Notify me when NewSquare Capital LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 182 | $1,133,810,488 | +$40,251,602 | -$384,005,452 | -$343,753,850 | VTI, VEU, SCHX, IJH, BND | 13F-HR | 17 Feb 2026, 12:23 |
| Q3 2025 | 188 | $1,474,725,665 | +$103,428,073 | -$67,886,304 | +$35,541,769 | VTI, VEU, SCHX, IJH, PDP | 13F-HR | 12 Nov 2025, 15:57 |
| Q2 2025 | 1,290 | $1,345,229,542 | +$81,670,820 | -$37,807,095 | +$43,863,725 | VTI, VEU, SCHX, IJH, IGSB | 13F-HR | 05 Aug 2025, 15:55 |
| Q1 2025 | 1,148 | $1,225,314,386 | +$129,092,832 | -$119,308,360 | +$9,784,472 | VTI, VEU, SCHX, SPLV, IGSB | 13F-HR | 14 Apr 2025, 14:30 |
| Q4 2024 | 906 | $1,250,441,329 | +$116,857,438 | -$39,574,982 | +$77,282,456 | VTI, SCHX, VEU, PDP, IJH | 13F-HR | 06 Feb 2025, 14:07 |
| Q3 2024 | 324 | $1,256,620,961 | +$117,492,068 | -$82,544,298 | +$34,947,770 | VTI, SCHX, VEU, PDP, SPLV | 13F-HR | 04 Nov 2024, 10:57 |
| Q2 2024 | 339 | $1,161,582,360 | +$74,619,683 | -$26,069,352 | +$48,550,331 | VTI, SCHX, VEU, SPY, PDP | 13F-HR | 23 Jul 2024, 12:42 |
| Q1 2024 | 433 | $1,129,367,557 | +$134,935,420 | -$77,079,389 | +$57,856,031 | VTI, SCHX, VEU, SPY, PDP | 13F-HR | 08 May 2024, 10:45 |
| Q4 2023 | 489 | $1,047,329,060 | +$126,952,919 | -$112,108,345 | +$14,844,574 | VTI, SCHX, VEU, SPY, IGSB | 13F-HR | 01 Feb 2024, 16:54 |
| Q3 2023 | 594 | $946,247,647 | +$116,619,732 | -$87,804,829 | +$28,814,903 | VTI, SCHX, SPY, PDP, IGSB | 13F-HR | 03 Nov 2023, 13:53 |
| Q2 2023 | 856 | $961,862,773 | +$147,521,387 | -$50,684,628 | +$96,836,759 | VTI, SCHX, SPY, IGSB, VEU | 13F-HR | 03 Aug 2023, 13:33 |
| Q1 2023 | 887 | $846,072,144 | +$95,051,828 | -$73,668,161 | +$21,383,667 | VTI, IGSB, SPY, SCHX, BND | 13F-HR | 01 May 2023, 15:39 |
| Q4 2022 | 828 | $801,543,789 | +$98,576,589 | -$157,161,231 | -$58,584,642 | VTI, IGSB, SPY, SCHX, BND | 13F-HR | 06 Feb 2023, 19:26 |
| Q3 2022 | 422 | $799,934,000 | +$131,242,444 | -$63,429,162 | +$67,813,282 | VTI, IGSB, SPY, SPLV, BND | 13F-HR | 25 Oct 2022, 15:48 |
| Q2 2022 | 364 | $780,650,000 | +$103,295,915 | -$166,174,763 | -$62,878,848 | VTI, SPY, IGSB, BND, SCHX | 13F-HR | 26 Jul 2022, 15:57 |
| Q1 2022 | 372 | $943,003,000 | +$198,298,262 | -$146,423,069 | +$51,875,193 | VTI, SPY, IGSB, SPLV, PDP | 13F-HR | 10 May 2022, 12:02 |
| Q4 2021 | 358 | $943,905,000 | +$129,814,380 | -$88,264,476 | +$41,549,904 | VTI, PDP, SPLV, SPY, IGSB | 13F-HR | 26 Jan 2022, 14:32 |
| Q3 2021 | 348 | $855,355,000 | +$59,562,886 | -$37,158,602 | +$22,404,284 | VTI, SPY, PDP, IGSB, SPLV | 13F-HR | 08 Nov 2021, 14:27 |
| Q2 2021 | 341 | $844,024,000 | +$90,075,342 | -$42,904,008 | +$47,171,334 | VTI, SPY, PDP, SPLV, IGSB | 13F-HR | 28 Jul 2021, 12:46 |
| Q1 2021 | 320 | $763,187,000 | +$112,790,709 | -$89,660,968 | +$23,129,741 | SPY, PDP, VTI, SPLV, IGSB | 13F-HR | 10 May 2021, 12:01 |
| Q4 2020 | 326 | $714,368,000 | +$82,132,067 | -$51,430,161 | +$30,701,906 | PDP, SPY, SPLV, VTI, IGSB | 13F-HR | 04 Feb 2021, 16:14 |
| Q3 2020 | 324 | $622,682,000 | +$173,094,389 | -$157,983,648 | +$15,110,741 | PDP, SPLV, SPY, IGSB, VTI | 13F-HR | 04 Nov 2020, 14:23 |
| Q2 2020 | 365 | $585,850,000 | +$139,685,578 | -$145,052,696 | -$5,367,118 | BIL, AGG, SPY, IGSB, VTI | 13F-HR | 05 Aug 2020, 16:23 |
| Q1 2020 | 345 | $540,182,000 | +$241,479,983 | -$220,791,649 | +$20,688,334 | AGG, BIL, SPIP, SPAB, SPTI | 13F-HR | 08 May 2020, 15:54 |
| Q4 2019 | 302 | $604,117,000 | +$48,238,389 | -$18,657,091 | +$29,581,298 | PDP, SPLV, SPY, QTEC, FXL | 13F-HR | 10 Jan 2020, 16:35 |
| Q3 2019 | 274 | $551,981,000 | +$50,418,158 | -$49,511,359 | +$906,799 | SPLV, PDP, SPY, QTEC, FDN | 13F-HR | 15 Oct 2019, 11:57 |
| Q2 2019 | 344 | $547,789,000 | +$62,916,106 | -$53,494,146 | +$9,421,960 | PDP, SPLV, SPY, FDN, QTEC | 13F-HR | 20 Aug 2019, 14:01 |
| Q1 2019 | 325 | $524,370,000 | +$22,277,816 | -$19,972,028 | +$2,305,788 | PDP, SPLV, SPY, FDN, QTEC | 13F-HR | 25 Apr 2019, 13:48 |
| Q4 2018 | 320 | $473,307,000 | +$71,512,203 | -$76,439,975 | -$4,927,772 | SPLV, PDP, SPY, FDN, IGSB | 13F-HR | 22 Jan 2019, 14:03 |
| Q3 2018 | 313 | $526,832,000 | +$83,500,113 | -$32,394,797 | +$51,105,316 | PDP, SPLV, SPY, IGIB, FDN | 13F-HR | 19 Oct 2018, 15:00 |
| Q2 2018 | 297 | $491,772,000 | +$147,729,332 | -$139,464,673 | +$8,264,659 | PDP, SPLV, IGIB, SPY, FDN | 13F-HR | 23 Jul 2018, 16:45 |
| Q1 2018 | 328 | $459,538,000 | +$50,268,929 | -$9,266,246 | +$41,002,683 | AGG, PDP, SPLV, SPY, FDN | 13F-HR | 24 Apr 2018, 11:53 |
| Q4 2017 | 328 | $437,486,000 | +$25,241,415 | -$28,071,384 | -$2,829,969 | AGG, PDP, SPLV, SPY, JNK | 13F-HR | 29 Jan 2018, 12:30 |
| Q3 2017 | 327 | $271,311,000 | +$19,053,119 | -$20,132,221 | -$1,079,102 | PDP, SPLV, JNK, FDN, QTEC | 13F-HR | 07 Nov 2017, 10:25 |
| Q2 2017 | 315 | $411,990,000 | +$15,078,856 | -$21,459,889 | -$6,381,033 | AGG, PDP, SPLV, SPY, TOTL | 13F-HR | 03 Aug 2017, 10:48 |
| Q1 2017 | 319 | $419,488,000 | +$68,596,154 | -$64,621,528 | +$3,974,626 | AGG, PDP, SPLV, SPY, TOTL | 13F-HR | 19 Apr 2017, 11:11 |
| Q4 2016 | 322 | $400,691,000 | +$79,582,418 | -$106,834,218 | -$27,251,800 | AGG, SPLV, PDP, SPY, FXN | 13F-HR | 01 Feb 2017, 14:47 |
| Q3 2016 | 467 | $435,322,000 | +$165,995,827 | -$131,535,836 | +$34,459,991 | AGG, PDP, SPLV, FDN, FXN | 13F-HR | 02 Nov 2016, 11:09 |
| Q2 2016 | 336 | $420,315,000 | +$174,374,035 | -$112,151,444 | +$62,222,591 | AGG, BWX, EBND, PSK, TFI | 13F-HR | 25 Jul 2016, 11:20 |
| Q1 2016 | 392 | $349,000,000 | +$148,357,918 | -$157,731,498 | -$9,373,580 | AGG, SPTL, TFI, SPIB, PSK | 13F-HR | 27 Apr 2016, 10:52 |
| Q4 2015 | 344 | $356,962,000 | +$31,245,627 | -$20,485,204 | +$10,760,423 | AGG, SPLV, PDP, FDN, FXG | 13F-HR | 21 Jan 2016, 16:17 |
| Q3 2015 | 317 | $339,085,000 | +$46,317,458 | -$30,573,946 | +$15,743,512 | AGG, SPLV, PDP, FXD, FXG | 13F-HR | 19 Oct 2015, 18:00 |
| Q2 2015 | 348 | $337,197,000 | +$62,545,892 | -$44,220,017 | +$18,325,875 | AGG, PDP, SPLV, FBT, FXH | 13F-HR | 21 Jul 2015, 13:52 |
| Q1 2015 | 320 | $325,541,000 | +$46,705,798 | -$25,119,034 | +$21,586,764 | AGG, PDP, SPLV, SPTL, FBT | 13F-HR | 07 Apr 2015, 14:21 |
| Q4 2014 | 324 | $297,201,000 | +$60,627,532 | -$48,943,676 | +$11,683,856 | AGG, SPTL, PDP, SPLV, SRLN | 13F-HR | 13 Jan 2015, 13:34 |
| Q3 2014 | 327 | $281,205,000 | +$29,726,945 | -$21,946,743 | +$7,780,202 | AGG, SPTL, SRLN, IBCE, SPLV | 13F-HR | 06 Oct 2014, 09:46 |
| Q2 2014 | 284 | $278,908,000 | +$52,299,638 | -$28,895,466 | +$23,404,172 | AGG, SRLN, SPTL, IBCE, VTI | 13F-HR | 08 Jul 2014, 11:00 |
| Q1 2014 | 237 | $248,404,000 | +$70,185,814 | -$32,306,048 | +$37,879,766 | SRLN, AGG, FLOT, VTI, IBCE | 13F-HR | 08 Apr 2014, 14:27 |
| Q4 2013 | 238 | $206,595,000 | $0 | $0 | $0 | FLOT, SRLN, AGG, BSCJ, IBCE | 13F-HR | 06 Jan 2014, 13:29 |