Newman & Schimel, LLC
Q4 2022 13F Holdings
- Locationdeerfield, IL
- Num holdings
51
- Value ($000)
$221,348
- Date Filed01/23/2023
- Form type13F-HR
- CIK0001838938
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2022 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ISTB Ishares Tr | CORE 1 5 YR USD | 46432F859 | $37.83M | 17 % | 814,669 | ||
BSV VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | $29.99M | 14 % | 398,428 | ||
VTI Vanguard Index Fds | TOTAL STK MKT | 922908769 | $25.56M | 12 % | 133,684 | ||
IXUS Ishares Tr | CORE MSCI TOTAL | 46432F834 | $25.20M | 11 % | 435,453 | ||
ITOT Ishares Tr | CORE S&P TTL STK | 464287150 | $18.78M | 9 % | 221,436 | ||
BRK.B Berkshire Hathaway Inc Del | CL B NEW | 084670702 | $13.20M | 6 % | 42,736 | ||
VT Vanguard Intl Equity Index F | TT WRLD ST ETF | 922042742 | $9.12M | 4 % | 105,814 | ||
Vanguard Star Funds | VG TL INTL STK F | 921909768 | $7.66M | 4 % | 148,026 | ||
SCHO SCHWAB STRATEGIC TR | SHT TM US TRES | 808524862 | $6.42M | 3 % | 133,187 | ||
SCHX Schwab Strategic Tr | US LRG CAP ETF | 808524201 | $4.68M | 2 % | 103,741 |
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