account_balance
Investment manager · 13F filer · SEC CIK 1803456
N.e.w. Advisory Services LLC
Reported value$1.51Bas of Sep 30, 2026
Positions986 45 new, 39 sold out
Top 10 weight52.8%VTI alone is 19%
FiledNov 940 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VTIVanguard Index FDS
19.1%
SPYMSPDR Ser Tr
5.0%Trimmed −4%
IAGGiShares Tr
4.4%Added +3%
JPSTJ P Morgan Exchange Traded F
4.4%Added +4%
SPYVSPDR Ser Tr
3.9%Trimmed −2%
SPABSPDR Ser Tr
3.6%
DFAXDimensional ETF Trust
3.5%Added +2%
VXUSVanguard Star FDS
3.2%Added +4%
SPTMSPDR Ser Tr
2.9%
BNDVanguard Bd Index FDS
2.8%+8%
AVLVAmerican Centy ETF Tr
2.6%+5%
AVUVAmerican Centy ETF Tr
2.5%+9%
VTIVanguard Index FDS
19.1%
SPYMSPDR Ser Tr
5.0%−4%
IAGGiShares Tr
4.4%+3%
JPSTJ P Morgan Exchange Traded F
4.4%+4%
SPYVSPDR Ser Tr
3.9%
SPABSPDR Ser Tr
3.6%
DFAXDimensional ETF Trust
3.5%
VXUSVanguard Star FDS
3.2%
SPTM
BND2.8%
AVLV
AVUV
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 19.1% Held
SPYM SPDR Ser Tr 5.0% Trimmed −4%
IAGG iShares Tr 4.4% Added +3%
JPST J P Morgan Exchange Traded F 4.4% Added +4%
SPYV SPDR Ser Tr 3.9% Trimmed −2%
SPAB SPDR Ser Tr 3.6% Held
DFAX Dimensional ETF Trust 3.5% Added +2%
VXUS Vanguard Star FDS 3.2% Added +4%
SPTM SPDR Ser Tr 2.9% Held
BND Vanguard Bd Index FDS 2.8% Added +8%
AVLV American Centy ETF Tr 2.6% Added +5%
AVUV American Centy ETF Tr 2.5% Added +9%
What changed
Biggest moves since Jun 30, 2026
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