Newman Dignan & Sheerar, Inc. Portfolio Holdings - 13F Filings | 13F Fund Database
Newman Dignan & Sheerar, Inc. 13F Holdings
CIK 0001566493 · PROVIDENCE, RI
As of Sep 30, 2025, Newman Dignan & Sheerar, Inc. reported
180 positions worth $463.1M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| SCHWAB US LARGE-CAP ETF | SCHX | Equity | 1,544,007 | $40.7M | 8.78% |
| ETF OPPORTUNITIES TRUST | VSLU | — | 688,156 | $29.4M | 6.34% |
| SCHWAB US DIVIDEND EQUITY ETF | SCHD | Equity | 921,785 | $25.2M | 5.43% |
| VICTORYSHARES CORE INTERMEDIATE BOND ETF FORMERLY VICTORYSHARES USAA CORE INTERMEDIATE-TERM BOND ETF | UITB | — | 461,389 | $21.9M | 4.73% |
| APPLE INC | AAPL | Technology | 59,087 |
|
5.0M3.25% |
| ABRDN GOLD ETF TRUST | SGOL | — | 406,451 |
5.0M | 3.23% |
| MICROSOFT CORP | MSFT | Technology | 27,068 |
4.0M | 3.03% |
| ALPHABET INC | GOOGL | Equity | 53,038 |
2.9M | 2.78% |
| DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | DFAE | — | 350,866 |
1.1M | 2.39% |
| NVIDIA CORP | NVDA | Technology | 58,924 |
1.0M | 2.37% |
| BROADCOM INC | AVGO | Technology | 24,802 | $8.2M | 1.77% |
| VANGUARD 500 INDEX FUND | VOO | — | 12,579 | $7.7M | 1.66% |
| SCHWAB INTERNATIONAL EQUITY ETF | SCHF | — | 328,868 | $7.7M | 1.65% |
| FIRST TRUST EXCHANGE-TRADED FUND III | FPE | — | 405,771 | $7.4M | 1.60% |
| SCHWAB US LARGE-CAP GROWTH | SCHG | — | 225,323 | $7.2M | 1.55% |
| GOLDMAN SACHS ACTIVEBETA(R) INTERNATIONAL EQUITY ETF | GSIE | — | 172,192 | $7.1M | 1.53% |
| JOHN HANCOCK MULTIFACTOR MID CAP ETF | JHMM | — | 102,472 | $6.6M | 1.43% |
| AMAZON.COM INC | AMZN | Equity | 28,790 | $6.3M | 1.37% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 19,405 | $6.1M | 1.32% |
| JPMORGAN MUNICIPAL ETF | JMUB | — | 116,905 | $5.9M | 1.27% |
| PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND | MUNI | — | 108,175 | $5.7M | 1.22% |
| SCHWAB US LARGE-CAP VALUE | SCHV | Equity | 157,737 | $4.6M | 0.99% |
| VANGUARD MID-CAP INDEX FUND | VO | — | 15,613 | $4.6M | 0.99% |
| SCHWAB US MID-CAP ETF | SCHM | Equity | 149,815 | $4.4M | 0.96% |
| ISHARES CORE S&P MID-CAP ETF | IJH | — | 66,126 | $4.3M | 0.93% |