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 |
SCHWAB US LC ETF
| SCHX | ETF | 421,409 | 62,748 | 22,069,173,000 | 22,053,155,000 | 6.81 | |
Hist
| 06/30/2023 |
Schwab US Dividend Equity ETF
| SCHD | ETF | 221,345 | -832 | 16,074,083,000 | 16,058,168,000 | 4.96 | |
Hist
| 06/30/2023 |
Apple Inc.
| AAPL | Common | 67,050 | -4,858 | 13,005,663,000 | 12,995,832,000 | 4.01 | |
Hist
| 06/30/2023 |
MICROSOFT CORP
| MSFT | Common | 30,090 | -2,001 | 10,246,769,000 | 10,238,527,000 | 3.16 | 0.00 |
Hist
| 06/30/2023 |
abrdn Gold ETF Trust
| SGOL | Common | 489,520 | -53,154 | 8,992,482,000 | 8,983,077,000 | 2.78 | 0.35 |
Hist
| 06/30/2023 |
Alphabet Inc.
| GOOGL | COM | 61,009 | 57,807 | 7,302,777,000 | 7,295,799,000 | 2.25 | |
Hist
| 06/30/2023 |
NOBLE INTERNATIONAL, LTD.
| NOBL | Common | 72,144 | -2,008 | 6,801,780,000 | 6,795,450,000 | 2.10 | |
Hist
| 06/30/2023 |
SCHWAB STRATEGIC TRUST
| SCHM | Common | 87,058 | 2,235 | 6,183,750,000 | 6,178,429,000 | 1.91 | |
Hist
| 06/30/2023 |
SCHWAB STRATEGIC TRUST
| SCHG | Common | 80,340 | -33,585 | 6,021,455,000 | 6,014,849,000 | 1.86 | |
Hist
| 06/30/2023 |
Merck & Co., Inc.
| MRK | COM | 51,525 | -2,152 | 5,945,420,000 | 5,940,526,000 | 1.84 | |
Hist
| 06/30/2023 |
FIRST TRUST EXCHANGE-TRADED FUND VIII
| FPE | Common | 366,324 | 73,733 | 5,850,194,000 | 5,845,153,000 | 1.81 | |
Hist
| 06/30/2023 |
SCHWAB STRATEGIC TRUST
| SCHV | Common | 80,366 | -39,093 | 5,391,763,000 | 5,384,306,000 | 1.66 | |
Hist
| 06/30/2023 |
Dimensional ETF Trust
| DFAE | Common | 225,807 | 142,625 | 5,297,443,000 | 5,295,517,000 | 1.64 | |
Hist
| 06/30/2023 |
SCHWAB STRATEGIC TRUST
| SCHF | Common | 139,623 | 26,449 | 4,977,571,000 | 4,974,012,000 | 1.54 | |
Hist
| 06/30/2023 |
FIRST TRUST EXCHANGE-TRADED FUND VIII
| FIXD | Common | 101,716 | 38,353 | 4,492,814,000 | 4,489,876,000 | 1.39 | |
Hist
| 06/30/2023 |
VANGUARD INDEX FDS SANDP 500 ETF
| VOO | ETF | 10,745 | 2,986 | 4,376,269,000 | 4,373,577,000 | 1.35 | |
Hist
| 06/30/2023 |
JOHNSON & JOHNSON
| JNJ | Common | 26,229 | -3,048 | 4,341,480,000 | 4,336,283,000 | 1.34 | |
Hist
| 06/30/2023 |
Goldman Sachs ETF Trust
| GSIE | Common | 128,675 | -33,546 | 4,033,966,000 | 4,029,461,000 | 1.25 | |
Hist
| 06/30/2023 |
SMART CHOICE AUTOMOTIVE GROUP INC
| SCHA | CMN | 89,291 | -14,013 | 3,910,963,000 | 3,906,935,000 | 1.21 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| IBMM | Common | 149,219 | 33,548 | 3,843,875,000 | 3,840,868,000 | 1.19 | |
Hist
| 06/30/2023 |
iShares, Inc.
| IEMG | Common | 76,114 | -119 | 3,751,656,000 | 3,747,916,000 | 1.16 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| IBMN | Common | 138,349 | 49,129 | 3,643,425,000 | 3,641,049,000 | 1.12 | |
Hist
| 06/30/2023 |
JPMORGAN CHASE & CO
| JPM | Common | 24,468 | 171 | 3,558,554,000 | 3,555,818,000 | 1.10 | 0.00 |
Hist
| 06/30/2023 |
SPDR SERIES TRUST
| SDY | Common | 28,861 | -375 | 3,537,750,000 | 3,534,280,000 | 1.09 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| IJH | Common | 12,828 | -360 | 3,354,373,000 | 3,351,390,000 | 1.04 | |
Hist
| 06/30/2023 |
PROCTER & GAMBLE Co
| PG | Common | 20,877 | -205 | 3,167,800,000 | 3,164,769,000 | 0.98 | 0.00 |
Hist
| 06/30/2023 |
NVIDIA CORP
| NVDA | Common | 7,421 | -2,836 | 3,139,059,000 | 3,137,504,000 | 0.97 | 0.00 |
Hist
| 06/30/2023 |
PEPSICO INC
| PEP | Common | 16,846 | -529 | 3,120,200,000 | 3,117,304,000 | 0.96 | |
Hist
| 06/30/2023 |
VANGUARD SCOTTSDALE FUNDS
| VGLT | Common | 48,981 | 48,981 | 3,111,773,000 | 3,111,773,000 | 0.96 | |
Hist
| 06/30/2023 |
VANGUARD INTERNATIONAL EQUITY INDEX FUNDS
| VEU | ETF | 56,824 | 15,629 | 3,091,820,000 | 3,089,762,000 | 0.95 | |
Hist
| 06/30/2023 |
AMAZON COM INC
| AMZN | Common | 22,475 | 765 | 2,929,841,000 | 2,927,535,000 | 0.90 | |
Hist
| 06/30/2023 |
LOWES COMPANIES INC
| LOW | Common | 12,655 | -1,683 | 2,856,259,000 | 2,853,755,000 | 0.88 | 0.00 |
Hist
| 06/30/2023 |
iSHARES TRUST
| IJR | S&P SMLCAP 600 | 28,433 | -3,429 | 2,833,313,000 | 2,830,369,000 | 0.87 | |
Hist
| 06/30/2023 |
Broadcom Ltd
| AVGO | COM | 3,205 | -11 | 2,780,039,000 | 2,778,477,000 | 0.86 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| IBMO | Common | 109,383 | 62,822 | 2,754,271,000 | 2,753,091,000 | 0.85 | |
Hist
| 06/30/2023 |
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