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  Name: Newton One Investments LLC
  City: NEWARK
  State: DE
  Zip: 19713
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $227,417,000
  Total Value Change : $10,002,000
  Securities Held Change : -1
   
All Securities Held : 113
  New Positions : 3
  Closed Positions : 4
  Increased Positions : 53
  Unchanged Positions : 43
  Decreased Positions : 14

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Holdings Found : 14     View All Holdings Currently Viewing:  Decreased Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (VEU)1 Year Chart         VEU Vanguard FTSE All-World ETF 5 - $57.31 $17,795,000 303,404 7.82% 699,000 -1,126 0.061    Closed - End Fund - F...
   (IWD)1 Year Chart         IWD iShares Russell 1000 Value 8 - $175.47 $9,760,000 54,490 4.29% 518,000 -1,438 0.018    Closed - End Fund - E...
   (VT)1 Year Chart         VT Vanguard Total World Stock ... 9 - $112.01 $8,945,000 80,952 3.93% 615,000 -15 0.045    Closed - End Fund - E...
   (VB)1 Year Chart         VB Vanguard Small Cap VIPERS 14 - $217.92 $4,793,000 20,967 2.11% 267,000 -249 0.011    Closed - End Fund - E...
   (IJR)1 Year Chart         IJR iShares Core S&P Small-Cap 16 - $106.93 $3,632,000 32,859 1.6% 32,000 -400 0.006    Closed - End Fund - E...
   (VTV)1 Year Chart         VTV Vanguard Value VIPERS 17 - $160.39 $3,483,000 21,383 1.53% 192,000 -630 0.004    Closed - End Fund - E...
   (VBR)1 Year Chart         VBR Vanguard Small Cap Val VIPER 19 - $183.57 $1,959,000 10,209 0.86% 65,000 -313 0.009    Closed - End Fund - E...
   (SPY)1 Year Chart         SPY Standard & Poors Depository... 22 - $534.01 $748,000 1,430 0.33% 64,000 -10 0    Closed - End Fund - E...
   (IWO)1 Year Chart         IWO iShares Russell 2000 Growth 23 - $259.40 $644,000 2,380 0.28% 33,000 -44 0.006    Closed - End Fund - E...
   (IVW)1 Year Chart         IVW ishares tr S&P 500 BARRA GR 27 - $88.97 $437,000 5,172 0.19% 42,000 -89 0.001    Closed - End Fund - E...
   (DFUV)1 Year Chart         DFUV DFA Dimensional Us Marketwi... 30 - $39.44 $335,000 8,183 0.15% 19,000 -300 0.001    N/A
   (VYM)1 Year Chart         VYM Vanguard High Dividend Yiel... 37 - $118.92 $253,000 2,093 0.11% -3,000 -202 0.001    Closed - End Fund - Debt
   (ATEC)1 Year Chart         ATEC Alphatec Holdings, Inc. 57 - $10.29 $76,000 5,500 0.03% -21,000 -945 0.006    Medical Instruments &...
   (DIS)1 Year Chart         DIS Walt Disney Co 100 - $101.54 $5,000 38 0% -89,000 -1,000 0    Entertainment - Diver...
      14 Records Found
  1    
Page 1 of 1
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