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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 $217,418,135
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Bond Index Funds
 BND 591,314 $43,491,180 20%
2.
Vanguard Bond Index Funds
 BND 253,087 $19,492,778 8.96%
3.
Vanguard Index Fds
 55,061 $17,117,451 7.87%
4.
Vanguard Intl Equity Index Funds
 VWO 304,530 $17,096,303 7.86%
5.
Schwab Strategic Trust
 FNDF 226,931 $17,092,446 7.86%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% 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)