0001842787-22-000003.txt : 20220428 0001842787-22-000003.hdr.sgml : 20220428 20220428172223 ACCESSION NUMBER: 0001842787-22-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220428 DATE AS OF CHANGE: 20220428 EFFECTIVENESS DATE: 20220428 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: 22868170 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 03-31-2022 03-31-2022 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 04-28-2022 0 124 137209 false INFORMATION TABLE 2 n11q22.xml 3M CO COM 88579Y101 28 187 SH SOLE 0 0 187 AIR PRODS & CHEMS INC COM 009158106 62 250 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 81 7000 SH SOLE 0 0 7000 ALTRIA GROUP INC COM 02209S103 62 1177 SH SOLE 0 0 1177 AMAZON COM INC COM 023135106 153 47 SH SOLE 0 0 47 AMERICAN AIRLS GROUP INC COM 02376R102 23 1252 SH SOLE 0 0 1252 AON PLC SHS CL A G0403H108 435 1335 SH SOLE 0 0 1335 APPLE INC COM 037833100 2101 12034 SH SOLE 0 0 12034 AT&T INC COM 00206R102 22 950 SH SOLE 0 0 950 AUTOMATIC DATA PROCESSING IN COM 053015103 24 106 SH SOLE 0 0 106 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 41 117 SH SOLE 0 0 117 BEYOND MEAT INC COM 08862E109 0 10 SH SOLE 0 0 10 BK OF AMERICA CORP COM 060505104 15 356 SH SOLE 0 0 356 BRISTOL-MYERS SQUIBB CO COM 110122108 85 1160 SH SOLE 0 0 1160 CDK GLOBAL INC COM 12508E101 2 35 SH SOLE 0 0 35 CHEVRON CORP NEW COM 166764100 53 325 SH SOLE 0 0 325 COCA COLA CO COM 191216100 16 250 SH SOLE 0 0 250 COMCAST CORP NEW CL A 20030N101 23 491 SH SOLE 0 0 491 CONSTELLATION ENERGY CORP COM 21037T109 86 1525 SH SOLE 0 0 1525 CORTEVA INC COM 22052L104 20 341 SH SOLE 0 0 341 DEERE & CO COM 244199105 260 625 SH SOLE 0 0 625 DIGITAL RLTY TR INC COM 253868103 13 92 SH SOLE 0 0 92 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 128 2282 SH SOLE 0 0 2282 DISNEY WALT CO COM 254687106 142 1038 SH SOLE 0 0 1038 DOMINION ENERGY INC COM 25746U109 22 264 SH SOLE 0 0 264 DOUGLAS ELLIMAN INC COM 25961D105 0 66 SH SOLE 0 0 66 DOW INC COM 260557103 22 341 SH SOLE 0 0 341 DUPONT DE NEMOURS INC COM 26614N102 25 341 SH SOLE 0 0 341 ECOLAB INC COM 278865100 15 85 SH SOLE 0 0 85 EMERSON ELEC CO COM 291011104 74 750 SH SOLE 0 0 750 ETF MANAGERS TR ETHO CLIMATE LEA 26924G888 3 48 SH SOLE 0 0 48 EXELON CORP COM 30161N101 218 4578 SH SOLE 0 0 4578 EXXON MOBIL CORP COM 30231G102 14 165 SH SOLE 0 0 165 GENERAL ELECTRIC CO COM NEW 369604301 11 124 SH SOLE 0 0 124 GOLDMAN SACHS GROUP INC COM 38141G104 208 631 SH SOLE 0 0 631 HEWLETT PACKARD ENTERPRISE C COM 42824C109 17 1001 SH SOLE 0 0 1001 ISHARES TR CORE S&P500 ETF 464287200 1130 2491 SH SOLE 0 0 2491 ISHARES TR MSCI EAFE ETF 464287465 144 1953 SH SOLE 0 0 1953 ISHARES TR CORE S&P MCP ETF 464287507 3589 13376 SH SOLE 0 0 13376 ISHARES TR COHEN STEER REIT 464287564 30 427 SH SOLE 0 0 427 ISHARES TR RUS 1000 VAL ETF 464287598 9792 58997 SH SOLE 0 0 58997 ISHARES TR RUS 1000 GRW ETF 464287614 230 829 SH SOLE 0 0 829 ISHARES TR RUS 2000 GRW ETF 464287648 592 2316 SH SOLE 0 0 2316 ISHARES TR RUSSELL 2000 ETF 464287655 87 424 SH SOLE 0 0 424 ISHARES TR RUSSELL 3000 ETF 464287689 165 628 SH SOLE 0 0 628 ISHARES TR U.S. TECH ETF 464287721 98 950 SH SOLE 0 0 950 ISHARES TR CORE S&P SCP ETF 464287804 4892 45343 SH SOLE 0 0 45343 ISHARES TR SP SMCP600VL ETF 464287879 598 5837 SH SOLE 0 0 5837 ISHARES TR S&P SML 600 GWT 464287887 2454 19615 SH SOLE 0 0 19615 ISHARES TR EAFE SML CP ETF 464288273 13 196 SH SOLE 0 0 196 ISHARES TR NATIONAL MUN ETF 464288414 565 5154 SH SOLE 0 0 5154 ISHARES TR EAFE GRWTH ETF 464288885 4 40 SH SOLE 0 0 40 ISHARES TR CORE MSCI TOTAL 46432F834 5178 77769 SH SOLE 0 0 77769 ISHARES TR CORE MSCI PAC 46434V696 116 1902 SH SOLE 0 0 1902 ISHARES TR CORE MSCI EURO 46434V738 159 2975 SH SOLE 0 0 2975 J P MORGAN EXCHANGE-TRADED F BETABUILDERS EUR 46641Q191 61 1106 SH SOLE 0 0 1106 J P MORGAN EXCHANGE-TRADED F BETABULDRS JAPAN 46641Q217 51 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 33 188 SH SOLE 0 0 188 JPMORGAN CHASE & CO COM 46625H100 139 1019 SH SOLE 0 0 1019 KRAFT HEINZ CO COM 500754106 6 153 SH SOLE 0 0 153 LIBERTY MEDIA CORP DEL COM A SIRIUSXM 531229409 20 440 SH SOLE 0 0 440 LIBERTY MEDIA CORP DEL COM C SIRIUSXM 531229607 40 880 SH SOLE 0 0 880 LYFT INC CL A COM 55087P104 37 962 SH SOLE 0 0 962 MANDIANT INC COM 562662106 7 320 SH SOLE 0 0 320 MCDONALDS CORP COM 580135101 255 1032 SH SOLE 0 0 1032 META PLATFORMS INC CL A 30303M102 121 545 SH SOLE 0 0 545 MONDELEZ INTL INC CL A 609207105 29 457 SH SOLE 0 0 457 NETFLIX INC COM 64110L106 14 38 SH SOLE 0 0 38 ON HLDG AG NAMEN AKT A H5919C104 3 100 SH SOLE 0 0 100 ORACLE CORP COM 68389X105 124 1502 SH SOLE 0 0 1502 PELOTON INTERACTIVE INC CL A COM 70614W100 3 100 SH SOLE 0 0 100 PEPSICO INC COM 713448108 142 849 SH SOLE 0 0 849 PHILIP MORRIS INTL INC COM 718172109 106 1124 SH SOLE 0 0 1124 PINTEREST INC CL A 72352L106 37 1500 SH SOLE 0 0 1500 PPL CORP COM 69351T106 44 1524 SH SOLE 0 0 1524 PROCTER AND GAMBLE CO COM 742718109 184 1202 SH SOLE 0 0 1202 QUALCOMM INC COM 747525103 38 250 SH SOLE 0 0 250 SAGE THERAPEUTICS INC COM 78667J108 7 200 SH SOLE 0 0 200 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 16150 212898 SH SOLE 0 0 212898 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 126 4537 SH SOLE 0 0 4537 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 135 3544 SH SOLE 0 0 3544 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 21 287 SH SOLE 0 0 287 SMUCKER J M CO COM NEW 832696405 65 483 SH SOLE 0 0 483 SPDR INDEX SHS FDS MSCI ACWI EXUS 78463X848 36 1322 SH SOLE 0 0 1322 SPDR S&P 500 ETF TR TR UNIT 78462F103 640 1418 SH SOLE 0 0 1418 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 59 119 SH SOLE 0 0 119 SPLUNK INC COM 848637104 357 2400 SH SOLE 0 0 2400 TELADOC HEALTH INC COM 87918A105 4 60 SH SOLE 0 0 60 TWITTER INC COM 90184L102 25 640 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 390 764 SH SOLE 0 0 764 UNUM GROUP COM 91529Y106 8 256 SH SOLE 0 0 256 UTZ BRANDS INC COM CL A 918090101 30 2000 SH SOLE 0 0 2000 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 19823 254471 SH SOLE 0 0 254471 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 16253 204334 SH SOLE 203 0 204131 VANGUARD INDEX FDS SM CP VAL ETF 922908611 1806 10266 SH SOLE 0 0 10266 VANGUARD INDEX FDS LARGE CAP ETF 922908637 750 3595 SH SOLE 0 0 3595 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 488 2947 SH SOLE 0 0 2947 VANGUARD INDEX FDS GROWTH ETF 922908736 11871 41276 SH SOLE 0 0 41276 VANGUARD INDEX FDS VALUE ETF 922908744 3338 22590 SH SOLE 0 0 22590 VANGUARD INDEX FDS SMALL CP ETF 922908751 4129 19430 SH SOLE 0 0 19430 VANGUARD INDEX FDS TOTAL STK MKT 922908769 6247 27438 SH SOLE 50 0 27388 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 8015 79126 SH SOLE 0 0 79126 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 7542 130955 SH SOLE 0 0 130955 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 90 1947 SH SOLE 0 0 1947 VANGUARD INTL EQUITY INDEX F FTSE PACIFIC ETF 922042866 169 2281 SH SOLE 0 0 2281 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 149 2393 SH SOLE 0 0 2393 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 1791 34743 SH SOLE 0 0 34743 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 97 601 SH SOLE 0 0 601 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 249 2221 SH SOLE 0 0 2221 VANGUARD WORLD FD ESG INTL STK ETF 921910725 9 165 SH SOLE 0 0 165 VANGUARD WORLD FD ESG US STK ETF 921910733 47 585 SH SOLE 0 0 585 VANGUARD WORLD FD MEGA CAP INDEX 921910873 126 794 SH SOLE 0 0 794 VECTOR GROUP LTD COM 92240M108 2 134 SH SOLE 0 0 134 VERIZON COMMUNICATIONS INC COM 92343V104 102 1993 SH SOLE 0 0 1993 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 109 2247 SH SOLE 0 0 2247 ZILLOW GROUP INC CL A 98954M101 48 1000 SH SOLE 0 0 1000