IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

NewSquare Capital LLC

Q4 2022 Holdings

Filed 2023-02-07 | 844 holdings | $801.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↓Shares% Portfolio
Vanguard Total Stock Market ETF(VTI)ETF922908769$47.6M248,8355.9%
Ishares 1-3 YR Credit Bond ETF(IGSB)ETF464288646$32.1M643,9804.0%
Spdr S&P 500 ETF(SPY)ETF78462F103$28.4M74,1863.5%
Schwab Strategic TR US LRG Cap ETF(SCHX)ETF808524201$24.9M551,2473.1%
Vanguard Total Bond Market ETF(BND)ETF921937835$24.5M341,2083.1%
Vanguard Ftse All-World Ex-US(VEU)ETF922042775$21.3M424,4812.7%
Ishares S&P Smallcap 600 ETF(IJR)ETF464287804$16.7M176,4452.1%
Ishares MBS Bond ETF(MBB)ETF464288588$15.0M161,6831.9%
Ishares 5-10 Year Investment Grade Corporate Bond ETF(IGIB)ETF464288638$14.9M301,3931.9%
Ishares Core S&P Mid Cap ETF(IJH)ETF464287507$13.4M55,5951.7%
Vanguard Ftse Developed Markets ETF(VEA)ETF921943858$13.4M318,5431.7%
Ishares Aggregate Bond ETF(AGG)ETF464287226$13.2M136,3371.6%
Vanguard Intermediate-Term Bond(BIV)ETF921937819$12.3M165,3901.5%
Powershares DWA Emerging Markets(PIE)ETF46138E867$11.9M669,3711.5%
Powershares Exchangetraded FD TR II DWA Developed Mktsport(PIZ)ETF46138E875$11.9M433,3121.5%
General MLS Inc COM(GIS)Stock370334104$10.4M123,7061.3%
Spdr SER TR Spdr Bofa Merrill Lynch Crossover Corp BD ETF(SPHY)ETF78468R606$10.0M449,2121.3%
Powershares Sp500 LOW Volatility ETF(SPLV)ETF46138E354$9.8M152,9821.2%
Energy Select Sector Spdr(XLE)ETF81369Y506$9.6M109,2811.2%
Powershares DWA Technical Leaders Portfolio(PDP)ETF46137V837$9.5M134,3721.2%
Spdr Bloomberg Investment Grade Floating Rate ETF(FLRN)ETF78468R200$8.5M280,1691.1%
Merck & Co Inc(MRK)Stock58933Y105$8.3M74,6391.0%
SSgA Active ETF TR Blkstn Gsosrln(SRLN)ETF78467V608$8.0M195,3831.0%
Spdr Portfolio S&P 500 Growth ETF(SPYG)ETF78464A409$8.0M156,9251.0%
Technology Select Sector Spdr(XLK)ETF81369Y803$7.9M63,8531.0%
Spdr Barclays Capital Short Term Corp BD(SPSB)ETF78464A474$7.8M264,7881.0%
Spdr High Yield Bond ETF(JNK)ETF78468R622$7.8M86,1391.0%
Unum Group COM(UNM)Stock91529Y106$7.6M184,6900.9%
Gilead Sciences Inc(GILD)Stock375558103$7.2M84,1030.9%
Ishares Msci Canada Index(EWC)ETF464286509$7.0M213,5180.9%
Spdr International Government Tips ETF(WIP)ETF78464A490$7.0M169,2100.9%
Principal Financial Group Inc COM(PFG)Stock74251V102$6.9M82,7600.9%
Kraft Heinz Co COM(KHC)Stock500754106$6.9M168,2700.9%
Intl Business Machines(IBM)Stock459200101$6.8M48,0210.8%
Pfizer Inc COM(PFE)Stock717081103$6.6M128,2390.8%
Ishares TR Russell 1000 Index ETF(IWB)ETF464287622$6.4M30,4710.8%
Prudential Finl Inc(PRU)Stock744320102$6.4M64,4280.8%
Kellogg Co COM(KEL)Stock487836108$6.3M88,5310.8%
Toronto Dominion Bank(TD)Stock891160509$6.2M95,4750.8%
Southern Co COM(SO)Stock842587107$5.9M83,2810.7%
WP Carey Inc COM(WPC)REIT92936U109$5.9M75,8050.7%
First Trust Nasdaq Oil & Gas ETF(FTXN)ETF33738R845$5.9M211,5970.7%
CMS Energy Corp COM(CMS)Stock125896100$5.9M92,5730.7%
First Trust Industrials Ucer Durables Alphadex Fund(FXR)ETF33734X150$5.8M113,3600.7%
First Trust Materials Alphadex Fund(FXZ)ETF33734X168$5.8M95,8100.7%
First Trust Nasdaq Food & Beverage ETF(FTXG)ETF33738R852$5.8M212,6110.7%
First Trust Energy Alphadex Fund(FXN)ETF33734X127$5.7M333,6250.7%
JPMorgan Chase & Co COM(JPM)Stock46625H100$5.7M42,2560.7%
MSC Indl Direct Inc CL A(MSM)Stock553530106$5.6M69,0130.7%
Packaging Corp of America(PKG)Stock695156109$5.6M44,0640.7%
Page 1 of 17Next