Newton One Investments LLC
Q4 2024 13F Holdings
- Locationnewark, DE
- Num holdings
122
- Value ($000)
$259,410
- Date Filed01/27/2025
- 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 Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
BND VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | $51.47M | 20 % | 715,759 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $35.04M | 14 % | 85,379 | ||
VCIT VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | $34.81M | 13 % | 433,714 | ||
VEU VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | $20.74M | 8 % | 361,315 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $17.30M | 7 % | 277,597 | ||
VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | $14.15M | 6 % | 282,210 | ||
IWD ISHARES TR | RUS 1000 VAL ETF | 464287598 | $9.58M | 4 % | 51,748 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $8.74M | 3 % | 30,174 | ||
VWO VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | $8.24M | 3 % | 187,088 | ||
IJT ISHARES TR | S&P SML 600 GWT | 464287887 | $7.29M | 3 % | 53,835 |
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