Newman Dignan & Sheerar

Newman Dignan & Sheerar as of Dec. 31, 2025

Portfolio Holdings for Newman Dignan & Sheerar

Newman Dignan & Sheerar holds 188 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Dow Jones US Large Cap ETF Etf (SCHX) 8.6 $41M 1.5M 26.91
Applied Finance Valuation Lg Cap ETF Etf (VSLU) 6.5 $31M 705k 44.26
Schwab Dow Jones US Div Eq ETF Etf (SCHD) 5.5 $26M 955k 27.43
VictoryShares Core Intermediate Bond ETF Etf (UITB) 4.8 $23M 483k 47.35
Alphabet Inc Class A cs (GOOGL) 3.4 $16M 53k 313.00
Apple (AAPL) 3.3 $16M 58k 271.86
ETFS Phys. Swiss Gold Shares Etf (SGOL) 3.3 $16M 380k 41.08
Microsoft Corporation (MSFT) 2.7 $13M 27k 483.61
Dimensional Emerg Core Equity Mkt ETF Etf (DFAE) 2.6 $12M 378k 32.57
NVIDIA Corporation (NVDA) 2.2 $11M 57k 186.50
First Trust Preferred Sec & Inc ETF Etf (FPE) 1.7 $8.2M 450k 18.22
Schwab FTSE Developed ex-US ETF Etf (SCHF) 1.7 $8.1M 338k 24.04
Broadcom (AVGO) 1.7 $8.0M 23k 346.10
Vanguard S&P 500 ETF Etf (VOO) 1.6 $7.9M 13k 627.12
Goldman Sachs ActiveBeta Intl Eq ETF Etf (GSIE) 1.6 $7.6M 177k 42.94
Schwab Dow Jones US Large Growth ETF Etf (SCHG) 1.5 $7.3M 223k 32.62
J H Multifactor Mid Cap ETF Etf (JHMM) 1.4 $7.0M 106k 65.48
Amazon (AMZN) 1.4 $6.8M 29k 230.82
PIMCO Intermediate Muni ETF Etf (MUNI) 1.3 $6.2M 119k 52.41
J.P. Morgan Municipal ETF Etf (JMUB) 1.3 $6.2M 123k 50.50
JPMorgan Chase & Co. (JPM) 1.3 $6.2M 19k 322.23
Dimensional International Core Equity Mkt ETF Etf (DFAI) 1.0 $4.7M 125k 38.11
Schwab Dow Jones US Large Value ETF Etf (SCHV) 1.0 $4.6M 157k 29.61
Schwab Dow Jones US Mid-Cap ETF Etf (SCHM) 1.0 $4.6M 153k 30.07
Johnson & Johnson (JNJ) 1.0 $4.6M 22k 206.95
Vanguard Mid-Cap ETF Etf (VO) 0.9 $4.4M 15k 290.22
iShares S&P Midcap 400 Index ETF Etf (IJH) 0.9 $4.3M 66k 66.00
iShares iBonds Dec 2029 Corp Bond ETF Etf (IBDU) 0.9 $4.3M 183k 23.41
Alphabet Inc Class C cs (GOOG) 0.9 $4.2M 13k 313.80
SPDR Gold Shares Etf (GLD) 0.9 $4.2M 11k 396.31
Raytheon Technologies Corp (RTX) 0.8 $3.8M 21k 183.40
Quanta Services (PWR) 0.8 $3.8M 9.0k 422.06
Vanguard FTSE All-World ex-USA ETF Etf (VEU) 0.8 $3.7M 50k 73.56
Schwab Dow Jones US Sm-Cap ETF Etf (SCHA) 0.8 $3.6M 128k 28.48
Berkshire Hathaway (BRK.B) 0.7 $3.4M 6.8k 502.65
Facebook Inc cl a (META) 0.7 $3.3M 5.0k 660.09
Spdr S&p 500 Etf Etf (SPY) 0.6 $3.1M 4.6k 681.95
Merck & Co (MRK) 0.6 $3.1M 29k 105.26
Bank of America Corporation (BAC) 0.6 $3.0M 55k 55.00
Vanguard Tax-Exempt Bond ETF Etf (VTEB) 0.6 $2.9M 58k 50.29
iShares S&P Smallcap 600 Index ETF Etf (IJR) 0.6 $2.8M 23k 120.18
Proshares S&P 500 Div Aristocrats Etf (NOBL) 0.6 $2.7M 26k 104.07
International Business Machines (IBM) 0.6 $2.7M 9.1k 296.21
Lowe's Companies (LOW) 0.5 $2.6M 11k 241.16
Palo Alto Networks (PANW) 0.5 $2.6M 14k 184.20
Amgen (AMGN) 0.5 $2.6M 7.8k 327.33
Procter & Gamble Company (PG) 0.5 $2.5M 18k 143.31
Cisco Systems (CSCO) 0.5 $2.5M 32k 77.03
Chevron Corporation (CVX) 0.5 $2.4M 16k 152.41
L3harris Technologies (LHX) 0.5 $2.2M 7.6k 293.56
Pepsi (PEP) 0.4 $2.1M 15k 143.52
Exxon Mobil Corporation (XOM) 0.4 $1.9M 16k 120.34
SPDR S&P Dividend ETF Etf (SDY) 0.4 $1.9M 14k 139.16
Union Pacific Corporation (UNP) 0.4 $1.8M 8.0k 231.31
Schwab Dow Jones US Broad Mkt ETF Etf (SCHB) 0.4 $1.8M 70k 26.23
Visa (V) 0.4 $1.7M 4.9k 350.68
MasterCard Incorporated (MA) 0.3 $1.6M 2.9k 570.82
Automatic Data Processing (ADP) 0.3 $1.5M 5.8k 257.23
Nextera Energy (NEE) 0.3 $1.5M 18k 80.28
Home Depot (HD) 0.3 $1.5M 4.3k 344.11
KLA-Tencor Corporation (KLAC) 0.3 $1.5M 1.2k 1215.05
JH/DFA Small Cap Multifactor ETF Etf (JHSC) 0.3 $1.5M 35k 41.99
SPDR Technology Select Sector Etf (XLK) 0.3 $1.5M 10k 143.97
McDonald's Corporation (MCD) 0.3 $1.5M 4.8k 305.62
Emerson Electric (EMR) 0.3 $1.4M 11k 132.72
Vanguard Small-Cap Value ETF Etf (VBR) 0.3 $1.4M 6.6k 211.80
Thermo Fisher Scientific (TMO) 0.3 $1.4M 2.4k 579.52
Oracle Corporation (ORCL) 0.3 $1.3M 6.7k 194.92
Medtronic (MDT) 0.3 $1.3M 13k 96.06
Qualcomm (QCOM) 0.3 $1.3M 7.4k 171.06
Applied Materials (AMAT) 0.3 $1.3M 4.9k 257.00
General Electric (GE) 0.3 $1.2M 4.0k 308.03
iShares iBonds Dec 2026 Muni Bond ETF Etf (IBMO) 0.2 $1.2M 46k 25.64
Verizon Communications (VZ) 0.2 $1.1M 28k 40.73
SPDR MSCI Acwi Ex-US Etf (CWI) 0.2 $1.1M 31k 35.92
Citizens Financial (CFG) 0.2 $1.1M 19k 58.41
salesforce (CRM) 0.2 $1.1M 4.2k 264.93
Eli Lilly & Co. (LLY) 0.2 $1.1M 1.0k 1074.73
SPDR S&P Biotech ETF Etf (XBI) 0.2 $1.1M 8.6k 121.93
iShares iBonds Dec 2031 Corp Bond ETF Etf (IBDW) 0.2 $1.0M 48k 21.15
Goldman Sachs (GS) 0.2 $1.0M 1.1k 878.88
TJX Companies (TJX) 0.2 $1.0M 6.5k 153.60
Walt Disney Company (DIS) 0.2 $999k 8.8k 113.76
Vanguard Growth ETF Etf (VUG) 0.2 $995k 2.0k 487.96
Vanguard Div Appreciation ETF Etf (VIG) 0.2 $993k 4.5k 219.77
iShare Core MSCI Emerging Markets Etf (IEMG) 0.2 $988k 15k 67.22
Coca-Cola Company (KO) 0.2 $986k 14k 69.91
Abbvie (ABBV) 0.2 $978k 4.3k 228.50
Wal-Mart Stores (WMT) 0.2 $976k 8.8k 111.41
Bristol Myers Squibb (BMY) 0.2 $960k 18k 53.94
iShares Core S&P 500 ETF Etf (IVV) 0.2 $947k 1.4k 684.94
Blackstone Group Inc Com Cl A (BX) 0.2 $944k 6.1k 154.15
Roper Industries (ROP) 0.2 $944k 2.1k 445.04
iShares iBonds Dec 2030 Muni Bond ETF Etf (IBMS) 0.2 $934k 36k 26.06
iShares iBonds Dec 2027 Muni Bond ETF Etf (IBMP) 0.2 $921k 36k 25.39
Commercial Metals Company (CMC) 0.2 $918k 13k 69.22
CVS Caremark Corporation (CVS) 0.2 $883k 11k 79.36
Danaher Corporation (DHR) 0.2 $862k 3.8k 228.94
Invesco Biotech & Genomics ETF Etf (PBE) 0.2 $827k 10k 82.15
Vanguard REIT Etf (VNQ) 0.2 $818k 9.2k 88.49
State Street Corporation (STT) 0.2 $776k 6.0k 129.01
Illinois Tool Works (ITW) 0.2 $768k 3.1k 246.30
Berkshire Hathaway (BRK.A) 0.2 $755k 1.00 754800.00
Palantir Technologies (PLTR) 0.1 $715k 4.0k 177.75
iShares iBonds Dec 2030 Corp Bond ETF Etf (IBDV) 0.1 $706k 32k 22.07
Ge Vernova (GEV) 0.1 $682k 1.0k 653.57
Mondelez Int (MDLZ) 0.1 $638k 12k 53.83
Abbott Laboratories (ABT) 0.1 $637k 5.1k 125.29
Morgan Stanley (MS) 0.1 $591k 3.3k 177.53
PIMCO Multisector Bond Active ETF Etf (PYLD) 0.1 $588k 22k 26.68
iShares iBonds Dec 2028 Muni Bond ETF Etf (IBMQ) 0.1 $577k 23k 25.57
iShares iBonds Dec 2029 Muni Bond ETF Etf (IBMR) 0.1 $568k 22k 25.43
T. Rowe Price Dividend Growth ETF Etf (TDVG) 0.1 $552k 12k 44.97
Costco Wholesale Corporation (COST) 0.1 $550k 637.00 862.70
Hp (HPQ) 0.1 $548k 25k 22.28
Tesla Motors (TSLA) 0.1 $544k 1.2k 449.72
Public Service Enterprise (PEG) 0.1 $504k 6.3k 80.30
Fiserv (FI) 0.1 $497k 7.4k 67.17
iShares S&P 500 Barra Gr Etf (IVW) 0.1 $490k 4.0k 123.26
Tyson Foods (TSN) 0.1 $489k 8.3k 58.62
Vanguard Value ETF Etf (VTV) 0.1 $483k 2.5k 191.01
Novartis Adr (NVS) 0.1 $482k 3.5k 137.87
Vanguard Total International Etf (VXUS) 0.1 $481k 6.4k 75.44
HACK- Cyber Security ETF Etf (HACK) 0.1 $464k 5.8k 80.37
Vanguard Total Stock Mkt ETF Etf (VTI) 0.1 $454k 1.4k 335.34
First Trust NASDAQ Cybersecurity ETF Etf (CIBR) 0.1 $450k 6.3k 71.45
Pfizer (PFE) 0.1 $436k 18k 24.90
Incyte Corporation (INCY) 0.1 $435k 4.4k 98.77
Mplx (MPLX) 0.1 $432k 8.1k 53.37
Intuit (INTU) 0.1 $431k 650.00 662.66
Adobe Systems Incorporated (ADBE) 0.1 $415k 1.2k 349.99
Vanguard FTSE Dev Mkt ETF Etf (VEA) 0.1 $413k 6.6k 62.47
S&P 400 Mid-Cap SPDR ETF Etf (MDY) 0.1 $411k 681.00 603.28
iShares MSCI USA Momentum Etf (MTUM) 0.1 $398k 1.6k 250.25
iShares iBonds Dec 2027 Corp Bond ETF Etf (IBDS) 0.1 $396k 16k 24.28
iShares iBonds Dec 2031 Term Muni Bd ETF Etf (IBMT) 0.1 $393k 15k 25.95
Sch Fundamental US Large Co ETF Etf (FNDX) 0.1 $384k 14k 27.21
Crowdstrike Hldgs Inc cl a (CRWD) 0.1 $382k 815.00 468.76
3M Company (MMM) 0.1 $368k 2.3k 160.09
Aon (AON) 0.1 $367k 1.0k 352.88
American Tower Reit (AMT) 0.1 $365k 2.1k 175.59
Wells Fargo & Company (WFC) 0.1 $364k 3.9k 93.20
Wells Fargo & Co 7.50pcnt P PFD (WFC.PL) 0.1 $357k 294.00 1213.43
Brookfield Corp Cl A Ltd Vt Sh (BN) 0.1 $353k 7.7k 45.89
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $353k 779.00 453.36
iShares Russell 2000 Index Fund ETF Etf (IWM) 0.1 $342k 1.4k 246.16
Philip Morris International (PM) 0.1 $336k 2.1k 160.40
Paypal Holdings (PYPL) 0.1 $333k 5.7k 58.38
First Trust Innovation Leaders ETF Etf (ILDR) 0.1 $330k 10k 32.99
Capital One Financial (COF) 0.1 $322k 1.3k 242.36
Avantis US Small Cap Value ETF Etf (AVUV) 0.1 $321k 3.2k 101.98
Northrop Grumman Corporation (NOC) 0.1 $321k 563.00 570.55
J P Morgan Active Bond ETF Etf (JBND) 0.1 $320k 5.9k 54.07
Te Connectivity (TEL) 0.1 $319k 1.4k 227.51
Sector Spdr Engy Select Etf (XLE) 0.1 $315k 7.0k 44.71
iShares iBonds Dec 2026 Corp Bond ETF Etf (IBDR) 0.1 $315k 13k 24.23
Agilent Technologies Inc C ommon (A) 0.1 $311k 2.3k 136.07
Phillips 66 (PSX) 0.1 $311k 2.4k 129.04
Nike (NKE) 0.1 $307k 4.8k 63.71
Valero Energy Corporation (VLO) 0.1 $306k 1.9k 162.79
PowerShares QQQ ETF Etf (QQQ) 0.1 $305k 497.00 613.75
Corteva (CTVA) 0.1 $293k 4.4k 67.03
JPMorgan Equity Premium Income ETF Etf (JEPI) 0.1 $290k 5.1k 57.23
Energy Transfer Equity (ET) 0.1 $281k 17k 16.49
iShares iBonds Dec 2028 Corp Bond ETF Etf (IBDT) 0.1 $278k 11k 25.46
Johnson Controls International Plc equity (JCI) 0.1 $275k 2.3k 119.75
Altria (MO) 0.1 $264k 4.6k 57.66
Truist Financial Corp equities (TFC) 0.1 $264k 5.4k 49.21
JPMorgan Ultra-Short Municipal Inc ETF Etf (JMST) 0.1 $257k 5.0k 50.94
Kinder Morgan (KMI) 0.1 $253k 9.2k 27.49
Vanguard Consumer Staples ETF Etf (VDC) 0.1 $250k 1.2k 211.24
Unilever Adr (UL) 0.1 $245k 3.7k 65.40
iShares iBonds Dec 2032 Corp Bond ETF Etf (IBDX) 0.1 $241k 9.4k 25.53
Lockheed Martin Corporation (LMT) 0.1 $241k 497.00 484.09
ConocoPhillips (COP) 0.0 $240k 2.6k 93.61
Intel Corporation (INTC) 0.0 $240k 6.5k 36.90
Vanguard Emerging Mkt Fd ETF Etf (VWO) 0.0 $238k 4.4k 53.76
iShares - Expanded Tech. Sector Index Etf (IGM) 0.0 $233k 1.8k 129.16
Bank of New York Mellon Corporation (BK) 0.0 $227k 2.0k 116.09
Schwab US AGG Bnd ETF Etf (SCHZ) 0.0 $227k 9.7k 23.37
Vanguard Total World ETF Etf (VT) 0.0 $226k 1.6k 141.03
Allstate Corporation (ALL) 0.0 $225k 1.1k 208.15
Real Estate Sector SPDR Etf (XLRE) 0.0 $223k 5.5k 40.35
Target Corporation (TGT) 0.0 $216k 2.2k 97.76
SYSCO Corporation (SYY) 0.0 $212k 2.9k 73.69
Vanguard Mid Cap Value ETF Etf (VOE) 0.0 $202k 1.1k 177.31
Du Pont E I De Nemours Adr (DD) 0.0 $202k 5.0k 40.20
Duke Energy (DUK) 0.0 $202k 1.7k 117.21