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Newman Dignan & Sheerar, Inc.

Portfolio Manager
Newman Dignan & Sheerar, Inc.
Performance
-2.70% (2026 Q1)
AUM (13F)
$475.05M
# of Holdings
192
Performance Rank
Allocation (Top 20)
56.91%

Newman Dignan & Sheerar, Inc. Holdings Map

Top 50 Newman Dignan & Sheerar, Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
SCHX
Schwab Dow Jones US Large Cap ETF
8.42%1.56M$40.0M
+1.39%(+21.42K)
2025-Q1: 1.56M shares2025-Q2: 1.56M shares2025-Q3: 1.54M shares2025-Q4: 1.54M shares2026-Q1: 1.56M shares
$19.61(+45.35%)
2026-03-31
VSLU
Applied Finance Valuation Lg Cap ETF
6.21%706.0K$29.5M
+0.20%(+1.44K)
2025-Q1: 0 shares2025-Q2: 688.6K shares2025-Q3: 688.2K shares2025-Q4: 704.5K shares2026-Q1: 706.0K shares
$28.58(+58.75%)
2026-03-31
SCHD
Schwab Dow Jones US Div Eq ETF
6.07%939.5K$28.8M
-1.63%(-15.52K)
2025-Q1: 878.5K shares2025-Q2: 903.3K shares2025-Q3: 921.8K shares2025-Q4: 955.0K shares2026-Q1: 939.5K shares
$25.31(+25.21%)
2026-03-31
UITB
VictoryShares Core Intermediate Bond ETF
4.69%473.7K$22.3M
-1.94%(-9.36K)
2025-Q1: 403.2K shares2025-Q2: 443.5K shares2025-Q3: 461.4K shares2025-Q4: 483.0K shares2026-Q1: 473.7K shares
$46.60(+0.54%)
2026-03-31
SGOL
abrdn Physical Gold Shares ETF
3.11%330.8K$14.8M
-12.91%(-49.04K)
2025-Q1: 437.7K shares2025-Q2: 418.6K shares2025-Q3: 406.5K shares2025-Q4: 379.8K shares2026-Q1: 330.8K shares
$16.67(+160.20%)
2026-03-31
AAPL
Apple, Inc
3.06%57.3K$14.6M
-1.66%(-966)
2025-Q1: 68.3K shares2025-Q2: 60.9K shares2025-Q3: 59.1K shares2025-Q4: 58.3K shares2026-Q1: 57.3K shares
$87.40(+225.14%)
2026-03-31
GOOGL
Alphabet, Inc. Cl A
3.02%49.8K$14.3M
-5.16%(-2.71K)
2025-Q1: 56.8K shares2025-Q2: 54.5K shares2025-Q3: 53.0K shares2025-Q4: 52.5K shares2026-Q1: 49.8K shares
$29.74(+1206.19%)
2026-03-31
DFAE
Dimensional Emerg Core Equity Mkt ETF
2.92%409.6K$13.9M
+8.29%(+31.34K)
2025-Q1: 335.6K shares2025-Q2: 347.0K shares2025-Q3: 350.9K shares2025-Q4: 378.2K shares2026-Q1: 409.6K shares
$25.31(+53.63%)
2026-03-31
MSFT
Microsoft Corp
2.11%27.0K$10.0M
+1.34%(+357)
2025-Q1: 29.6K shares2025-Q2: 27.9K shares2025-Q3: 27.1K shares2025-Q4: 26.7K shares2026-Q1: 27.0K shares
$54.00(+661.84%)
2026-03-31
NVDA
Nvidia Corp
2.09%57.0K$9.9M
+0.15%(+83)
2025-Q1: 67.6K shares2025-Q2: 60.0K shares2025-Q3: 58.9K shares2025-Q4: 56.9K shares2026-Q1: 57.0K shares
$10.60(+1754.26%)
2026-03-31

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