GUILFORD, CT
Allocation by class
Portfolio Concentration
Top 3 weight
20.9%
Top 10 weight
43.1%
Voting Authority Distribution
Total shares with voting rights: 1.19M
Full voting authority
1.19M
shares
Joint voting authority
0.00
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 43.95K | SH | $14.59M 8.56% | 43.95K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 55.99K | SH | $12.75M 7.48% | 55.99K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 24.03K | SH | $8.24M 4.84% | 24.03K | 0.00 | 0.00 |
PALO ALTO NETWORKS INCSOLE | COM | 15.75K | SH | $6.25M 3.67% | 15.75K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 8.20K | SH | $5.75M 3.37% | 8.20K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 10.74K | SH | $5.50M 3.23% | 10.74K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 22.10K | SH | $5.49M 3.22% | 22.10K | 0.00 | 0.00 |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 24.77K | SH | $5.15M 3.02% | 24.77K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 8.02K | SH | $4.89M 2.87% | 8.02K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | MRNGSTR TTL STK | 12.76K | SH | $4.77M 2.80% | 12.76K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 5.57K | SH | $4.25M 2.49% | 5.57K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 9.94K | SH | $3.48M 2.04% | 9.94K | 0.00 | 0.00 |
CROWDSTRIKE HLDGS INCSOLE | CL A | 11.35K | SH | $2.99M 1.76% | 11.35K | 0.00 | 0.00 |
NETFLIX INC.SOLE | COM | 40.93K | SH | $2.84M 1.67% | 40.93K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 25.77K | SH | $2.67M 1.56% | 25.77K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 4.97K | SH | $2.47M 1.45% | 4.97K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 7.48K | SH | $2.47M 1.45% | 7.48K | 0.00 | 0.00 |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 10.96K | SH | $2.40M 1.41% | 10.96K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 9.07K | SH | $2.37M 1.39% | 9.07K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS TOP 200 ETF | 12.38K | SH | $2.35M 1.38% | 12.38K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 33.30K | SH | $2.34M 1.37% | 33.30K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 1.98K | SH | $2.29M 1.34% | 1.98K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 8.56K | SH | $2.26M 1.33% | 8.56K | 0.00 | 0.00 |
WISDOMTREE TRSOLE | FLOATNG RAT TREA | 44.43K | SH | $2.24M 1.31% | 44.43K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 3.07K | SH | $2.22M 1.30% | 3.07K | 0.00 | 0.00 |