Newton One Investments LLC

13F Portfolio Filings

  • Most recent 13F
    Q4 2024
  • Location
    newark, DE
  • CIK
    0001842787
  • All SEC filings
Q4 2024
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

122

$259.41M
BND, VUG, VCIT, VEU
13F-HR
Jan 27, 2025
000184278725000001

41

$249.42M
BND, VCIT, VUG, VEU
13F-HR
Oct 17, 2024
000184278724000008

116

$231.97M
BND, BSV, VUG, SCHM
13F-HR
Jul 17, 2024
000184278724000003

113

$227.41M
BND, BSV, VUG, SCHM
13F-HR
Apr 16, 2024
000184278724000002

114

$217.42M
BND, BSV, VUG, VEU
13F-HR
Jan 23, 2024
000184278724000001

124

$167.90M
BND, BSV, VEU, SCHM
13F-HR
Oct 23, 2023
000184278723000005

127

$174.33M
BND, BSV, VEU, SCHM
13F-HR
Jul 20, 2023
000184278723000004

118

$166.44M
BND, BSV, VEU, SCHM
13F-HR
Apr 19, 2023
000184278723000003

118

$154.98M
BND, BSV, VEU, SCHM
13F-HR
Jan 23, 2023
000184278723000001

120

$140.46M
BND, BSV, SCHM, VEU
13F-HR
Oct 19, 2022
000184278722000005

126

$134.49M
BSV, BND, SCHM, VANGUARD MUN BD FDS
13F-HR
Jul 11, 2022
000184278722000004

124

$137.21M
BSV, BND, SCHM, VUG
13F-HR
Apr 28, 2022
000184278722000003

130

$141.57M
BSV, BND, SCHM, VUG
13F-HR
Jan 25, 2022
000184278722000001

133

$134.13M
BSV, BND, SCHM, VUG
13F-HR
Oct 19, 2021
000184278721000004

114

$125.99M
BSV, BND, SCHM, VT
13F-HR
Jul 16, 2021
000184278721000003

71

$112.51M
BND, BSV, SCHM, VT
13F-HR
Apr 23, 2021
000184278721000002

66

$101.72M
BND, BSV, SCHM, IWD
13F-HR
Jan 28, 2021
000184278721000001
Newton One Investments Llc 13F Filings