Newman Dignan & Sheerar, Inc.
CIK: 0001566493SEC EDGAR →
Portfolio Value
$455K
Holdings
188
As of
Q4 2025
New Positions
5
Closed Positions
20
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Schwab Dow Jones US Large Cap ETF | 1,538,425 | $41K | 9.09% |
| 2 | Applied Finance Valuation Lg Cap ETF | 704,543 | $31K | 6.85% |
| 3 | Schwab Dow Jones US Div Eq ETF | 955,038 | $26K | 5.75% |
| 4 | VictoryShares Core Intermediate Bond ETF | 483,034 | $23K | 5.02% |
| 5 | Alphabet, Inc. Cl A | 52,526 | $16K | 3.61% |
| 6 | Apple, Inc | 58,309 | $16K | 3.48% |
| 7 | ETFS Phys. Swiss Gold Shares | 379,816 | $16K | 3.43% |
| 8 | Microsoft Corp | 26,658 | $13K | 2.83% |
| 9 | Dimensional Emerg Core Equity Mkt ETF | 378,225 | $12K | 2.70% |
| 10 | Nvidia Corp | 56,875 | $11K | 2.33% |
Quarterly Changes
New Positions (13)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 90 | $283K | 62.2% |
| Technology | 19 | $63K | 13.8% |
| Communication Services | 4 | $22K | 4.8% |
| Industrials | 13 | $19K | 4.1% |
| Unknown | 15 | $18K | 3.9% |
| Healthcare | 14 | $17K | 3.7% |
| Consumer Cyclical | 7 | $14K | 3.1% |
| Consumer Defensive | 10 | $9K | 2.0% |
| Energy | 8 | $6K | 1.3% |
| Utilities | 4 | $3K | 0.6% |
| Basic Materials | 3 | $1K | 0.3% |
| Real Estate | 1 | $364 | 0.1% |