StockDriftsStockDriftsTop 50 Newton One Investments LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BND | VANGUARD BD INDEX FDS | 15.72% | 786.8K | $57.9M | +3.54%(+26.88K) | $78.34(-6.59%) | 2026-03-31 | |
| IVV | ISHARES TR | 13.36% | 75.4K | $49.2M | -1.47%(-1.12K) | $579.77(+28.63%) | 2026-03-31 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 10.44% | 464.7K | $38.5M | +2.90%(+13.10K) | $80.61(+2.42%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 10.25% | 86.5K | $37.8M | +0.89%(+759) | $50.75(+72.44%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 7.85% | 147.4K | $28.9M | +458.26%(+120.99K) | $182.37(+14.26%) | 2026-03-31 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 6.73% | 330.1K | $24.8M | -9.96%(-36.50K) | $53.24(+55.82%) | 2026-03-31 | |
| IJH | ISHARES TR | 5.5% | 300.0K | $20.3M | +0.94%(+2.80K) | $57.97(+26.15%) | 2026-03-31 | |
| IJR | ISHARES TR | 4.59% | 136.1K | $16.9M | +319.41%(+103.68K) | $114.29(+18.37%) | 2026-03-31 | |
| VTEB | VANGUARD MUN BD FDS | 4.1% | 302.5K | $15.1M | +4.85%(+13.99K) | $50.84(-1.46%) | 2026-03-31 | |
| IWD | ISHARES TR | 2.94% | 50.7K | $10.8M | -1.59%(-821) | $128.49(+82.65%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +7.88% | +25.53% |
| Top 20 Holdings Unweighted | +10.42% | +34.62% |
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