account_balance
Investment manager · 13F filer · SEC CIK 1546989
NewSquare Capital LLC
Reported value$1.38Bas of Sep 30, 2026
Positions237 22 new, 12 sold out
Top 10 weight35.8%VTI alone is 11%
FiledNov 637 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VTIVanguard Index FDS
10.6%Added +2%
VEUVanguard Intl Equity Index F
5.7%Added +3%
SCHXSchwab Strategic Tr
5.5%Added +2%
IJHiShares Tr
2.7%Added +2%
BNDVanguard Bd Index FDS
2.5%Added +6%
IGSBiShares Tr
2.4%Added +4%
XLKSelect Sector SPDR Tr
2.2%
XLISelect Sector SPDR Tr
1.6%+3%
SPYSPDR S&P 500 ETF Trust
1.3%
NVDANVIDIA Corp
1.3%Added +6%
JPMJPMorgan Chase & Co
1.3%Added +3%
PDPInvesco Exchange Traded Fd T
1.3%
VTIVanguard Index FDS
10.6%Added +2%
VEUVanguard Intl Equity Index F
5.7%+3%
SCHXSchwab Strategic Tr
5.5%+2%
IJHiShares Tr
2.7%+2%
BNDVanguard Bd Index FDS
2.5%
IGSBiShares Tr
2.4%
XLKSelect Sector SPDR Tr
2.2%
XLI1.6%
SPY1.3%NVDAJPM1.3%PDP1.3%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VTI Vanguard Index FDS 10.6% Added +2%
VEU Vanguard Intl Equity Index F 5.7% Added +3%
SCHX Schwab Strategic Tr 5.5% Added +2%
IJH iShares Tr 2.7% Added +2%
BND Vanguard Bd Index FDS 2.5% Added +6%
IGSB iShares Tr 2.4% Added +4%
XLK Select Sector SPDR Tr 2.2% Held
XLI Select Sector SPDR Tr 1.6% Added +3%
SPY SPDR S&P 500 ETF Trust 1.3% HeldNVDA NVIDIA Corp 1.3% Added +6%JPM JPMorgan Chase & Co 1.3% Added +3%PDP Invesco Exchange Traded Fd T 1.3% Held
What changed
Biggest moves since Jun 30, 2026
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