Newman Dignan & Sheerar, Inc.
Q2 2025 13F Holdings
- Locationprovidence, RI
- Num holdings
195
- Value ($000)
$435,060
- Date Filed07/18/2025
- Form type13F-HR
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SCHX Schwab Dow Jones US Large Cap ETF | ETF | 808524201 | $38.23M | 9 % | 1,564,224 | ||
VSLU Applied Finance Valuation Lg Cap ETF | ETF | 26923N405 | $26.96M | 6 % | 688,643 | ||
SCHD Schwab Dow Jones US Div Eq ETF | ETF | 808524797 | $23.94M | 6 % | 903,333 | ||
UITB VictoryShares Core Intermediate Bond ETF | ETF | 92647N527 | $20.88M | 5 % | 443,544 | ||
MSFT Microsoft Corp | COM | 594918104 | $13.87M | 3 % | 27,883 | ||
SGOL ETFS Phys. Swiss Gold Shares | ETF | 00326A104 | $13.20M | 3 % | 418,637 | ||
AAPL Apple, Inc | COM | 037833100 | $12.49M | 3 % | 60,853 | ||
DFAE Dimensional Emerg Core Equity Mkt ETF | ETF | 25434V302 | $10.05M | 2 % | 346,996 | ||
GOOGL Alphabet, Inc. Cl A | COM | 02079K305 | $9.60M | 2 % | 54,496 | ||
NVDA Nvidia Corp | COM | 67066G104 | $9.48M | 2 % | 60,009 |
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