NewSquare Capital LLC
Q2 2025 13F Holdings
- Locationnewtown square, PA
- Num holdings
1,308
- Value ($000)
$1,347,820
- Date Filed08/05/2025
- Form type13F-HR
- CIK0001546989
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VTI VANGUARD TOTAL STOCK MARKET ETF | ETF | 922908769 | $115.53M | 9 % | 388,544 | ||
VEU VANGUARD FTSE ALL-WORLD EX-US | ETF | 922042775 | $61.65M | 5 % | 940,028 | ||
SCHX SCHWAB STRATEGIC TR US LRG CAP ETF | ETF | 808524201 | $60.50M | 5 % | 2,492,890 | ||
IJH ISHARES CORE S&P MID CAP ETF | ETF | 464287507 | $36.15M | 3 % | 582,911 | ||
IGSB ISHARES 1-3 YR CREDIT BOND ETF | ETF | 464288646 | $34.21M | 3 % | 648,331 | ||
PDP POWERSHARES DWA TECHNICAL LEADERS PORTFOLIO | ETF | 46137V837 | $33.84M | 3 % | 311,658 | ||
SPLV POWERSHARES SP500 LOW VOLATILITY ETF | ETF | 46138E354 | $32.82M | 2 % | 450,761 | ||
BND VANGUARD TOTAL BOND MARKET ETF | ETF | 921937835 | $29.40M | 2 % | 399,281 | ||
JPM JPMORGAN CHASE & CO. COM | STOCK | 46625H100 | $25.75M | 2 % | 89,526 | ||
VGSH VANGUARD SHORT-TERM TREASURY ETF | ETF | 92206C102 | $22.65M | 2 % | 385,265 |
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