SOUTH BURLINGTON, VT
Allocation by class
Portfolio Concentration
Top 3 weight
23.7%
Top 10 weight
46.6%
Voting Authority Distribution
Total shares with voting rights: 249.51M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
249.51M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARESTRSOLE | COREUSAGGBDET | 250.46K | SH | $24.79M 9.93% | 0.00 | 0.00 | 24.79M |
ISHARESTRSOLE | CORES&P500ETF | 36.01K | SH | $20.30M 8.14% | 0.00 | 0.00 | 20.30M |
ISHARESTRSOLE | CORES&PMCPETF | 240.22K | SH | $14.09M 5.65% | 0.00 | 0.00 | 14.09M |
ISHARESTRSOLE | 37YRTREASBD | 104.50K | SH | $12.33M 4.94% | 0.00 | 0.00 | 12.33M |
ISHARESTRSOLE | 10+YRINVSTGRD | 194.40K | SH | $9.77M 3.91% | 0.00 | 0.00 | 9.77M |
FiservCorpSOLE | COM | 35.23K | SH | $7.82M 3.13% | 0.00 | 0.00 | 7.82M |
ISHARESTRSOLE | 13YRTREASBD | 91.23K | SH | $7.52M 3.02% | 0.00 | 0.00 | 7.52M |
AppleComputerIncSOLE | COM | 31.98K | SH | $7.14M 2.86% | 0.00 | 0.00 | 7.14M |
MicrosoftCorp.SOLE | COM | 16.63K | SH | $6.36M 2.55% | 0.00 | 0.00 | 6.36M |
NvidiaCorpSOLE | COM | 56.45K | SH | $6.22M 2.49% | 0.00 | 0.00 | 6.22M |
AmazonComIncSOLE | COM | 26.57K | SH | $5.11M 2.05% | 0.00 | 0.00 | 5.11M |
CostcoCompaniesIncSOLE | COM | 5.21K | SH | $4.97M 1.99% | 0.00 | 0.00 | 4.97M |
LowesSOLE | COM | 20.91K | SH | $4.89M 1.96% | 0.00 | 0.00 | 4.89M |
CumminsIncSOLE | COM | 15.43K | SH | $4.87M 1.95% | 0.00 | 0.00 | 4.87M |
ISHARESTRSOLE | 20YRTRBDETF | 53.17K | SH | $4.86M 1.95% | 0.00 | 0.00 | 4.86M |
UnionPacificCorpSOLE | COM | 19.90K | SH | $4.72M 1.89% | 0.00 | 0.00 | 4.72M |
ISHARESTRSOLE | CORES&PUSVLU | 50.17K | SH | $4.62M 1.85% | 0.00 | 0.00 | 4.62M |
VANGUARDWORLDFDSSOLE | INFTECHETF | 8.44K | SH | $4.61M 1.85% | 0.00 | 0.00 | 4.61M |
FIDELITYCOVINGTONTRUSTSOLE | MSCIENERGYIDX | 175.57K | SH | $4.51M 1.81% | 0.00 | 0.00 | 4.51M |
FIDELITYCOVINGTONTRUSTSOLE | MSCIHLTHCAREI | 65.13K | SH | $4.37M 1.75% | 0.00 | 0.00 | 4.37M |
AccentureLTDSOLE | SHSCLASSA | 13.46K | SH | $4.22M 1.69% | 0.00 | 0.00 | 4.22M |
DetroitEdisonSOLE | COM | 30.16K | SH | $4.16M 1.67% | 0.00 | 0.00 | 4.16M |
ISHARESINCSOLE | MSCIEMRGCHN | 73.16K | SH | $4.05M 1.62% | 0.00 | 0.00 | 4.05M |
ISHARESTRSOLE | SPSMCP600VLETF | 40.96K | SH | $4.00M 1.60% | 0.00 | 0.00 | 4M |
AlphabetIncClassCSOLE | CAPSTKCLC | 25.06K | SH | $3.98M 1.60% | 0.00 | 0.00 | 3.98M |