N.E.W. Advisory Services LLC
Q1 2025 13F Holdings
- Locationde pere, WI
- Num holdings
894
- Value ($000)
$1,306,593
- Date Filed05/07/2025
- Form type13F-HR
- CIK0001803456
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $207.23M | 16 % | 754,019 | ||
SPYV SPDR SER TR | PRTFLO S&P500 VL | 78464A508 | $97.04M | 7 % | 1,900,110 | ||
KRE SPDR SER TR | PORTFOLIO S&P500 | 78464A854 | $69.72M | 5 % | 1,060,174 | ||
KRE SPDR SER TR | PORTFOLIO AGRGTE | 78464A649 | $58.30M | 5 % | 2,282,866 | ||
IAGG ISHARES TR | CORE INTL AGGR | 46435G672 | $55.58M | 4 % | 1,111,862 | ||
JPST J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 | $54.81M | 4 % | 1,082,614 | ||
DFAX DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 | $34.72M | 3 % | 1,325,007 | ||
VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | $32.80M | 3 % | 528,114 | ||
SPDR SER TR | PORTFOLI S&P1500 | 78464A805 | $32.18M | 3 % | 473,142 | ||
BND VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | $29.80M | 2 % | 405,785 |
Rows Per Page
10
- 10
- 50
- 100