Newman Dignan & Sheerar, Inc.
Q1 2025 13F Holdings
- Locationprovidence, RI
- Num holdings
176
- Value ($000)
$366,384
- Date Filed05/14/2025
- Form typerestatement
- CIK0001566493
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SCHX Schwab Dow Jones US Large Cap ETF | ETF | 808524201 | $34.38M | 9 % | 1,557,037 | ||
SCHD Schwab Dow Jones US Div Eq ETF | ETF | 808524797 | $24.56M | 7 % | 878,549 | ||
UITB VictoryShares Core Intermediate Bond ETF | ETF | 92647N527 | $18.93M | 5 % | 403,219 | ||
AAPL Apple, Inc | COM | 037833100 | $15.17M | 4 % | 68,299 | ||
SGOL ETFS Phys. Swiss Gold Shares | ETF | 00326A104 | $13.05M | 4 % | 437,729 | ||
MSFT Microsoft Corp | COM | 594918104 | $11.09M | 3 % | 29,553 | ||
GOOGL Alphabet, Inc. Cl A | COM | 02079K305 | $8.78M | 2 % | 56,780 | ||
DFAE Dimensional Emerg Core Equity Mkt ETF | ETF | 25434V302 | $8.69M | 2 % | 335,627 | ||
Vanguard Tax-Exempt Bond ETF | ETF | 922907746 | $8.10M | 2 % | 163,222 | ||
NVDA Nvidia Corp | COM | 67066G104 | $7.33M | 2 % | 67,598 |
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