NORWALK, CT
Allocation by class
Portfolio Concentration
Top 3 weight
68.5%
Top 10 weight
94.8%
Voting Authority Distribution
Total shares with voting rights: 7.78M
Full voting authority
651.60K
shares
Joint voting authority
7.13M
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR S&P 500 ETF TRDFND | TR UNIT | 559.88K | SH | $364.11M 35.18% | 559.88K | 0.00 | 0.00 |
FLEXSHARES TRDFND | MORNSTAR UPSTR | 4.02M | SH | $221.98M 21.45% | 0.00 | 4.02M | 0.00 |
ISHARES TRDFND | MSCI ACWI ETF | 884.51K | SH | $122.39M 11.83% | 0.00 | 884.51K | 0.00 |
VANGUARD INDEX FDSDFND | S&P 500 ETF SHS | 193.20K | SH | $115.45M 11.16% | 20.15K | 173.05K | 0.00 |
ISHARES TRDFND | CORE US AGGBD ET | 533.73K | SH | $52.98M 5.12% | 0.00 | 533.73K | 0.00 |
INVESCO EXCHANGE TRADED FD TDFND | S&P500 EQL WGT | 162.40K | SH | $31.17M 3.01% | 0.00 | 162.40K | 0.00 |
VANGUARD INDEX FDSDFND | REAL ESTATE ETF | 266.71K | SH | $23.66M 2.29% | 0.00 | 266.71K | 0.00 |
ISHARES TRDFND | CORE S&P500 ETF | 32.29K | SH | $21.09M 2.04% | 0.00 | 32.29K | 0.00 |
ISHARES TRDFND | MSCI EMG MKT ETF | 315.05K | SH | $17.89M 1.73% | 0.00 | 315.05K | 0.00 |
ISHARES TRDFND | CORE S&P MCP ETF | 154.95K | SH | $10.46M 1.01% | 0.00 | 154.95K | 0.00 |
ISHARES TRDFND | CORE S&P SCP ETF | 77.86K | SH | $9.68M 0.94% | 0.00 | 77.86K | 0.00 |
GLOBAL X FDSDFND | S&P 500 CATHOLIC | 121.01K | SH | $9.46M 0.91% | 0.00 | 121.01K | 0.00 |
ISHARES TRDFND | 7-10 YR TRSY BD | 90.72K | SH | $8.66M 0.84% | 0.00 | 90.72K | 0.00 |
ISHARES TRDFND | MSCI EAFE ETF | 79K | SH | $7.67M 0.74% | 0.00 | 79K | 0.00 |
VANGUARD SCOTTSDALE FDSDFND | SHRT TRM CORP BD | 60.56K | SH | $4.80M 0.46% | 0.00 | 60.56K | 0.00 |
ISHARES TRDFND | MSCI ACWI EX US | 53.65K | SH | $3.67M 0.35% | 0.00 | 53.65K | 0.00 |
VANGUARD INTL EQUITY INDEX FDFND | ALLWRLD EX US | 28.67K | SH | $2.15M 0.21% | 0.00 | 28.67K | 0.00 |
VANGUARD TAX-MANAGED FDSDFND | VAN FTSE DEV MKT | 32.75K | SH | $2.10M 0.20% | 5.65K | 27.10K | 0.00 |
INVESCO QQQ TRDFND | UNIT SER 1 | 2.60K | SH | $1.50M 0.14% | 0.00 | 2.60K | 0.00 |
VANECK ETF TRUSTDFND | ISRAEL ETF | 18.52K | SH | $1.12M 0.11% | 0.00 | 18.52K | 0.00 |
VIA TRANSN INCDFND | COM CL A | 65.92K | SH | $988.8K 0.10% | 65.92K | 0.00 | 0.00 |
ISHARES TRDFND | ESG OPTIMIZED | 4.63K | SH | $611.5K 0.06% | 0.00 | 4.63K | 0.00 |
ISHARES TRDFND | ESG AWR US AGRGT | 10.24K | SH | $486.8K 0.05% | 0.00 | 10.24K | 0.00 |
VANGUARD INTL EQUITY INDEX FDFND | FTSE EMR MKT ETF | 6.04K | SH | $326.2K 0.03% | 0.00 | 6.04K | 0.00 |
ISHARES TRDFND | INTRM GOV CR ETF | 2.46K | SH | $262.1K 0.03% | 0.00 | 2.46K | 0.00 |