Portfolio (Quarterly)
Guide ↗
Newman Dignan & Sheerar, Inc.
· CIK 0001566493| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | TDVG | T. Rowe Price Dividend Growth ETF | — | 28,188 | $1.3M | 0.27% | SOLD |
| 2 | — | Berkshire Hathaway Inc A | — | 1 | $718K | 0.15% | SOLD |
| 3 | AVUV | Avantis US Small Cap Value ETF | — | 3,150 | $348K | 0.07% | SOLD |
| 4 | TEL | TE Connectivity Ltd | Technology | 1,431 | $299K | 0.06% | SOLD |
| 5 | INTU | Intuit Inc. | Technology | 620 | $268K | 0.06% | SOLD |
| 6 | VDC | Vanguard Consumer Staples ETF | — | 1,182 | $265K | 0.06% | SOLD |
| 7 | NKE | Nike Inc Class B | Consumer Cyclical | 4,373 | $231K | 0.05% | SOLD |
| 8 | VWO | Vanguard Emerging Mkt Fd ETF | — | 3,750 | $203K | 0.04% | SOLD |
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%