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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 $279,649,188
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Bond Index Funds
 BND 751,674 $55,210,491 19.74%
2.
Vanguard Scottsdale Funds
 445,885 $36,455,546 13.04%
3.
Vanguard Index Fds - GROWTH ETF
 85,797 $31,815,405 11.38%
4.
Vanguard Intl Equity Index Funds
 VWO 382,223 $23,185,620 8.29%
5.
Ishares Trust
 IEF 40,641 $22,836,339 8.17%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% 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 February 19th, 2025)