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NewSquare Capital LLC

All holdings · as of Dec 31, 2025

182 positions

CompanyClassValueShares% of portfolio
VANGUARD INDEX FDS$118.29M352,81010.4%
VANGUARD INTL EQUITY INDEX F$64.04M870,6395.6%
SCHWAB STRATEGIC TR$61.27M2,276,6855.4%
ISHARES TR$32.31M489,5372.8%
VANGUARD BD INDEX FDS$30.50M411,8082.7%
ISHARES TR$27.52M520,5062.4%
INVESCO EXCHANGE TRADED FD T$23.91M205,4012.1%
INVESCO EXCH TRADED FD TR II$22.01M308,1741.9%
SELECT SECTOR SPDR TR$21.95M152,4821.9%
SELECT SECTOR SPDR TR$18.93M122,0161.7%
VANGUARD SCOTTSDALE FDS$18.50M314,9641.6%
JPMORGAN CHASE & CO$15.84M49,1691.4%
SPDR S&P 500 ETF TR$15.58M22,8501.4%
FIRST TR EXCHANGE-TRADED FD$15.23M66,1641.3%
VANGUARD TAX-MANAGED FDS$14.95M239,3831.3%
VANGUARD BD INDEX FDS$14.87M190,9501.3%
FIRST TR EXCHANGE TRADED FD$14.64M183,2991.3%
FIRST TR EXCHANGE TRADED FD$14.63M242,3921.3%
FIRST TR EXCHANGE-TRADED FD$14.27M53,0041.3%
INTERNATIONAL BUSINESS MACHINES CORP$14.12M47,6721.2%
FIRST TR EXCHANGE TRADED FD$14.05M312,2441.2%
CUMMINS INC$13.79M27,0131.2%
ISHARES TR$13.10M109,0111.2%
ISHARES TR$12.91M135,6231.1%
SPDR SERIES TRUST$12.70M130,6871.1%
NVIDIA Corp$11.14M59,7101.0%
SPDR SERIES TRUST$10.80M101,2311.0%
Apple Inc.$10.34M38,0320.9%
SOUTHERN COPPER CORPSCCOCommon Stock$9.97M69,4840.9%
ISHARES TR$9.75M97,5910.9%
SPDR SERIES TRUST$9.28M163,2660.8%
Seagate Technology Holdings PLC$8.91M32,3650.8%
TORONTO DOMINION BK ONT$8.47M89,9600.7%
ISHARES TR$8.25M22,0860.7%
SPDR SERIES TRUST$8.21M347,0170.7%
MICROSOFT CORP$8.03M16,5940.7%
SPDR SERIES TRUST$7.72M119,1710.7%
ISHARES INC$7.59M140,6480.7%
PRUDENTIAL FINANCIAL INC$6.86M60,7970.6%
DBX ETF TR$6.84M142,1320.6%
UNILEVER PLC$6.55M100,1440.6%
LCI INDUSTRIES$6.52M53,7010.6%
CANADIAN IMPERIAL BANK OF COMMERCE /CAN$6.33M69,9110.6%
CVS HEALTH Corp$6.33M79,8080.6%
CISCO SYSTEMS, INC.$6.31M81,8520.6%
iShares MSCI UAE ETF$6.21M114,8510.5%
CMS ENERGY CORP$6.19M88,4680.5%
AMGEN INC$6.12M18,6890.5%
UNUM GROUP$6.11M78,8310.5%
First American Financial Corp$6.09M99,1920.5%
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