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Home > Institutional Investor > Newton One Investments Llc > Profile

Instuitional Investor - Newton One Investments Llc

Fund Profile
Filing Period:
Fund Name: Newton One Investments Llc
Portfolio Value $259,409,859
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Bond Index Funds
 BND 715,759 $51,470,213 19.84%
2.
Vanguard Index Fds
 85,379 $35,043,132 13.5%
3.
Vanguard Scottsdale Funds
 433,714 $34,814,198 13.42%
4.
Vanguard Intl Equity Index Funds
 VWO 361,315 $20,743,094 7.99%
5.
Ishares Trust
 IEF 277,597 $17,297,072 6.66%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)