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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
49
3
1
3
2
0
28
3
0
NEWMAN DIGNAN SHEERAR INC

Time Period2019-06-30

Total Holdings165

Total Value ($x1000)3,757
Activities
New20

Increased45

Unchanged27

Decreased73

Sold Out6

Top 10 Stock Holdingstotal 96.05%
GOOGL94.24

SCHD0.29

SCHZ0.25

SCHX0.23

SCHV0.22

 
SCHG0.2

SCHA0.17

SCHM0.16

FPE0.15

MSFT0.14

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
GOOGL
94.24%
CAP STK CL A
SCHD
0.29%
US DIVIDEND EQ
SCHZ
0.25%
US AGGREGATE B
SCHX
0.23%
US LRG CAP ETF
SCHV
0.22%
US LCAP VA ETF
SCHG
0.2%
US LCAP GR ETF
SCHA
0.17%
US SML CAP ETF
SCHM
0.16%
US MID-CAP ETF
MRK
0.13%
COM
FPE
0.15%
PFD SECS INC ETF
MSFT
0.14%
COM
JNJ
0.12%
COM
AAPL
0.12%
COM
SCHF
0.12%
INTL EQTY ETF
SDY
0.09%
S&P DIVID ETF
INTC
0.09%
COM
PG
0.07%
COM
IJR
0.08%
CORE S&P SCP ETF
JPM
0.07%
COM
CSCO
0.08%
COM
IJH
0.09%
CORE S&P MCP ETF
VTV
0.05%
VALUE ETF
PFE
0.05%
COM
VZ
0.06%
COM
DIS
0.06%
COM DISNEY
VUG
0.04%
GROWTH ETF
VNQ
0.06%
REIT ETF
HRS
0.04%
COM
UNP
0.04%
COM
VEU
0.06%
ALLWRLD EX US
LOW
0.05%
COM
PEP
0.07%
COM
BAC
0.05%
COM
BRK.B
0.05%
CL B NEW
AMGN
0.05%
COM
MDT
0.06%
SHS
CVX
0.04%
COM
XOM
0.04%
COM
VLO
0.02%
COM
TMO
0.02%
COM
NKE
0.01%
CL B
UTX
0.03%
COM
SWK
0.02%
COM
GPN
0.02%
COM
MCD
0.04%
COM
VDC
0.03%
CONSUM STP ETF
MA
0.02%
CL A
TJX
0.02%
COM
RODM
0.03%
DEV MK X US ST
PRU
0.02%
COM
CRM
0.02%
COM
ORCL
0.02%
COM
QUANTA S...
0.03%
COM
RTN
0.03%
COM NEW
ROP
0.02%
COM
MUNI
0.02%
INTER MUN BD ST
SCHC
0.04%
INTL SCEQT ETF
RDS/B
0.04%
SPON ADR B
GLD
0.03%
GOLD SHS
SPY
0.03%
TR UNIT
CWI
0.03%
MSCI ACWI EXUS
PYPL
0.02%
COM
PANW
0.01%
COM
MDY
0.01%
UTSER1 S&PDCRP
TSN
0.02%
CL A
TIPX
0.02%
BARC 1-10YRTIP
USB
0.02%
COM NEW
VIG
0.01%
DIV APP ETF
IBM
0.02%
COM
FB
0.02%
CL A
EMR
0.02%
COM
GOOG
0.04%
CAP STK CL C
D
0.01%
COM
DHR
0.03%
COM
V
0.03%
COM CL A
AMZN
0.03%
COM
KO
0.02%
COM
C
0.02%
COM NEW
CCF
0.01%
COM
WFC
0.02%
COM
COF
0.03%
COM
BMY
0.03%
COM
BABA
0.04%
SPONSORED ADS
ADP
0.02%
COM
FISV
0.02%
COM
BBT
0.03%
COM
XBI
0.02%
S&P BIOTECH
IVE
0.01%
S&P 500 VAL ETF
IVW
0.02%
S&P 500 GRWT ETF
CVS
0.04%
COM
T
0.02%
COM
PBE
0.02%
DYNMC BIOTECH
ABT
0.01%
COM
ITW
0.02%
COM
VOO
0.02%
SHS
SGOL
0.03%
PHYSCL SWISS GLD
VBR
0.04%
SM CP VAL ETF
HD
0.02%
COM
TD
0.01%
COM NEW
AON
0.01%
SHS CL A
TEL
0.01%
REG SHS
XLK
0.01%
TECHNOLOGY
ZYXI
0.01%
COM
JAZZ
0.01%
SHS USD
SYY
0.01%
COM
WY
0.01%
COM
MHF
0.01%
COM
VNQI
0.01%
GLB EX US ETF
STT
0.01%
COM
UNM
0.01%
COM
VCSH
0.01%
SHRT TRM CORP BD
BSV
0.01%
SHORT TRM BOND
UL
0.01%
SPON ADR NEW
VO
0.01%
MID CAP ETF
TRV
0.01%
COM
VB
0.01%
SMALL CP ETF
VWO
0.01%
FTSE EMR MKT ETF
WMT
0.01%
COM
MMM
0.01%
COM
WFC/PL
0.01%
PERP PFD CNV A
VTIP
0.01%
STRM INFPROIDX
ABBV
0.01%
COM
DOW
0.01%
COM
DD
0.01%
COM
AMLP
0.01%
ALERIAN MLP
GE
0.01%
COM
GEM
0.01%
ACTIVEBETA EME
HBC/PA
0.01%
ADR A 1/40PF A
RSP
0.01%
S&P500 EQL WGT
PGF
0.01%
FINL PFD ETF
SPLV
0.01%
S&P500 LOW VOL
DEO
0.01%
SPON ADR NEW
COP
0.01%
COM
AABA
0.01%
COM
MO
0.01%
COM
AMT
0.01%
COM
AMAT
0.01%
COM
BDX
0.01%
COM
BX
0.01%
COM UNIT LTD
BA
0.01%
COM
CAT
0.01%
COM
CTSH
0.01%
CL A
PGX
0.01%
PFD ETF
AGG
0.01%
CORE TOTUSBD ETF
PM
0.01%
COM
PSX
0.01%
COM
IEF
0.01%
7-10 Y TR BD ETF
SCHB
0.01%
US BRD MKT ETF
SCHE
0.01%
EMRG MKTEQ ETF
FNDC
0.01%
SCHWB FDT INT SC
FNDF
0.01%
SCHWB FDT INT LG
FNDX
0.01%
SCHWAB FDT US LG
SCHH
0.01%
US REIT ETF
PPG
0.01%
COM
NIQ
0.01%
COM
LQD
0.01%
IBOXX INV CP ETF
SUB
0.01%
SHT NTLAMTFR ETF
MBB
0.01%
MBS ETF
FLOT
0.01%
FLTG RATE BD ETF
LMT
0.01%
COM
MDLZ
0.01%
CL A
NEE
0.01%
COM
NVS
0.01%
SPONSORED ADR
NVDA
0.01%
COM
SCHP
0.01%
US TIPS ETF
DWDP
0.4%
COM
GPN
0.32%
PUT
CELG
0.14%
COM
TAP/A
0.12%
CL A
WBA
0.12%
COM
VXUS
0.09%
VG TL INTL STK F