0001838938-22-000003.txt : 20220714
0001838938-22-000003.hdr.sgml : 20220714
20220714172828
ACCESSION NUMBER: 0001838938-22-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220630
FILED AS OF DATE: 20220714
DATE AS OF CHANGE: 20220714
EFFECTIVENESS DATE: 20220714
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Newman & Schimel, LLC
CENTRAL INDEX KEY: 0001838938
IRS NUMBER: 208008610
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-20445
FILM NUMBER: 221083662
BUSINESS ADDRESS:
STREET 1: 740 WAUKEGAN ROAD
STREET 2: SUITE 205
CITY: DEERFIELD
STATE: IL
ZIP: 60015
BUSINESS PHONE: 847-317-9350
MAIL ADDRESS:
STREET 1: 740 WAUKEGAN ROAD
STREET 2: SUITE 205
CITY: DEERFIELD
STATE: IL
ZIP: 60015
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001838938
XXXXXXXX
06-30-2022
06-30-2022
Newman & Schimel, LLC
740 WAUKEGAN ROAD
SUITE 205
DEERFIELD
IL
60015
13F HOLDINGS REPORT
028-20445
N
Bryan Schimel
Chief Compliance Officer
847-317-9350
Bryan Schimel
Deerfield
IL
07-14-2022
0
46
207936
false
INFORMATION TABLE
2
newman2q22.xml
Accenture PLC Ireland
SHS CLASS A
G1151C101
591
2128
SH
SOLE
0
0
2128
ALPHABET INC
CAP STK CL C
02079K107
223
102
SH
SOLE
0
0
102
Amazon Com Inc
COM
023135106
243
2286
SH
SOLE
0
0
2286
Apple Inc
COM
037833100
1562
11426
SH
SOLE
0
0
11426
Berkshire Hathaway Inc Del
CL B NEW
084670702
10827
39655
SH
SOLE
0
0
39655
Berkshire Hathaway Inc Del
CL A
084670108
818
2
SH
SOLE
0
0
2
Cboe Global Mkts Inc
COM
12503M108
581
5131
SH
SOLE
0
0
5131
Eaton Vance Tax-Managed Glob
COM
27829F108
102
13200
SH
SOLE
0
0
13200
Hackett Group Inc
COM
404609109
418
22030
SH
SOLE
0
0
22030
HOME DEPOT INC
COM
437076102
200
730
SH
SOLE
0
0
730
IShares Gold Trust
ISHARES
464285105
255
7441
SH
SOLE
0
0
7441
Ishares Tr
CORE S&P 500 ETF
464287200
1247
3290
SH
SOLE
0
0
3290
Ishares Tr
S & P SML 600 GWT
464287887
243
2304
SH
SOLE
0
0
2304
Ishares Tr
CORE S&P SCP ETF
464287804
923
9988
SH
SOLE
0
0
9988
Ishares Tr
SP SMCP600VL ETF
464287879
355
3993
SH
SOLE
0
0
3993
Ishares Tr
CORE 1 5 YR USD
46432F859
40215
848413
SH
SOLE
0
0
848413
Ishares Tr
CORE S&P TTL STK
464287150
16636
198564
SH
SOLE
0
0
198564
Ishares Tr
CORE MSCI TOTAL
46432F834
25051
439268
SH
SOLE
0
0
439268
JPMORGAN CHASE & CO
COM
46625H100
804
7143
SH
SOLE
0
0
7143
M & T BK CORP
COM
55261F104
396
2484
SH
SOLE
0
0
2484
Microsoft Corp
COM
594918104
811
3159
SH
SOLE
0
0
3159
NORTHROP GRUMMAN
COM
666807102
1646
3439
SH
SOLE
0
0
3439
Nuveen Qual Pfd Inc Fd
NUVEEN PFD & INCM SECURITIES
67072C105
101
13930
SH
SOLE
0
0
13930
Republic Svcs Inc
COM
760759100
366
2800
SH
SOLE
0
0
2800
Schwab Strategic Tr
US LRG CAP ETF
808524201
3646
81629
SH
SOLE
0
0
81629
Schwab Strategic Tr
US BRD MRK ETF
808524102
2689
60843
SH
SOLE
0
0
60843
Schwab Strategic Tr
US LCAP GR ETF
808524300
768
13241
SH
SOLE
0
0
13241
Schwab Strategic Tr
US MID-CAP ETF
808524508
355
5663
SH
SOLE
0
0
5663
Schwab Strategic Tr
US LCAP VA ETF
808524409
517
8276
SH
SOLE
0
0
8276
Schwab Strategic Tr
INTL EQTY ETF
808524805
436
13858
SH
SOLE
0
0
13858
Schwab Strategic Tr
US DIVIDEND EQ
808524797
3421
47754
SH
SOLE
0
0
47754
SCHWAB STRATEGIC TR
SHT TM US TRES
808524862
4992
101494
SH
SOLE
0
0
101494
Spdr Index Shs Fds
PORTFOLIO DEVLPD
78463X889
575
19934
SH
SOLE
0
0
19934
Spdr Ser Tr
PRTFLO S&P 500 GW
78464A409
238
4550
SH
SOLE
0
0
4550
SPDR SER TR
PORTFOLIO S&P500
78464A854
1221
27537
SH
SOLE
0
0
27537
UNION PAC CORP
COM
907818108
696
3264
SH
SOLE
0
0
3264
VANGUARD BD INDEX FDS
SHORT TRM BOND
921937827
29123
379249
SH
SOLE
0
0
379249
Vanguard Index Fds
GROWTH ETF
922908736
1651
7409
SH
SOLE
0
0
7409
Vanguard Index Fds
S&P 500 ETF SHS
922908363
1443
4159
SH
SOLE
0
0
4159
Vanguard Index Fds
MID CAP ETF
922908629
675
3429
SH
SOLE
0
0
3429
Vanguard Index Fds
TOTAL STK MKT
922908769
24106
127801
SH
SOLE
0
0
127801
Vanguard Index Funds
VALUE ETF
922908744
917
6954
SH
SOLE
0
0
6954
Vanguard Intl Equity Index F
TT WRLD ST ETF
922042742
15272
178954
SH
SOLE
0
0
178954
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
92206C409
3177
41659
SH
SOLE
0
0
41659
Vanguard Star Funds
VG TL INTL STK F
921909768
7060
136799
SH
SOLE
0
0
136799
Walmart Inc.
COM
931142103
344
2831
SH
SOLE
0
0
2831