N.E.W. Advisory Services LLC
916 holdingsFiling period: 2026-03-31Current AUM: $1.47Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 759.0K | $243.5M | $279.5M | 19.05% | +38.4K | 2026-03-31 |
| 2 | SPYM | SPDR SER TR | 944.5K | $72.3M | $83.0M | 5.66% | +39.4K | 2026-03-31 |
| 3 | IAGG | ISHARES TR | 1.21M | $60.6M | $60.2M | 4.11% | +1.6K | 2026-03-31 |
| 4 | JPST | J P MORGAN EXCHANGE TRADED F | 1.16M | $58.7M | $58.6M | 4.00% | +2.1K | 2026-03-31 |
| 5 | SPYV | SPDR SER TR | 988.5K | $55.9M | $61.3M | 4.18% | -534,535 | 2026-03-31 |
| 6 | SPAB | SPDR SER TR | 2.11M | $54.1M | $53.0M | 3.61% | +2.2K | 2026-03-31 |
| 7 | DFAX | DIMENSIONAL ETF TRUST | 1.32M | $45.0M | $48.3M | 3.29% | -3,188 | 2026-03-31 |
| 8 | VXUS | VANGUARD STAR FDS | 541.6K | $41.8M | $45.8M | 3.12% | +4.4K | 2026-03-31 |
| 9 | SPTM | SPDR SER TR | 456.1K | $36.1M | $41.4M | 2.82% | +11.2K | 2026-03-31 |
| 10 | BND | VANGUARD BD INDEX FDS | 484.9K | $35.7M | $35.0M | 2.39% | +9.6K | 2026-03-31 |
| 11 | AVUV | AMERICAN CENTY ETF TR | 285.4K | $31.5M | $35.8M | 2.44% | -21,103 | 2026-03-31 |
| 12 | AVLV | AMERICAN CENTY ETF TR | 390.7K | $31.5M | $36.0M | 2.45% | +381.0K | 2026-03-31 |
| 13 | VIOV | VANGUARD ADMIRAL FDS INC | 296.7K | $30.2M | $34.6M | 2.36% | -12,751 | 2026-03-31 |
| 14 | SPDW | SPDR INDEX SHS FDS | 605.6K | $27.6M | $30.3M | 2.07% | -1,059 | 2026-03-31 |
| 15 | DFAC | DIMENSIONAL ETF TRUST | 600.4K | $23.3M | $26.7M | 1.82% | -6,777 | 2026-03-31 |
| 16 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 40.3K | $19.3M | $19.3M | 1.32% | +374 | 2026-03-31 |
| 17 | VOO | VANGUARD INDEX FDS | 29.7K | $17.7M | $20.4M | 1.39% | +1.8K | 2026-03-31 |
| 18 | VXF | VANGUARD INDEX FDS | 84.2K | $17.3M | $19.9M | 1.36% | +4.3K | 2026-03-31 |
| 19 | SPEM | SPDR INDEX SHS FDS | 367.4K | $17.2M | $18.7M | 1.28% | +2.4K | 2026-03-31 |
| 20 | AAPL | APPLE INC | 67.6K | $17.2M | $20.9M | 1.42% | -1,654 | 2026-03-31 |
| 21 | TSPA | T ROWE PRICE ETF INC | 339.1K | $13.9M | $16.0M | 1.09% | +164.9K | 2026-03-31 |
| 22 | PG | PROCTER AND GAMBLE CO | 92.3K | $13.3M | $13.3M | 0.91% | +3.6K | 2026-03-31 |
| 23 | VSS | VANGUARD INTL EQUITY INDEX F | 85.7K | $12.5M | $12.9M | 0.88% | -85 | 2026-03-31 |
| 24 | JIVE | J P MORGAN EXCHANGE TRADED F | 138.5K | $11.9M | $13.3M | 0.90% | -834 | 2026-03-31 |
| 25 | VUG | VANGUARD INDEX FDS | 23.8K | $10.4M | $12.2M | 0.83% | -542 | 2026-03-31 |
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