Universe · entity
Newton One Investments LLC
Institutional manager (13F) · CIK 1842787
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $366M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | VANGUARD BD INDEX FDS | $58M | 786,765 |
| 2 | ISHARES TR | $49M | 75,371 |
| 3 | VANGUARD SCOTTSDALE FDS | $38M | 464,730 |
| 4 | VANGUARD INDEX FDS | $38M | 86,461 |
| 5 | VANGUARD INDEX FDS | $29M | 147,393 |
| 6 | VANGUARD INTL EQUITY INDEX F | $25M | 330,131 |
| 7 | ISHARES TR | $20M | 299,955 |
| 8 | ISHARES TR | $17M | 136,144 |
| 9 | VANGUARD MUN BD FDS | $15M | 302,477 |
| 10 | ISHARES TR | $11M | 50,706 |
| 11 | VANGUARD INTL EQUITY INDEX F | $10M | 183,337 |
| 12 | VANGUARD INTL EQUITY INDEX F | $10M | 67,197 |
| 13 | VANGUARD INDEX FDS | $9M | 28,336 |
| 14 | ISHARES TR | $8M | 95,556 |
| 15 | SCHWAB STRATEGIC TR | $6M | 190,885 |
| 16 | VANGUARD INDEX FDS | $6M | 21,005 |
| 17 | APPLE INC | $3M | 10,203 |
| 18 | VANGUARD INDEX FDS | $2M | 10,151 |
| 19 | ISHARES TR | $2M | 11,614 |
| 20 | VANGUARD INTL EQUITY INDEX F | $1M | 7,261 |
| 21 | STATE STR SPDR S&P 500 ETF T | $971k | 1,492 |
| 22 | ISHARES TR | $910k | 7,682 |
| 23 | ISHARES TR | $722k | 2,302 |
| 24 | VANGUARD INDEX FDS | $530k | 2,574 |
| 25 | ISHARES TR | $453k | 1,061 |
| 26 | GOLDMAN SACHS GROUP INC | $433k | 512 |
| 27 | AON PLC | $432k | 1,338 |
| 28 | CONSTELLATION ENERGY CORP | $426k | 1,525 |
| 29 | ISHARES TR | $418k | 3,697 |
| 30 | DIMENSIONAL ETF TRUST | $409k | 8,449 |
| 31 | VANGUARD INDEX FDS | $385k | 1,288 |
| 32 | DEERE & CO | $367k | 651 |
| 33 | ISHARES TR | $366k | 1,735 |
| 34 | MCDONALDS CORP | $331k | 1,065 |
| 35 | JPMORGAN CHASE & CO | $321k | 1,091 |
| 36 | META PLATFORMS INC | $314k | 549 |
| 37 | AMAZON COM INC | $267k | 1,280 |
| 38 | ORACLE CORP | $229k | 1,557 |
| 39 | EXELON CORP | $224k | 4,578 |
| 40 | VANGUARD INTL EQUITY INDEX F | $189k | 2,293 |
| 41 | VANGUARD INTL EQUITY INDEX F | $186k | 1,903 |
| 42 | ISHARES TR | $175k | 473 |
| 43 | NVIDIA CORPORATION | $174k | 1,000 |
| 44 | UNITEDHEALTH GROUP INC | $170k | 626 |
| 45 | DIMENSIONAL ETF TRUST | $165k | 2,319 |
| 46 | PHILIP MORRIS INTL INC | $143k | 863 |
| 47 | VANGUARD SPECIALIZED FUNDS | $137k | 637 |
| 48 | PROCTER & GAMBLE CO | $129k | 894 |
| 49 | VANGUARD WHITEHALL FDS | $125k | 846 |
| 50 | PEPSICO INC | $99k | 639 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.