account_balance
Investment manager · 13F filer · SEC CIK 2110453
NewCorp Financial Services, Inc.
Reported value$132Mas of Sep 30, 2026
Positions54 5 new, 5 sold out
Top 10 weight70.8%VOO alone is 15%
FiledOct 1414 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VOOVanguard Index FDS
15.3%Trimmed −5%
IEFAiShares Tr
9.0%
BNDVanguard Bd Index FDS
8.5%Trimmed −8%
SFLRInnovator Etfs Trust
7.7%Added +8%
VOVanguard Index FDS
7.1%
XUSPInnovator Etfs Trust
6.3%Trimmed −5%
VBVanguard Index FDS
5.2%
CGNGCapital Group New Geography
3.9%
VTEBVanguard Mun Bd FDS
3.9%Added +2%
CGGRCapital Group Growth ETF
3.8%Trimmed −29%
IFLRInnovator Etfs Trust
3.3%Added +10%
CGMSCapital GRP Fixed Incm ETF T
3.2%Added +12%
VOOVanguard Index FDS
15.3%Trimmed −5%
IEFAiShares Tr
9.0%
BNDVanguard Bd Index FDS
8.5%
SFLRInnovator Etfs Trust
7.7%
VOVanguard Index FDS
7.1%
XUSPInnovator Etfs Trust
6.3%
VBVanguard Index FDS
5.2%
CGNGCapital Group New Geography
3.9%
VTEB3.9%
CGGR
IFLR3.3%
CGMS3.2%
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
VOO Vanguard Index FDS 15.3% Trimmed −5%
IEFA iShares Tr 9.0% Held
BND Vanguard Bd Index FDS 8.5% Trimmed −8%
SFLR Innovator Etfs Trust 7.7% Added +8%
VO Vanguard Index FDS 7.1% Held
XUSP Innovator Etfs Trust 6.3% Trimmed −5%
VB Vanguard Index FDS 5.2% Held
CGNG Capital Group New Geography 3.9% Held
VTEB Vanguard Mun Bd FDS 3.9% Added +2%
CGGR Capital Group Growth ETF 3.8% Trimmed −29%
IFLR Innovator Etfs Trust 3.3% Added +10%
CGMS Capital GRP Fixed Incm ETF T 3.2% Added +12%
What changed
Biggest moves since Jun 30, 2026
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