STAMFORD, CT
Allocation by class
Portfolio Concentration
Top 3 weight
31.4%
Top 10 weight
54.5%
Voting Authority Distribution
Total shares with voting rights: 2.07M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
2.07M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 59.40K | SH | $38.63M 12.90% | 0.00 | 0.00 | 59.40K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 156.05K | SH | $29.95M 10.00% | 0.00 | 0.00 | 156.05K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 175.51K | SH | $25.61M 8.55% | 0.00 | 0.00 | 175.51K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 99.95K | SH | $21.50M 7.18% | 0.00 | 0.00 | 99.95K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 51.66K | SH | $14.84M 4.95% | 0.00 | 0.00 | 51.66K |
INVESCO EXCH TRADED FD TR IISOLE | S&P500 LOW VOL | 107K | SH | $7.83M 2.61% | 0.00 | 0.00 | 107K |
MICROSOFT CORPSOLE | COM | 18.45K | SH | $6.83M 2.28% | 0.00 | 0.00 | 18.45K |
ABBVIE INCSOLE | COM | 30.64K | SH | $6.66M 2.22% | 0.00 | 0.00 | 30.64K |
ISHARES TRSOLE | SELECT DIVID ETF | 38.43K | SH | $5.82M 1.94% | 0.00 | 0.00 | 38.43K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 71.83K | SH | $5.50M 1.84% | 0.00 | 0.00 | 71.83K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 9.13K | SH | $5.46M 1.82% | 0.00 | 0.00 | 9.13K |
APPLE INCSOLE | COM | 20.79K | SH | $5.28M 1.76% | 0.00 | 0.00 | 20.79K |
ISHARES TRSOLE | CORE US AGGBD ET | 52.08K | SH | $5.17M 1.73% | 0.00 | 0.00 | 52.08K |
ISHARES TRSOLE | CORE S&P500 ETF | 6.51K | SH | $4.26M 1.42% | 0.00 | 0.00 | 6.51K |
PROCTER & GAMBLE COSOLE | COM | 27.54K | SH | $3.98M 1.33% | 0.00 | 0.00 | 27.54K |
ISHARES TRSOLE | PFD AND INCM SEC | 130.53K | SH | $3.96M 1.32% | 0.00 | 0.00 | 130.53K |
SELECT SECTOR SPDR TRSOLE | STATE STREET HEA | 24.10K | SH | $3.53M 1.18% | 0.00 | 0.00 | 24.10K |
TJX COS INC NEWSOLE | COM | 21.89K | SH | $3.50M 1.17% | 0.00 | 0.00 | 21.89K |
SELECT SECTOR SPDR TRSOLE | STATE STREET CON | 31.97K | SH | $3.48M 1.16% | 0.00 | 0.00 | 31.97K |
JOHNSON & JOHNSONSOLE | COM | 13.77K | SH | $3.37M 1.12% | 0.00 | 0.00 | 13.77K |
PROSHARES TRSOLE | S&P 500 DV ARIST | 29.91K | SH | $3.17M 1.06% | 0.00 | 0.00 | 29.91K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 9.07K | SH | $2.91M 0.97% | 0.00 | 0.00 | 9.07K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 34.89K | SH | $2.76M 0.92% | 0.00 | 0.00 | 34.89K |
EXXON MOBIL CORPSOLE | COM | 15.53K | SH | $2.64M 0.88% | 0.00 | 0.00 | 15.53K |
MCDONALDS CORPSOLE | COM | 7.63K | SH | $2.37M 0.79% | 0.00 | 0.00 | 7.63K |