N.E.W. Advisory Services LLC
Q3 2025 13F Holdings
- Locationde pere, WI
- Num holdings
840
- Value ($000)
$1,119,439
- Date Filed10/27/2025
- 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 Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $220.04 M | 20 % | 670,519 | ||
SPYV SPDR SER TR | PRTFLO S&P500 VL | 78464A508 | $77.54 M | 7 % | 1,401,339 | ||
KRE SPDR SER TR | PORTFOLIO S&P500 | 78464A854 | $70.10 M | 6 % | 894,844 | ||
IAGG ISHARES TR | CORE INTL AGGR | 46435G672 | $58.13 M | 5 % | 1,134,706 | ||
JPST J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 | $55.99 M | 5 % | 1,103,699 | ||
KRE SPDR SER TR | PORTFOLIO AGRGTE | 78464A649 | $46.64 M | 4 % | 1,804,326 | ||
DFAX DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 | $40.56 M | 4 % | 1,292,543 | ||
VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | $37.84 M | 3 % | 515,084 | ||
BND VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | $33.41 M | 3 % | 449,260 | ||
SPDR SER TR | PORTFOLI S&P1500 | 78464A805 | $33.35 M | 3 % | 413,575 |
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