N.E.W. Advisory Services LLC

**N.E.W. Advisory Services LLC** manages $1.4B across a diversified portfolio of 892 positions. The fund exhibits significant core equity exposure, anchored by VTI at $241.6M and SPYV at $86.5M. Notable allocations include substantial fixed income holdings in IAGG ($60.5M) and BND ($35.2M), alongside tactical bets in sector-specific ETFs such as JPST ($58.6M) and SPAB ($54.3M). This structure suggests a mandate balancing broad market capture with targeted sector and fixed-income duration management.

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