Newman Dignan & Sheerar, Inc. Q1 2025 Filing
Filed May 2, 2025
Portfolio Value
$390.4M
Holdings
181
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (181 positions)
| Stock | Value |
|---|---|
SCHXSchwab Dow Jones US Large Cap ETF | $35K |
SCHDSchwab Dow Jones US Div Eq ETF | $22K |
AAPLApple, Inc | $18K |
UITBVictoryShares Core Intermediate Bond ETF | $16K |
MSFTMicrosoft Corp | $13K |
SGOLETFS Phys. Swiss Gold Shares | $11K |
GOOGLAlphabet, Inc. Cl A | $11K |
NVDANvidia Corp | $10K |
DFAEDimensional Emerg Core Equity Mkt ETF | $9K |
SCHMSchwab Dow Jones US Mid-Cap ETF | $8K |
VTEBVanguard Tax-Exempt Bond ETF | $8K |
SCHGSchwab Dow Jones US Large Growth ETF | $7K |
VOOVanguard S&P 500 ETF | $7K |
AVGOBroadcom Limited | $7K |
AMZNAmazon.com | $6K |
NOBLProshares S&P 500 Div Aristocrats | $6K |
XFEBFirst Trust Preferred Sec & Inc ETF | $6K |
SCHFSchwab FTSE Developed ex-US ETF | $6K |
JPMJ P Morgan Chase & Co | $5K |
GSIEGoldman Sachs ActiveBeta Intl Eq ETF | $5K |
MRKMerck & Co Inc | $5K |
SCHASchwab Dow Jones US Sm-Cap ETF | $5K |
SCHVSchwab Dow Jones US Large Value ETF | $5K |
JMUBJ.P. Morgan Municipal ETF | $4K |
IJHiShares S&P Midcap 400 Index ETF | $4K |
PGProcter & Gamble Inc | $4K |
VOVanguard Mid-Cap ETF | $3K |
IBDUiShares iBonds Dec 2029 Corp Bd ETF | $3K |
JNJJohnson & Johnson | $3K |
PWRQuanta Services Inc | $3K |
IBMOiShares iBonds Dec 2026 Muni Bd ETF | $3K |
METAMeta Platforms Cl A | $3K |
IJRiShares S&P Smallcap 600 Index ETF | $3K |
GOOGAlphabet, Inc. Cl C | $3K |
BRK/BBerkshire Hathaway B | $3K |
LOWLowes Companies | $3K |
VEUVanguard FTSE All-World ex-USA ETF | $3K |
GQ9SPDR Gold Shares | $3K |
SDYSPDR S&P Dividend ETF | $3K |
FISVFiserv Inc | $3K |
SPYSPDR S&P 500 ETF | $3K |
PANWPalo Alto Networks Inc | $3K |
PEPPepsico | $2K |
RTXRTX Corp. | $2K |
BACBank Of America | $2K |
IBMInternational Business Machines | $2K |
CVXChevronTexaco Corp | $2K |
UNPUnion Pacific Corp | $2K |
AMGNAmgen Inc | $2K |
DFAIDimensional International Core Equity Mkt ETF | $2K |
HDHome Depot | $2K |
CSCOCisco Systems | $2K |
LHXL3Harris Technologies Inc | $2K |
MAMastercard Inc | $2K |
IBMPiShares iBonds Dec 2027 Muni Bd ETF | $2K |
IAUiShares iBonds Dec 2025 Muni Bd ETF | $2K |
ADPAutomatic Data Processing | $2K |
VUGVanguard Growth ETF | $2K |
SCHBSchwab Dow Jones US Broad Mkt ETF | $2K |
VVisa, Inc. | $2K |
VBRVanguard Small-Cap Value ETF | $2K |
EMREmerson Electric | $1K |
MCDMcDonalds Corp | $1K |
XOMExxon-Mobil | $1K |
CRMSalesforce Com | $1K |
TMOThermo Fisher Scientific | $1K |
QCOMQualcomm Corp | $1K |
BACVerizon Communications | $1K |
VTVVanguard Value ETF | $1K |
XLKSPDR Technology Select Sector | $1K |
NEENextEra Energy Inc. | $1K |
ORCLOracle Systems | $1K |
MDTMedtronic plc | $1K |
WMTWal-Mart Stores | $1K |
IEMGiShare Core MSCI Emerging Markets | $1K |
BXBlackstone Group Lp | $1K |
LLYLilly Eli & Co | $1K |
CWISPDR MSCI Acwi Ex-US | $1K |
IBDQiShares iBonds Dec 2025 Corp Bd ETF | $999 |
BMYBristol Myers Squibb | $998 |
DHRDanaher Corp | $993 |
IBMQiShares iBonds Dec 2028 Muni Bd ETF | $991 |
CFGCitizens Financial Group | $977 |
VNQVanguard REIT | $977 |
VIGVanguard Div Appreciation ETF | $970 |
XBISPDR S&P Biotech ETF | $968 |
ROPRoper Technologies, Inc | $959 |
MDLZMondelez Intl Inc Cl A | $901 |
JBNDJ P Morgan Active Bond ETF | $890 |
DISDisney Walt Co | $880 |
KOCoca Cola | $843 |
ITWIllinois Tool Works | $817 |
ADBEAdobe Systems | $735 |
7HPHewlett Packard | $731 |
PBEInvesco Biotech & Genomics ETF | $723 |
AMATApplied Materials | $721 |
KLACKLA Tencor Corp | $691 |
TJXTJX Cos Inc | $691 |
ABBVAbbVie Inc | $690 |
CMCCommercial Metals Co | $687 |
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