RE Dickinson Investment Advisors, LLC - Portfolio overview

RE Dickinson Investment Advisors, LLC has 303 reported holdings in this dataset, with the latest filing dated 2025-02-13.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Utilities.

Largest reported holdings by portfolio allocation

1. SCHG - SCHWAB STRATEGIC TR, 23.05%
2. VEA - VANGUARD TAX-MANAGED FDS, 10.00%
3. VWO - VANGUARD INTL EQUITY INDEX F, 9.02%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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