NewSquare Capital LLC
Q4 2024 13F Holdings
- Locationnewtown square, PA
- Num holdings
913
- Value ($000)
$1,250,566
- Date Filed02/06/2025
- Form type13F-HR
- CIK0001546989
- 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 TOTAL STOCK MARKET ETF | ETF | 922908769 | $101.25M | 8 % | 357,783 | ||
SCHX SCHWAB STRATEGIC TR US LRG CAP ETF | ETF | 808524201 | $53.16M | 4 % | 2,310,867 | ||
VEU VANGUARD FTSE ALL-WORLD EX-US | ETF | 922042775 | $46.09M | 4 % | 825,634 | ||
PDP POWERSHARES DWA TECHNICAL LEADERS PORTFOLIO | ETF | 46137V837 | $36.29M | 3 % | 337,250 | ||
IJH ISHARES CORE S&P MID CAP ETF | ETF | 464287507 | $33.63M | 3 % | 539,800 | ||
SPLV POWERSHARES SP500 LOW VOLATILITY ETF | ETF | 46138E354 | $33.41M | 3 % | 477,352 | ||
IGSB ISHARES 1-3 YR CREDIT BOND ETF | ETF | 464288646 | $32.59M | 3 % | 630,394 | ||
BND VANGUARD TOTAL BOND MARKET ETF | ETF | 921937835 | $29.22M | 2 % | 406,364 | ||
SPY SPDR S&P 500 ETF | ETF | 78462F103 | $25.57M | 2 % | 43,633 | ||
FDN FIRST TR EXCHANGE TRADED FD DOW JONES INTERNET INDEX FD | ETF | 33733E302 | $23.93M | 2 % | 98,428 |
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