0001842787-22-000005.txt : 20221019 0001842787-22-000005.hdr.sgml : 20221019 20221018192610 ACCESSION NUMBER: 0001842787-22-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221019 DATE AS OF CHANGE: 20221018 EFFECTIVENESS DATE: 20221019 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: 221316991 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 09-30-2022 09-30-2022 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 10-18-2022 0 120 140463 false INFORMATION TABLE 2 N13q22.xml 3M CO COM 88579Y101 21 187 SH SOLE 0 0 187 AIR PRODS & CHEMS INC COM 009158106 58 250 SH SOLE 0 0 250 ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN 01881G106 5 153 SH SOLE 0 0 153 ALPHATEC HLDGS INC COM NEW 02081G201 61 7000 SH SOLE 0 0 7000 ALTRIA GROUP INC COM 02209S103 48 1177 SH SOLE 0 0 1177 AMAZON COM INC COM 023135106 122 1080 SH SOLE 0 0 1080 AMERICAN AIRLS GROUP INC COM 02376R102 15 1252 SH SOLE 0 0 1252 AON PLC SHS CL A G0403H108 358 1335 SH SOLE 0 0 1335 APPLE INC COM 037833100 1663 12034 SH SOLE 0 0 12034 AT&T INC COM 00206R102 15 950 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 31 117 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 82 1160 SH SOLE 0 0 1160 CHEVRON CORP NEW COM 166764100 47 325 SH SOLE 0 0 325 COCA COLA CO COM 191216100 14 250 SH SOLE 0 0 250 COMCAST CORP NEW CL A 20030N101 14 491 SH SOLE 0 0 491 CONSTELLATION ENERGY CORP COM 21037T109 127 1525 SH SOLE 0 0 1525 CORTEVA INC COM 22052L104 19 341 SH SOLE 0 0 341 DEERE & CO COM 244199105 209 625 SH SOLE 0 0 625 DIGITAL RLTY TR INC COM 253868103 9 92 SH SOLE 0 0 92 DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 284 9583 SH SOLE 0 0 9583 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 106 2282 SH SOLE 0 0 2282 DISNEY WALT CO COM 254687106 98 1038 SH SOLE 0 0 1038 DOMINION ENERGY INC COM 25746U109 18 264 SH SOLE 0 0 264 DOUGLAS ELLIMAN INC COM 25961D105 0 66 SH SOLE 0 0 66 DOW INC COM 260557103 15 341 SH SOLE 0 0 341 DUPONT DE NEMOURS INC COM 26614N102 17 341 SH SOLE 0 0 341 ECOLAB INC COM 278865100 12 85 SH SOLE 0 0 85 EMERSON ELEC CO COM 291011104 55 750 SH SOLE 0 0 750 ETF MANAGERS TR ETHO CLIMATE LEA 26924G888 2 48 SH SOLE 0 0 48 EXELON CORP COM 30161N101 171 4578 SH SOLE 0 0 4578 EXXON MOBIL CORP COM 30231G102 19 215 SH SOLE 0 0 215 GENERAL ELECTRIC CO COM NEW 369604301 8 124 SH SOLE 0 0 124 GOLDMAN SACHS GROUP INC COM 38141G104 185 631 SH SOLE 0 0 631 HEWLETT PACKARD ENTERPRISE C COM 42824C109 12 1001 SH SOLE 0 0 1001 ISHARES TR COHEN STEER REIT 464287564 23 427 SH SOLE 0 0 427 ISHARES TR CORE MSCI EURO 46434V738 118 2975 SH SOLE 0 0 2975 ISHARES TR CORE MSCI PAC 46434V696 91 1902 SH SOLE 0 0 1902 ISHARES TR CORE MSCI TOTAL 46432F834 3971 77984 SH SOLE 0 0 77984 ISHARES TR CORE S&P MCP ETF 464287507 2842 12960 SH SOLE 0 0 12960 ISHARES TR CORE S&P SCP ETF 464287804 3928 45051 SH SOLE 0 0 45051 ISHARES TR CORE S&P500 ETF 464287200 893 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 10 196 SH SOLE 0 0 196 ISHARES TR RUS 1000 GRW ETF 464287614 174 829 SH SOLE 0 0 829 ISHARES TR RUS 1000 VAL ETF 464287598 7974 58634 SH SOLE 0 0 58634 ISHARES TR RUS 2000 GRW ETF 464287648 475 2301 SH SOLE 0 0 2301 ISHARES TR RUSSELL 2000 ETF 464287655 70 424 SH SOLE 0 0 424 ISHARES TR RUSSELL 3000 ETF 464287689 130 628 SH SOLE 0 0 628 ISHARES TR S&P SML 600 GWT 464287887 2067 20333 SH SOLE 0 0 20333 ISHARES TR SP SMCP600VL ETF 464287879 481 5837 SH SOLE 0 0 5837 ISHARES TR U.S. TECH ETF 464287721 70 950 SH SOLE 0 0 950 JOHNSON & JOHNSON COM 478160104 31 188 SH SOLE 0 0 188 JPMORGAN CHASE & CO COM 46625H100 106 1019 SH SOLE 0 0 1019 KRAFT HEINZ CO COM 500754106 5 153 SH SOLE 0 0 153 LIBERTY MEDIA CORP DEL COM A SIRIUSXM 531229409 17 440 SH SOLE 0 0 440 LIBERTY MEDIA CORP DEL COM C SIRIUSXM 531229607 33 880 SH SOLE 0 0 880 LYFT INC CL A COM 55087P104 13 962 SH SOLE 0 0 962 MCDONALDS CORP COM 580135101 238 1032 SH SOLE 0 0 1032 META PLATFORMS INC CL A 30303M102 74 545 SH SOLE 0 0 545 MONDELEZ INTL INC CL A 609207105 25 457 SH SOLE 0 0 457 NETFLIX INC COM 64110L106 9 38 SH SOLE 0 0 38 ON HLDG AG NAMEN AKT A H5919C104 2 100 SH SOLE 0 0 100 ORACLE CORP COM 68389X105 92 1502 SH SOLE 0 0 1502 PELOTON INTERACTIVE INC CL A COM 70614W100 1 100 SH SOLE 0 0 100 PEPSICO INC COM 713448108 139 849 SH SOLE 0 0 849 PHILIP MORRIS INTL INC COM 718172109 93 1124 SH SOLE 0 0 1124 PINTEREST INC CL A 72352L106 35 1500 SH SOLE 0 0 1500 PPL CORP COM 69351T106 39 1524 SH SOLE 0 0 1524 PROCTER AND GAMBLE CO COM 742718109 152 1202 SH SOLE 0 0 1202 QUALCOMM INC COM 747525103 28 250 SH SOLE 0 0 250 SAGE THERAPEUTICS INC COM 78667J108 8 200 SH SOLE 0 0 200 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 102 4537 SH SOLE 0 0 4537 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 98 3544 SH SOLE 0 0 3544 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 12788 211266 SH SOLE 0 0 211266 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 19 287 SH SOLE 0 0 287 SMUCKER J M CO COM NEW 832696405 66 483 SH SOLE 0 0 483 SPDR INDEX SHS FDS MSCI ACWI EXUS 78463X848 28 1322 SH SOLE 0 0 1322 SPDR S&P 500 ETF TR TR UNIT 78462F103 506 1418 SH SOLE 0 0 1418 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 48 119 SH SOLE 0 0 119 SPLUNK INC COM 848637104 180 2400 SH SOLE 0 0 2400 TELADOC HEALTH INC COM 87918A105 2 60 SH SOLE 0 0 60 TESLA INC COM 88160R101 8 30 SH SOLE 0 0 30 TWITTER INC COM 90184L102 28 640 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 386 764 SH SOLE 0 0 764 UNUM GROUP COM 91529Y106 10 256 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 18381 245671 SH SOLE 0 0 245671 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 20369 285566 SH SOLE 205 0 285361 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 375 2947 SH SOLE 0 0 2947 VANGUARD INDEX FDS GROWTH ETF 922908736 9759 45615 SH SOLE 0 0 45615 VANGUARD INDEX FDS LARGE CAP ETF 922908637 588 3595 SH SOLE 0 0 3595 VANGUARD INDEX FDS SM CP VAL ETF 922908611 1456 10151 SH SOLE 0 0 10151 VANGUARD INDEX FDS SMALL CP ETF 922908751 3324 19450 SH SOLE 0 0 19450 VANGUARD INDEX FDS TOTAL STK MKT 922908769 4997 27843 SH SOLE 51 0 27792 VANGUARD INDEX FDS VALUE ETF 922908744 2857 23135 SH SOLE 0 0 23135 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 12045 271539 SH SOLE 0 0 271539 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 4021 110200 SH SOLE 0 0 110200 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 110 2393 SH SOLE 0 0 2393 VANGUARD INTL EQUITY INDEX F FTSE PACIFIC ETF 922042866 131 2281 SH SOLE 0 0 2281 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 1007 10850 SH SOLE 0 0 10850 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 6523 82691 SH SOLE 0 0 82691 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 11155 231730 SH SOLE 0 0 231730 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 81 601 SH SOLE 0 0 601 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 211 2221 SH SOLE 0 0 2221 VANGUARD WORLD FD ESG INTL STK ETF 921910725 7 165 SH SOLE 0 0 165 VANGUARD WORLD FD ESG US STK ETF 921910733 37 585 SH SOLE 0 0 585 VANGUARD WORLD FD MEGA CAP INDEX 921910873 99 794 SH SOLE 0 0 794 VECTOR GROUP LTD COM 92240M108 1 134 SH SOLE 0 0 134 VERIZON COMMUNICATIONS INC COM 92343V104 76 1993 SH SOLE 0 0 1993 VODAFONE GROUP PLC NEW SPONSORED ADR 92857W308 2 187 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 84 2247 SH SOLE 0 0 2247 ZILLOW GROUP INC CL A 98954M101 29 1000 SH SOLE 0 0 1000