Newton One Investments LLC
Q1 2025 13F Holdings
- Locationnewark, DE
- Num holdings
118
- Value ($000)
$279,649
- Date Filed04/21/2025
- Form type13F-HR
- CIK0001842787
- 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 |
|---|---|---|---|---|---|---|---|
BND VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | $55.21M | 20 % | 751,674 | ||
VCIT VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | $36.46M | 13 % | 445,885 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $31.82M | 11 % | 85,797 | ||
VEU VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | $23.19M | 8 % | 382,223 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $22.84M | 8 % | 40,641 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $16.39M | 6 % | 280,857 | ||
VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | $14.35M | 5 % | 289,209 | ||
IWD ISHARES TR | RUS 1000 VAL ETF | 464287598 | $9.67M | 4 % | 51,402 | ||
VWO VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | $9.00M | 3 % | 198,886 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $8.62M | 3 % | 31,364 |
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