$312 Million is the total value of Newman Dignan & Sheerar, Inc.'s 195 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CRM | New | Salesforce Com | $779,142 | – | 3,900 | +100.0% | 0.25% | – |
| MUNI | New | Pimco Intermediate Muni ETFetf | $537,020 | – | 10,276 | +100.0% | 0.17% | – |
| JMUB | New | J.P. Morgan Municipal ETFetf | $500,376 | – | 9,883 | +100.0% | 0.16% | – |
| DFAI | New | Dimensional International Core Equity Mkt ETFetf | $294,464 | – | 10,926 | +100.0% | 0.10% | – |
| VXUS | New | Vanguard Total International Stocketf | $259,728 | – | 4,704 | +100.0% | 0.08% | – |
| CARR | New | Carrier Global Corp | $214,796 | – | 4,695 | +100.0% | 0.07% | – |
| WYNN | New | Wynn Resorts | $215,091 | – | 1,922 | +100.0% | 0.07% | – |
| VGT | New | Vanguard Info Technologyetf | $214,707 | – | 557 | +100.0% | 0.07% | – |
| IVE | New | iShares S&P 500 Value ETFetf | $205,331 | – | 1,353 | +100.0% | 0.07% | – |
| TEL | New | TE Connectivity Ltd | $203,283 | – | 1,550 | +100.0% | 0.06% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-04-28
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Schwab Dow Jones US Div Eq ETF | 42 | Q3 2023 | 6.6% |
| Schwab Dow Jones US Large Cap ETF | 42 | Q3 2023 | 7.3% |
| Schwab Dow Jones US Large Growth ETF | 42 | Q3 2023 | 4.9% |
| Schwab Dow Jones US Large Value ETF | 42 | Q3 2023 | 4.5% |
| Apple, Inc | 42 | Q3 2023 | 20.8% |
| Schwab Dow Jones US Sm-Cap ETF | 42 | Q3 2023 | 13.5% |
| Microsoft Corp | 42 | Q3 2023 | 3.4% |
| Johnson & Johnson | 42 | Q3 2023 | 2.9% |
| Novartis A G | 42 | Q3 2023 | 56.8% |
| Merck & Co Inc | 42 | Q3 2023 | 2.5% |
View Newman Dignan & Sheerar, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-29 |
| 13F-HR | 2024-02-09 |
| 13F-HR | 2023-11-08 |
| 13F-HR | 2023-08-02 |
| 13F-HR | 2023-04-28 |
| 13F-HR | 2023-01-20 |
| 13F-HR | 2022-10-18 |
| 13F-HR | 2022-08-03 |
| 13F-HR | 2022-04-14 |
| 13F-HR | 2022-01-18 |
View Newman Dignan & Sheerar, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.