Universe · entity
NewSquare Capital LLC
Institutional manager (13F) · CIK 1546989
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $781M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | VANGUARD INDEX FDS | $117M | 364,503 |
| 2 | VANGUARD INTL EQUITY INDEX F | $67M | 886,209 |
| 3 | SCHWAB STRATEGIC TR | $60M | 2,351,837 |
| 4 | ISHARES TR | $33M | 495,469 |
| 5 | VANGUARD BD INDEX FDS | $32M | 431,128 |
| 6 | ISHARES TR | $30M | 580,167 |
| 7 | SELECT SECTOR SPDR TR | $21M | 155,960 |
| 8 | SELECT SECTOR SPDR TR | $20M | 124,703 |
| 9 | VANGUARD BD INDEX FDS | $15M | 200,015 |
| 10 | STATE STR SPDR S&P 500 ETF T | $15M | 23,617 |
| 11 | VANGUARD TAX-MANAGED FDS | $15M | 232,875 |
| 12 | JPMORGAN CHASE & CO | $15M | 49,768 |
| 13 | ISHARES TR | $13M | 106,809 |
| 14 | INVESCO EXCH TRADED FD TR II | $13M | 180,524 |
| 15 | INVESCO EXCHANGE TRADED FD T | $13M | 108,116 |
| 16 | ISHARES TR | $13M | 135,925 |
| 17 | SPDR SERIES TRUST | $12M | 127,591 |
| 18 | NVIDIA CORPORATION | $12M | 66,889 |
| 19 | INTERNATIONAL BUSINESS MACHS | $11M | 47,318 |
| 20 | APPLE INC | $11M | 41,813 |
| 21 | SEAGATE TECHNOLOGY HLDNGS PL | $10M | 26,155 |
| 22 | SPDR SERIES TRUST | $10M | 99,555 |
| 23 | INVESCO EXCH TRADED FD TR II | $10M | 373,168 |
| 24 | ISHARES TR | $10M | 178,554 |
| 25 | INVESCO EXCH TRADED FD TR II | $9M | 187,285 |
| 26 | ISHARES TR | $9M | 92,343 |
| 27 | SPDR SERIES TRUST | $9M | 161,386 |
| 28 | CF INDUSTRIES HOLD | $9M | 69,941 |
| 29 | TORONTO DOMINION BK ONT | $8M | 88,882 |
| 30 | FIRST TR EXCHANGE-TRADED FD | $8M | 40,885 |
| 31 | FIRST TR EXCHANGE TRAD FD VI | $8M | 285,877 |
| 32 | FIRST TR EXCHANGE TRADED FD | $8M | 209,809 |
| 33 | FIRST TR EXCHANGE TRADED FD | $8M | 206,005 |
| 34 | SPDR SERIES TRUST | $8M | 340,503 |
| 35 | LYONDELLBASELL INDUSTRIES NV | $8M | 98,481 |
| 36 | PROSHARES TR | $8M | 144,858 |
| 37 | ISHARES INC | $8M | 143,010 |
| 38 | TERADYNE INC | $8M | 26,221 |
| 39 | ISHARES TR | $8M | 21,777 |
| 40 | SPDR SERIES TRUST | $8M | 119,098 |
| 41 | FIRST TR EXCHANGE-TRADED FD | $8M | 170,833 |
| 42 | CUMMINS INC | $8M | 14,157 |
| 43 | FIRST TR EXCHANGE TRADED FD | $8M | 51,316 |
| 44 | DBX ETF TR | $7M | 146,150 |
| 45 | CASEYS GEN STORES INC | $7M | 9,714 |
| 46 | ALPHABET INC | $7M | 23,491 |
| 47 | CMS ENERGY CORP | $7M | 86,611 |
| 48 | CANADIAN IMPERIAL BANK OF CO | $7M | 70,789 |
| 49 | VANGUARD SCOTTSDALE FDS | $7M | 113,115 |
| 50 | PHILLIPS 66 | $7M | 36,288 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.