Newton One Investments LLC
142 holdingsFiling period: 2026-06-30Current AUM: $392.6Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | BND | Vanguard BD Index Fds | 756.8K | $55.6M | $53.9M | 13.74% | -29,970 | 2026-06-30 |
| 2 | IVV | iShares TR | 73.1K | $54.7M | $56.2M | 14.32% | -2,264 | 2026-06-30 |
| 3 | VUG | Vanguard Index Fds | 505.9K | $43.6M | $44.3M | 11.28% | +419.4K | 2026-06-30 |
| 4 | VCIT | Vanguard Scottsdale Fds | 447.1K | $37.0M | $35.5M | 9.03% | -17,647 | 2026-06-30 |
| 5 | VTV | Vanguard Index Fds | 147.2K | $32.1M | $33.3M | 8.49% | -160 | 2026-06-30 |
| 6 | VEU | Vanguard Intl Equity Index F | 324.7K | $27.2M | $26.3M | 6.69% | -5,477 | 2026-06-30 |
| 7 | IJH | iShares TR | 293.7K | $22.6M | $21.4M | 5.46% | -6,209 | 2026-06-30 |
| 8 | IJR | iShares TR | 132.5K | $19.6M | $18.4M | 4.69% | -3,692 | 2026-06-30 |
| 9 | VTEB | Vanguard Mun BD Fds | 310.0K | $15.7M | $15.1M | 3.84% | +7.6K | 2026-06-30 |
| 10 | IWD | iShares TR | 50.1K | $12.2M | $12.9M | 3.30% | -586 | 2026-06-30 |
| 11 | VWO | Vanguard Intl Equity Index F | 180.9K | $10.8M | $10.2M | 2.60% | -2,421 | 2026-06-30 |
| 12 | VTI | Vanguard Index Fds | 28.1K | $10.4M | $10.5M | 2.68% | -277 | 2026-06-30 |
| 13 | VSS | Vanguard Intl Equity Index F | 66.7K | $10.3M | $10.0M | 2.54% | -504 | 2026-06-30 |
| 14 | IXUS | iShares TR | 95.7K | $9.1M | $8.8M | 2.25% | +131 | 2026-06-30 |
| 15 | SCHM | Schwab Strategic TR | 190.4K | $7.0M | $6.6M | 1.68% | -495 | 2026-06-30 |
| 16 | VB | Vanguard Index Fds | 21.0K | $6.4M | $6.1M | 1.55% | +37 | 2026-06-30 |
| 17 | AAPL | Apple Inc | 10.5K | $3.0M | $3.6M | 0.92% | +249 | 2026-06-30 |
| 18 | VBR | Vanguard Index Fds | 10.0K | $2.4M | $2.4M | 0.61% | -168 | 2026-06-30 |
| 19 | IJT | iShares TR | 11.5K | $2.1M | $1.9M | 0.47% | -129 | 2026-06-30 |
| 20 | SPY | State Str Spdr S&P 500 ETF T | 1.5K | $1.1M | $1.1M | 0.29% | -9 | 2026-06-30 |
| 21 | VT | Vanguard Intl Equity Index F | 6.9K | $1.1M | $1.1M | 0.28% | -357 | 2026-06-30 |
| 22 | IJS | iShares TR | 7.7K | $1.1M | $1.0M | 0.26% | +31 | 2026-06-30 |
| 23 | IWO | iShares TR | 2.2K | $874K | $772K | 0.20% | -83 | 2026-06-30 |
| 24 | VXF | Vanguard Index Fds | 2.6K | $633K | $593K | 0.15% | -1 | 2026-06-30 |
| 25 | AMZN | Amazon.com Inc | 2.3K | $543K | $567K | 0.14% | +1.0K | 2026-06-30 |
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