StockDriftsStockDriftsTop 50 Newman & Schimel, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ISTB | Ishares Tr | 17.09% | 814.7K | $37.8M | -3.31%(-27.91K) | — | 2022-12-31 | |
| BSV | VANGUARD BD INDEX FDS | 13.55% | 398.4K | $30.0M | +1.44%(+5.64K) | — | 2022-12-31 | |
| VTI | Vanguard Index Fds | 11.55% | 133.7K | $25.6M | +3.06%(+3.97K) | — | 2022-12-31 | |
| IXUS | Ishares Tr | 11.39% | 435.5K | $25.2M | -1.11%(-4.87K) | — | 2022-12-31 | |
| ITOT | Ishares Tr | 8.48% | 221.4K | $18.8M | +4.87%(+10.28K) | — | 2022-12-31 | |
| BRKB | Berkshire Hathaway Inc Del | 5.96% | 42.7K | $13.2M | +0.26%(+110) | — | 2022-12-31 | |
| VT | Vanguard Intl Equity Index F | 4.12% | 105.8K | $9.1M | -19.13%(-25.03K) | — | 2022-12-31 | |
| VXUS | Vanguard Star Funds | 3.46% | 148.0K | $7.7M | +3.82%(+5.44K) | — | 2022-12-31 | |
| SCHO | SCHWAB STRATEGIC TR | 2.9% | 133.2K | $6.4M | +24.78%(+26.45K) | — | 2022-12-31 | |
| SCHX | Schwab Strategic Tr | 2.12% | 103.7K | $4.7M | -0.63%(-658) | — | 2022-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Newman & Schimel, Llc reports $221.35M in US-listed equity holdings across 51 positions in its most recent 13F filing. Its largest disclosed positions are ISTB (17.1%), BSV (13.6%) and VTI (11.6%). Figures reflect the Q4 2022 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Newman & Schimel, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1838938). View Newman & Schimel, Llc’s 13F filings on SEC