| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2019 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD BD INDEX FDS | 15 | Q2 2024 | 20.6% |
| VANGUARD BD INDEX FDS | 15 | Q2 2024 | 15.3% |
| SCHWAB STRATEGIC TR | 15 | Q2 2024 | 12.4% |
| VANGUARD INDEX FDS | 15 | Q2 2024 | 9.0% |
| VANGUARD INTL EQUITY INDEX F | 15 | Q2 2024 | 10.2% |
| ISHARES TR | 15 | Q2 2024 | 7.9% |
| VANGUARD INTL EQUITY INDEX F | 15 | Q2 2024 | 9.3% |
| VANGUARD INDEX FDS | 15 | Q2 2024 | 4.6% |
| ISHARES TR | 15 | Q2 2024 | 5.2% |
| ISHARES TR | 15 | Q2 2024 | 3.9% |
View Newton One Investments LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-07-19 |
| 13F-HR | 2024-07-17 |
| 13F-HR | 2024-04-16 |
| 13F-HR | 2024-01-23 |
| 13F-HR | 2023-10-23 |
| 13F-HR | 2023-07-20 |
| 13F-HR | 2023-04-19 |
| 13F-HR | 2023-01-23 |
| 13F-HR | 2022-10-19 |
| 13F-HR | 2022-07-11 |
View Newton One Investments 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.