Newman & Schimel, LLC

13F Portfolio Filings

  • Most recent 13F
    Q4 2022
  • Location
    deerfield, IL
  • CIK
    0001838938
  • All SEC filings
Q4 2022
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

51

$221.35M
ISTB, BSV, VTI, IXUS
13F-HR
Jan 23, 2023
000183893823000001

44

$202.47M
ISTB, BSV, VTI, IXUS
13F-HR
Oct 25, 2022
000183893822000004

46

$207.94M
ISTB, BSV, IXUS, VTI
13F-HR
Jul 14, 2022
000183893822000003

46

$153.62M
IXUS, VTI, ITOT, VT
13F-HR
Apr 15, 2022
000183893822000002

51

$176.29M
IXUS, VTI, ITOT, VT
13F-HR
Jan 18, 2022
000183893822000001

47

$159.99M
IXUS, VTI, VT, ITOT
13F-HR
Oct 7, 2021
000183893821000004

46

$159.13M
IXUS, VTI, VT, ITOT
13F-HR
Jul 6, 2021
000183893821000003

48

$149.52M
IXUS, VTI, VT, ITOT
13F-HR
Apr 8, 2021
000183893821000002

45

$120.32M
IXUS, VTI, VT, ITOT
13F-HR
Jan 21, 2021
000183893821000001
Newman & Schimel, Llc 13F Filings