News + Filings Holdings
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Newman Dignan & Sheerar, Inc.
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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SELECT SECTOR SPDR TR RL EST SEL SEC
| XLRE | ETF | 0 | -89,505 | 0 | -3,657,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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FTSL
| FTSL | ETF | 0 | -14,034 | 0 | -619,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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PIMCO ETF Trust
| MUNI | Common | 0 | -10,113 | 0 | -521,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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VANGUARD MALVERN FUNDS
| VTIP | Common | 0 | -8,322 | 0 | -417,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Lattice Strategies Trust
| RODM | Common | 0 | -16,540 | 0 | -412,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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iSHARES TRUST
| SHY | 1-3 YR TRS BD | 0 | -4,677 | 0 | -387,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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STANLEY BLACK & DECKER, INC.
| SWK | common | 0 | -3,648 | 0 | -383,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Floto Paul Johnstone
| FLOT | ETF | 0 | -6,519 | 0 | -325,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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SCHWAB STRATEGIC TRUST
| FNDE | Common | 0 | -12,260 | 0 | -318,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Vanguard BD Index Fund Inc Sho
| BSV | ETF | 0 | -4,105 | 0 | -315,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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SCHWAB STRATEGIC TRUST
| SCHP | Common | 0 | -5,471 | 0 | -305,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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iSHARES TRUST
| SUB | Common | 0 | -2,716 | 0 | -284,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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SCHWAB STRATEGIC TRUST
| SCHE | Common | 0 | -10,726 | 0 | -272,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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3M CO
| MMM | Common | 0 | -2,009 | 0 | -260,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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PAYCHEX INC
| PAYX | Common | 0 | -2,145 | 0 | -244,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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EVERSOURCE ENERGY
| ES | Common | 0 | -2,580 | 0 | -218,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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ServiceNow, Inc.
| NOW | COM | 0 | -444 | 0 | -211,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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