13F Filings for Newman Dignan Sheerar, Inc. (CIK: 1566493)
View the most recent portfolio holdings disclosed by Newman Dignan Sheerar, Inc. in their 13F filing.
Holding | Shares | Value | Portfolio Percent | Change Status | Change Amount |
---|---|---|---|---|---|
SCHX - Schwab Dow Jones US Large Cap ETF(Class: ETF) | 1.56M | $38.23M | 8.79% | Increased | 7.19K (0.0%, $3.85M) |
VSLU - Applied Finance Valuation Lg Cap ETF(Class: ETF) | 688.64K | $26.96M | 6.20% | New | 688.64K ($26.96M) |
SCHD - Schwab Dow Jones US Div Eq ETF(Class: ETF) | 903.33K | $23.94M | 5.50% | Increased | 24.78K (2.0%, $625.92K) |
UITB - VictoryShares Core Intermediate Bond ETF(Class: ETF) | 443.54K | $20.88M | 4.80% | Increased | 40.33K (10.0%, $1.95M) |
MSFT - Microsoft Corp(Class: COM) | 27.88K | $13.87M | 3.19% | Decreased | 1.67K (5.0%, $2.78M) |
SGOL - ETFS Phys. Swiss Gold Shares(Class: ETF) | 418.64K | $13.20M | 3.03% | Decreased | 19.09K (4.0%, $150.73K) |
AAPL - Apple, Inc(Class: COM) | 60.85K | $12.49M | 2.87% | Decreased | 7.45K (10.0%, $2.69M) |
DFAE - Dimensional Emerg Core Equity Mkt ETF(Class: ETF) | 347K | $10.05M | 2.31% | Increased | 11.37K (3.0%, $1.36M) |
GOOGL - Alphabet, Inc. Cl A(Class: COM) | 54.50K | $9.60M | 2.21% | Decreased | 2.28K (4.0%, $823.27K) |
NVDA - Nvidia Corp(Class: COM) | 60.01K | $9.48M | 2.18% | Decreased | 7.59K (11.0%, $2.15M) |
AVGO - Broadcom Limited(Class: COM) | 27.02K | $7.45M | 1.71% | Decreased | 464 (1.0%, $2.85M) |
SCHF - Schwab FTSE Developed ex-US ETF(Class: ETF) | 329.44K | $7.28M | 1.67% | Increased | 497 (0.0%, $774.15K) |
VOO - Vanguard SP 500 ETF(Class: ETF) | 12.76K | $7.25M | 1.67% | Decreased | 760 (5.0%, $299.76K) |
GSIE - Goldman Sachs ActiveBeta Intl Eq ETF(Class: ETF) | 176.40K | $7M | 1.61% | Increased | 6.75K (3.0%, $948.15K) |
FPE - First Trust Preferred Sec Inc ETF(Class: ETF) | 382.41K | $6.81M | 1.56% | Increased | 28.73K (8.0%, $585.76K) |
SCHG - Schwab Dow Jones US Large Growth ETF(Class: ETF) | 230.38K | $6.73M | 1.55% | Decreased | 7.73K (3.0%, $767K) |
AMZN - Amazon.com(Class: COM) | 28.73K | $6.30M | 1.45% | Increased | 669 (2.0%, $964.13K) |
JHMM - J H Multifactor Mid Cap ETF(Class: ETF) | 98.93K | $6.05M | 1.39% | New | 98.93K ($6.05M) |
JPM - J P Morgan Chase Co(Class: COM) | 20.40K | $5.91M | 1.36% | Decreased | 1.59K (7.0%, $519.94K) |
N/A - J.P. Morgan Municipal ETF(Class: ETF) | 100.58K | $4.99M | 1.15% | Increased | 14.37K (16.0%, $682.26K) |
SCHV - Schwab Dow Jones US Large Value ETF(Class: ETF) | 159.56K | $4.41M | 1.01% | Decreased | 4.84K (2.0%, $45.32K) |
SCHM - Schwab Dow Jones US Mid-Cap ETF(Class: ETF) | 155.30K | $4.36M | 1.00% | Decreased | 8.74K (5.0%, $58.21K) |
VO - Vanguard Mid-Cap ETF(Class: ETF) | 15.54K | $4.35M | 1.00% | Decreased | 548 (3.0%, $187.88K) |
IJH - iShares SP Midcap 400 Index ETF(Class: ETF) | 67.28K | $4.17M | 0.96% | Decreased | 848 (1.0%, $197.46K) |
META - Meta Platforms Cl A(Class: COM) | 5.35K | $3.95M | 0.91% | Decreased | 30 (0.0%, $847.45K) |