| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2019 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Ishares Tr | 9 | Q4 2022 | 24.7% |
| Vanguard Index Fds | 9 | Q4 2022 | 18.6% |
| Vanguard Intl Equity Index F | 9 | Q4 2022 | 14.3% |
| Ishares Tr | 9 | Q4 2022 | 12.2% |
| Ishares Tr | 9 | Q4 2022 | 19.3% |
| Berkshire Hathaway Inc Del | 9 | Q4 2022 | 9.1% |
| Vanguard Star Funds | 9 | Q4 2022 | 5.1% |
| Schwab Strategic Tr | 9 | Q4 2022 | 2.4% |
| Schwab Strategic Tr | 9 | Q4 2022 | 2.7% |
| Schwab Strategic Tr | 9 | Q4 2022 | 2.1% |
View Newman & Schimel, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2023-01-23 |
| 13F-HR | 2022-10-25 |
| 13F-HR | 2022-07-14 |
| 13F-HR | 2022-04-15 |
| 13F-HR | 2022-01-18 |
| 13F-HR | 2021-10-07 |
| 13F-HR | 2021-07-06 |
| 13F-HR | 2021-04-08 |
| 13F-HR | 2021-01-21 |
View Newman & Schimel, LLC'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.