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Newman Dignan & Sheerar, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Newman Dignan & Sheerar, Inc.

报告期 2026-03-31 · CIK 0001566493

持仓数

192

前50大市值合计

$377.7M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

SCHX Schwab Dow Jones US Large Cap ETF

ETF

$40.0M

1,559,842

10.6%

VSLU Applied Finance Valuation Lg Cap ETF

ETF

$29.5M

705,983

7.8%

SCHD Schwab Dow Jones US Div Eq ETF

ETF

$28.8M

939,516

7.6%

UITB VictoryShares Core Intermediate Bond ETF

ETF

$22.3M

473,674

5.9%

SGOL abrdn Physical Gold Shares ETF

ETF

$14.8M

330,772

3.9%

AAPL Apple, Inc

COM

$14.6M

57,343

3.9%

GOOGL Alphabet, Inc. Cl A

COM

$14.3M

49,814

3.8%

DFAE Dimensional Emerg Core Equity Mkt ETF

ETF

$13.9M

409,567

3.7%

MSFT Microsoft Corp

COM

$10.0M

27,015

2.6%

NVDA Nvidia Corp

COM

$9.9M

56,958

2.6%

SCHF Schwab FTSE Developed ex-US ETF

ETF

$8.5M

343,470

2.3%

FPE First Trust Preferred Sec & Inc ETF

ETF

$8.2M

459,787

2.2%

JHMM J H Multifactor Mid Cap ETF

ETF

$7.8M

116,560

2.1%

GSIE Goldman Sachs ActiveBeta Intl Eq ETF

ETF

$7.6M

176,532

2.0%

VOO Vanguard S&P 500 ETF

ETF

$7.3M

12,296

1.9%

AVGO Broadcom Limited

COM

$7.1M

22,957

1.9%

MUNI PIMCO Intermediate Muni ETF

ETF

$6.6M

126,856

1.8%

JMUB J.P. Morgan Municipal ETF

ETF

$6.5M

130,834

1.7%

SCHG Schwab Dow Jones US Large Growth ETF

ETF

$6.3M

216,035

1.7%

AMZN Amazon.com

COM

$6.2M

29,848

1.6%

DFAI Dimensional International Core Equity Mkt ETF

ETF

$5.4M

139,255

1.4%

JPM J P Morgan Chase & Co

COM

$5.4M

18,269

1.4%

IJH iShares S&P Midcap 400 Index ETF

ETF

$5.3M

78,022

1.4%

JNJ Johnson & Johnson

COM

$5.2M

21,364

1.4%

SCHM Schwab Dow Jones US Mid-Cap ETF

ETF

$4.6M

149,963

1.2%

PWR Quanta Services Inc

COM

$4.6M

8,288

1.2%

SCHV Schwab Dow Jones US Large Value ETF

ETF

$4.5M

146,002

1.2%

IBDU iShares iBonds Dec 2029 Corp Bond ETF

ETF

$4.2M

182,557

1.1%

VO Vanguard Mid-Cap ETF

ETF

$4.2M

14,603

1.1%

GLD SPDR Gold Shares

ETF

$4.0M

9,381

1.1%

VEU Vanguard FTSE All-World ex-USA ETF

ETF

$4.0M

52,878

1.1%

RTX RTX Corp.

COM

$4.0M

20,497

1.0%

SCHA Schwab Dow Jones US Sm-Cap ETF

ETF

$3.7M

126,589

1.0%

GOOG Alphabet, Inc. Cl C

COM

$3.7M

12,828

1.0%

MRK Merck & Co Inc

COM

$3.5M

28,802

0.9%

BRK/B Berkshire Hathaway B

COM

$3.3M

6,918

0.9%

CVX ChevronTexaco Corp

COM

$3.2M

15,556

0.9%

IJR iShares S&P Smallcap 600 Index ETF

ETF

$3.2M

25,869

0.9%

SPY SPDR S&P 500 ETF

ETF

$3.0M

4,550

0.8%

META Meta Platforms Cl A

COM

$2.9M

5,114

0.8%

VTEB Vanguard Tax-Exempt Bond ETF

ETF

$2.9M

58,444

0.8%

NOBL Proshares S&P 500 Div Aristocrats

ETF

$2.8M

26,028

0.7%

AMGN Amgen Inc

COM

$2.7M

7,625

0.7%

BAC Bank Of America

COM

$2.7M

54,659

0.7%

LHX L3Harris Technologies Inc

COM

$2.5M

7,307

0.7%

PG Procter & Gamble Inc

COM

$2.5M

17,443

0.7%

LOW Lowes Companies

COM

$2.5M

10,619

0.7%

CSCO Cisco Systems

COM

$2.4M

31,196

0.6%

PYLD PIMCO Multisector Bond Active ETF

ETF

$2.4M

90,430

0.6%

PEP Pepsico

COM

$2.3M

14,552

0.6%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

40%前 6 大占比

SCHX10.6%VSLU7.8%SCHD7.6%UITB5.9%SGOL3.9%AAPL3.9%