RE Dickinson Investment Advisors, LLC 13F Holdings

Name: SEC Form 13F Institutional Holdings Database
Creator: 13F Fund Database
License: https://www.sec.gov/about/secdataaccess

CIK 0001801241 · COUNCIL BLUFFS, IA

As of Dec 31, 2024, RE Dickinson Investment Advisors, LLC reported 692 positions worth 78.6M in its SEC Form 13F filing.

Top 25 holdings

Security	Ticker	Sector	Shares	Value	% of portfolio
SCHWAB US LARGE-CAP GROWTH	SCHG	—	2,661,776	$37.5M	20.98%
VANGUARD TAX-MANAGED FUNDS	VEA	—	673,180	6.3M	9.10%
VANGUARD EMERGING MARKETS STOCK INDEX FUND	VWO	—	659,234	4.7M	8.21%
ISHARES CORE S&P 500 ETF	IVV	—	39,906	1.9M	6.64%
ISHARES RUSSELL 1000 VALUE ETF	IWD	—	117,492	1.0M	6.15%
BERKSHIRE HATHAWAY INC	BRK/B	Financial Services	40,620	$9.4M	5.25%
SCHWAB US MID-CAP ETF	SCHM	Equity	596,054	$8.3M	4.67%
VANGUARD TOTAL BOND MARKET INDEX FUND	BND	—	203,780	$7.4M	4.14%
APPLE INC	AAPL	Technology	56,328	$7.1M	3.99%
UNION PACIFIC CORP	UNP	Industrials	60,578	$7.0M	3.92%
SCHWAB US LARGE-CAP VALUE	SCHV	Equity	387,898	$5.1M	2.86%
STATE STREET(R) DOUBLELINE(R) TOTAL RETURN TACTICAL ETF	TOTL	—	218,540	$4.3M	2.43%
SCHWAB US TIPS ETF	SCHP	—	298,520	$3.9M	2.18%
VANGUARD RUSSELL 2000 INDEX FUND	VTWO	—	81,602	$3.7M	2.06%
BROOKFIELD INFRASTRUCTURE PARTNERS LP	BIP	Utilities	217,644	$3.5M	1.96%
VANGUARD MID-CAP INDEX FUND	VO	—	17,106	$2.3M	1.28%
IMGP BERKSHIRE DIVIDEND GROWTH ETF	BDVG	—	347,368	$2.0M	1.13%
SCHWAB INTERNATIONAL EQUITY ETF	SCHF	—	180,208	.7M	0.94%
SCHWAB US LARGE-CAP ETF	SCHX	Equity	124,056	.5M	0.81%
BERKSHIRE HATHAWAY A	—	—	400	.4M	0.77%
SCHWAB EMERGING MARKETS EQUITY ETF	SCHE	—	96,774	.3M	0.73%
MICROSOFT CORP	MSFT	Technology	4,260	$906.7K	0.51%
CATERPILLAR INC	CAT	Industrials	2,467	$894.9K	0.50%
SCHWAB US DIVIDEND EQUITY ETF	SCHD	Equity	29,646	$809.9K	0.45%
INVESCO QQQ TRUST SERIES 1	QQQ	—	1,248	$637.8K	0.36%