Top 50 Newman Dignan & Sheerar, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHX | Schwab Dow Jones US Large Cap ETF | 8.42% | 1.56M | $40.0M | +1.39%(+21.42K) | $19.61(+45.35%) | 2026-03-31 | |
| VSLU | Applied Finance Valuation Lg Cap ETF | 6.21% | 706.0K | $29.5M | +0.20%(+1.44K) | $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) | $25.31(+25.21%) | 2026-03-31 | |
| UITB | VictoryShares Core Intermediate Bond ETF | 4.69% | 473.7K | $22.3M | -1.94%(-9.36K) | $46.60(+0.54%) | 2026-03-31 | |
| SGOL | abrdn Physical Gold Shares ETF | 3.11% | 330.8K | $14.8M | -12.91%(-49.04K) | $16.67(+160.20%) | 2026-03-31 | |
| AAPL | Apple, Inc | 3.06% | 57.3K | $14.6M | -1.66%(-966) | $87.40(+225.14%) | 2026-03-31 | |
| GOOGL | Alphabet, Inc. Cl A | 3.02% | 49.8K | $14.3M | -5.16%(-2.71K) | $29.74(+1206.19%) | 2026-03-31 | |
| DFAE | Dimensional Emerg Core Equity Mkt ETF | 2.92% | 409.6K | $13.9M | +8.29%(+31.34K) | $25.31(+53.63%) | 2026-03-31 | |
| MSFT | Microsoft Corp | 2.11% | 27.0K | $10.0M | +1.34%(+357) | $54.00(+661.84%) | 2026-03-31 | |
| NVDA | Nvidia Corp | 2.09% | 57.0K | $9.9M | +0.15%(+83) | $10.60(+1754.26%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.84% | +51.45% |
| Top 20 Holdings Unweighted | +15.18% | +52.81% |
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