N.E.W. Advisory Services LLC
Q4 2024 13F Holdings
- Locationde pere, WI
- Num holdings
189
- Value ($000)
$1,053,087
- Date Filed01/23/2025
- 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 Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $177.10 M | 17 % | 611,106 | ||
SPYV SPDR SER TR | PRTFLO S&P500 VL | 78464A508 | $79.40 M | 8 % | 1,552,616 | ||
KRE SPDR SER TR | PORTFOLIO S&P500 | 78464A854 | $67.58 M | 6 % | 980,244 | ||
KRE SPDR SER TR | PORTFOLIO AGRGTE | 78464A649 | $51.36 M | 5 % | 2,055,356 | ||
IAGG ISHARES TR | CORE INTL AGGR | 46435G672 | $51.21 M | 5 % | 1,025,936 | ||
JPST J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 | $48.61 M | 5 % | 964,963 | ||
DFAX DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 | $29.93 M | 3 % | 1,203,751 | ||
VIOV VANGUARD ADMIRAL FDS INC | SMLCP 600 VAL | 921932778 | $29.91 M | 3 % | 320,534 | ||
SPDR SER TR | PORTFOLI S&P1500 | 78464A805 | $29.00 M | 3 % | 406,042 | ||
VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | $27.73 M | 3 % | 470,599 |
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