NewSquare Capital LLC
Q1 2025 13F Holdings
- Locationnewtown square, PA
- Num holdings
1,178
- Value ($000)
$1,227,603
- Date Filed04/14/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VTI VANGUARD TOTAL STOCK MARKET ETF | ETF | 922908769 | $99.05M | 8 % | 368,824 | ||
VEU VANGUARD FTSE ALL-WORLD EX-US | ETF | 922042775 | $52.29M | 4 % | 884,832 | ||
SCHX SCHWAB STRATEGIC TR US LRG CAP ETF | ETF | 808524201 | $52.01M | 4 % | 2,372,809 | ||
SPLV POWERSHARES SP500 LOW VOLATILITY ETF | ETF | 46138E354 | $34.79M | 3 % | 465,589 | ||
IGSB ISHARES 1-3 YR CREDIT BOND ETF | ETF | 464288646 | $33.61M | 3 % | 641,761 | ||
PDP POWERSHARES DWA TECHNICAL LEADERS PORTFOLIO | ETF | 46137V837 | $32.80M | 3 % | 328,030 | ||
IJH ISHARES CORE S&P MID CAP ETF | ETF | 464287507 | $32.60M | 3 % | 558,637 | ||
BND VANGUARD TOTAL BOND MARKET ETF | ETF | 921937835 | $28.85M | 2 % | 392,804 | ||
VGSH VANGUARD SHORT-TERM TREASURY ETF | ETF | 92206C102 | $22.11M | 2 % | 376,705 | ||
FDN FIRST TR EXCHANGE TRADED FD DOW JONES INTERNET INDEX FD | ETF | 33733E302 | $21.06M | 2 % | 94,806 |
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