ND

Newman Dignan & Sheerar, Inc.

13F
Newman Dignan & Sheerar, Inc.
Last update 2024-07-15 169 Stocks (4 new)
Value $388.00 Mil Turnover 6 %
Countries:
Top Holdings: SCHX(8.13%)VSLU(5.29%)SCHD(5.05%)AAPL(4.09%)MSFT(3.55%)
Portfolio Report
Summary Stock Picks Current Portfolio
Newman Dignan & Sheerar, Inc. Top Holdings of 2024-06-30 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
490,353
31505.180
+2.27%
8.130
+0.18%
-
+13.05%
+26.22%
52166.211
 
VSLU 		Applied Finance Valuation Large Cap ETF
599,827
20514.070
+14.10%
5.290
+0.65%
-
+11.28%
+25.47%
229.395
 
SCHD 		Schwab US Dividend Equity ETF
251,612
19565.370
+1.70%
5.050
+0.08%
-
+9.66%
+15.45%
65642.074
 
AAPL 		Apple Inc
75,329
15865.870
+17.58%
4.090
+0.61%
0.000
+3.93%
+17.04%
3389420.993
Hardware
MSFT 		Microsoft Corp
30,782
13757.850
+1.67%
3.550
+0.06%
0.000
+3.14%
+11.77%
3107854.513
Software
UITB 		VictoryShares Core Intermediate Bond ETF
262,267
12066.890
+221.20%
3.110
+2.14%
-
-1.31%
-0.79%
2328.810
 
GOOGL 		Alphabet Inc
58,195
10600.180
-2.27%
2.730
-0.06%
0.000
+10.34%
+29.43%
2216114.399
Interactive Media
SGOL 		abrdn Physical Gold Shares ETF
463,887
10307.570
-2.72%
2.660
-0.07%
-
+7.67%
+26.55%
3720.945
 
NVDA 		NVIDIA Corp
71,912
8884.050
-2.45%
2.290
-0.04%
0.000
+38.68%
+193.39%
3563227.800
Semiconductors
DFAE 		Dimensional Emerging Core Equity Market ETF
309,945
8018.280
+8.33%
2.070
+0.16%
-
+3.69%
+9.50%
4807.446
 

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
UITB 		VictoryShares Core Intermediate Bond ETF2024-06-30Add
+2.14%
●
45.08 ($45.81) 46.44
$46.57
1.66%
Add 221.2%
262,267
180,614
FIXD 		First Trust TCW Opportunistic Fixed Income ETF2024-06-30Sold Out
-1.76%
●
42.01 ($42.87) 43.6
$43.71
1.96%
Sold Out
0
-149,787
IBDU 		iShares iBonds Dec 2029 Term Corporate ETF2024-06-30New Buy
+0.81%
●
22.29 ($22.56) 22.77
$22.99
1.91%
New holding
138,274
138,274
VSLU 		Applied Finance Valuation Large Cap ETF2024-06-30Add
+0.65%
●
30.86 ($32.64) 34.47
$37.30
14.28%
Add 14.1%
599,827
74,113
AAPL 		Apple Inc2024-06-30Add
+0.61%
●
165 ($186.49) 216.67
$224.23
20.24%
Add 17.58%
75,329
11,263
NOBL 		ProShares S&P 500 Dividend Aristocrats ETF2024-06-30Reduce
-0.43%
●
95.76 ($97.9) 100.68
$106.85
9.14%
Reduce -20.07%
63,024
-15,827
JHSC 		John Hancock Multifactor Small Cap ETF2024-06-30New Buy
+0.38%
●
35.59 ($37.07) 38.16
$43.38
17.01%
New holding
39,315
39,315
META 		Meta Platforms Inc2024-06-30Add
+0.18%
●
430.17 ($486.09) 527.34
$583.17
19.97%
Add 37.67%
4,926
1,348
SCHX 		Schwab U.S. Large-Cap ETF2024-06-30Add
+0.18%
●
58.7 ($61.99) 64.78
$23.72
-61.74%
Add 2.27%
490,353
10,907
DFAE 		Dimensional Emerging Core Equity Market ETF2024-06-30Add
+0.16%
●
24.03 ($25.35) 26.3
$26.40
4.14%
Add 8.33%
309,945
23,831

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 2024-06-30

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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