N.E.W. Advisory Services LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
NA N.E.W. Advisory Services LLC | Institutional Filer | ▼ 1.10% | $1.34B | 914 |
Current Portfolio Holdings
Showing all 914 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | — | 759K | $243.5M | 18.21% |
| 2 | SPYM | SPDR SER TR | — | 945K | $72.3M | 5.41% |
| 3 | IAGG | ISHARES TR | — | 1.2M | $60.6M | 4.53% |
| 4 | JPST | J P MORGAN EXCHANGE TRADED F | — | 1.2M | $58.7M | 4.39% |
| 5 | SPYV | SPDR SER TR | — | 988K | $55.9M | 4.18% |
| 6 | SPAB | SPDR SER TR | — | 2.1M | $54.1M | 4.04% |
| 7 | DFAX | DIMENSIONAL ETF TRUST | — | 1.3M | $45.0M | 3.36% |
| 8 | VXUS | VANGUARD STAR FDS | — | 542K | $41.8M | 3.12% |
| 9 | SPTM | SPDR SER TR | — | 456K | $36.1M | 2.70% |
| 10 | BND | VANGUARD BD INDEX FDS | — | 485K | $35.7M | 2.67% |
| 11 | AVUV | AMERICAN CENTY ETF TR | — | 285K | $31.5M | 2.36% |
| 12 | AVLV | AMERICAN CENTY ETF TR | — | 391K | $31.5M | 2.36% |
| 13 | VIOV | VANGUARD ADMIRAL FDS INC | — | 297K | $30.2M | 2.26% |
| 14 | SPDW | SPDR INDEX SHS FDS | — | 606K | $27.6M | 2.07% |
| 15 | DFAC | DIMENSIONAL ETF TRUST | — | 600K | $23.3M | 1.74% |
Showing 1 to 15 of 914 holdings