WESTPORT, CT
Allocation by class
Portfolio Concentration
Top 3 weight
92.0%
Top 10 weight
99.7%
Voting Authority Distribution
Total shares with voting rights: 2.32M
Full voting authority
1.42M
shares
Joint voting authority
896.25K
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR GOLD TRSOLE | GOLD SHS | 1.11M | SH | $476.07M 87.01% | 1.11M | 0.00 | 0.00 |
ISHARES TRDFND | TIPS BD ETF | 126.19K | SH | $13.93M 2.54% | 0.00 | 126.19K | 0.00 |
ISHARES TRDFND | 20 YR TR BD ETF | 154.65K | SH | $13.42M 2.45% | 0.00 | 154.65K | 0.00 |
ISHARES GOLD TRDFND | ISHARES NEW | 149.48K | SH | $12.70M 2.32% | 0.00 | 149.48K | 0.00 |
VANGUARD TAX-MANAGED FDSDFND | VAN FTSE DEV MKT | 113.06K | SH | $7.01M 1.28% | 0.00 | 113.06K | 0.00 |
VANGUARD INDEX FDSDFND | S&P 500 ETF SHS | 10.84K | SH | $6.29M 1.15% | 0.00 | 10.84K | 0.00 |
VANGUARD INTL EQUITY INDEX FDFND | FTSE EMR MKT ETF | 100.29K | SH | $5.26M 0.96% | 0.00 | 100.29K | 0.00 |
BETA TECHNOLOGIES INCSOLE | COM SHS CL A | 313.99K | SH | $4.62M 0.84% | 313.99K | 0.00 | 0.00 |
INVESCO DB COMMDY INDX TRCKDFND | UNIT | 155.96K | SH | $4.56M 0.83% | 0.00 | 155.96K | 0.00 |
ISHARES S&P GSCI COMMODITY-DFND | UNIT BEN INT | 52.09K | SH | $1.70M 0.31% | 0.00 | 52.09K | 0.00 |
BARCLAYS BANK PLCDFND | DJUBS CMDT ETN36 | 33.69K | SH | $1.62M 0.30% | 0.00 | 33.69K | 0.00 |