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.

HoldingSharesValuePortfolio PercentChange StatusChange 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)