BS

Blake Schutter Theil Wealth Advisors, LLC

13F
Blake Schutter Theil Wealth Advisors, LLC
Last update 2025-05-02 111 Stocks (4 new)
Value $88.00 Mil Turnover 5 %
Countries:
Top Holdings: SCHK(10.92%)SCHR(7.29%)IJH(4.57%)AAPL(3.18%)BRK.B(3.07%)
Summary Stock Picks Current Portfolio
Blake Schutter Theil Wealth Ad... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SCHK
Schwab 1000 Index ETF
357,125
9,613.8
-42.51%
10.920
-7.89%
0.250
+17.60%
+6.98%
4,358.4
 
SCHR
Schwab Intermediate-Term U.S. Treasury ETF
Schwab Intermediate-Term U.S. Treasury ETF
258,210
6,419.1
+22.31%
7.290
+1.33%
0.060
+1.83%
+3.94%
11,005.8
 
IJH
iShares Core S&P Mid-Cap ETF
68,873
4,018.7
+0.42%
4.570
+0.02%
0.000
+17.05%
+2.42%
96,994.3
 
AAPL
Apple Inc
12,599
2,798.5
-2.42%
3.180
-0.08%
0.000
+6.71%
-15.47%
3,153,849.0
Hardware
BRK.B
Berkshire Hathaway Inc
5,081
2,706.0
-7.40%
3.070
-0.19%
0.000
-9.21%
+4.98%
1,026,074.7
Insurance
USMV
iShares MSCI USA Min Vol Factor ETF
26,482
2,480.3
0%
2.820
0%
0.010
+3.43%
+5.18%
23,583.0
 
QUAL
iShares MSCI USA Quality Factor ETF
13,292
2,271.5
-0.04%
2.580
0%
0.000
+12.73%
+3.71%
53,264.3
 
VOO
Vanguard S&P 500 ETF
3,183
1,636.0
+0.89%
1.860
+0.02%
0.000
+17.21%
+7.08%
654,655.2
 
MTUM
iShares MSCI USA Momentum Factor ETF
iShares MSCI USA Momentum Factor ETF
7,528
1,521.6
-0.07%
1.730
0%
0.010
+20.75%
+14.70%
17,399.8
 
VYM
Vanguard High Dividend Yield Indx ETF
Vanguard High Dividend Yield Indx ETF
10,124
1,305.6
-11.21%
1.480
-0.17%
0.000
+12.21%
+7.13%
58,513.1
 

Blake Schutter Theil Wealth Advisors, LLC's Historical Top Holdings Breakdowns

Blake Schutter Theil Wealth Advisors, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SCHK
Schwab 1000 Index ETF
2025-03-31
Reduce
Reduce
-7.89%
●
26.53 ($28.4) 29.63
$30.11
6.02%
Reduce -42.51%
357,125
-264,109
SCHR
Schwab Intermediate-Term U.S. Treasury ETF
Schwab Intermediate-Term U.S. Treasury ETF
2025-03-31
Add
Add
+1.33%
●
24.05 ($24.48) 24.86
$24.76
1.14%
Add 22.31%
258,210
47,091
SGOV
iShares 0-3 Month Treasury Bond ETF
2025-03-31
Add
Add
+0.47%
●
100.34 ($100.51) 100.68
$100.51
0%
Add 90.49%
8,650
4,109
LVHI
Franklin International Low Volatility High Dividend Index ETF
Franklin International Low Volatility High Dividend Index ETF
2025-03-31
Add
Add
+0.46%
●
30.53 ($31.7) 32.85
$33.17
4.64%
Add 108.34%
23,859
12,407
VFMO
Vanguard U.S. Momentum Factor ETF
2025-03-31
Sold Out
Sold Out
-0.42%
●
147.38 ($164.76) 176.39
$171.34
3.99%
Sold Out
0
-2,423
GSBD
Goldman Sachs BDC Inc
2025-03-31
Sold Out
Sold Out
-0.38%
●
11.63 ($12.51) 13.3
$11.80
-5.68%
Sold Out
0
-29,450
NDMO
Nuveen Dynamic Municipal Opportunities
Nuveen Dynamic Municipal Opportunities
2025-03-31
Add
Add
+0.30%
●
10.1 ($10.37) 10.61
$10.12
-2.41%
Add 70.89%
61,706
25,598
OMC
Omnicom Group Inc
2025-03-31
New Buy
New Buy
+0.28%
●
79.43 ($83.51) 88.34
$72.75
-12.88%
New holding
2,927
2,927
BCE
BCE Inc
2025-03-31
New Buy
New Buy
+0.27%
●
22.14 ($23.52) 25.18
$23.81
1.23%
New holding
10,291
10,291
MUB
iShares National Muni Bond ETF
2025-03-31
Add
Add
+0.27%
●
104.71 ($106.35) 107.68
$103.95
-2.26%
Add 23.7%
11,674
2,237

Blake Schutter Theil Wealth Advisors, LLC Total Holding History ($B)

To

Blake Schutter Theil Wealth Advisors, LLC's Asset Allocation

To

Blake Schutter Theil Wealth Advisors, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Blake Schutter Theil Wealth Advisors, LLC's Hypothetical Growth since 2025-03-31

Blake Schutter Theil Wealth Advisors, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Blake Schutter Theil Wealth Advisors, LLC's Holdings Heat Map

Size field:

Blake Schutter Theil Wealth Advisors, LLC's Holdings Bubble Chart

Blake Schutter Theil Wealth Advisors, LLC News

  • 1

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