Newton One Investments LLC
147 holdingsFiling period: 2026-06-30Current AUM: $393.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | BND | VANGUARD BD INDEX FDS | 756.8K | $55.6M | $53.8M | 13.70% | -29,970 | 2026-06-30 |
| 2 | IVV | ISHARES TR | 73.1K | $54.7M | $55.5M | 14.11% | -2,264 | 2026-06-30 |
| 3 | VUG | VANGUARD INDEX FDS | 505.9K | $43.6M | $44.0M | 11.20% | +419.4K | 2026-06-30 |
| 4 | VCIT | VANGUARD SCOTTSDALE FDS | 447.1K | $37.0M | $35.5M | 9.04% | -17,647 | 2026-06-30 |
| 5 | VTV | VANGUARD INDEX FDS | 147.2K | $32.1M | $32.8M | 8.34% | -160 | 2026-06-30 |
| 6 | VEU | VANGUARD INTL EQUITY INDEX F | 324.7K | $27.2M | $27.2M | 6.92% | -5,477 | 2026-06-30 |
| 7 | IJH | ISHARES TR | 293.7K | $22.6M | $21.5M | 5.47% | -6,209 | 2026-06-30 |
| 8 | IJR | ISHARES TR | 132.5K | $19.6M | $18.5M | 4.72% | -3,692 | 2026-06-30 |
| 9 | VTEB | VANGUARD MUN BD FDS | 310.0K | $15.7M | $15.0M | 3.80% | +7.6K | 2026-06-30 |
| 10 | IWD | ISHARES TR | 50.1K | $12.2M | $12.7M | 3.23% | -586 | 2026-06-30 |
| 11 | VWO | VANGUARD INTL EQUITY INDEX F | 180.9K | $10.8M | $10.7M | 2.73% | -2,421 | 2026-06-30 |
| 12 | VTI | VANGUARD INDEX FDS | 28.1K | $10.4M | $10.5M | 2.66% | -277 | 2026-06-30 |
| 13 | VSS | VANGUARD INTL EQUITY INDEX F | 66.7K | $10.3M | $10.4M | 2.64% | -504 | 2026-06-30 |
| 14 | IXUS | ISHARES TR | 95.7K | $9.1M | $9.1M | 2.33% | +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 | 1.56% | +37 | 2026-06-30 |
| 17 | AAPL | APPLE INC | 10.5K | $3.0M | $3.5M | 0.88% | +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 | 0.48% | -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 | $801K | 0.20% | -83 | 2026-06-30 |
| 24 | VXF | VANGUARD INDEX FDS | 2.6K | $633K | $605K | 0.15% | -1 | 2026-06-30 |
| 25 | AMZN | AMAZON COM INC | 2.3K | $543K | $566K | 0.14% | +1.0K | 2026-06-30 |
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