Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Newman Dignan & Sheerar, Inc. (CIK 1566493) reported $475.0M across 191 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SCHX ($40.0M, 8.42%), VSLU ($29.5M, 6.21%), SCHD ($28.8M, 6.07%), UITB ($22.3M, 4.69%), SGOL ($14.8M, 3.11%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHX | Schwab Dow Jones US Large Cap ETF | $40.0M | 8.42% | 1.6M | Added |
| 2 | VSLU | Applied Finance Valuation Lg Cap ETF | $29.5M | 6.21% | 705,983 | Added |
| 3 | SCHD | Schwab Dow Jones US Div Eq ETF | $28.8M | 6.07% | 939,516 | Trimmed |
| 4 | UITB | VictoryShares Core Intermediate Bond ETF | $22.3M | 4.69% | 473,674 | Trimmed |
| 5 | SGOL | abrdn Physical Gold Shares ETF | $14.8M | 3.11% | 330,772 | Trimmed |
| 6 | AAPL | Apple, Inc | $14.6M | 3.06% | 57,343 | Trimmed |
| 7 | GOOGL | Alphabet, Inc. Cl A | $14.3M | 3.02% | 49,814 | Trimmed |
| 8 | DFAE | Dimensional Emerg Core Equity Mkt ETF | $13.9M | 2.92% | 409,567 | Added |
| 9 | MSFT | Microsoft Corp | $10.0M | 2.11% | 27,015 | Added |
| 10 | NVDA | Nvidia Corp | $9.9M | 2.09% | 56,958 | Added |
| 11 | SCHF | Schwab FTSE Developed ex-US ETF | $8.5M | 1.79% | 343,470 | Added |
| 12 | FPE | First Trust Preferred Sec & Inc ETF | $8.2M | 1.72% | 459,787 | Added |
| 13 | JHMM | J H Multifactor Mid Cap ETF | $7.8M | 1.65% | 116,560 | Added |
| 14 | GSIE | Goldman Sachs ActiveBeta Intl Eq ETF | $7.6M | 1.60% | 176,532 | Trimmed |
| 15 | VOO | Vanguard S&P 500 ETF | $7.3M | 1.55% | 12,296 | Trimmed |
| 16 | AVGO | Broadcom Limited | $7.1M | 1.50% | 22,957 | Trimmed |
| 17 | MUNI | PIMCO Intermediate Muni ETF | $6.6M | 1.39% | 126,856 | Added |
| 18 | JMUB | J.P. Morgan Municipal ETF | $6.5M | 1.38% | 130,834 | Added |
| 19 | SCHG | Schwab Dow Jones US Large Growth ETF | $6.3M | 1.32% | 216,035 | Trimmed |
| 20 | AMZN | Amazon.com | $6.2M | 1.31% | 29,848 | Added |
| 21 | DFAI | Dimensional International Core Equity Mkt ETF | $5.4M | 1.14% | 139,255 | Added |
| 22 | JPM | J P Morgan Chase & Co | $5.4M | 1.13% | 18,269 | Trimmed |
| 23 | IJH | iShares S&P Midcap 400 Index ETF | $5.3M | 1.11% | 78,022 | Added |
| 24 | JNJ | Johnson & Johnson | $5.2M | 1.10% | 21,364 | Trimmed |
| 25 | SCHM | Schwab Dow Jones US Mid-Cap ETF | $4.6M | 0.98% | 149,963 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31