NS
| |
Newman & Schimel, LLC13F | |
| Newman & Schimel, LLC | |
| Last update 2023-01-23 | 51 Stocks (10 new) |
| Value $221.00 Mil | Turnover 6 % |
Newman & Schimel, LLC Top Holdings of 2022-12-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ISTB | iShares Core 1-5 Year USD Bond ETF | 814,669 | 37,833.3 | -3.31% | 17.090 | -0.64% | 0.740 | +1.12% | +2.42% | 4,441.0 | ||
BSV | Vanguard Short-Term Bond ETF | 398,428 | 29,993.7 | +1.44% | 13.550 | +0.19% | 0.080 | +1.18% | +2.40% | 34,600.5 | ||
VTI | Vanguard Total Stock Market ETF | 133,684 | 25,559.0 | +3.06% | 11.550 | +0.34% | 0.010 | +1.18% | +0.73% | 451,368.9 | ||
IXUS | iShares Core MSCI Total International Stock ETF | 435,453 | 25,204.0 | -1.11% | 11.390 | -0.12% | 0.090 | +8.81% | +14.85% | 44,700.8 | ||
ITOT | iShares Core S&P Total U.S. Stock Market ETF | 221,436 | 18,777.7 | +4.87% | 8.480 | +0.39% | 0.050 | +1.18% | +0.72% | 67,534.1 | ||
BRK.B | Berkshire Hathaway Inc | 42,736 | 13,201.1 | +0.26% | 5.960 | +0.02% | 0.000 | +1.34% | +12.33% | 1,096,452.2 | Insurance | |
VT | Vanguard Total World Stock ETF | 105,814 | 9,120.1 | -19.13% | 4.120 | -0.98% | 0.040 | +4.00% | +5.80% | 42,274.6 | ||
VXUS | Vanguard Total International Stock | 148,026 | 7,655.9 | +3.82% | 3.460 | +0.13% | 0.020 | +8.65% | +14.72% | 83,759.8 | ||
SCHO | Schwab Short-Term U.S. Treasury ETF | 133,187 | 6,424.9 | +24.78% | 2.900 | +0.58% | 0.050 | +1.10% | +2.38% | 10,906.2 | ||
SCHX | Schwab U.S. Large-Cap ETF | 103,741 | 4,683.9 | -0.63% | 2.120 | -0.01% | 0.020 | +1.47% | +1.25% | 53,843.4 |
Newman & Schimel, LLC's Historical Top Holdings Breakdowns
Newman & Schimel, LLC Total Holding History ($B)
Newman & Schimel, LLC's Asset Allocation
Newman & Schimel, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Newman & Schimel, LLC's Hypothetical Growth since 2022-12-31
Newman & Schimel, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Newman & Schimel, LLC's Holdings Heat Map
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Newman & Schimel, LLC's Holdings Bubble Chart
Newman & Schimel, LLC News
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