GLASTONBURY, CT
Allocation by class
Portfolio Concentration
Top 3 weight
61.7%
Top 10 weight
77.9%
Voting Authority Distribution
Total shares with voting rights: 777.46K
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
777.46K
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 138.82K | SH | $44.53M 47.23% | 0.00 | 0.00 | 138.82K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 95.81K | SH | $7.39M 7.84% | 0.00 | 0.00 | 95.81K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 85.46K | SH | $6.29M 6.68% | 0.00 | 0.00 | 85.46K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 5.70K | SH | $3.71M 3.93% | 0.00 | 0.00 | 5.70K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 13.07K | SH | $3.42M 3.63% | 0.00 | 0.00 | 13.07K |
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL US L | 68.53K | SH | $1.91M 2.02% | 0.00 | 0.00 | 68.53K |
VANGUARD INDEX FDSSOLE | EXTEND MKT ETF | 8.98K | SH | $1.85M 1.96% | 0.00 | 0.00 | 8.98K |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 20.70K | SH | $1.55M 1.65% | 0.00 | 0.00 | 20.70K |
ISHARES TRSOLE | IBDS DEC28 ETF | 57.23K | SH | $1.45M 1.54% | 0.00 | 0.00 | 57.23K |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 15.12K | SH | $1.34M 1.42% | 0.00 | 0.00 | 15.12K |
APPLE INCSOLE | COM | 4.45K | SH | $1.13M 1.20% | 0.00 | 0.00 | 4.45K |
PUTNAM ETF TRUSTSOLE | FOCUSED LAR CAP | 23.46K | SH | $1.09M 1.15% | 0.00 | 0.00 | 23.46K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 4.87K | SH | $956.3K 1.01% | 0.00 | 0.00 | 4.87K |
VANGUARD INDEX FDSSOLE | MCAP GR IDXVIP | 3.51K | SH | $902.8K 0.96% | 0.00 | 0.00 | 3.51K |
ISHARES TRSOLE | 0-3 MNTH TREASRY | 8.87K | SH | $893.3K 0.95% | 0.00 | 0.00 | 8.87K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 4.15K | SH | $797.3K 0.85% | 0.00 | 0.00 | 4.15K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 2.40K | SH | $690.7K 0.73% | 0.00 | 0.00 | 2.40K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P 500 TOP 50 | 12.28K | SH | $670.0K 0.71% | 0.00 | 0.00 | 12.28K |
RBB FD INCSOLE | F/M US TREASURY | 13.09K | SH | $652.9K 0.69% | 0.00 | 0.00 | 13.09K |
FIRST TR EXCHANGE TRADED FDSOLE | NASD TECH DIV | 6.80K | SH | $636.6K 0.68% | 0.00 | 0.00 | 6.80K |
VANGUARD INDEX FDSSOLE | LARGE CAP ETF | 2.09K | SH | $624.6K 0.66% | 0.00 | 0.00 | 2.09K |
MICROSOFT CORPSOLE | COM | 1.64K | SH | $608.7K 0.65% | 0.00 | 0.00 | 1.64K |
ISHARES TRSOLE | CORE S&P500 ETF | 855.00 | SH | $558.2K 0.59% | 0.00 | 0.00 | 855.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 8.21K | SH | $525.9K 0.56% | 0.00 | 0.00 | 8.21K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL TEC | 11.37K | SH | $514.8K 0.55% | 0.00 | 0.00 | 11.37K |