Newman Dignan & Sheerar

Newman Dignan & Sheerar as of March 31, 2026

Portfolio Holdings for Newman Dignan & Sheerar

Newman Dignan & Sheerar holds 192 positions in its portfolio as reported in the March 2026 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) 8.4 $40M 1.6M 25.64
Applied Finance Valuation Lg Cap ETF Etf (VSLU) 6.2 $30M 706k 41.81
Schwab Dow Jones US Div Eq ETF Etf (SCHD) 6.1 $29M 940k 30.68
VictoryShares Core Intermediate Bond ETF Etf (UITB) 4.7 $22M 474k 47.02
abrdn Physical Gold Shares ETF Etf (SGOL) 3.1 $15M 331k 44.62
Apple (AAPL) 3.1 $15M 57k 253.79
Alphabet Inc Class A cs (GOOGL) 3.0 $14M 50k 287.56
Dimensional Emerg Core Equity Mkt ETF Etf (DFAE) 2.9 $14M 410k 33.86
Microsoft Corporation (MSFT) 2.1 $10M 27k 370.16
NVIDIA Corporation (NVDA) 2.1 $9.9M 57k 174.40
Schwab FTSE Developed ex-US ETF Etf (SCHF) 1.8 $8.5M 344k 24.75
First Trust Preferred Sec & Inc ETF Etf (FPE) 1.7 $8.2M 460k 17.75
J H Multifactor Mid Cap ETF Etf (JHMM) 1.6 $7.8M 117k 67.12
Goldman Sachs ActiveBeta Intl Eq ETF Etf (GSIE) 1.6 $7.6M 177k 43.13
Vanguard S&P 500 ETF Etf (VOO) 1.5 $7.3M 12k 597.54
Broadcom (AVGO) 1.5 $7.1M 23k 309.51
PIMCO Intermediate Muni ETF Etf (MUNI) 1.4 $6.6M 127k 52.19
J.P. Morgan Municipal ETF Etf (JMUB) 1.4 $6.5M 131k 49.99
Schwab Dow Jones US Large Growth ETF Etf (SCHG) 1.3 $6.3M 216k 29.13
Amazon (AMZN) 1.3 $6.2M 30k 208.27
Dimensional International Core Equity Mkt ETF Etf (DFAI) 1.1 $5.4M 139k 38.96
JPMorgan Chase & Co. (JPM) 1.1 $5.4M 18k 294.16
iShares S&P Midcap 400 Index ETF Etf (IJH) 1.1 $5.3M 78k 67.53
Johnson & Johnson (JNJ) 1.1 $5.2M 21k 244.44
Schwab Dow Jones US Mid-Cap ETF Etf (SCHM) 1.0 $4.6M 150k 30.96
Quanta Services (PWR) 1.0 $4.6M 8.3k 549.03
Schwab Dow Jones US Large Value ETF Etf (SCHV) 0.9 $4.5M 146k 30.50
iShares iBonds Dec 2029 Corp Bond ETF Etf (IBDU) 0.9 $4.2M 183k 23.26
Vanguard Mid-Cap ETF Etf (VO) 0.9 $4.2M 15k 287.18
SPDR Gold Shares Etf (GLD) 0.8 $4.0M 9.4k 430.29
Vanguard FTSE All-World ex-USA ETF Etf (VEU) 0.8 $4.0M 53k 75.10
Raytheon Technologies Corp (RTX) 0.8 $4.0M 21k 192.90
Schwab Dow Jones US Sm-Cap ETF Etf (SCHA) 0.8 $3.7M 127k 29.08
Alphabet Inc Class C cs (GOOG) 0.8 $3.7M 13k 286.86
Merck & Co (MRK) 0.7 $3.5M 29k 120.29
Berkshire Hathaway (BRK.B) 0.7 $3.3M 6.9k 479.20
Chevron Corporation (CVX) 0.7 $3.2M 16k 206.89
iShares S&P Smallcap 600 Index ETF Etf (IJR) 0.7 $3.2M 26k 124.31
Spdr S&p 500 Etf Etf (SPY) 0.6 $3.0M 4.6k 650.35
Facebook Inc cl a (META) 0.6 $2.9M 5.1k 572.16
Vanguard Tax-Exempt Bond ETF Etf (VTEB) 0.6 $2.9M 58k 49.89
Proshares S&P 500 Div Aristocrats Etf (NOBL) 0.6 $2.8M 26k 106.01
Amgen (AMGN) 0.6 $2.7M 7.6k 351.83
Bank of America Corporation (BAC) 0.6 $2.7M 55k 48.75
L3harris Technologies (LHX) 0.5 $2.5M 7.3k 345.15
Procter & Gamble Company (PG) 0.5 $2.5M 17k 144.44
Lowe's Companies (LOW) 0.5 $2.5M 11k 236.28
Cisco Systems (CSCO) 0.5 $2.4M 31k 77.59
PIMCO Multisector Bond Active ETF Etf (PYLD) 0.5 $2.4M 90k 26.20
Pepsi (PEP) 0.5 $2.3M 15k 155.29
Palo Alto Networks (PANW) 0.5 $2.2M 14k 160.32
International Business Machines (IBM) 0.4 $2.1M 8.8k 242.39
Exxon Mobil Corporation (XOM) 0.4 $2.1M 12k 169.66
SPDR S&P Dividend ETF Etf (SDY) 0.4 $2.0M 14k 145.94
Union Pacific Corporation (UNP) 0.4 $1.9M 8.0k 242.61
Schwab Dow Jones US Broad Mkt ETF Etf (SCHB) 0.4 $1.8M 70k 25.10
Nextera Energy (NEE) 0.4 $1.7M 19k 92.88
Applied Materials (AMAT) 0.4 $1.7M 5.0k 341.78
KLA-Tencor Corporation (KLAC) 0.3 $1.6M 1.1k 1472.75
McDonald's Corporation (MCD) 0.3 $1.5M 4.8k 310.79
JH/DFA Small Cap Multifactor ETF Etf (JHSC) 0.3 $1.5M 34k 42.89
MasterCard Incorporated (MA) 0.3 $1.5M 2.9k 499.67
Visa (V) 0.3 $1.5M 4.8k 302.22
Emerson Electric (EMR) 0.3 $1.4M 11k 131.02
Home Depot (HD) 0.3 $1.4M 4.2k 328.92
Verizon Communications (VZ) 0.3 $1.4M 27k 50.20
SPDR Technology Select Sector Etf (XLK) 0.3 $1.3M 10k 132.89
JPMorgan Core Plus Bond ETF Etf (JCPB) 0.3 $1.3M 28k 47.08
T. Rowe Price Dividend Growth ETF Etf (TDVG) 0.3 $1.3M 28k 44.63
Thermo Fisher Scientific (TMO) 0.3 $1.2M 2.4k 491.60
iShares Core S&P 500 ETF Etf (IVV) 0.2 $1.2M 1.8k 653.21
Automatic Data Processing (ADP) 0.2 $1.2M 5.7k 203.18
SPDR MSCI Acwi Ex-US Etf (CWI) 0.2 $1.1M 31k 36.59
iShare Core MSCI EAFE Etf (IEFA) 0.2 $1.1M 12k 90.53
Citizens Financial (CFG) 0.2 $1.1M 18k 59.97
SPDR S&P Biotech ETF Etf (XBI) 0.2 $1.1M 8.5k 127.73
Wal-Mart Stores (WMT) 0.2 $1.1M 8.7k 124.27
Coca-Cola Company (KO) 0.2 $1.1M 14k 76.05
Bristol Myers Squibb (BMY) 0.2 $1.1M 18k 60.65
Medtronic (MDT) 0.2 $1.0M 12k 86.65
iShares iBonds Dec 2031 Corp Bond ETF Etf (IBDW) 0.2 $1.0M 49k 20.93
Oracle Corporation (ORCL) 0.2 $999k 6.8k 147.11
TJX Companies (TJX) 0.2 $958k 6.0k 159.70
Vanguard Div Appreciation ETF Etf (VIG) 0.2 $956k 4.4k 215.08
Eli Lilly & Co. (LLY) 0.2 $952k 1.0k 919.83
Goldman Sachs (GS) 0.2 $950k 1.1k 846.31
Qualcomm (QCOM) 0.2 $926k 7.2k 128.79
iShares iBonds Dec 2030 Muni Bond ETF Etf (IBMS) 0.2 $926k 36k 25.83
Abbvie (ABBV) 0.2 $926k 4.3k 217.50
iShares iBonds Dec 2027 Muni Bond ETF Etf (IBMP) 0.2 $923k 36k 25.44
Vanguard REIT Etf (VNQ) 0.2 $914k 10k 88.70
General Electric (GE) 0.2 $892k 3.1k 283.77
Vanguard Growth ETF Etf (VUG) 0.2 $866k 2.0k 436.85
Walt Disney Company (DIS) 0.2 $815k 8.5k 96.39
Commercial Metals Company (CMC) 0.2 $798k 13k 61.43
Vanguard Small-Cap Value ETF Etf (VBR) 0.2 $778k 3.6k 217.24
Illinois Tool Works (ITW) 0.2 $767k 2.9k 260.29
Invesco Biotech & Genomics ETF Etf (PBE) 0.2 $758k 9.6k 79.18
CVS Caremark Corporation (CVS) 0.2 $751k 10k 71.82
State Street Corporation (STT) 0.2 $750k 5.9k 126.56
First Trust NASDAQ Cybersecurity ETF Etf (CIBR) 0.2 $748k 12k 62.68
Roper Industries (ROP) 0.2 $726k 2.1k 353.93
Applied Finance IVS US SMID ETF Etf (IVSS) 0.2 $719k 28k 25.95
Berkshire Hathaway (BRK.A) 0.2 $718k 1.00 718140.00
Ge Vernova (GEV) 0.1 $711k 814.00 872.90
Mondelez Int (MDLZ) 0.1 $679k 12k 57.64
iShares iBonds Dec 2030 Corp Bond ETF Etf (IBDV) 0.1 $675k 31k 21.89
First Trust Innovation Leaders ETF Etf (ILDR) 0.1 $670k 23k 29.78
Danaher Corporation (DHR) 0.1 $657k 3.5k 189.62
Costco Wholesale Corporation (COST) 0.1 $646k 648.00 996.98
Blackstone Group Inc Com Cl A (BX) 0.1 $646k 5.6k 114.98
Palantir Technologies (PLTR) 0.1 $621k 4.2k 146.28
salesforce (CRM) 0.1 $605k 3.2k 186.65
iShares iBonds Dec 2026 Muni Bond ETF Etf (IBMO) 0.1 $603k 24k 25.63
iShares iBonds Dec 2028 Muni Bond ETF Etf (IBMQ) 0.1 $576k 23k 25.53
Morgan Stanley (MS) 0.1 $563k 3.4k 164.57
Novartis Adr (NVS) 0.1 $535k 3.5k 152.75
Tesla Motors (TSLA) 0.1 $516k 1.4k 371.75
iShares iBonds Dec 2029 Muni Bond ETF Etf (IBMR) 0.1 $516k 20k 25.35
Abbott Laboratories (ABT) 0.1 $510k 5.0k 102.68
Vanguard Total International Etf (VXUS) 0.1 $499k 6.5k 77.11
iShares MSCI Emerging Mkts ex China ETF Etf (EMXC) 0.1 $498k 6.3k 78.66
Vanguard Value ETF Etf (VTV) 0.1 $497k 2.5k 196.19
Tyson Foods (TSN) 0.1 $492k 7.7k 64.07
iShares iBonds Dec 2031 Term Muni Bd ETF Etf (IBMT) 0.1 $487k 19k 25.67
Pfizer (PFE) 0.1 $475k 17k 28.08
Hp (HPQ) 0.1 $475k 25k 19.21
Mplx (MPLX) 0.1 $462k 8.1k 57.07
Public Service Enterprise (PEG) 0.1 $454k 5.6k 80.94
HACK- Cyber Security ETF Etf (HACK) 0.1 $434k 5.8k 75.09
iShare Core MSCI Emerging Markets Etf (IEMG) 0.1 $432k 6.2k 69.75
iShares S&P 500 Barra Gr Etf (IVW) 0.1 $426k 3.8k 113.11
iShares S & P Nat'l AMT-Free Muni Bd Etf (MUB) 0.1 $425k 4.0k 106.14
Vanguard FTSE Dev Mkt ETF Etf (VEA) 0.1 $424k 6.6k 64.08
S&P 400 Mid-Cap SPDR ETF Etf (MDY) 0.1 $420k 681.00 616.76
Sector Spdr Engy Select Etf (XLE) 0.1 $416k 6.8k 61.26
Incyte Corporation (INCY) 0.1 $414k 4.4k 94.12
Vanguard Total Stock Mkt ETF Etf (VTI) 0.1 $414k 1.3k 320.87
iShares iBonds Dec 2027 Corp Bond ETF Etf (IBDS) 0.1 $395k 16k 24.24
Sch Fundamental US Large Co ETF Etf (FNDX) 0.1 $394k 14k 27.85
Phillips 66 (PSX) 0.1 $391k 2.1k 182.18
Northrop Grumman Corporation (NOC) 0.1 $390k 571.00 682.68
iShares MSCI USA Momentum Etf (MTUM) 0.1 $382k 1.6k 239.96
Valero Energy Corporation (VLO) 0.1 $365k 1.5k 247.08
Philip Morris International (PM) 0.1 $360k 2.2k 165.34
ConocoPhillips (COP) 0.1 $356k 2.7k 132.00
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $354k 792.00 446.54
Avantis US Small Cap Value ETF Etf (AVUV) 0.1 $348k 3.2k 110.47
Wells Fargo & Co 7.50pcnt P PFD (WFC.PL) 0.1 $343k 297.00 1155.92
Aon (AON) 0.1 $341k 1.1k 322.78
3M Company (MMM) 0.1 $339k 2.3k 145.20
iShares Russell 2000 Index Fund ETF Etf (IWM) 0.1 $335k 1.4k 248.00
Crowdstrike Hldgs Inc cl a (CRWD) 0.1 $335k 858.00 390.41
Energy Transfer Equity (ET) 0.1 $334k 17k 19.30
Wells Fargo & Company (WFC) 0.1 $331k 4.2k 79.61
American Tower Reit (AMT) 0.1 $331k 1.9k 172.58
J P Morgan Active Bond ETF Etf (JBND) 0.1 $319k 5.9k 53.77
Altria (MO) 0.1 $314k 4.8k 65.99
Brookfield Corp Cl A Ltd Vt Sh (BN) 0.1 $312k 7.7k 40.47
Kinder Morgan (KMI) 0.1 $310k 9.3k 33.53
iShares iBonds Dec 2026 Corp Bond ETF Etf (IBDR) 0.1 $310k 13k 24.24
BNY Mellon Municipal ETF Etf 0.1 $308k 12k 26.10
Lockheed Martin Corporation (LMT) 0.1 $307k 508.00 604.41
Fiserv (FI) 0.1 $306k 5.5k 55.80
Te Connectivity (TEL) 0.1 $299k 1.4k 209.02
Intel Corporation (INTC) 0.1 $299k 6.8k 44.13
JPMorgan Equity Premium Income ETF Etf (JEPI) 0.1 $291k 5.1k 56.68
PowerShares QQQ ETF Etf (QQQ) 0.1 $281k 487.00 577.25
Intuit (INTU) 0.1 $268k 620.00 432.38
Agilent Technologies Inc C ommon (A) 0.1 $268k 2.3k 113.98
Vanguard Consumer Staples ETF Etf (VDC) 0.1 $266k 1.2k 224.59
JPMorgan Ultra-Short Municipal Inc ETF Etf (JMST) 0.1 $258k 5.1k 50.98
Vanguard Core Tax-Exempt Bond ETF Etf (VCRM) 0.1 $249k 3.3k 75.15
Target Corporation (TGT) 0.1 $241k 2.0k 121.23
iShares iBonds Dec 2032 Corp Bond ETF Etf (IBDX) 0.1 $239k 9.5k 25.27
iShares iBonds Dec 2028 Corp Bond ETF Etf (IBDT) 0.0 $234k 9.3k 25.33
Corteva (CTVA) 0.0 $234k 2.8k 83.71
Bank of New York Mellon Corporation (BK) 0.0 $232k 2.0k 118.63
Nike (NKE) 0.0 $231k 4.4k 52.82
Vanguard Total World ETF Etf (VT) 0.0 $230k 1.7k 138.36
Duke Energy (DUK) 0.0 $230k 1.8k 130.94
Schwab US AGG Bnd ETF Etf (SCHZ) 0.0 $227k 9.8k 23.22
Real Estate Sector SPDR Etf (XLRE) 0.0 $227k 5.6k 40.83
Unilever Adr (UL) 0.0 $213k 3.7k 56.97
iShares - Expanded Tech. Sector Index Etf (IGM) 0.0 $213k 1.8k 118.51
Vanguard Mid Cap Value ETF Etf (VOE) 0.0 $211k 1.1k 184.25
Truist Financial Corp equities (TFC) 0.0 $208k 4.5k 45.97
SYSCO Corporation (SYY) 0.0 $205k 2.9k 71.33
PPG Industries (PPG) 0.0 $205k 1.9k 106.88
Trane Technologies (TT) 0.0 $205k 492.00 416.74
Southern Company (SO) 0.0 $205k 2.1k 96.51
Vanguard Emerging Mkt Fd ETF Etf (VWO) 0.0 $203k 3.8k 54.05