Universe · entity
Newman Dignan & Sheerar, Inc.
Institutional manager (13F) · CIK 1566493
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $378M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | Schwab Dow Jones US Large Cap ETF | $40M | 1,559,842 |
| 2 | Applied Finance Valuation Lg Cap ETF | $30M | 705,983 |
| 3 | Schwab Dow Jones US Div Eq ETF | $29M | 939,516 |
| 4 | VictoryShares Core Intermediate Bond ETF | $22M | 473,674 |
| 5 | abrdn Physical Gold Shares ETF | $15M | 330,772 |
| 6 | Apple, Inc | $15M | 57,343 |
| 7 | Alphabet, Inc. Cl A | $14M | 49,814 |
| 8 | Dimensional Emerg Core Equity Mkt ETF | $14M | 409,567 |
| 9 | Microsoft Corp | $10M | 27,015 |
| 10 | Nvidia Corp | $10M | 56,958 |
| 11 | Schwab FTSE Developed ex-US ETF | $9M | 343,470 |
| 12 | First Trust Preferred Sec & Inc ETF | $8M | 459,787 |
| 13 | J H Multifactor Mid Cap ETF | $8M | 116,560 |
| 14 | Goldman Sachs ActiveBeta Intl Eq ETF | $8M | 176,532 |
| 15 | Vanguard S&P 500 ETF | $7M | 12,296 |
| 16 | Broadcom Limited | $7M | 22,957 |
| 17 | PIMCO Intermediate Muni ETF | $7M | 126,856 |
| 18 | J.P. Morgan Municipal ETF | $7M | 130,834 |
| 19 | Schwab Dow Jones US Large Growth ETF | $6M | 216,035 |
| 20 | Amazon.com | $6M | 29,848 |
| 21 | Dimensional International Core Equity Mkt ETF | $5M | 139,255 |
| 22 | J P Morgan Chase & Co | $5M | 18,269 |
| 23 | iShares S&P Midcap 400 Index ETF | $5M | 78,022 |
| 24 | Johnson & Johnson | $5M | 21,364 |
| 25 | Schwab Dow Jones US Mid-Cap ETF | $5M | 149,963 |
| 26 | Quanta Services Inc | $5M | 8,288 |
| 27 | Schwab Dow Jones US Large Value ETF | $4M | 146,002 |
| 28 | iShares iBonds Dec 2029 Corp Bond ETF | $4M | 182,557 |
| 29 | Vanguard Mid-Cap ETF | $4M | 14,603 |
| 30 | SPDR Gold Shares | $4M | 9,381 |
| 31 | Vanguard FTSE All-World ex-USA ETF | $4M | 52,878 |
| 32 | RTX Corp. | $4M | 20,497 |
| 33 | Schwab Dow Jones US Sm-Cap ETF | $4M | 126,589 |
| 34 | Alphabet, Inc. Cl C | $4M | 12,828 |
| 35 | Merck & Co Inc | $3M | 28,802 |
| 36 | Berkshire Hathaway B | $3M | 6,918 |
| 37 | ChevronTexaco Corp | $3M | 15,556 |
| 38 | iShares S&P Smallcap 600 Index ETF | $3M | 25,869 |
| 39 | SPDR S&P 500 ETF | $3M | 4,550 |
| 40 | Meta Platforms Cl A | $3M | 5,114 |
| 41 | Vanguard Tax-Exempt Bond ETF | $3M | 58,444 |
| 42 | Proshares S&P 500 Div Aristocrats | $3M | 26,028 |
| 43 | Amgen Inc | $3M | 7,625 |
| 44 | Bank Of America | $3M | 54,659 |
| 45 | L3Harris Technologies Inc | $3M | 7,307 |
| 46 | Procter & Gamble Inc | $3M | 17,443 |
| 47 | Lowes Companies | $3M | 10,619 |
| 48 | Cisco Systems | $2M | 31,196 |
| 49 | PIMCO Multisector Bond Active ETF | $2M | 90,430 |
| 50 | Pepsico | $2M | 14,552 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.