# EDGAR Filing Document

**Accession Number:** 0001838938
**File Stem:** 0001838938-23-000001
**Filing Date:** 2023-1
**Character Count:** 8806
**Document Hash:** 45166dc04757c7b699c477e1b47eda9e
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001838938-23-000001.hdr.sgml**: 20230123

**ACCESSION NUMBER**: 0001838938-23-000001

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230123

**DATE AS OF CHANGE**: 20230120

**EFFECTIVENESS DATE**: 20230123

**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:** 23542331

**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

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Newman  Schimel LLC<br>**Address:** 740 WAUKEGAN ROAD<br>SUITE 205<br>DEERFIELD, IL 60015

**Form 13F File Number:** 028-20445

**CRD Number (if applicable):** 000142255

**SEC File Number (if applicable):** 801-67605

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Bryan Schimel<br>**Title:** Chief Compliance Officer<br>**Phone:** 847-317-9350

**Signature, Place, and Date of Signing:**

Bryan Schimel  Deerfield, IL  01-20-2023<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 51

**Form 13F Information Table Value Total:** $221348143

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| Accenture PLC Ireland | SHS CLASS A | G1151C101 |  | 567836 | 2128 | SH |  | SOLE |  | 0 | 0 | 2128 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 295129 | 3345 | SH |  | SOLE |  | 0 | 0 | 3345 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 258648 | 2915 | SH |  | SOLE |  | 0 | 0 | 2915 |
| Amazon Com Inc | COM | 023135106 |  | 695604 | 8281 | SH |  | SOLE |  | 0 | 0 | 8281 |
| Apple Inc | COM | 037833100 |  | 2122653 | 16337 | SH |  | SOLE |  | 0 | 0 | 16337 |
| APPLIED MATLS INC | COM | 038222105 |  | 311616 | 3200 | SH |  | SOLE |  | 0 | 0 | 3200 |
| AUTODESK INC | COM | 052769106 |  | 224244 | 1200 | SH |  | SOLE |  | 0 | 0 | 1200 |
| Berkshire Hathaway Inc Del | CL B NEW | 084670702 |  | 13201150 | 42736 | SH |  | SOLE |  | 0 | 0 | 42736 |
| Berkshire Hathaway Inc Del | CL A | 084670108 |  | 937422 | 2 | SH |  | SOLE |  | 0 | 0 | 2 |
| Cboe Global Mkts Inc | COM | 12503M108 |  | 643787 | 5131 | SH |  | SOLE |  | 0 | 0 | 5131 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 338267 | 741 | SH |  | SOLE |  | 0 | 0 | 741 |
| Eaton Vance Tax-Managed Glob | COM | 27829F108 |  | 99660 | 13200 | SH |  | SOLE |  | 0 | 0 | 13200 |
| HOME DEPOT INC | COM | 437076102 |  | 404301 | 1280 | SH |  | SOLE |  | 0 | 0 | 1280 |
| INVITAE CORP | COM | 46185L103 |  | 26970 | 14500 | SH |  | SOLE |  | 0 | 0 | 14500 |
| IShares Gold Trust | ISHARES | 464285105 |  | 298027 | 8616 | SH |  | SOLE |  | 0 | 0 | 8616 |
| Ishares Tr | CORE S 500 ETF | 464287200 |  | 2789991 | 7262 | SH |  | SOLE |  | 0 | 0 | 7262 |
| Ishares Tr | S  P SML 600 GWT | 464287887 |  | 250602 | 2319 | SH |  | SOLE |  | 0 | 0 | 2319 |
| Ishares Tr | CORE S SCP ETF | 464287804 |  | 740890 | 7829 | SH |  | SOLE |  | 0 | 0 | 7829 |
| Ishares Tr | SP SMCP600VL ETF | 464287879 |  | 362806 | 3973 | SH |  | SOLE |  | 0 | 0 | 3973 |
| Ishares Tr | CORE 1 5 YR USD | 46432F859 |  | 37833245 | 814669 | SH |  | SOLE |  | 0 | 0 | 814669 |
| Ishares Tr | CORE S TTL STK | 464287150 |  | 18777733 | 221436 | SH |  | SOLE |  | 0 | 0 | 221436 |
| Ishares Tr | CORE MSCI TOTAL | 46432F834 |  | 25204001 | 435453 | SH |  | SOLE |  | 0 | 0 | 435453 |
| M  T BK CORP | COM | 55261F104 |  | 360329 | 2484 | SH |  | SOLE |  | 0 | 0 | 2484 |
| Microsoft Corp | COM | 594918104 |  | 1004744 | 4190 | SH |  | SOLE |  | 0 | 0 | 4190 |
| NETFLIX INC | COM | 64110L106 |  | 342651 | 1162 | SH |  | SOLE |  | 0 | 0 | 1162 |
| NORTHROP GRUMMAN | COM | 666807102 |  | 890436 | 1632 | SH |  | SOLE |  | 0 | 0 | 1632 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 1014066 | 6939 | SH |  | SOLE |  | 0 | 0 | 6939 |
| Republic Svcs Inc | COM | 760759100 |  | 361172 | 2800 | SH |  | SOLE |  | 0 | 0 | 2800 |
| Schwab Strategic Tr | US LRG CAP ETF | 808524201 |  | 4683917 | 103741 | SH |  | SOLE |  | 0 | 0 | 103741 |
| Schwab Strategic Tr | US BRD MRK ETF | 808524102 |  | 4543113 | 101386 | SH |  | SOLE |  | 0 | 0 | 101386 |
| Schwab Strategic Tr | US LCAP GR ETF | 808524300 |  | 693548 | 12483 | SH |  | SOLE |  | 0 | 0 | 12483 |
| Schwab Strategic Tr | US LCAP VA ETF | 808524409 |  | 483195 | 7319 | SH |  | SOLE |  | 0 | 0 | 7319 |
| Schwab Strategic Tr | INTL EQTY ETF | 808524805 |  | 298140 | 9256 | SH |  | SOLE |  | 0 | 0 | 9256 |
| Schwab Strategic Tr | US DIVIDEND EQ | 808524797 |  | 4501607 | 59592 | SH |  | SOLE |  | 0 | 0 | 59592 |
| SCHWAB STRATEGIC TR | SHT TM US TRES | 808524862 |  | 6424937 | 133187 | SH |  | SOLE |  | 0 | 0 | 133187 |
| SONY GROUP CORPORATION | SPONSORED ADR | 835699307 |  | 230747 | 3025 | SH |  | SOLE |  | 0 | 0 | 3025 |
| Spdr Index Shs Fds | PORTFOLIO DEVLPD | 78463X889 |  | 532910 | 17949 | SH |  | SOLE |  | 0 | 0 | 17949 |
| Spdr Ser Tr | PRTFLO S 500 GW | 78464A409 |  | 231790 | 4575 | SH |  | SOLE |  | 0 | 0 | 4575 |
| SPDR SER TR | PORTFOLIO S | 78464A854 |  | 4522661 | 100548 | SH |  | SOLE |  | 0 | 0 | 100548 |
| TESLA INC | COM | 88160R101 |  | 228745 | 1857 | SH |  | SOLE |  | 0 | 0 | 1857 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 |  | 29993690 | 398428 | SH |  | SOLE |  | 0 | 0 | 398428 |
| Vanguard Index Fds | GROWTH ETF | 922908736 |  | 1966647 | 9228 | SH |  | SOLE |  | 0 | 0 | 9228 |
| Vanguard Index Fds | S 500 ETF SHS | 922908363 |  | 2770674 | 7886 | SH |  | SOLE |  | 0 | 0 | 7886 |
| Vanguard Index Fds | MID CAP ETF | 922908629 |  | 619295 | 3039 | SH |  | SOLE |  | 0 | 0 | 3039 |
| Vanguard Index Fds | TOTAL STK MKT | 922908769 |  | 25558968 | 133684 | SH |  | SOLE |  | 0 | 0 | 133684 |
| Vanguard Index Funds | VALUE ETF | 922908744 |  | 1006925 | 7173 | SH |  | SOLE |  | 0 | 0 | 7173 |
| Vanguard Intl Equity Index F | TT WRLD ST ETF | 922042742 |  | 9120112 | 105814 | SH |  | SOLE |  | 0 | 0 | 105814 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 |  | 4105952 | 54608 | SH |  | SOLE |  | 0 | 0 | 54608 |
| Vanguard Star Funds | VG TL INTL STK F | 921909768 |  | 7655925 | 148026 | SH |  | SOLE |  | 0 | 0 | 148026 |
| VISA INC | COM CL A | 92826C839 |  | 414137 | 1993 | SH |  | SOLE |  | 0 | 0 | 1993 |
| Walmart Inc. | COM | 931142103 |  | 402528 | 2839 | SH |  | SOLE |  | 0 | 0 | 2839 |

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