N.E.W. Advisory Services LLC
Q2 2025 13F Holdings
- Locationde pere, WI
- Num holdings
840
- Value ($000)
$1,030,545
- Date Filed08/18/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $197.63M | 19 % | 650,245 | ||
SPYV SPDR SER TR | PRTFLO S&P500 VL | 78464A508 | $71.84M | 7 % | 1,372,477 | ||
KRE SPDR SER TR | PORTFOLIO S&P500 | 78464A854 | $66.06M | 6 % | 908,809 | ||
IAGG ISHARES TR | CORE INTL AGGR | 46435G672 | $54.22M | 5 % | 1,061,276 | ||
JPST J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 | $52.15M | 5 % | 1,029,052 | ||
KRE SPDR SER TR | PORTFOLIO AGRGTE | 78464A649 | $44.44M | 4 % | 1,735,980 | ||
DFAX DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 | $36.44M | 4 % | 1,240,838 | ||
VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | $33.96M | 3 % | 491,534 | ||
BND VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | $30.45M | 3 % | 413,539 | ||
SPDR SER TR | PORTFOLI S&P1500 | 78464A805 | $30.34M | 3 % | 405,132 |
Rows Per Page
10
- 10
- 50
- 100