Newman Dignan & Sheerar, Inc.
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Schwab Dow Jones US Large Cap ETF | $41.40M | 8.6% |
| Applied Finance Valuation Lg Cap ETF | $31.18M | 6.5% |
| Schwab Dow Jones US Div Eq ETF | $26.20M | 5.5% |
| VictoryShares Core Intermediate Bond ETF | $22.87M | 4.8% |
| Alphabet Inc. | $16.44M | 3.4% |
| Apple Inc. | $15.85M | 3.3% |
| ETFS Phys. Swiss Gold Shares | $15.60M | 3.3% |
| MICROSOFT CORP | $12.89M | 2.7% |
| Dimensional Emerg Core Equity Mkt ETF | $12.32M | 2.6% |
| NVIDIA Corp | $10.61M | 2.2% |
| First Trust Preferred Sec & Inc ETF | $8.19M | 1.7% |
| Schwab FTSE Developed ex-US ETF | $8.12M | 1.7% |
| Broadcom Inc. | $8.02M | 1.7% |
| Vanguard S&P 500 ETF | $7.88M | 1.6% |
| Goldman Sachs ActiveBeta Intl Eq ETF | $7.58M | 1.6% |
| Schwab Dow Jones US Large Growth ETF | $7.27M | 1.5% |
| J H Multifactor Mid Cap ETF | $6.95M | 1.4% |
| Amazon.com Inc | $6.78M | 1.4% |
| PIMCO Intermediate Muni ETF | $6.21M | 1.3% |
| J.P. Morgan Municipal ETF | $6.21M | 1.3% |
| JPMORGAN CHASE & CO | $6.21M | 1.3% |
| Dimensional International Core Equity Mkt ETF | $4.75M | 1.0% |
| Schwab Dow Jones US Large Value ETF | $4.65M | 1.0% |
| Schwab Dow Jones US Mid-Cap ETF | $4.60M | 1.0% |
| JOHNSON & JOHNSON | $4.57M | 1.0% |
| Vanguard Mid-Cap ETF | $4.44M | 0.9% |
| iShares S&P Midcap 400 Index ETF | $4.33M | 0.9% |
| iShares iBonds Dec 2029 Corp Bond ETF | $4.27M | 0.9% |
| Alphabet Inc. | $4.20M | 0.9% |
| SPDR Gold Shares | $4.17M | 0.9% |
| RTX Corp | $3.82M | 0.8% |
| Quanta Services Inc | $3.81M | 0.8% |
| Vanguard FTSE All-World ex-USA ETF | $3.69M | 0.8% |
| Schwab Dow Jones US Sm-Cap ETF | $3.63M | 0.8% |
| Warren E. Buffett | $3.43M | 0.7% |
| Meta Platforms Inc | $3.32M | 0.7% |
| SPDR S&P 500 ETF | $3.12M | 0.6% |
| Merck & Co., Inc. | $3.10M | 0.6% |
| BANK OF AMERICA CORP /DE | $3.03M | 0.6% |
| Vanguard Tax-Exempt Bond ETF | $2.91M | 0.6% |
| iShares S&P Smallcap 600 Index ETF | $2.78M | 0.6% |
| Proshares S&P 500 Div Aristocrats | $2.73M | 0.6% |
| INTERNATIONAL BUSINESS MACHINES CORP | $2.70M | 0.6% |
| LOWES COMPANIES INC | $2.63M | 0.5% |
| Palo Alto Networks Inc | $2.57M | 0.5% |
| AMGEN INC | $2.56M | 0.5% |
| PROCTER & GAMBLE Co | $2.51M | 0.5% |
| CISCO SYSTEMS, INC. | $2.49M | 0.5% |
| CHEVRON CORP | $2.40M | 0.5% |
| L3HARRIS TECHNOLOGIES, INC. /DE | $2.24M | 0.5% |