$614 Million is the total value of N.E.W. Advisory Services LLC's 131 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| New | DIMENSIONAL ETF TRUSTworld ex us core | $5,152,000 | – | 199,071 | +100.0% | 0.84% | – | |
| VUSB | New | VANGUARD BD INDEX FDSvanguard ultra | $384,000 | – | 7,668 | +100.0% | 0.06% | – |
| DIA | New | SPDR DOW JONES INDL AVERAGEut ser 1 | $315,000 | – | 931 | +100.0% | 0.05% | – |
| XEL | New | XCEL ENERGY INC | $251,000 | – | 4,016 | +100.0% | 0.04% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-10-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR SER TR | 15 | Q3 2023 | 12.0% |
| SPDR SER TR | 15 | Q3 2023 | 9.0% |
| SPDR SER TR | 15 | Q3 2023 | 9.0% |
| VANGUARD INDEX FDS | 15 | Q3 2023 | 10.6% |
| JP MORGAN EXCHANGE TRADED FD | 15 | Q3 2023 | 7.5% |
| ISHARES TR | 15 | Q3 2023 | 6.9% |
| SPDR SER TR | 15 | Q3 2023 | 9.2% |
| SPDR INDEX SHS FDS | 15 | Q3 2023 | 4.2% |
| BERKSHIRE HATHAWAY INC DEL | 15 | Q3 2023 | 5.1% |
| SPDR INDEX SHS FDS | 15 | Q3 2023 | 3.0% |
View N.E.W. Advisory Services LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-24 |
| 13F-HR | 2024-02-06 |
| 13F-HR | 2023-11-06 |
| 13F-HR | 2023-08-04 |
| 13F-HR | 2023-05-10 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-01 |
| 13F-HR | 2022-04-11 |
| 13F-HR | 2022-01-18 |
View N.E.W. Advisory Services LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.