Newton One Investments LLC
122 holdingsFiling period: 2026-03-31Current AUM: $400.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | BND | VANGUARD BD INDEX FDS | 786.8K | $57.9M | $56.8M | 14.18% | +26.9K | 2026-03-31 |
| 2 | IVV | ISHARES TR | 75.4K | $49.2M | $56.6M | 14.11% | -1,121 | 2026-03-31 |
| 3 | VCIT | VANGUARD SCOTTSDALE FDS | 464.7K | $38.5M | $37.8M | 9.42% | +13.1K | 2026-03-31 |
| 4 | VUG | VANGUARD INDEX FDS | 86.5K | $37.8M | $44.2M | 11.03% | +759 | 2026-03-31 |
| 5 | VTV | VANGUARD INDEX FDS | 147.4K | $28.9M | $32.4M | 8.09% | +121.0K | 2026-03-31 |
| 6 | VEU | VANGUARD INTL EQUITY INDEX F | 330.1K | $24.8M | $27.4M | 6.82% | -36,501 | 2026-03-31 |
| 7 | IJH | ISHARES TR | 300.0K | $20.3M | $22.6M | 5.63% | +2.8K | 2026-03-31 |
| 8 | IJR | ISHARES TR | 136.1K | $16.9M | $19.8M | 4.94% | +103.7K | 2026-03-31 |
| 9 | VTEB | VANGUARD MUN BD FDS | 302.5K | $15.1M | $15.0M | 3.74% | +14.0K | 2026-03-31 |
| 10 | IWD | ISHARES TR | 50.7K | $10.8M | $12.8M | 3.19% | -821 | 2026-03-31 |
| 11 | VWO | VANGUARD INTL EQUITY INDEX F | 183.3K | $9.9M | $10.8M | 2.69% | -11,354 | 2026-03-31 |
| 12 | VSS | VANGUARD INTL EQUITY INDEX F | 67.2K | $9.8M | $10.1M | 2.52% | +43.7K | 2026-03-31 |
| 13 | VTI | VANGUARD INDEX FDS | 28.3K | $9.1M | $10.4M | 2.60% | +715 | 2026-03-31 |
| 14 | IXUS | ISHARES TR | 95.6K | $8.3M | $9.0M | 2.25% | -3,661 | 2026-03-31 |
| 15 | SCHM | SCHWAB STRATEGIC TR | 190.9K | $5.9M | $6.6M | 1.65% | -2,183 | 2026-03-31 |
| 16 | VB | VANGUARD INDEX FDS | 21.0K | $5.5M | $6.2M | 1.55% | -5 | 2026-03-31 |
| 17 | AAPL | APPLE INC | 10.2K | $2.6M | $3.2M | 0.79% | +9 | 2026-03-31 |
| 18 | VBR | VANGUARD INDEX FDS | 10.2K | $2.2M | $2.5M | 0.62% | -104 | 2026-03-31 |
| 19 | IJT | ISHARES TR | 11.6K | $1.7M | $2.0M | 0.50% | -44,934 | 2026-03-31 |
| 20 | VT | VANGUARD INTL EQUITY INDEX F | 7.3K | $1.0M | $1.1M | 0.28% | -1,177 | 2026-03-31 |
| 21 | SPY | STATE STR SPDR S&P 500 ETF T | 1.5K | $970K | $1.1M | 0.28% | +4 | 2026-03-31 |
| 22 | IJS | ISHARES TR | 7.7K | $909K | $1.0M | 0.26% | +1.5K | 2026-03-31 |
| 23 | IWO | ISHARES TR | 2.3K | $722K | $853K | 0.21% | -78 | 2026-03-31 |
| 24 | VXF | VANGUARD INDEX FDS | 2.6K | $529K | $607K | 0.15% | +2 | 2026-03-31 |
| 25 | IWF | ISHARES TR | 1.1K | $452K | $502K | 0.13% | -14 | 2026-03-31 |
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