Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
Schwab Dow Jones US Large Cap ETF (SCHX) | 463,310 | +21,445 | $26,131 |
SCHX | 463,310 | +21,445 | $26,131 |
Schwab Dow Jones US Div Eq ETF (SCHD) | 237,998 | +11,593 | $18,119 |
SCHD | 237,998 | +11,593 | $18,119 |
Apple Inc | 66,264 | +1,166 | $12,758 |
AAPL | 66,264 | +1,166 | $12,758 |
Microsoft Corp | 31,061 | +1,343 | $11,680 |
MSFT | 31,061 | +1,343 | $11,680 |
ETFS Phys. Swiss Gold Shares (SGOL) | 486,459 | -9,434 | $9,603 |
SGOL | 486,459 | -9,434 | $9,603 |
Alphabet Inc. Cl A | 59,592 | +493 | $8,324 |
GOOGL | 59,592 | +493 | $8,324 |
Proshares S&P 500 Div Aristocrats (NOBL) | 79,537 | +3,085 | $7,572 |
NOBL | 79,537 | +3,085 | $7,572 |
Schwab Dow Jones US Mid Cap ETF (SCHM) | 86,775 | +59 | $6,536 |
SCHM | 86,775 | +59 | $6,536 |
First Trust TCWOpportunistic Fxd Inc ETF (FIXD) | 136,958 | +2,987 | $6,109 |
FIXD | 136,958 | +2,987 | $6,109 |
Dimensional Emerg Core Equity Mkt ETF (DFAE) | 242,214 | -9,132 | $5,840 |
DFAE | 242,214 | -9,132 | $5,840 |
Schwab Dow Jones US Large Growth ETF (SCHG) | 69,848 | -6,258 | $5,795 |
SCHG | 69,848 | -6,258 | $5,795 |
Merck & Co Inc | 52,866 | +2,745 | $5,763 |
MRK | 52,866 | +2,745 | $5,763 |
Schwab FTSE Developed ex US ETF (SCHF) | 149,824 | +9,127 | $5,538 |
SCHF | 149,824 | +9,127 | $5,538 |
First Trust Preferred Sec & Inc ETF (FPE) | 327,102 | -9,097 | $5,515 |
FPE | 327,102 | -9,097 | $5,515 |
Vanguard S&P 500 ETF (VOO) | 11,850 | +766 | $5,176 |
VOO | 11,850 | +766 | $5,176 |
Schwab Dow Jones US Large Value ETF (SCHV) | 71,739 | -4,405 | $5,029 |
SCHV | 71,739 | -4,405 | $5,029 |
Vanguard Tax Exempt Bond ETF (VTEB) | 93,855 | +17,303 | $4,791 |
VTEB | 93,855 | +17,303 | $4,791 |
Goldman Sachs ActiveBeta Intl Eq ETF (GSIE) | 138,939 | +3,557 | $4,538 |
GSIE | 138,939 | +3,557 | $4,538 |
J P Morgan Chase & Co | 25,203 | +1,114 | $4,287 |
JPM | 25,203 | +1,114 | $4,287 |
Schwab Dow Jones US Sm Cap ETF (SCHA) | 89,633 | +1,439 | $4,234 |
SCHA | 89,633 | +1,439 | $4,234 |
Johnson & Johnson | 25,649 | +390 | $4,020 |
JNJ | 25,649 | +390 | $4,020 |
iShares iBonds Dec 2024 Muni Bd ETF (IBMM) | 148,714 | +27 | $3,856 |
IBMM | 148,714 | +27 | $3,856 |
Amazon.com | 25,123 | +1,259 | $3,817 |
AMZN | 25,123 | +1,259 | $3,817 |
iShares iBonds Dec 2025 Muni Bd ETF (IBMN) | 139,021 | +65 | $3,690 |
IBMN | 139,021 | +65 | $3,690 |
iShares S&P Midcap 400 Index ETF (IJH) | 12,989 | +731 | $3,600 |
IJH | 12,989 | +731 | $3,600 |
Broadcom Limited | 3,217 | -17 | $3,591 |
AVGO | 3,217 | -17 | $3,591 |
Nvidia Corp | 6,987 | -154 | $3,460 |
NVDA | 6,987 | -154 | $3,460 |
Vanguard FTSE All World ex USA ETF (VEU) | 57,483 | +412 | $3,227 |
VEU | 57,483 | +412 | $3,227 |
Procter & Gamble Inc | 21,777 | +1,219 | $3,191 |
PG | 21,777 | +1,219 | $3,191 |
Pepsico | 18,097 | +1,737 | $3,074 |
PEP | 18,097 | +1,737 | $3,074 |
iShares iBonds Dec 2026 Muni Bd ETF (IBMO) | 119,865 | +9,464 | $3,058 |
IBMO | 119,865 | +9,464 | $3,058 |
iShares S&P Smallcap 600 Index ETF (IJR) | 28,223 | +1,715 | $3,055 |
IJR | 28,223 | +1,715 | $3,055 |
iShares iBonds Dec 2024 Corp Bd ETF (IBDP) | 117,639 | +7,811 | $2,930 |
IBDP | 117,639 | +7,811 | $2,930 |
iShare Core MSCI Emerging Markets | 56,993 | +476 | $2,883 |
IEMG | 56,993 | +476 | $2,883 |
SPDR S&P Dividend ETF (SDY) | 22,887 | -4,084 | $2,860 |
SDY | 22,887 | -4,084 | $2,860 |
Lowes Companies | 12,227 | +52 | $2,721 |
LOW | 12,227 | +52 | $2,721 |
Amgen Inc | 9,395 | -79 | $2,706 |
AMGN | 9,395 | -79 | $2,706 |
Quanta Services Inc | 11,899 | +104 | $2,568 |
PWR | 11,899 | +104 | $2,568 |
SPDR Gold Shares (GLD) | 12,707 | -87 | $2,429 |
GLD | 12,707 | -87 | $2,429 |
Union Pacific Corp | 9,455 | +90 | $2,322 |
UNP | 9,455 | +90 | $2,322 |
ChevronTexaco Corp | 15,224 | +17 | $2,271 |
CVX | 15,224 | +17 | $2,271 |
Alphabet Inc. Cl C | 16,114 | +158 | $2,271 |
GOOG | 16,114 | +158 | $2,271 |
Berkshire Hathaway B | $2,267 | ||
BRK.B | 6,356 | +40 | $2,267 |
SPDR S&P 500 ETF (SPY) | 4,764 | -12 | $2,264 |
SPY | 4,764 | -12 | $2,264 |
Palo Alto Networks Inc | 7,021 | +189 | $2,070 |
PANW | 7,021 | +189 | $2,070 |
J.P. Morgan Municipal ETF (JMUB) | 39,836 | +18,398 | $2,030 |
JMUB | 39,836 | +18,398 | $2,030 |
Cisco Systems | 39,005 | +1,879 | $1,971 |
CSCO | 39,005 | +1,879 | $1,971 |
Bank Of America | 58,050 | +2,788 | $1,955 |
BAC | 58,050 | +2,788 | $1,955 |
L3Harris Technologies Inc | 8,975 | +335 | $1,890 |
LHX | 8,975 | +335 | $1,890 |
Vanguard Mid Cap ETF (VO) | 7,791 | +471 | $1,813 |
VO | 7,791 | +471 | $1,813 |
See Full List: All Stocks Held By Newman Dignan & Sheerar Inc.
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By Newman Dignan & Sheerar Inc.
Size ($ in 1000's)
At 12/31/2023: $331,181 At 09/30/2023: $304,702 Newman Dignan & Sheerar Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Newman Dignan & Sheerar Inc. 13F filings. Link to 13F filings: SEC filings |