Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| NEWTON ONE INVESTMENTS LLC | 04-16-2024 | 03-31-2024 | 113 | 227,414,692 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 1 | $43,627,036 | 600,675 | 0.02 | 0.01 | 266,508 | 79.75 | 03-31-2024 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 2 | $20,612,922 | 268,853 | 0.01 | 0.01 | 26,554 | 10.96 | 03-31-2024 |
| VANGUARD INDEX FDS | GROWTH ETF | 3 | $19,290,551 | 56,045 | 0.01 | 0.01 | 2,568 | 4.80 | 03-31-2024 |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | 4 | $18,816,667 | 231,078 | 0.01 | 0.01 | 16,892 | 7.89 | 03-31-2024 |
