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Portfolio (Quarterly) Guide ↗

Newman Dignan & Sheerar, Inc.

· CIK 0001566493
13F Portfolio $523M AUM 197 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 13 New 43 Added 77 Reduced 8 Exited
Page 1 of 3  ·  43 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VSLU Applied Finance Valuation Lg Cap ETF 716,462.0 $33.1M 6.34% +10K +1.5% $46.25 +5.6%
2 DFAE Dimensional Emerg Core Equity Mkt ETF 412,430.0 $16.6M 3.17% +3K +0.7% $40.21 -2.9%
3 JCPB JPMorgan Core Plus Bond ETF 214,133.0 $10.1M 1.92% +186K +663.1% $46.94 -1.5%
4 SCHF Schwab FTSE Developed ex-US ETF 350,492.0 $9.7M 1.86% +7K +2.0% $27.70 +2.2%
5 JHMM J H Multifactor Mid Cap ETF 119,708.0 $9.0M 1.72% +3K +2.7% $74.96 +1.0%
6 FPE First Trust Preferred Sec & Inc ETF 478,985.0 $8.6M 1.64% +19K +4.2% $17.88 -1.2%
7 GSIE Goldman Sachs ActiveBeta Intl Eq ETF 177,814.0 $8.1M 1.55% +1K +0.7% $45.70 +5.3%
8 MUNI PIMCO Intermediate Muni ETF 139,301.0 $7.3M 1.40% +12K +9.8% $52.60 -1.6%
9 AMZN Amazon.com Consumer Cyclical 30,067.0 $7.2M 1.37% +219.0 +0.7% $238.34 +10.0%
10 JMUB J.P. Morgan Municipal ETF 137,001.0 $6.9M 1.33% +6K +4.7% $50.66 -2.0%
11 DFAI Dimensional International Core Equity Mkt ETF 149,876.0 $6.2M 1.18% +11K +7.6% $41.25 +4.9%
12 VO Vanguard Mid-Cap ETF 58,097.0 $4.7M 0.90% +43K +297.8% $80.57 +2.8%
13 VEU Vanguard FTSE All-World ex-USA ETF 54,802.0 $4.6M 0.88% +2K +3.6% $83.75 +1.7%
14 IBDU iShares iBonds Dec 2029 Corp Bond ETF 186,679.0 $4.3M 0.83% +4K +2.3% $23.16 -0.4%
15 KLAC KLA Tencor Corp Technology 10,173.0 $3.1M 0.59% +9K +835.9% $301.71 -39.8%
16 VTEB Vanguard Tax-Exempt Bond ETF 59,115.0 $3.0M 0.57% +671.0 +1.1% $50.58 -2.1%
17 NOBL Proshares S&P 500 Div Aristocrats 49,660.0 $2.8M 0.53% +24K +90.8% $56.16 +5.2%
18 PYLD PIMCO Multisector Bond Active ETF 94,926.0 $2.5M 0.48% +4K +5.0% $26.52 -1.2%
19 NEE NextEra Energy Inc. Utilities 19,352.0 $1.7M 0.33% +719.0 +3.9% $87.77 -4.2%
20 MA Mastercard Inc Financial Services 2,946.0 $1.5M 0.29% +26.0 +0.9% $513.68 +16.8%
Page 1 of 3  ·  43 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 33.9%
Financial Services 18.4%
Communication Services 10.6%
Healthcare 10.3%
Industrials 10.2%
Consumer Cyclical 6.6%
Consumer Defensive 4.6%
Energy 3.0%
Utilities 1.8%
Basic Materials 0.6%