GUILFORD, CT
Allocation by class
Portfolio Concentration
Top 3 weight
10.9%
Top 10 weight
25.5%
Voting Authority Distribution
Total shares with voting rights: 6.08M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
6.08M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES CORE S&P 500 ETFSOLE | ETF | 34.44K | SH | $22.50M 5.08% | 0.00 | 0.00 | 34.44K |
WISDOMTREE FLOATING RATE TREASURY FUNDSOLE | ETF | 270.13K | SH | $13.60M 3.07% | 0.00 | 0.00 | 270.13K |
PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUNDSOLE | ETF | 471.28K | SH | $12.35M 2.79% | 0.00 | 0.00 | 471.28K |
WISDOMTREE YIELD ENHANCED U.S. AGGREGATE BOND FUNDSOLE | ETF | 264.85K | SH | $11.51M 2.60% | 0.00 | 0.00 | 264.85K |
HARBOR INTERNATIONAL COMPOUNDERS ETFSOLE | ETF | 385.81K | SH | $11.16M 2.52% | 0.00 | 0.00 | 385.81K |
SCHWAB FUNDAMENTAL U.S. SMALL COMPANYSOLE | ETF | 328.71K | SH | $10.66M 2.41% | 0.00 | 0.00 | 328.71K |
APPLE INC COMSOLE | COM | 35.54K | SH | $9.02M 2.04% | 0.00 | 0.00 | 35.54K |
ISHARES MSCI EMERGING MARKETS EX CHINA ETFSOLE | ETF | 99.70K | SH | $7.84M 1.77% | 0.00 | 0.00 | 99.70K |
ISHARES FLOATING RATE BOND ETFSOLE | ETF | 143.51K | SH | $7.31M 1.65% | 0.00 | 0.00 | 143.51K |
WISDOMTREE U.S. MIDCAP DIVIDEND FUNDSOLE | ETF | 137.79K | SH | $7.24M 1.63% | 0.00 | 0.00 | 137.79K |
SCHWAB U.S. LARGE-CAP GROWTH ETFSOLE | ETF | 241.22K | SH | $7.03M 1.59% | 0.00 | 0.00 | 241.22K |
JOHNSON & JOHNSON COMSOLE | COM | 27.42K | SH | $6.70M 1.51% | 0.00 | 0.00 | 27.42K |
SCHWAB INTERNATIONAL EQUITYSOLE | ETF | 269.93K | SH | $6.68M 1.51% | 0.00 | 0.00 | 269.93K |
STATE STREET SPDR S&P 500 ETFSOLE | ETF | 10.22K | SH | $6.64M 1.50% | 0.00 | 0.00 | 10.22K |
VANGUARD VALUESOLE | ETF | 33.54K | SH | $6.58M 1.49% | 0.00 | 0.00 | 33.54K |
VANGUARD FTSE DEVELOPED MARKETS ETFSOLE | ETF | 96.51K | SH | $6.18M 1.40% | 0.00 | 0.00 | 96.51K |
MICROSOFT CORP COMSOLE | COM | 16.52K | SH | $6.11M 1.38% | 0.00 | 0.00 | 16.52K |
ALPHABET INC CAP STK CL CSOLE | COM | 20.75K | SH | $5.95M 1.34% | 0.00 | 0.00 | 20.75K |
ISHARES CORE S&P MID-CAPSOLE | ETF | 87.22K | SH | $5.89M 1.33% | 0.00 | 0.00 | 87.22K |
WISDOMTREE JAPAN HEDGED EQUITY FUNDSOLE | ETF | 36.42K | SH | $5.78M 1.30% | 0.00 | 0.00 | 36.42K |
ADVANCED MICRO DEVICES INC COMSOLE | COM | 27.47K | SH | $5.59M 1.26% | 0.00 | 0.00 | 27.47K |
INVESCO QQQ TRUST SERIES ISOLE | ETF | 9.32K | SH | $5.38M 1.21% | 0.00 | 0.00 | 9.32K |
ISHARES 1-5 YEAR INVMT GRD CORP BDSOLE | ETF | 101.44K | SH | $5.33M 1.20% | 0.00 | 0.00 | 101.44K |
WISDOMTREE US QUALITY DIVIDEND GROWTH FUNDSOLE | ETF | 60.02K | SH | $5.27M 1.19% | 0.00 | 0.00 | 60.02K |
ALPHABET INC CAP STK CL ASOLE | COM | 17.93K | SH | $5.15M 1.16% | 0.00 | 0.00 | 17.93K |