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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 $368,493,399
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Bond Index Funds
 BND 786,765 $57,937,396 15.72%
2.
Ishares Trust
 IEF 75,371 $49,232,792 13.36%
3.
Vanguard Scottsdale Funds
 464,730 $38,456,439 10.44%
4.
Vanguard Index Fds - GROWTH ETF
 86,461 $37,765,503 10.25%
5.
Vanguard Index Fds - VALUE ETF
 147,393 $28,918,419 7.85%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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