0001842787-23-000001.txt : 20230123 0001842787-23-000001.hdr.sgml : 20230123 20230120212438 ACCESSION NUMBER: 0001842787-23-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230123 DATE AS OF CHANGE: 20230120 EFFECTIVENESS DATE: 20230123 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: 23542376 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 X0202 13F-HR LIVE false false false 0001842787 XXXXXXXX 12-31-2022 12-31-2022 Newton One Investments LLC

131 CONTINENTAL DRIVE SUITE 206 NEWARK DE 19713

13F HOLDINGS REPORT 028-20475 000147048 801-69525 N Scott R. Snyder 302-731-1326 Scott R. Snyder Newark DE 01-20-2023 0 118 154979067 false INFORMATION TABLE 2 n14q22.xml 3M CO COM 88579Y101 11153 93 SH SOLE 0 0 93 AIR PRODS & CHEMS INC COM 009158106 38532 125 SH SOLE 0 0 125 ALPHATEC HLDGS INC COM NEW 02081G201 86450 7000 SH SOLE 0 0 7000 ALTRIA GROUP INC COM 02209S103 38725 847 SH SOLE 0 0 847 AMAZON COM INC COM 023135106 107520 1280 SH SOLE 0 0 1280 AMERICAN AIRLS GROUP INC COM 02376R102 15925 1252 SH SOLE 0 0 1252 AON PLC SHS CL A G0403H108 400836 1335 SH SOLE 0 0 1335 APPLE INC COM 037833100 1563587 12034 SH SOLE 0 0 12034 AT&T INC COM 00206R102 17490 950 SH SOLE 0 0 950 AUTOMATIC DATA PROCESSING IN COM 053015103 25319 106 SH SOLE 0 0 106 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 36141 117 SH SOLE 0 0 117 BEYOND MEAT INC COM 08862E109 123 10 SH SOLE 0 0 10 BRISTOL-MYERS SQUIBB CO COM 110122108 83447 1160 SH SOLE 0 0 1160 CHEVRON CORP NEW COM 166764100 58334 325 SH SOLE 0 0 325 COCA COLA CO COM 191216100 7951 125 SH SOLE 0 0 125 COMCAST CORP NEW CL A 20030N101 17170 491 SH SOLE 0 0 491 CONSTELLATION ENERGY CORP COM 21037T109 131470 1525 SH SOLE 0 0 1525 CORTEVA INC COM 22052L104 10051 171 SH SOLE 0 0 171 DEERE & CO COM 244199105 267975 625 SH SOLE 0 0 625 DIGITAL RLTY TR INC COM 253868103 4612 46 SH SOLE 0 0 46 DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 320839 9583 SH SOLE 0 0 9583 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 116704 2282 SH SOLE 0 0 2282 DISNEY WALT CO COM 254687106 90181 1038 SH SOLE 0 0 1038 DOMINION ENERGY INC COM 25746U109 8094 132 SH SOLE 0 0 132 DOUGLAS ELLIMAN INC COM 25961D105 269 66 SH SOLE 0 0 66 DOW INC COM 260557103 8617 171 SH SOLE 0 0 171 DUPONT DE NEMOURS INC COM 26614N102 11667 170 SH SOLE 0 0 170 ECOLAB INC COM 278865100 7278 50 SH SOLE 0 0 50 EMERSON ELEC CO COM 291011104 56195 585 SH SOLE 0 0 585 ETF MANAGERS TR ETHO CLIMATE LEA 26924G888 2370 48 SH SOLE 0 0 48 EXELON CORP COM 30161N101 197902 4578 SH SOLE 0 0 4578 EXXON MOBIL CORP COM 30231G102 23714 215 SH SOLE 0 0 215 GENERAL ELECTRIC CO COM NEW 369604301 5195 62 SH SOLE 0 0 62 GOLDMAN SACHS GROUP INC COM 38141G104 216653 631 SH SOLE 0 0 631 HEWLETT PACKARD ENTERPRISE C COM 42824C109 15977 1001 SH SOLE 0 0 1001 ISHARES TR COHEN STEER REIT 464287564 23395 427 SH SOLE 0 0 427 ISHARES TR CORE MSCI EAFE 46432F842 186153 3020 SH SOLE 0 0 3020 ISHARES TR CORE MSCI TOTAL 46432F834 4640413 80173 SH SOLE 0 0 80173 ISHARES TR CORE S&P MCP ETF 464287507 3110782 12860 SH SOLE 0 0 12860 ISHARES TR CORE S&P SCP ETF 464287804 4290688 45337 SH SOLE 0 0 45337 ISHARES TR CORE S&P500 ETF 464287200 956979 2491 SH SOLE 0 0 2491 ISHARES TR EAFE SML CP ETF 464288273 11062 196 SH SOLE 0 0 196 ISHARES TR NATIONAL MUN ETF 464288414 1726518 16362 SH SOLE 0 0 16362 ISHARES TR RUS 1000 GRW ETF 464287614 177502 829 SH SOLE 0 0 829 ISHARES TR RUS 1000 VAL ETF 464287598 8774125 57858 SH SOLE 0 0 57858 ISHARES TR RUS 2000 GRW ETF 464287648 493535 2301 SH SOLE 0 0 2301 ISHARES TR RUSSELL 2000 ETF 464287655 73901 424 SH SOLE 0 0 424 ISHARES TR RUSSELL 3000 ETF 464287689 138646 628 SH SOLE 0 0 628 ISHARES TR S&P 500 GRWT ETF 464287309 269802 4612 SH SOLE 0 0 4612 ISHARES TR S&P 500 VAL ETF 464287408 250536 1727 SH SOLE 0 0 1727 ISHARES TR S&P SML 600 GWT 464287887 4704313 43530 SH SOLE 0 0 43530 ISHARES TR SP SMCP600VL ETF 464287879 532976 5837 SH SOLE 0 0 5837 ISHARES TR U.S. TECH ETF 464287721 35383 475 SH SOLE 0 0 475 JOHNSON & JOHNSON COM 478160104 16605 94 SH SOLE 0 0 94 JPMORGAN CHASE & CO COM 46625H100 136648 1019 SH SOLE 0 0 1019 KRAFT HEINZ CO COM 500754106 3094 76 SH SOLE 0 0 76 LIBERTY MEDIA CORP DEL COM A SIRIUSXM 531229409 17296 440 SH SOLE 0 0 440 LIBERTY MEDIA CORP DEL COM C SIRIUSXM 531229607 34434 880 SH SOLE 0 0 880 LYFT INC CL A COM 55087P104 10601 962 SH SOLE 0 0 962 MCDONALDS CORP COM 580135101 271860 1032 SH SOLE 0 0 1032 META PLATFORMS INC CL A 30303M102 65585 545 SH SOLE 0 0 545 MONDELEZ INTL INC CL A 609207105 15196 228 SH SOLE 0 0 228 NETFLIX INC COM 64110L106 11205 38 SH SOLE 0 0 38 ON HLDG AG NAMEN AKT A H5919C104 1716 100 SH SOLE 0 0 100 ORACLE CORP COM 68389X105 122743 1502 SH SOLE 0 0 1502 PELOTON INTERACTIVE INC CL A COM 70614W100 794 100 SH SOLE 0 0 100 PEPSICO INC COM 713448108 153393 849 SH SOLE 0 0 849 PHILIP MORRIS INTL INC COM 718172109 80224 793 SH SOLE 0 0 793 PINTEREST INC CL A 72352L106 36420 1500 SH SOLE 0 0 1500 PPL CORP COM 69351T106 44531 1524 SH SOLE 0 0 1524 PROCTER AND GAMBLE CO COM 742718109 125711 829 SH SOLE 0 0 829 QUALCOMM INC COM 747525103 13742 125 SH SOLE 0 0 125 SAGE THERAPEUTICS INC COM 78667J108 7628 200 SH SOLE 0 0 200 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 107391 4537 SH SOLE 0 0 4537 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 111530 3544 SH SOLE 0 0 3544 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 13952416 212657 SH SOLE 0 0 212657 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 10152 144 SH SOLE 0 0 144 SMUCKER J M CO COM NEW 832696405 76496 483 SH SOLE 0 0 483 SPDR INDEX SHS FDS MSCI ACWI EXUS 78463X848 31814 1322 SH SOLE 0 0 1322 SPDR S&P 500 ETF TR TR UNIT 78462F103 542286 1418 SH SOLE 0 0 1418 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 52865 119 SH SOLE 0 0 119 SPLUNK INC COM 848637104 206616 2400 SH SOLE 0 0 2400 TELADOC HEALTH INC COM 87918A105 1419 60 SH SOLE 0 0 60 TESLA INC COM 88160R101 3695 30 SH SOLE 0 0 30 UNDER ARMOUR INC CL A 904311107 1067 105 SH SOLE 0 0 105 UNDER ARMOUR INC CL C 904311206 937 105 SH SOLE 0 0 105 UNITED PARCEL SERVICE INC CL B 911312106 5041 29 SH SOLE 0 0 29 UNITEDHEALTH GROUP INC COM 91324P102 405058 764 SH SOLE 0 0 764 UNUM GROUP COM 91529Y106 5252 128 SH SOLE 0 0 128 UTZ BRANDS INC COM CL A 918090101 31720 2000 SH SOLE 0 0 2000 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 17646013 234405 SH SOLE 0 0 234405 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 20589483 286602 SH SOLE 205 0 286397 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 391494 2947 SH SOLE 0 0 2947 VANGUARD INDEX FDS GROWTH ETF 922908736 10564881 49575 SH SOLE 0 0 49575 VANGUARD INDEX FDS LARGE CAP ETF 922908637 626288 3595 SH SOLE 0 0 3595 VANGUARD INDEX FDS SM CP VAL ETF 922908611 1570532 9890 SH SOLE 0 0 9890 VANGUARD INDEX FDS SMALL CP ETF 922908751 3556490 19377 SH SOLE 0 0 19377 VANGUARD INDEX FDS TOTAL STK MKT 922908769 5434641 28425 SH SOLE 51 0 28374 VANGUARD INDEX FDS VALUE ETF 922908744 3234894 23045 SH SOLE 0 0 23045 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 15659102 312308 SH SOLE 0 0 312308 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 4519206 115937 SH SOLE 0 0 115937 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 132668 2393 SH SOLE 0 0 2393 VANGUARD INTL EQUITY INDEX F FTSE PACIFIC ETF 922042866 123616 1921 SH SOLE 0 0 1921 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 1170697 11387 SH SOLE 0 0 11387 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 7301209 84711 SH SOLE 0 0 84711 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 10629477 214780 SH SOLE 0 0 214780 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 91260 601 SH SOLE 0 0 601 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 240345 2221 SH SOLE 0 0 2221 VANGUARD WORLD FD ESG INTL STK ETF 921910725 8116 165 SH SOLE 0 0 165 VANGUARD WORLD FD ESG US STK ETF 921910733 38528 585 SH SOLE 0 0 585 VANGUARD WORLD FD MEGA CAP INDEX 921910873 105064 794 SH SOLE 0 0 794 VECTOR GROUP LTD COM 92240M108 1586 134 SH SOLE 0 0 134 VERIZON COMMUNICATIONS INC COM 92343V104 78524 1993 SH SOLE 0 0 1993 VODAFONE GROUP PLC NEW SPONSORED ADR 92857W308 1892 187 SH SOLE 0 0 187 WARNER BROS DISCOVERY INC COM SER A 934423104 2171 229 SH SOLE 0 0 229 WELLS FARGO CO NEW COM 949746101 14452 350 SH SOLE 0 0 350 WISDOMTREE TR INTL LRGCAP DV 97717W794 98872 2247 SH SOLE 0 0 2247 ZILLOW GROUP INC CL A 98954M101 31210 1000 SH SOLE 0 0 1000