NORWALK, CT
Allocation by class
Portfolio Concentration
Top 3 weight
68.6%
Top 10 weight
94.3%
Voting Authority Distribution
Total shares with voting rights: 7.16M
Full voting authority
647.77K
shares
Joint voting authority
6.51M
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 | 556.38K | SH | $415.49M 38.18% | 556.38K | 0.00 | 0.00 |
FLEXSHARES TRDFND | MORNSTAR UPSTR | 3.41M | SH | $167.96M 15.44% | 0.00 | 3.41M | 0.00 |
ISHARES TRDFND | MSCI ACWI ETF | 1.04M | SH | $162.94M 14.97% | 0.00 | 1.04M | 0.00 |
VANGUARD INDEX FDSDFND | S&P 500 ETF SHS | 191.15K | SH | $131.29M 12.07% | 15.44K | 175.71K | 0.00 |
ISHARES TRDFND | CORE US AGGBD ET | 501.04K | SH | $49.59M 4.56% | 0.00 | 501.04K | 0.00 |
INVESCO EXCHANGE TRADED FD TDFND | S&P500 EQL WGT | 141.95K | SH | $30.20M 2.78% | 0.00 | 141.95K | 0.00 |
ISHARES TRDFND | MSCI EMG MKT ETF | 361.27K | SH | $24.71M 2.27% | 0.00 | 361.27K | 0.00 |
ISHARES TRDFND | CORE S&P500 ETF | 27.67K | SH | $20.72M 1.90% | 0.00 | 27.67K | 0.00 |
ISHARES TRDFND | CORE S&P MCP ETF | 155.34K | SH | $11.98M 1.10% | 0.00 | 155.34K | 0.00 |
ISHARES TRDFND | CORE S&P SCP ETF | 78.10K | SH | $11.58M 1.06% | 0.00 | 78.10K | 0.00 |
VANGUARD INDEX FDSDFND | VALUE ETF | 51.02K | SH | $11.12M 1.02% | 0.00 | 51.02K | 0.00 |
GLOBAL X FDSDFND | S&P 500 CATHOLIC | 121.01K | SH | $10.71M 0.98% | 0.00 | 121.01K | 0.00 |
ISHARES TRDFND | 7-10 YR TRSY BD | 91.63K | SH | $8.67M 0.80% | 0.00 | 91.63K | 0.00 |
VANGUARD SCOTTSDALE FDSDFND | SHRT TRM CORP BD | 61.24K | SH | $4.84M 0.44% | 0.00 | 61.24K | 0.00 |
ISHARES TRDFND | MSCI EAFE ETF | 40.23K | SH | $4.18M 0.38% | 0.00 | 40.23K | 0.00 |
ISHARES TRDFND | MSCI ACWI EX US | 53.49K | SH | $4.07M 0.37% | 0.00 | 53.49K | 0.00 |
VANGUARD INDEX FDSDFND | REAL ESTATE ETF | 41.48K | SH | $4.00M 0.37% | 0.00 | 41.48K | 0.00 |
VANGUARD SCOTTSDALE FDSDFND | MTG-BKD SECS ETF | 63.83K | SH | $2.99M 0.27% | 0.00 | 63.83K | 0.00 |
VANGUARD INTL EQUITY INDEX FDFND | ALLWRLD EX US | 28.80K | SH | $2.41M 0.22% | 0.00 | 28.80K | 0.00 |
VANGUARD TAX-MANAGED FDSDFND | VAN FTSE DEV MKT | 27.86K | SH | $1.98M 0.18% | 1.47K | 26.39K | 0.00 |
INVESCO QQQ TRDFND | UNIT SER 1 | 2.60K | SH | $1.91M 0.18% | 0.00 | 2.60K | 0.00 |
VANECK ETF TRUSTDFND | ISRAEL ETF | 18.52K | SH | $1.20M 0.11% | 0.00 | 18.52K | 0.00 |
VIA TRANSN INCDFND | COM CL A | 65.92K | SH | $1.20M 0.11% | 65.92K | 0.00 | 0.00 |
ISHARES TRDFND | ESG OPTIMIZED | 4.49K | SH | $692.4K 0.06% | 0.00 | 4.49K | 0.00 |
ISHARES TRDFND | ESG AWR US AGRGT | 10.52K | SH | $498.9K 0.05% | 0.00 | 10.52K | 0.00 |