account_balance
Investment manager · 13F filer · SEC CIK 1566493
Newman Dignan & Sheerar, Inc.
Reported value$525Mas of Sep 30, 2026
Positions180 6 new, 23 sold out
Top 10 weight41.1%SCHX alone is 9%
FiledOct 2121 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SCHXSchwab Dow Jones US Large Cap ETF
8.6%Trimmed −3%
VSLUApplied Finance Valuation Lg Cap ETF
6.9%Added +5%
SCHDSchwab Dow Jones US Div Eq ETF
5.5%Trimmed −6%
AAPLApple Inc.
3.5%
GOOGLAlphabet Inc.
3.2%
DFAEDimensional Emerg Core Equity Mkt ETF
3.1%
UITBVictoryShares Core Intermediate Bond ETF
2.9%
MSFTMicrosoft Corp
2.6%
NVDANVIDIA Corp
2.4%
JCPBJPMorgan Core Plus Bond ETF
2.4%+31%
SGOLabrdn Gold ETF Trust
2.4%
SCHFSchwab FTSE Developed ex-US ETF
1.8%−2%
SCHXSchwab Dow Jones US Large Cap ETF
8.6%Trimmed −3%
VSLUApplied Finance Valuation Lg Cap ETF
6.9%Added +5%
SCHDSchwab Dow Jones US Div Eq ETF
5.5%
AAPLApple Inc.
3.5%
GOOGLAlphabet Inc.
3.2%
DFAEDimensional Emerg Core Equity Mkt ETF
3.1%
UITBVictoryShares Core Intermediate Bond ETF
2.9%
MSFTMicrosoft Corp
2.6%
NVDA2.4%JCPB2.4%
SGOLabrdn Gold ETF Trust
2.4%
SCHF
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SCHX Schwab Dow Jones US Large Cap ETF 8.6% Trimmed −3%
VSLU Applied Finance Valuation Lg Cap ETF 6.9% Added +5%
SCHD Schwab Dow Jones US Div Eq ETF 5.5% Trimmed −6%
AAPL Apple Inc. 3.5% HeldGOOGL Alphabet Inc. 3.2% HeldDFAE Dimensional Emerg Core Equity Mkt ETF 3.1% Held
UITB VictoryShares Core Intermediate Bond ETF 2.9% Held
MSFT Microsoft Corp 2.6% HeldNVDA NVIDIA Corp 2.4% HeldJCPB JPMorgan Core Plus Bond ETF 2.4% Added +31%
SGOL abrdn Gold ETF Trust 2.4% HeldSCHF Schwab FTSE Developed ex-US ETF 1.8% Trimmed −2%
What changed
Biggest moves since Jun 30, 2026
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