Newton One Investments LLC
Q2 2025 13F Holdings
- Locationnewark, DE
- Num holdings
128
- Value ($000)
$317,798
- Date Filed07/16/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
BND VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | $55.16M | 17 % | 749,143 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $45.14M | 14 % | 72,699 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $39.12M | 12 % | 89,224 | ||
VCIT VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | $36.95M | 12 % | 445,662 | ||
VEU VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | $25.26M | 8 % | 375,757 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $18.54M | 6 % | 298,875 | ||
VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | $13.55M | 4 % | 276,260 | ||
IWD ISHARES TR | RUS 1000 VAL ETF | 464287598 | $10.01M | 3 % | 51,562 | ||
VWO VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | $9.79M | 3 % | 198,013 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $9.05M | 3 % | 29,766 |
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