Filer Name: NEWTON ONE INVESTMENTS LLC
CIK: 1842787
Period: 2024-12-31
Filed At: 2025-01-25
Number of Holdings: 122
Portfolio Value: $0.26B

Newton One Investments Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
BND US VANGUARD TOTAL BOND MARKET 715,759 $51M 19.84% 4.3% -
VUG US VANGUARD GROWTH ETF 85,379 $35M 13.51% 23.4% -
VCIT US VANGUARD INT-TERM CORPORATE 433,714 $35M 13.42% 4.0% -
VEU US VANGUARD FTSE ALL-WORLD EX-U 361,315 $21M 8.00% 10.8% -
IJH US ISHARES CORE S&P MIDCAP ETF 277,597 $17M 6.67% 330.2% -
VTEB US VANGUARD TAX-EXEMPT BOND ETF 282,210 $14M 5.45% 5.5% -
IWD US ISHARES RUSSELL 1000 VALUE E 51,748 $10M 3.69% -1.7% -
VTI US VANGUARD TOTAL STOCK MKT ETF 30,174 $9M 3.37% -0.6% -
VWO US VANGUARD FTSE EMERGING MARKE 187,088 $8M 3.18% 11.6% -
IJT US ISHARES S&P SMALL-CAP 600 GR 53,835 $7M 2.81% -1.4% -
IXUS US ISHARES CORE INTL STOCK ETF 98,216 $6M 2.50% 4.7% -
SCHM US SCHWAB US MID CAP ETF 226,537 $6M 2.42% -2.9% -
VB US VANGUARD SMALL-CAP ETF 20,879 $5M 1.93% -0.3% -
VT US VANGUARD TOT WORLD STK ETF 37,555 $4M 1.70% -41.0% -
VTV US VANGUARD VALUE ETF 23,831 $4M 1.56% 1.2% -
IJR US ISHARES CORE S&P SMALL-CAP E 34,305 $4M 1.52% 2.7% -
AAPL US APPLE INC 10,423 $3M 1.01% 1.3% -
IVV US ISHARES CORE S&P 500 ETF 4,100 $2M 0.93% 66.8% -
VSS US VANGUARD FTSE ALL WO X-US SC 20,858 $2M 0.92% 11.3% -
VBR US VANGUARD SMALL-CAP VALUE ETF 10,262 $2M 0.78% 1.0% -
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