Newman & Schimel

Latest statistics and disclosures from Newman & Schimel's latest quarterly 13F-HR filing:

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Positions held by Newman & Schimel consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Newman & Schimel

Newman & Schimel holds 51 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core 1 5 Yr Usd (ISTB) 17.1 $38M -3% 815k 46.44
Vanguard Bd Index Fds Short Trm Bond (BSV) 13.6 $30M 398k 75.28
Vanguard Index Fds Total Stk Mkt (VTI) 11.5 $26M +3% 134k 191.19
Ishares Tr Core Msci Total (IXUS) 11.4 $25M 436k 57.88
Ishares Tr Core S&p Ttl Stk (ITOT) 8.5 $19M +4% 221k 84.80
Berkshire Hathaway Inc Del Cl B New (BRK.B) 6.0 $13M 43k 308.90
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 4.1 $9.1M -19% 106k 86.19
Vanguard Star Funds Vg Tl Intl Stk F (VXUS) 3.5 $7.7M +3% 148k 51.72
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 2.9 $6.4M +24% 133k 48.24
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 2.1 $4.7M 104k 45.15
Schwab Strategic Tr Us Brd Mrk Etf (SCHB) 2.1 $4.5M +6% 101k 44.81
Spdr Ser Tr Portfolio S&p500 (SPLG) 2.0 $4.5M +77% 101k 44.98
Schwab Strategic Tr Us Dividend Eq (SCHD) 2.0 $4.5M +20% 60k 75.54
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 1.9 $4.1M +24% 55k 75.19

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Ishares Tr Core S&p 500 Etf (IVV) 1.3 $2.8M +47% 7.3k 384.19
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.3 $2.8M +9% 7.9k 351.34
Apple (AAPL) 1.0 $2.1M +32% 16k 129.93
Vanguard Index Fds Growth Etf (VUG) 0.9 $2.0M 9.2k 213.12
NVIDIA Corporation (NVDA) 0.5 $1.0M NEW 6.9k 146.14
Vanguard Index Funds Value Etf (VTV) 0.5 $1.0M 7.2k 140.38
Microsoft Corporation (MSFT) 0.5 $1.0M +22% 4.2k 239.80
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.4 $937k 2.00 468711.00
Northrop Grumman Corporation (NOC) 0.4 $890k -52% 1.6k 545.61
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $741k -21% 7.8k 94.63
Amazon (AMZN) 0.3 $696k +162% 8.3k 84.00
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.3 $694k -8% 13k 55.56
CBOE Holdings (CBOE) 0.3 $644k 5.1k 125.47
Vanguard Index Fds Mid Cap Etf (VO) 0.3 $619k -11% 3.0k 203.78
Accenture PLC Ireland Shs Class A (ACN) 0.3 $568k 2.1k 266.84
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.2 $533k -4% 18k 29.69
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.2 $483k -5% 7.3k 66.02
Visa Com Cl A (V) 0.2 $414k NEW 2.0k 207.80
Home Depot (HD) 0.2 $404k +75% 1.3k 315.86
Wal-Mart Stores (WMT) 0.2 $403k 2.8k 141.79
Ishares Tr Sp Smcp600vl Etf (IJS) 0.2 $363k 4.0k 91.32
Republic Services (RSG) 0.2 $361k 2.8k 128.99
M&T Bank Corporation (MTB) 0.2 $360k 2.5k 145.06
Netflix (NFLX) 0.2 $343k NEW 1.2k 294.88
Costco Wholesale Corporation (COST) 0.2 $338k NEW 741.00 456.50
Applied Materials (AMAT) 0.1 $312k NEW 3.2k 97.38
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $298k -33% 9.3k 32.21
IShares Gold Trust Ishares 0.1 $298k +15% 8.6k 34.59
Alphabet Cap Stk Cl A (GOOGL) 0.1 $295k NEW 3.3k 88.23
Alphabet Cap Stk Cl C (GOOG) 0.1 $259k +9% 2.9k 88.73
Ishares Tr S & P SML 600 GWT (IJT) 0.1 $251k 2.3k 108.06
Spdr Ser Tr Prtflo S&p 500 Gw (SPYG) 0.1 $232k 4.6k 50.66
Sony Group Corporation Sponsored Adr (SONY) 0.1 $231k NEW 3.0k 76.28
Tesla Motors (TSLA) 0.1 $229k NEW 1.9k 123.18
Autodesk (ADSK) 0.1 $224k NEW 1.2k 186.87
Eaton Vance Tax-Managed Global Dive Eq (EXG) 0.0 $100k 13k 7.55
Invitae (NVTA) 0.0 $27k NEW 15k 1.86

Past Filings by Newman & Schimel

SEC 13F filings are viewable for Newman & Schimel going back to 2020