY INDEX F — $145K (8.2%)
4. IVV ISHARES TR — $117K (6.6%)
5. IWD ISHARES TR — $109K (6.1%)
6. BRK.B BERKSHIRE HATHAWAY INC DEL — $92.8K (5.2%)
7. SCHM SCHWAB STRATEGIC TR — $82.6K (4.7%)
8. BND VANGUARD BD INDEX FDS — $73.3K (4.1%)
9. AAPL APPLE INC — $70.6K (4.0%)
10. UNP UNION PAC CORP — $69.3K (3.9%)