MADISON, CT
Allocation by class
Portfolio Concentration
Top 3 weight
17.4%
Top 10 weight
34.7%
Voting Authority Distribution
Total shares with voting rights: 4.29M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
4.29M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 112.66K | SH | $16.69M 7.02% | 0.00 | 0.00 | 112.66K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 35.79K | SH | $15.63M 6.58% | 0.00 | 0.00 | 35.79K |
APPLE INCSOLE | COM | 35.47K | SH | $9.00M 3.79% | 0.00 | 0.00 | 35.47K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 31.86K | SH | $8.35M 3.51% | 0.00 | 0.00 | 31.86K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 26.61K | SH | $5.72M 2.41% | 0.00 | 0.00 | 26.61K |
INVESCO EXCH TRD SLF IDX FDSOLE | BULSHS 2026 CB | 289.71K | SH | $5.66M 2.38% | 0.00 | 0.00 | 289.71K |
INVESCO EXCH TRD SLF IDX FDSOLE | BULSHS 2027 CB | 288.10K | SH | $5.65M 2.38% | 0.00 | 0.00 | 288.10K |
INVESCO EXCH TRD SLF IDX FDSOLE | INVSCO BLSH 28 | 269.08K | SH | $5.50M 2.31% | 0.00 | 0.00 | 269.08K |
INVESCO EXCH TRD SLF IDX FDSOLE | BULETSHS 2029 | 283.99K | SH | $5.30M 2.23% | 0.00 | 0.00 | 283.99K |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 34.14K | SH | $4.99M 2.10% | 0.00 | 0.00 | 34.14K |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 34.75K | SH | $4.81M 2.02% | 0.00 | 0.00 | 34.75K |
J P MORGAN EXCHANGE TRADED FSOLE | ULTRA SHRT ETF | 88.86K | SH | $4.50M 1.89% | 0.00 | 0.00 | 88.86K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 7.45K | SH | $4.45M 1.87% | 0.00 | 0.00 | 7.45K |
ISHARES TRSOLE | CORE S&P500 ETF | 6.81K | SH | $4.45M 1.87% | 0.00 | 0.00 | 6.81K |
INVESCO EXCH TRD SLF IDX FDSOLE | INVSCO BLSH 26 | 191.10K | SH | $4.43M 1.86% | 0.00 | 0.00 | 191.10K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 6.65K | SH | $4.32M 1.82% | 0.00 | 0.00 | 6.65K |
INVESCO EXCH TRD SLF IDX FDSOLE | INVSCO 30 CORP | 254.82K | SH | $4.26M 1.79% | 0.00 | 0.00 | 254.82K |
INVESCO EXCH TRD SLF IDX FDSOLE | BULETSHS 2027 | 186.90K | SH | $4.18M 1.76% | 0.00 | 0.00 | 186.90K |
INVESCO EXCH TRD SLF IDX FDSOLE | INVSCO 28 HYCORP | 184.72K | SH | $4.01M 1.69% | 0.00 | 0.00 | 184.72K |
INVESCO EXCH TRD SLF IDX FDSOLE | BULETSHS 2029 HG | 185.06K | SH | $3.89M 1.64% | 0.00 | 0.00 | 185.06K |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 50.91K | SH | $3.82M 1.61% | 0.00 | 0.00 | 50.91K |
INVESCO EXCH TRD SLF IDX FDSOLE | BULLETSHS 2030 | 143.90K | SH | $3.68M 1.55% | 0.00 | 0.00 | 143.90K |
ISHARES TRSOLE | S&P 500 GRWT ETF | 30.92K | SH | $3.50M 1.47% | 0.00 | 0.00 | 30.92K |
ALPHABET INCSOLE | CAP STK CL A | 11.21K | SH | $3.22M 1.36% | 0.00 | 0.00 | 11.21K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 43.37K | SH | $3.19M 1.34% | 0.00 | 0.00 | 43.37K |