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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001842787

Newton One Investments LLC

NEWARK, DE · File #028-20475

Latest AUM
$339.0M
Positions
120
Top-10 Concentration
83.2%
Filings
12

Sector Allocation

Technology
0.9%$3.1M
Financials
0.2%$751,817
Utilities
0.2%$747,171
Industrials
0.1%$384,415
Healthcare
0.1%$356,111
Consumer Staples
0.0%$143,346
Energy
0.0%$75,590
Materials
0.0%$37,283
Real Estate
0.0%$164

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1VANGUARD BD INDEX FDS921937835759,888$56.3M16.72%
2ISHARES TR46428720076,492$52.4M15.56%
3VANGUARD INDEX FDS92290873685,702$41.8M12.42%
4VANGUARD SCOTTSDALE FDS92206C870451,628$37.8M11.23%
5VANGUARD INTL EQUITY INDEX F922042775366,632$27.0M8.01%
6ISHARES TR464287507297,156$19.6M5.83%
7VANGUARD MUN BD FDS922907746288,485$14.5M4.31%
8ISHARES TR46428759851,527$10.8M3.22%
9VANGUARD INTL EQUITY INDEX F922042858194,691$10.5M3.11%
10VANGUARD INDEX FDS92290876927,621$9.3M2.75%
11ISHARES TR46432F83499,217$8.4M2.49%
12ISHARES TR46428788756,548$8.0M2.37%
13SCHWAB STRATEGIC TR808524508193,068$5.8M1.72%
14VANGUARD INDEX FDS92290875121,010$5.4M1.61%
15VANGUARD INDEX FDS92290874426,402$5.0M1.50%
16ISHARES TR46428780432,461$3.9M1.16%
17VANGUARD INTL EQUITY INDEX F92204271823,504$3.4M1.00%
18APPLE INCAAPL10,194$2.8M0.82%
19VANGUARD INDEX FDS92290861110,255$2.2M0.65%
20VANGUARD INTL EQUITY INDEX F9220427428,438$1.2M0.35%