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NewSquare Capital LLC

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:
NameTickerClassSharesChangeValueChange% Port% OSHistDate
VANGUARD INDEX FUNDS VTICommon275,77026,93560,746,547,00060,698,972,3076.32  Hist 06/30/2023
SCHWAB US LC ETF SCHXETF610,75859,51131,985,382,00031,960,493,2113.33  Hist 06/30/2023
VANGUARD INTERNATIONAL EQUITY INDEX FUNDS VEUETF491,70667,22526,753,727,00026,732,443,5192.78  Hist 06/30/2023
VANGUARD BOND INDEX FUNDS BNDCommon349,7298,52125,421,801,00025,397,288,6182.64  Hist 06/30/2023
INVESCO EXCHANGE TRADED FD T PDPETF289,896155,52423,490,273,00023,480,725,8692.44  Hist 06/30/2023
INVESCO EXCH TRADED FD TR II SPLVETF361,760208,77822,722,146,00022,712,370,4502.36  Hist 06/30/2023
iSHARES TRUST IJRS&P SMLCAP 600185,5639,11818,491,371,00018,474,672,2291.92  Hist 06/30/2023
FIRST TRUST EXCHANGE-TRADED FUND FXRCommon247,045133,68514,844,934,00014,839,094,8261.54  Hist 06/30/2023
INVESCO EXCH TRADED FD TR II PIZETF464,86231,55014,159,697,00014,147,798,2521.47  Hist 06/30/2023
FIRST TRUST EXCHANGE-TRADED FUND VII FTXGCommon536,591323,98014,069,416,00014,063,664,8721.46  Hist 06/30/2023
FIRST TRUST EXCHANGE-TRADED FUND FDNCommon86,11885,96814,036,373,00014,036,354,5271.46  Hist 06/30/2023
INVESCO EXCH TRADED FD TR II PIEETF726,04156,67013,772,998,00013,761,091,0941.43  Hist 06/30/2023
VANGUARD BOND INDEX FUNDS BIVCommon169,0003,61012,713,907,00012,701,615,1791.32  Hist 06/30/2023
SELECT SECTOR SPDR TRUST XLKCOM68,9795,12611,992,689,00011,984,743,1331.25  Hist 06/30/2023
JPMORGAN CHASE & CO JPMCommon70,20927,95310,211,127,00010,205,460,4891.060.00 Hist 06/30/2023
Unum Group UNMCommon211,18426,49410,073,470,00010,065,892,1531.050.11 Hist 06/30/2023
Merck & Co., Inc. MRKCOM84,86410,2259,792,464,0009,784,182,7761.02  Hist 06/30/2023
SELECT SECTOR SPDR TRUST XLESBI INT-ENERGY120,04410,7639,743,971,0009,734,412,1911.01  Hist 06/30/2023
SPDR SERIES TRUST JNKCommon93,0576,9188,564,077,0008,556,324,4550.89  Hist 06/30/2023
FORD MOTOR CO FCommon539,99770,8448,170,157,0008,164,700,7490.85  Hist 06/30/2023
MSC INDUSTRIAL DIRECT CO INC MSMCL A79,68910,6767,592,736,0007,587,097,6380.790.14 Hist 06/30/2023
PRINCIPAL FINANCIAL GROUP INC PFGCommon98,33815,5787,457,962,0007,451,016,7520.78  Hist 06/30/2023
INTERNATIONAL BUSINESS MACHINES CORP IBMCommon54,2586,2377,260,328,0007,253,562,3320.75  Hist 06/30/2023
SPDR SERIES TRUST WIPCommon170,9801,7707,140,125,0007,133,153,5480.74  Hist 06/30/2023
KELLOGG CO KCommon104,30015,7697,029,800,0007,023,493,0630.73  Hist 06/30/2023
First American Financial Corp FAFCOMMON STOCK122,43232,3526,981,079,0006,976,364,2080.73  Hist 06/30/2023
TORONTO DOMINION BANK TDCommon111,93616,4616,941,131,0006,934,948,0660.72  Hist 06/30/2023
CUMMINS INC CMICommon28,10112,5496,889,290,0006,885,521,8920.720.02 Hist 06/30/2023
Kraft Heinz Co KHCCOM189,96921,6996,743,896,0006,737,045,7240.70  Hist 06/30/2023
SOUTHERN CO SOCommon95,76812,4876,727,708,0006,721,760,8840.70  Hist 06/30/2023
PACKAGING CORP OF AMERICA PKGCommon49,8735,8096,591,173,0006,585,536,7370.690.00 Hist 06/30/2023
CVS HEALTH Corp CVSCommon93,69793,6786,477,274,0006,477,272,2290.670.01 Hist 06/30/2023
PRUDENTIAL FINANCIAL INC PRUCommon73,4469,0186,479,373,0006,472,965,0100.67  Hist 06/30/2023
PEPSICO INC PEPCommon34,8344,5676,451,904,0006,446,435,8880.67  Hist 06/30/2023
CMS ENERGY CORP CMSCommon107,17414,6016,296,473,0006,290,610,3360.65  Hist 06/30/2023
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