0001842787-22-000004.txt : 20220711 0001842787-22-000004.hdr.sgml : 20220711 20220711171826 ACCESSION NUMBER: 0001842787-22-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220711 DATE AS OF CHANGE: 20220711 EFFECTIVENESS DATE: 20220711 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: 221077674 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 06-30-2022 06-30-2022 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 07-11-2022 0 126 134489 false INFORMATION TABLE 2 N12q22.xml 3M CO COM 88579Y101 24 187 SH SOLE 0 0 187 AIR PRODS & CHEMS INC COM 009158106 60 250 SH SOLE 0 0 250 ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN 01881G106 6 153 SH SOLE 0 0 153 ALPHATEC HLDGS INC COM NEW 02081G201 46 7000 SH SOLE 0 0 7000 ALTRIA GROUP INC COM 02209S103 49 1177 SH SOLE 0 0 1177 AMAZON COM INC COM 023135106 115 1080 SH SOLE 0 0 1080 AMERICAN AIRLS GROUP INC COM 02376R102 16 1252 SH SOLE 0 0 1252 AON PLC SHS CL A G0403H108 360 1335 SH SOLE 0 0 1335 APPLE INC COM 037833100 1645 12034 SH SOLE 0 0 12034 AT&T INC COM 00206R102 20 950 SH SOLE 0 0 950 AUTOMATIC DATA PROCESSING IN COM 053015103 22 106 SH SOLE 0 0 106 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 32 117 SH SOLE 0 0 117 BEYOND MEAT INC COM 08862E109 0 10 SH SOLE 0 0 10 BK OF AMERICA CORP COM 060505104 11 356 SH SOLE 0 0 356 BRISTOL-MYERS SQUIBB CO COM 110122108 89 1160 SH SOLE 0 0 1160 CDK GLOBAL INC COM 12508E101 2 35 SH SOLE 0 0 35 CHEVRON CORP NEW COM 166764100 47 325 SH SOLE 0 0 325 COCA COLA CO COM 191216100 16 250 SH SOLE 0 0 250 COMCAST CORP NEW CL A 20030N101 19 491 SH SOLE 0 0 491 CONSTELLATION ENERGY CORP COM 21037T109 87 1525 SH SOLE 0 0 1525 CORTEVA INC COM 22052L104 18 341 SH SOLE 0 0 341 DEERE & CO COM 244199105 187 625 SH SOLE 0 0 625 DIGITAL RLTY TR INC COM 253868103 12 92 SH SOLE 0 0 92 DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 303 9583 SH SOLE 0 0 9583 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 110 2282 SH SOLE 0 0 2282 DISNEY WALT CO COM 254687106 98 1038 SH SOLE 0 0 1038 DOMINION ENERGY INC COM 25746U109 21 264 SH SOLE 0 0 264 DOUGLAS ELLIMAN INC COM 25961D105 0 66 SH SOLE 0 0 66 DOW INC COM 260557103 18 341 SH SOLE 0 0 341 DUPONT DE NEMOURS INC COM 26614N102 19 341 SH SOLE 0 0 341 ECOLAB INC COM 278865100 13 85 SH SOLE 0 0 85 EMERSON ELEC CO COM 291011104 60 750 SH SOLE 0 0 750 ETF MANAGERS TR ETHO CLIMATE LEA 26924G888 2 48 SH SOLE 0 0 48 EXELON CORP COM 30161N101 207 4578 SH SOLE 0 0 4578 EXXON MOBIL CORP COM 30231G102 18 215 SH SOLE 0 0 215 GENERAL ELECTRIC CO COM NEW 369604301 8 124 SH SOLE 0 0 124 GOLDMAN SACHS GROUP INC COM 38141G104 187 631 SH SOLE 0 0 631 HEWLETT PACKARD ENTERPRISE C COM 42824C109 13 1001 SH SOLE 0 0 1001 ISHARES TR COHEN STEER REIT 464287564 26 427 SH SOLE 0 0 427 ISHARES TR CORE MSCI EURO 46434V738 134 2975 SH SOLE 0 0 2975 ISHARES TR CORE MSCI PAC 46434V696 99 1902 SH SOLE 0 0 1902 ISHARES TR CORE MSCI TOTAL 46432F834 4526 79354 SH SOLE 0 0 79354 ISHARES TR CORE S&P MCP ETF 464287507 2952 13047 SH SOLE 0 0 13047 ISHARES TR CORE S&P SCP ETF 464287804 4145 44858 SH SOLE 0 0 44858 ISHARES TR CORE S&P500 ETF 464287200 944 2491 SH SOLE 0 0 2491 ISHARES TR EAFE GRWTH ETF 464288885 3 40 SH SOLE 0 0 40 ISHARES TR EAFE SML CP ETF 464288273 11 196 SH SOLE 0 0 196 ISHARES TR MSCI EAFE ETF 464287465 122 1953 SH SOLE 0 0 1953 ISHARES TR RUS 1000 GRW ETF 464287614 181 829 SH SOLE 0 0 829 ISHARES TR RUS 1000 VAL ETF 464287598 8503 58652 SH SOLE 0 0 58652 ISHARES TR RUS 2000 GRW ETF 464287648 475 2301 SH SOLE 0 0 2301 ISHARES TR RUSSELL 2000 ETF 464287655 72 424 SH SOLE 0 0 424 ISHARES TR RUSSELL 3000 ETF 464287689 137 628 SH SOLE 0 0 628 ISHARES TR S&P SML 600 GWT 464287887 2077 19724 SH SOLE 0 0 19724 ISHARES TR SP SMCP600VL ETF 464287879 520 5837 SH SOLE 0 0 5837 ISHARES TR U.S. TECH ETF 464287721 76 950 SH SOLE 0 0 950 J P MORGAN EXCHANGE TRADED F BETABUILDERS CDA 46641Q225 13 216 SH SOLE 0 0 216 J P MORGAN EXCHANGE TRADED F BETABUILDERS DEV 46641Q233 18 367 SH SOLE 0 0 367 J P MORGAN EXCHANGE TRADED F BETABUILDERS EUR 46641Q191 51 1106 SH SOLE 0 0 1106 J P MORGAN EXCHANGE TRADED F BETABULDRS JAPAN 46641Q217 44 1005 SH SOLE 0 0 1005 JOHNSON & JOHNSON COM 478160104 33 188 SH SOLE 0 0 188 JPMORGAN CHASE & CO COM 46625H100 115 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 16 440 SH SOLE 0 0 440 LIBERTY MEDIA CORP DEL COM C SIRIUSXM 531229607 32 880 SH SOLE 0 0 880 LYFT INC CL A COM 55087P104 13 962 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 88 545 SH SOLE 0 0 545 MONDELEZ INTL INC CL A 609207105 28 457 SH SOLE 0 0 457 NETFLIX INC COM 64110L106 7 38 SH SOLE 0 0 38 ON HLDG AG NAMEN AKT A H5919C104 2 100 SH SOLE 0 0 100 ORACLE CORP COM 68389X105 105 1502 SH SOLE 0 0 1502 PELOTON INTERACTIVE INC CL A COM 70614W100 1 100 SH SOLE 0 0 100 PEPSICO INC COM 713448108 142 849 SH SOLE 0 0 849 PHILIP MORRIS INTL INC COM 718172109 111 1124 SH SOLE 0 0 1124 PINTEREST INC CL A 72352L106 27 1500 SH SOLE 0 0 1500 PPL CORP COM 69351T106 41 1524 SH SOLE 0 0 1524 PROCTER AND GAMBLE CO COM 742718109 173 1202 SH SOLE 0 0 1202 QUALCOMM INC COM 747525103 32 250 SH SOLE 0 0 250 SAGE THERAPEUTICS INC COM 78667J108 6 200 SH SOLE 0 0 200 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 115 4537 SH SOLE 0 0 4537 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 111 3544 SH SOLE 0 0 3544 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 13217 210704 SH SOLE 0 0 210704 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 20 287 SH SOLE 0 0 287 SMUCKER J M CO COM NEW 832696405 62 483 SH SOLE 0 0 483 SPDR INDEX SHS FDS MSCI ACWI EXUS 78463X848 31 1322 SH SOLE 0 0 1322 SPDR S&P 500 ETF TR TR UNIT 78462F103 535 1418 SH SOLE 0 0 1418 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 49 119 SH SOLE 0 0 119 SPLUNK INC COM 848637104 212 2400 SH SOLE 0 0 2400 TELADOC HEALTH INC COM 87918A105 2 60 SH SOLE 0 0 60 TESLA INC COM 88160R101 7 10 SH SOLE 0 0 10 TWITTER INC COM 90184L102 24 640 SH SOLE 0 0 640 UNDER ARMOUR INC CL A 904311107 1 105 SH SOLE 0 0 105 UNDER ARMOUR INC CL C 904311206 1 105 SH SOLE 0 0 105 UNITED PARCEL SERVICE INC CL B 911312106 5 29 SH SOLE 0 0 29 UNITEDHEALTH GROUP INC COM 91324P102 392 764 SH SOLE 0 0 764 UNUM GROUP COM 91529Y106 9 256 SH SOLE 0 0 256 UTZ BRANDS INC COM CL A 918090101 28 2000 SH SOLE 0 0 2000 VANGUARD BD INDEX FDS SHORT TRM 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922042742 6976 81739 SH SOLE 0 0 81739 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 11693 234230 SH SOLE 0 0 234230 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 86 601 SH SOLE 0 0 601 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 226 2221 SH SOLE 0 0 2221 VANGUARD WORLD FD ESG INTL STK ETF 921910725 8 165 SH SOLE 0 0 165 VANGUARD WORLD FD ESG US STK ETF 921910733 39 585 SH SOLE 0 0 585 VANGUARD WORLD FD MEGA CAP INDEX 921910873 105 794 SH SOLE 0 0 794 VECTOR GROUP LTD COM 92240M108 1 134 SH SOLE 0 0 134 VERIZON COMMUNICATIONS INC COM 92343V104 101 1993 SH SOLE 0 0 1993 VODAFONE GROUP PLC NEW SPONSORED ADR 92857W308 3 187 SH SOLE 0 0 187 WARNER BROS DISCOVERY INC COM SER A 934423104 3 229 SH SOLE 0 0 229 WELLS FARGO CO NEW COM 949746101 14 350 SH SOLE 0 0 350 WISDOMTREE TR INTL LRGCAP DV 97717W794 94 2247 SH SOLE 0 0 2247 ZILLOW GROUP INC CL A 98954M101 32 1000 SH SOLE 0 0 1000