Filer Name: NEWMAN DIGNAN & SHEERAR, INC.
CIK: 1566493
Period: 2024-12-31
Filed At: 2025-01-30
Number of Holdings: 181
Portfolio Value: $0.39B

Newman Dignan & Sheerar, Inc. Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
SCHX US SCHWAB US LARGE-CAP ETF 1,496,523 $35M 8.89% -0.1% -
SCHD US SCHWAB US DVD EQUITY ETF 805,876 $22M 5.64% 2.7% -
AAPL US APPLE INC 72,068 $18M 4.62% -2.0% -
UITB US VICTORYSHARES CORE INTERMEDI 353,733 $16M 4.16% 2.0% -
MSFT US MICROSOFT CORP 30,359 $13M 3.28% -2.1% -
SGOL US ABRDN PHYSICAL GOLD SHARES 447,404 $11M 2.87% -1.8% -
GOOGL US ALPHABET INC-CL A 57,444 $11M 2.79% -1.9% -
NVDA US NVIDIA CORP 71,732 $10M 2.47% -1.1% -
DFAE US DIMENSIONAL EMERGING CORE EQ 347,586 $9M 2.26% 2.0% -
SCHM US SCHWAB US MID CAP ETF 282,762 $8M 2.01% 5.5% -
VTEB US VANGUARD TAX-EXEMPT BOND ETF 152,718 $8M 1.96% 4.5% -
SCHG US SCHWAB US LARGE-CAP GROWTH 260,358 $7M 1.86% -0.6% -
VOO US VANGUARD S&P 500 ETF 12,711 $7M 1.75% -0.4% -
AVGO US BROADCOM INC 29,074 $7M 1.73% -0.8% -
NOBL US PROSHARES S&P 500 DIVIDEND A 60,750 $6M 1.55% -2.6% -
AMZN US AMAZON.COM INC 27,603 $6M 1.55% -0.4% -
FPE US FT-PREFERRED SECUR & INC ETF 336,698 $6M 1.53% 2.9% -
SCHF US SCHWAB INTL EQUITY ETF 318,321 $6M 1.51% 2.4% -
JPM US JPMORGAN CHASE & CO 22,918 $5M 1.41% -2.7% -
GSIE US GOLDMAN SACHS ACTIVEBETA INT 160,111 $5M 1.37% 0.9% -
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