ND

Newman Dignan & Sheerar, Inc.

13F
Newman Dignan & Sheerar, Inc.
Last update 2024-11-12 187 Stocks (26 new)
Value $418.00 Mil Turnover 23 %
Countries:
Top Holdings: SCHX(8.23%)VSLU(5.35%)SCHD(5.32%)AAPL(4.11%)UITB(3.88%)
Portfolio Report
Summary Stock Picks Current Portfolio
Newman Dignan & Sheerar, Inc. Top Holdings of 2024-09-30 View Full List
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
4,495,767
34362.640
+816.84%
8.230
+7.33%
0.070
+11.15%
+26.22%
52410.525
 
VSLU 		Applied Finance Valuation Large Cap ETF
612,775
22329.510
+2.16%
5.350
+0.11%
9.960
+9.40%
+25.23%
228.964
 
SCHD 		Schwab US Dividend Equity ETF
2,353,353
22215.660
+835.31%
5.320
+4.75%
0.030
+7.91%
+14.28%
65519.143
 
AAPL 		Apple Inc
73,529
17161.630
-2.39%
4.110
-0.10%
0.000
+2.40%
+18.13%
3422222.328
Hardware
UITB 		VictoryShares Core Intermediate Bond ETF
346,932
16205.180
+32.28%
3.880
+0.95%
0.690
-2.28%
-1.17%
2323.563
 
MSFT 		Microsoft Corp
31,008
13227.730
+0.73%
3.170
+0.02%
0.000
+3.65%
+14.53%
3182426.366
Software
SGOL 		abrdn Physical Gold Shares ETF
455,776
11932.220
-1.75%
2.860
-0.05%
0.310
+4.73%
+25.00%
3665.963
 
NVDA 		NVIDIA Corp
72,538
10192.980
+0.87%
2.440
+0.02%
0.000
+26.20%
+196.00%
3609123.430
Semiconductors
GOOGL 		Alphabet Inc
58,554
9762.070
+0.62%
2.340
+0.01%
0.000
+9.32%
+28.62%
2203361.356
Interactive Media
DFAE 		Dimensional Emerging Core Equity Market ETF
340,788
9160.370
+9.95%
2.190
+0.20%
0.190
-0.25%
+6.82%
4712.248
 

Newman Dignan & Sheerar, Inc.'s Historical Top Holdings Breakdowns

Newman Dignan & Sheerar, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SCHX 		Schwab U.S. Large-Cap ETF2024-09-30Add
+7.33%
●
20.37 ($21.79) 22.62
$23.72
8.86%
Add 816.84%
4,495,767
1,335,138
SCHD 		Schwab US Dividend Equity ETF2024-09-30Add
+4.75%
●
25.67 ($27.24) 28.35
$28.98
6.41%
Add 835.31%
2,353,353
700,580
SCHM 		Schwab U.S. Mid-Cap ETF2024-09-30Add
+1.60%
●
25.16 ($26.59) 27.75
$29.28
10.12%
Add 831.89%
804,243
239,314
SCHG 		Schwab U.S. Large-Cap Growth ETF2024-09-30Add
+1.56%
●
23.16 ($25.16) 26.42
$27.89
10.85%
Add 1463.46%
1,047,644
245,159
SCHF 		Schwab International Equity ETF2024-09-30Add
+1.12%
●
18.49 ($19.77) 20.77
$19.16
-3.11%
Add 309.82%
621,756
235,021
SCHV 		Schwab U.S. Large-Cap Value ETF2024-09-30Add
+1.04%
●
24.48 ($25.69) 26.79
$27.45
6.87%
Add 760.53%
547,776
161,373
UITB 		VictoryShares Core Intermediate Bond ETF2024-09-30Add
+0.95%
●
45.71 ($47.31) 48.29
$46.24
-2.26%
Add 32.28%
346,932
84,665
SCHA 		Schwab U.S. Small-Cap ETF2024-09-30Add
+0.84%
●
23.45 ($24.83) 25.98
$27.68
11.48%
Add 304.89%
356,438
134,202
VEU 		Vanguard FTSE All-World ex-US ETF2024-09-30Sold Out
-0.81%
●
56.47 ($60.22) 63.69
$58.93
-2.14%
Sold Out
0
-53,879
IBMM 		iShares iBonds Dec 2024 Term Muni Bond ETF2024-09-30Sold Out
-0.67%
●
25.97 ($26.06) 26.11
$26.09
0.13%
Sold Out
0
-99,994

Newman Dignan & Sheerar, Inc. Total Holding History ($B)

To

Newman Dignan & Sheerar, Inc.'s Asset Allocation

To

Newman Dignan & Sheerar, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Newman Dignan & Sheerar, Inc.'s Hypothetical Growth since 2024-09-30

Newman Dignan & Sheerar, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Newman Dignan & Sheerar, Inc.'s Holdings Heat Map

Size field:

Newman Dignan & Sheerar, Inc.'s Holdings Bubble Chart

Newman Dignan & Sheerar, Inc. News

  • 1

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