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Newton One Investments LLC recently filed its 13F report for the third quarter of 2022, which ended on 2022-09-30.

The 13F report details the stocks that were in a guru’s stock portfolio at the end of the quarter, although investors should note that these filings are limited in scope, containing only an overview of long stock positions. listed in the United States and American certificates of deposit at the end of the quarter. They are not required to include international holdings, short positions or other types of investments. Yet even this limited repository can provide valuable information.

131 CONTINENTAL DRIVE NEWARK, FROM 19713

According to the latest 13F report, the guru’s stock portfolio contained 120 stocks valued at a total of $140.00 million. Top holdings were BND (14.50%), BSV (13.09%) and SCHM (9.10%).

According to data from GuruFocus, these were Newton One Investments LLC’s top five deals of the quarter.

Vanguard FTSE All-World ex-US ETF

During the quarter, Newton One Investments LLC purchased 135,094 shares of ARCA:VEU for a total holding of 271,539. The transaction had a 4.27% impact on the equity portfolio. During the quarter, the stock traded at an average price of $49.27.

On 10/19/2022, the Vanguard FTSE All-World ex-US ETF traded at a price of $44.84 per share and a market capitalization of $28.61 billion. The stock has returned -26.37% over the past year.

The data is insufficient to calculate the financial strength and profitability of the title.

In terms of valuation, Vanguard FTSE All-World ex-US ETF has a price-to-earnings ratio of 11.68 and a price-to-book ratio of 1.53.

Vanguard Total Bond Market ETF

During the quarter, Newton One Investments LLC purchased 79,460 shares of NAS:BND for a total holding of 285,566. The transaction had a 4.03% impact on the equity portfolio. During the quarter, the stock traded at an average price of $74.52.

On 10/19/2022, the Vanguard Total Bond Market ETF was trading at a price of $69.985 per share and a market capitalization of $78.90 billion. The stock has returned -15.35% over the past year.

The data is insufficient to calculate the financial strength and profitability of the title.

Vanguard FTSE All-World Ex-US Small Capital Index Fund ETF

The guru established a new position worth 10,850 shares in ARCA:VSS, giving the stock a 0.72% weighting in the equity portfolio. The shares traded at an average price of $103.83 during the quarter.

On 10/19/2022, the Vanguard FTSE All-World Ex-US Small Capital Index Fund ETF traded at a price of $93.11 per share and a market capitalization of $6.69 billion. The stock has returned -31.07% over the past year.

The data is insufficient to calculate the financial strength and profitability of the title.

In terms of valuation, the Vanguard FTSE All-World Ex-US Small Capital Index Fund ETF has a price-to-earnings ratio of 10.29 and a price-to-book ratio of 1.29.

Vanguard Growth ETF

During the quarter, Newton One Investments LLC purchased 1,234 shares of ARCA:VUG for a total holding of 45,615. The transaction had a 0.19% impact on the equity portfolio. During the quarter, the stock traded at an average price of $240.74.

On 10/19/2022, Vanguard Growth ETF traded at a price of $216.61 per share and a market capitalization of $67.63 billion. The stock has returned -28.96% over the past year.

The data is insufficient to calculate the financial strength and profitability of the title.

In terms of valuation, Vanguard Growth ETF has a price-to-earnings ratio of 27.21 and a price-to-book ratio of 7.37.

Vanguard Tax-Exempt Bond ETF

Newton One Investments LLC reduced its investment in ARCA:VTEB by 2,500 shares. The transaction had an impact of 0.09% on the equity portfolio. During the quarter, the stock traded at an average price of $49.8.

On 10/19/2022, the Vanguard Tax-Exempt Bond ETF traded at a price of $48.32 per share and a market capitalization of $19.93 billion. The stock has returned -9.72% over the past year.

The data is insufficient to calculate the financial strength and profitability of the title.

Please note that figures and facts quoted are at the time of writing this article and may not reflect the latest business data or company announcements.

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