Newman & Schimel, LLC

13F Portfolio Filings

Most recent 13F
Q4 2022
Location
Deerfield, IL
CIK
0001838938
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2022 51 221,348 ISTB, BSV, VTI, IXUS 13F-HR 1/23/2023 000183893823000001
Q3 2022 44 202,475 ISTB, BSV, VTI, IXUS 13F-HR 10/25/2022 000183893822000004
Q2 2022 46 207,936 ISTB, BSV, IXUS, VTI 13F-HR 7/14/2022 000183893822000003
Q1 2022 46 153,620 IXUS, VTI, ITOT, VT 13F-HR 4/14/2022 000183893822000002
Q4 2021 51 176,292 IXUS, VTI, ITOT, VT 13F-HR 1/18/2022 000183893822000001
Q3 2021 47 159,986 IXUS, VTI, VT, ITOT 13F-HR 10/6/2021 000183893821000004
Q2 2021 46 159,129 IXUS, VTI, VT, ITOT 13F-HR 7/6/2021 000183893821000003
Q1 2021 48 149,518 IXUS, VTI, VT, ITOT 13F-HR 4/8/2021 000183893821000002
Q4 2020 45 120,320 IXUS, VTI, VT, ITOT 13F-HR 1/21/2021 000183893821000001