Universe · entity
N.E.W. Advisory Services LLC
Institutional manager (13F) · CIK 1803456
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $1.2B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | VANGUARD INDEX FDS | $244M | 759,045 |
| 2 | SPDR SER TR | $72M | 944,513 |
| 3 | ISHARES TR | $61M | 1,210,409 |
| 4 | J P MORGAN EXCHANGE TRADED F | $59M | 1,159,813 |
| 5 | SPDR SER TR | $56M | 988,476 |
| 6 | SPDR SER TR | $54M | 2,110,566 |
| 7 | DIMENSIONAL ETF TRUST | $45M | 1,323,626 |
| 8 | VANGUARD STAR FDS | $42M | 541,563 |
| 9 | SPDR SER TR | $36M | 456,136 |
| 10 | VANGUARD BD INDEX FDS | $36M | 484,880 |
| 11 | AMERICAN CENTY ETF TR | $32M | 285,372 |
| 12 | AMERICAN CENTY ETF TR | $31M | 390,672 |
| 13 | VANGUARD ADMIRAL FDS INC | $30M | 296,722 |
| 14 | SPDR INDEX SHS FDS | $28M | 605,577 |
| 15 | DIMENSIONAL ETF TRUST | $23M | 600,399 |
| 16 | BERKSHIRE HATHAWAY INC DEL | $19M | 40,315 |
| 17 | VANGUARD INDEX FDS | $18M | 29,690 |
| 18 | VANGUARD INDEX FDS | $17M | 84,225 |
| 19 | SPDR INDEX SHS FDS | $17M | 367,377 |
| 20 | APPLE INC | $17M | 67,637 |
| 21 | T ROWE PRICE ETF INC | $14M | 339,094 |
| 22 | PROCTER AND GAMBLE CO | $13M | 92,306 |
| 23 | VANGUARD INTL EQUITY INDEX F | $12M | 85,655 |
| 24 | J P MORGAN EXCHANGE TRADED F | $12M | 138,476 |
| 25 | VANGUARD INDEX FDS | $10M | 23,775 |
| 26 | ISHARES TR | $10M | 135,365 |
| 27 | SPDR SER TR | $10M | 104,203 |
| 28 | SPDR INDEX SHS FDS | $10M | 228,502 |
| 29 | FIRST TR EXCHANGE TRADED FD | $10M | 86,740 |
| 30 | SCHWAB STRATEGIC TR | $9M | 320,920 |
| 31 | J P MORGAN EXCHANGE TRADED F | $9M | 187,582 |
| 32 | J P MORGAN EXCHANGE TRADED F | $9M | 188,897 |
| 33 | FIRST TR EXCHANGE TRADED FD | $9M | 125,922 |
| 34 | T ROWE PRICE ETF INC | $8M | 220,395 |
| 35 | VANGUARD INDEX FDS | $7M | 23,768 |
| 36 | PUTNAM ETF TRUST | $7M | 143,984 |
| 37 | SPDR INDEX SHS FDS | $7M | 99,982 |
| 38 | DIMENSIONAL ETF TRUST | $7M | 124,646 |
| 39 | NICOLET BANKSHARES INC | $6M | 39,075 |
| 40 | VANGUARD INDEX FDS | $6M | 29,381 |
| 41 | DNP SELECT INCOME FD INC | $6M | 544,162 |
| 42 | AMAZON COM INC | $5M | 25,445 |
| 43 | J P MORGAN EXCHANGE TRADED F | $5M | 88,570 |
| 44 | WEC ENERGY GROUP INC | $5M | 42,408 |
| 45 | SPDR SER TR | $5M | 150,512 |
| 46 | NVIDIA CORPORATION | $4M | 25,618 |
| 47 | VANGUARD WORLD FD | $4M | 6,401 |
| 48 | FIRST TR EXCHANGE TRADED FD | $4M | 26,502 |
| 49 | INTERNATIONAL BUSINESS MACHS | $4M | 17,666 |
| 50 | SPDR SER TR | $4M | 136,901 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.