ND
| |
Newman Dignan & Sheerar, Inc.13F | |
| Newman Dignan & Sheerar, Inc. | |
| Last update 2025-07-18 | 195 Stocks (28 new) |
| Value $435.00 Mil | Turnover 14 % |
Newman Dignan & Sheerar, Inc. Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCHX | Schwab U.S. Large-Cap ETF | 1,564,224 | 38,229.6 | +0.46% | 8.790 | +0.04% | 0.070 | +20.12% | +8.10% | 57,122.4 | ||
VSLU |
Applied Finance Valuation Large Cap ETF
Applied Finance Valuation Large Cap ETF
| 688,643 | 26,960.4 | New Holding | 6.200 | +6.20% | 10.590 | +21.15% | +9.13% | 262.5 | ||
SCHD | Schwab US Dividend Equity ETF | 903,333 | 23,938.3 | +2.82% | 5.500 | +0.15% | 0.030 | +8.13% | +1.59% | 71,133.2 | ||
UITB | VICTORY PTF II | 443,544 | 20,877.6 | +10.00% | 4.800 | +0.44% | 0.890 | +2.32% | +3.99% | 2,341.5 | ||
MSFT | Microsoft Corp | 27,883 | 13,869.5 | -5.65% | 3.190 | -0.17% | 0.000 | +38.00% | +20.34% | 3,755,441.4 | Software | |
SGOL | abrdn Physical Gold Shares ETF | 418,637 | 13,203.8 | -4.36% | 3.030 | -0.16% | 0.260 | +1.65% | +30.66% | 5,426.6 | ||
AAPL | Apple Inc | 60,853 | 12,485.3 | -10.90% | 2.870 | -0.45% | 0.000 | +7.48% | -14.18% | 3,202,241.1 | Hardware | |
DFAE |
Dimensional Emerging Core Equity Market ETF
Dimensional Emerging Core Equity Market ETF
| 346,996 | 10,045.5 | +3.39% | 2.310 | +0.08% | 0.160 | +18.21% | +18.19% | 6,271.4 | ||
GOOGL | Alphabet Inc | 54,496 | 9,603.8 | -4.02% | 2.210 | -0.10% | 0.000 | +26.47% | +1.32% | 2,326,066.7 | Interactive Media | |
NVDA | NVIDIA Corp | 60,009 | 9,480.8 | -11.23% | 2.180 | -0.22% | 0.000 | +68.92% | +24.40% | 4,073,453.7 | Semiconductors |
Newman Dignan & Sheerar, Inc.'s Historical Top Holdings Breakdowns
Newman Dignan & Sheerar, Inc.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
VSLU |
Applied Finance Valuation Large Cap ETF
Applied Finance Valuation Large Cap ETF
| 2025-06-30 | New Buy New Buy | +6.20% | 31.34 ($35.96) 39.15 | $39.93 | 11.04% | New holding | 688,643 | 688,643 | |
JHMM |
John Hancock Multifactor Mid Cap ETF
John Hancock Multifactor Mid Cap ETF
| 2025-06-30 | New Buy New Buy | +1.39% | 50.32 ($57.64) 61.13 | $62.52 | 8.47% | New holding | 98,932 | 98,932 | |
VTEB | Vanguard Tax-Exempt Bond ETF | 2025-06-30 | Reduce Reduce | -1.13% | 48.13 ($48.86) 49.85 | $48.60 | -0.53% | Reduce -51.21% | 79,631 | -83,591 | |
IBDU |
iShares iBonds Dec 2029 Term Corporate ETF
iShares iBonds Dec 2029 Term Corporate ETF
| 2025-06-30 | New Buy New Buy | +0.88% | 22.7 ($23.07) 23.33 | $23.29 | 0.95% | New holding | 164,675 | 164,675 | |
JNJ | Johnson & Johnson | 2025-06-30 | New Buy New Buy | +0.81% | 146.36 ($153.9) 165.84 | $167.93 | 9.12% | New holding | 22,934 | 22,934 | |
MUNI |
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
| 2025-06-30 | New Buy New Buy | +0.79% | 50.34 ($51.04) 51.86 | $51.04 | 0% | New holding | 67,285 | 67,285 | |
IBMO |
iShares iBonds Dec 2026 Term Muni Bond ETF
iShares iBonds Dec 2026 Term Muni Bond ETF
| 2025-06-30 | New Buy New Buy | +0.62% | 25.32 ($25.52) 25.63 | $25.61 | 0.35% | New holding | 105,943 | 105,943 | |
AAPL | Apple Inc | 2025-06-30 | Reduce Reduce | -0.45% | 172.42 ($202.27) 223.89 | $214.40 | 6.00% | Reduce -10.9% | 60,853 | -7,446 | |
UITB | VICTORY PTF II | 2025-06-30 | Add Add | +0.44% | 45.95 ($46.52) 47.33 | $46.77 | 0.55% | Add 10% | 443,544 | 40,325 | |
JHSC |
John Hancock Multifactor Small Cap ETF
John Hancock Multifactor Small Cap ETF
| 2025-06-30 | New Buy New Buy | +0.32% | 32.47 ($37.02) 39.09 | $40.30 | 8.87% | New holding | 35,882 | 35,882 |
Newman Dignan & Sheerar, Inc. Total Holding History ($B)
Newman Dignan & Sheerar, Inc.'s Asset Allocation
Newman Dignan & Sheerar, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Newman Dignan & Sheerar, Inc.'s Hypothetical Growth since 2025-06-30
Newman Dignan & Sheerar, Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Newman Dignan & Sheerar, Inc.'s Holdings Heat Map
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Newman Dignan & Sheerar, Inc.'s Holdings Bubble Chart
Newman Dignan & Sheerar, Inc. News
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