Newman Dignan & Sheerar, Inc.
CIK: 1566493SEC EDGAR →
Portfolio Value
$312.5B
Holdings
197
As of
Q2 2026
New Positions
13
Closed Positions
8
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Schwab Dow Jones US Large Cap ETF | 1,559,413 | $45.9B | 14.68% |
| 2 | Applied Finance Valuation Lg Cap ETF | 716,462 | $33.1B | 10.60% |
| 3 | Schwab Dow Jones US Div Eq ETF | 938,972 | $29.8B | 9.53% |
| 4 | Dimensional Emerg Core Equity Mkt ETF | 412,430 | $16.6B | 5.31% |
| 5 | VictoryShares Core Intermediate Bond ETF | 338,592 | $15.9B | 5.07% |
| 6 | abrdn Physical Gold Shares ETF | 321,721 | $12.3B | 3.94% |
| 7 | JPMorgan Core Plus Bond ETF | 214,133 | $10.1B | 3.22% |
| 8 | Schwab FTSE Developed ex-US ETF | 350,492 | $9.7B | 3.11% |
| 9 | J H Multifactor Mid Cap ETF | 119,708 | $9.0B | 2.87% |
| 10 | First Trust Preferred Sec & Inc ETF | 478,985 | $8.6B | 2.74% |
Quarterly Changes
Top Buys
New Positions (13)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 91 | $287.9B | 92.1% |
| Unknown | 16 | $12.6B | 4.0% |
| Consumer Defensive | 10 | $3.1B | 1.0% |
| Healthcare | 14 | $2.8B | 0.9% |
| Utilities | 6 | $2.6B | 0.8% |
| Energy | 8 | $1.1B | 0.4% |
| Basic Materials | 4 | $1.0B | 0.3% |
| Communication Services | 4 | $759.6M | 0.2% |
| Technology | 24 | $665.3M | 0.2% |
| Industrials | 13 | $18.9M | 0.0% |
| Consumer Cyclical | 6 | $13.7M | 0.0% |
| Real Estate | 1 | $286K | 0.0% |