GUILFORD, CT
Allocation by class
Portfolio Concentration
Top 3 weight
10.5%
Top 10 weight
25.5%
Voting Authority Distribution
Total shares with voting rights: 6.25M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
6.25M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES CORE S&P 500 ETFSOLE | ETF | 34.27K | SH | $25.67M 5.16% | 0.00 | 0.00 | 34.27K |
WISDOMTREE FLOATING RATE TREASURY FUNDSOLE | ETF | 272.04K | SH | $13.70M 2.75% | 0.00 | 0.00 | 272.04K |
PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUNDSOLE | ETF | 487.32K | SH | $12.92M 2.60% | 0.00 | 0.00 | 487.32K |
SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETFSOLE | ETF | 332.83K | SH | $12.67M 2.54% | 0.00 | 0.00 | 332.83K |
WISDOMTREE YIELD ENHANCED U.S. AGGREGATE BOND FUNDSOLE | ETF | 282.75K | SH | $12.05M 2.42% | 0.00 | 0.00 | 282.75K |
ADVANCED MICRO DEVICES INC COMSOLE | COM | 19.29K | SH | $11.21M 2.25% | 0.00 | 0.00 | 19.29K |
SCHWAB INTERNATIONAL EQUITY ETFSOLE | ETF | 380.09K | SH | $10.53M 2.12% | 0.00 | 0.00 | 380.09K |
APPLE INC COMSOLE | COM | 35.41K | SH | $10.25M 2.06% | 0.00 | 0.00 | 35.41K |
HARBOR INTERNATIONAL COMPOUNDERS ETFSOLE | ETF | 327.16K | SH | $9.97M 2.00% | 0.00 | 0.00 | 327.16K |
SCHWAB U.S. LARGE-CAP GROWTH ETFSOLE | ETF | 235.07K | SH | $7.95M 1.60% | 0.00 | 0.00 | 235.07K |
WISDOMTREE U.S. MIDCAP DIVIDEND FUNDSOLE | ETF | 138.79K | SH | $7.84M 1.58% | 0.00 | 0.00 | 138.79K |
ISHARES MSCI EMERGING MARKETS EX CHINA ETFSOLE | ETF | 75.72K | SH | $7.75M 1.56% | 0.00 | 0.00 | 75.72K |
ISHARES FLOATING RATE BOND ETFSOLE | ETF | 151.62K | SH | $7.74M 1.56% | 0.00 | 0.00 | 151.62K |
STATE STREET SPDR S&P 500 ETFSOLE | ETF | 10.23K | SH | $7.64M 1.53% | 0.00 | 0.00 | 10.23K |
VANGUARD VALUE ETFSOLE | ETF | 34.08K | SH | $7.43M 1.49% | 0.00 | 0.00 | 34.08K |
ALPHABET INC CAP STK CL CSOLE | COM | 20.11K | SH | $7.11M 1.43% | 0.00 | 0.00 | 20.11K |
VANGUARD FTSE DEVELOPED MARKETS ETFSOLE | ETF | 99.23K | SH | $7.07M 1.42% | 0.00 | 0.00 | 99.23K |
MICROSOFT CORP COMSOLE | COM | 18.90K | SH | $7.05M 1.42% | 0.00 | 0.00 | 18.90K |
ALPHABET INC CAP STK CL ASOLE | COM | 19.57K | SH | $7.00M 1.41% | 0.00 | 0.00 | 19.57K |
INVESCO QQQ TRUST SERIES ISOLE | ETF | 9.36K | SH | $6.89M 1.38% | 0.00 | 0.00 | 9.36K |
ISHARES CORE S&P MID-CAP ETFSOLE | ETF | 89.21K | SH | $6.88M 1.38% | 0.00 | 0.00 | 89.21K |
JOHNSON & JOHNSON COMSOLE | COM | 27.06K | SH | $6.87M 1.38% | 0.00 | 0.00 | 27.06K |
WISDOMTREE JAPAN HEDGED EQUITY FUNDSOLE | ETF | 35.57K | SH | $6.17M 1.24% | 0.00 | 0.00 | 35.57K |
FIRST TRUST NASDAQ CYBERSECURITY ETFSOLE | ETF | 67.73K | SH | $6.09M 1.22% | 0.00 | 0.00 | 67.73K |
WISDOMTREE US QUALITY DIVIDEND GROWTH FUNDSOLE | ETF | 62.36K | SH | $5.96M 1.20% | 0.00 | 0.00 | 62.36K |