NORWICH, CT
Allocation by class
Portfolio Concentration
Top 3 weight
28.8%
Top 10 weight
52.2%
Voting Authority Distribution
Total shares with voting rights: 591.38K
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
591.38K
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 18.59K | SH | $13.88M 11.96% | 0.00 | 0.00 | 18.59K |
SELECT SECTOR SPDR TRSOLE | ST STR TECHN ETF | 64.10K | SH | $12.21M 10.52% | 0.00 | 0.00 | 64.10K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 19.73K | SH | $7.30M 6.29% | 0.00 | 0.00 | 19.73K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 25.93K | SH | $6.13M 5.29% | 0.00 | 0.00 | 25.93K |
VANGUARD WORLD FDSOLE | MEGA GRWTH IND | 47.11K | SH | $4.14M 3.57% | 0.00 | 0.00 | 47.11K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 23.77K | SH | $3.76M 3.24% | 0.00 | 0.00 | 23.77K |
SELECT SECTOR SPDR TRSOLE | ST STR SVC ETF | 33.66K | SH | $3.61M 3.11% | 0.00 | 0.00 | 33.66K |
MICROSOFT CORPSOLE | COM | 9.12K | SH | $3.40M 2.93% | 0.00 | 0.00 | 9.12K |
ISHARES TRSOLE | ISHARES SEMICDTR | 5.21K | SH | $3.34M 2.88% | 0.00 | 0.00 | 5.21K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 31.86K | SH | $2.74M 2.36% | 0.00 | 0.00 | 31.86K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 3.75K | SH | $2.57M 2.22% | 0.00 | 0.00 | 3.75K |
ISHARES TRSOLE | CORE S&P500 ETF | 3.20K | SH | $2.39M 2.06% | 0.00 | 0.00 | 3.20K |
SELECT SECTOR SPDR TRSOLE | ST STR DISCR ETF | 20.07K | SH | $2.35M 2.03% | 0.00 | 0.00 | 20.07K |
CATERPILLAR INCSOLE | COM | 2.15K | SH | $2.28M 1.97% | 0.00 | 0.00 | 2.15K |
RTX CORPORATIONSOLE | COM | 9.78K | SH | $1.85M 1.60% | 0.00 | 0.00 | 9.78K |
VISA INCSOLE | COM CL A | 5.31K | SH | $1.82M 1.57% | 0.00 | 0.00 | 5.31K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 3.60K | SH | $1.80M 1.55% | 0.00 | 0.00 | 3.60K |
ALPHABET INCSOLE | CAP STK CL C | 5.10K | SH | $1.80M 1.55% | 0.00 | 0.00 | 5.10K |
VANECK ETF TRUSTSOLE | SEMICONDUCTR ETF | 2.69K | SH | $1.76M 1.52% | 0.00 | 0.00 | 2.69K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 2.30K | SH | $1.69M 1.46% | 0.00 | 0.00 | 2.30K |
APPLE INCSOLE | COM | 5.70K | SH | $1.65M 1.42% | 0.00 | 0.00 | 5.70K |
MARRIOTT INTL INC NEWSOLE | CL A | 4.19K | SH | $1.55M 1.34% | 0.00 | 0.00 | 4.19K |
SELECT SECTOR SPDR TRSOLE | ST STR UTIL ETF | 33.70K | SH | $1.53M 1.32% | 0.00 | 0.00 | 33.70K |
AMAZON COM INCSOLE | COM | 6.36K | SH | $1.52M 1.31% | 0.00 | 0.00 | 6.36K |
PHILIP MORRIS INTL INCSOLE | COM | 7.45K | SH | $1.35M 1.16% | 0.00 | 0.00 | 7.45K |