0001842787-22-000001.txt : 20220125 0001842787-22-000001.hdr.sgml : 20220125 20220124181726 ACCESSION NUMBER: 0001842787-22-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220125 DATE AS OF CHANGE: 20220124 EFFECTIVENESS DATE: 20220125 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Newton One Investments LLC CENTRAL INDEX KEY: 0001842787 IRS NUMBER: 463916607 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20475 FILM NUMBER: 22550635 BUSINESS ADDRESS: STREET 1: 131 CONTINENTAL DRIVE STREET 2: SUITE 206 CITY: NEWARK STATE: DE ZIP: 19713 BUSINESS PHONE: 3027311326 MAIL ADDRESS: STREET 1: 131 CONTINENTAL DRIVE STREET 2: SUITE 206 CITY: NEWARK STATE: DE ZIP: 19713 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001842787 XXXXXXXX 12-31-2021 12-31-2021 Newton One Investments LLC

131 CONTINENTAL DRIVE SUITE 206 NEWARK DE 19713

13F HOLDINGS REPORT 028-20475 N Scott R. Snyder 302-731-1326 Scott R. Snyder Newark DE 01-24-2022 0 130 141569 false INFORMATION TABLE 2 n14q21.xml AT&T INC COM 00206R102 23 950 SH SOLE 0 0 950 AIR PRODS & CHEMS INC COM 009158106 76 250 SH SOLE 0 0 250 ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN 01881G106 7 153 SH SOLE 0 0 153 ALPHATEC HLDGS INC COM NEW 02081G201 80 7000 SH SOLE 0 0 7000 ALTRIA GROUP INC COM 02209S103 56 1177 SH SOLE 0 0 1177 AMAZON COM INC COM 023135106 157 47 SH SOLE 0 0 47 AMERICAN AIRLS GROUP INC COM 02376R102 22 1252 SH SOLE 0 0 1252 APPLE INC COM 037833100 2137 12034 SH SOLE 0 0 12034 AUTOMATIC DATA PROCESSING IN COM 053015103 26 106 SH SOLE 0 0 106 BK OF AMERICA CORP COM 060505104 16 356 SH SOLE 0 0 356 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 35 117 SH SOLE 0 0 117 BEYOND MEAT INC COM 08862E109 1 10 SH SOLE 0 0 10 BRISTOL-MYERS SQUIBB CO COM 110122108 72 1160 SH SOLE 0 0 1160 CDK GLOBAL INC COM 12508E101 3 71 SH SOLE 0 0 71 CHEVRON CORP NEW COM 166764100 38 325 SH SOLE 0 0 325 COCA COLA CO COM 191216100 15 250 SH SOLE 0 0 250 COMCAST CORP NEW CL A 20030N101 25 491 SH SOLE 0 0 491 CORTEVA INC COM 22052L104 16 341 SH SOLE 0 0 341 DEERE & CO COM 244199105 214 625 SH SOLE 0 0 625 DIGITAL RLTY TR INC COM 253868103 16 92 SH SOLE 0 0 92 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 141 2357 SH SOLE 0 0 2357 DISNEY WALT CO COM 254687106 167 1076 SH SOLE 0 0 1076 DOMINION ENERGY INC COM 25746U109 21 264 SH SOLE 0 0 264 DOUGLAS ELLIMAN INC COM 25961D105 1 66 SH SOLE 0 0 66 DOW INC COM 260557103 19 341 SH SOLE 0 0 341 DUPONT DE NEMOURS INC COM 26614N102 28 341 SH SOLE 0 0 341 ETF MANAGERS TR ETHO CLIMATE LEA 26924G888 3 48 SH SOLE 0 0 48 ECOLAB INC COM 278865100 23 100 SH SOLE 0 0 100 EMERSON ELEC CO COM 291011104 70 750 SH SOLE 0 0 750 EXELON CORP COM 30161N101 264 4578 SH SOLE 0 0 4578 EXXON MOBIL CORP COM 30231G102 10 165 SH SOLE 0 0 165 META PLATFORMS INC CL A 30303M102 183 545 SH SOLE 0 0 545 GENERAL ELECTRIC CO COM NEW 369604301 12 124 SH SOLE 0 0 124 GOLDMAN SACHS GROUP INC COM 38141G104 241 631 SH SOLE 0 0 631 HEWLETT PACKARD ENTERPRISE C COM 42824C109 16 994 SH SOLE 0 0 994 ISHARES TR CORE S&P500 ETF 464287200 1188 2491 SH SOLE 0 0 2491 ISHARES TR MSCI EAFE ETF 464287465 154 1953 SH SOLE 0 0 1953 ISHARES TR CORE S&P MCP ETF 464287507 3784 13366 SH SOLE 0 0 13366 ISHARES TR COHEN STEER REIT 464287564 32 427 SH SOLE 0 0 427 ISHARES TR RUS 1000 VAL ETF 464287598 10058 59892 SH SOLE 0 0 59892 ISHARES TR RUS 1000 GRW ETF 464287614 253 829 SH SOLE 0 0 829 ISHARES TR RUS 2000 GRW ETF 464287648 689 2351 SH SOLE 0 0 2351 ISHARES TR RUSSELL 2000 ETF 464287655 94 424 SH SOLE 0 0 424 ISHARES TR RUSSELL 3000 ETF 464287689 174 628 SH SOLE 0 0 628 ISHARES TR U.S. TECH ETF 464287721 109 950 SH SOLE 0 0 950 ISHARES TR CORE S&P SCP ETF 464287804 5139 44876 SH SOLE 0 0 44876 ISHARES TR SP SMCP600VL ETF 464287879 610 5837 SH SOLE 0 0 5837 ISHARES TR S&P SML 600 GWT 464287887 2631 18955 SH SOLE 0 0 18955 ISHARES TR EAFE SML CP ETF 464288273 14 196 SH SOLE 0 0 196 ISHARES TR NATIONAL MUN ETF 464288414 599 5154 SH SOLE 0 0 5154 ISHARES TR EAFE GRWTH ETF 464288885 9 80 SH SOLE 0 0 80 ISHARES TR CORE MSCI TOTAL 46432F834 5363 75600 SH SOLE 0 0 75600 ISHARES TR CORE MSCI PAC 46434V696 121 1902 SH SOLE 0 0 1902 ISHARES TR CORE MSCI EURO 46434V738 173 2975 SH SOLE 0 0 2975 JPMORGAN CHASE & CO COM 46625H100 161 1019 SH SOLE 0 0 1019 J P MORGAN EXCHANGE-TRADED F BETABUILDERS EUR 46641Q191 66 1106 SH SOLE 0 0 1106 J P MORGAN EXCHANGE-TRADED F BETABULDRS JAPAN 46641Q217 55 1005 SH SOLE 0 0 1005 J P MORGAN EXCHANGE-TRADED F BETABUILDERS CDA 46641Q225 15 216 SH SOLE 0 0 216 J P MORGAN EXCHANGE-TRADED F BETABUILDERS DEV 46641Q233 20 367 SH SOLE 0 0 367 JOHNSON & JOHNSON COM 478160104 32 188 SH SOLE 0 0 188 KRAFT HEINZ CO COM 500754106 5 153 SH SOLE 0 0 153 LIBERTY MEDIA CORP DEL COM A SIRIUSXM 531229409 22 440 SH SOLE 0 0 440 LIBERTY MEDIA CORP DEL COM C SIRIUSXM 531229607 45 880 SH SOLE 0 0 880 LOVESAC COMPANY COM 54738L109 1 22 SH SOLE 0 0 22 LYFT INC CL A COM 55087P104 41 962 SH SOLE 0 0 962 MANDIANT INC COM 562662106 6 320 SH SOLE 0 0 320 MARAVAI LIFESCIENCES HLDGS I COM CL A 56600D107 1 35 SH SOLE 0 0 35 MCDONALDS CORP COM 580135101 277 1032 SH SOLE 0 0 1032 MODERNA INC COM 60770K107 2 9 SH SOLE 0 0 9 MONDELEZ INTL INC CL A 609207105 30 457 SH SOLE 0 0 457 NETFLIX INC COM 64110L106 23 38 SH SOLE 0 0 38 OKTA INC CL A 679295105 1 6 SH SOLE 0 0 6 ORACLE CORP COM 68389X105 131 1502 SH SOLE 0 0 1502 PPL CORP COM 69351T106 46 1524 SH SOLE 0 0 1524 PELOTON INTERACTIVE INC CL A COM 70614W100 4 100 SH SOLE 0 0 100 PEPSICO INC COM 713448108 147 848 SH SOLE 0 0 848 PHILIP MORRIS INTL INC COM 718172109 107 1124 SH SOLE 0 0 1124 PINTEREST INC CL A 72352L106 55 1500 SH SOLE 0 0 1500 PROCTER AND GAMBLE CO COM 742718109 197 1202 SH SOLE 0 0 1202 QUALCOMM INC COM 747525103 46 250 SH SOLE 0 0 250 SPDR S&P 500 ETF TR TR UNIT 78462F103 673 1418 SH SOLE 0 0 1418 SPDR INDEX SHS FDS MSCI ACWI EXUS 78463X848 39 1322 SH SOLE 0 0 1322 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 62 119 SH SOLE 0 0 119 SAGE THERAPEUTICS INC COM 78667J108 9 200 SH SOLE 0 0 200 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 16849 209492 SH SOLE 0 0 209492 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 134 4537 SH SOLE 0 0 4537 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 145 3544 SH SOLE 0 0 3544 SEA LTD SPONSORD ADS 81141R100 2 7 SH SOLE 0 0 7 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 21 287 SH SOLE 0 0 287 SHOPIFY INC CL A 82509L107 1 1 SH SOLE 0 0 1 SMUCKER J M CO COM NEW 832696405 66 483 SH SOLE 0 0 483 SPLUNK INC COM 848637104 278 2400 SH SOLE 0 0 2400 TELADOC HEALTH INC COM 87918A105 6 60 SH SOLE 0 0 60 3M CO COM 88579Y101 33 187 SH SOLE 0 0 187 TWITTER INC COM 90184L102 28 640 SH SOLE 0 0 640 UNDER ARMOUR INC CL A 904311107 2 105 SH SOLE 0 0 105 UNDER ARMOUR INC CL C 904311206 2 105 SH SOLE 0 0 105 UNITED PARCEL SERVICE INC CL B 911312106 6 29 SH SOLE 0 0 29 UNITEDHEALTH GROUP INC COM 91324P102 384 764 SH SOLE 0 0 764 UNUM GROUP COM 91529Y106 6 256 SH SOLE 0 0 256 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 103 601 SH SOLE 0 0 601 VANGUARD WORLD FD ESG INTL STK ETF 921910725 10 165 SH SOLE 0 0 165 VANGUARD WORLD FD ESG US STK ETF 921910733 51 585 SH SOLE 0 0 585 VANGUARD WORLD FD MEGA CAP INDEX 921910873 133 794 SH SOLE 0 0 794 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 20324 251436 SH SOLE 0 0 251436 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 17087 201622 SH SOLE 201 0 201421 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 249 2221 SH SOLE 0 0 2221 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 8384 78046 SH SOLE 0 0 78046 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 7531 122897 SH SOLE 0 0 122897 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 96 1947 SH SOLE 0 0 1947 VANGUARD INTL EQUITY INDEX F FTSE PACIFIC ETF 922042866 178 2281 SH SOLE 0 0 2281 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 163 2393 SH SOLE 0 0 2393 VECTOR GROUP LTD COM 92240M108 2 134 SH SOLE 0 0 134 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 1713 31205 SH SOLE 0 0 31205 VANGUARD INDEX FDS SM CP VAL ETF 922908611 1866 10436 SH SOLE 0 0 10436 VANGUARD INDEX FDS LARGE CAP ETF 922908637 795 3595 SH SOLE 0 0 3595 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 539 2947 SH SOLE 0 0 2947 VANGUARD INDEX FDS GROWTH ETF 922908736 12367 38537 SH SOLE 0 0 38537 VANGUARD INDEX FDS VALUE ETF 922908744 2916 19820 SH SOLE 0 0 19820 VANGUARD INDEX FDS SMALL CP ETF 922908751 4271 18896 SH SOLE 0 0 18896 VANGUARD INDEX FDS TOTAL STK MKT 922908769 6374 26398 SH SOLE 51 0 26347 VERIZON COMMUNICATIONS INC COM 92343V104 107 2051 SH SOLE 0 0 2051 VODAFONE GROUP PLC NEW SPONSORED ADR 92857W308 3 187 SH SOLE 0 0 187 WELLS FARGO CO NEW COM 949746101 17 350 SH SOLE 0 0 350 WISDOMTREE TR INTL LRGCAP DV 97717W794 111 2247 SH SOLE 0 0 2247 ZILLOW GROUP INC CL A 98954M101 62 1000 SH SOLE 0 0 1000 ZSCALER INC COM 98980G102 2 5 SH SOLE 0 0 5 ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 0 2 SH SOLE 0 0 2 AON PLC SHS CL A G0403H108 401 1335 SH SOLE 0 0 1335 ON HLDG AG NAMEN AKT A H5919C104 4 100 SH SOLE 0 0 100