WINDSOR, CT
Allocation by class
Portfolio Concentration
Top 3 weight
13.3%
Top 10 weight
30.3%
Voting Authority Distribution
Total shares with voting rights: 29.36M
Full voting authority
29.36M
shares
Joint voting authority
0.00
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CorpSOLE | Common / Ordinary Stock | 985.38K | SH | $171.85M 4.68% | 985.38K | 0.00 | 0.00 |
Apple IncSOLE | Common / Ordinary Stock | 670.96K | SH | $170.28M 4.64% | 670.96K | 0.00 | 0.00 |
Vanguard Mid-Cap ETFSOLE | Exchange Traded Fund | 514.39K | SH | $147.72M 4.02% | 514.39K | 0.00 | 0.00 |
Microsoft CorpSOLE | Common / Ordinary Stock | 369.14K | SH | $136.65M 3.72% | 369.14K | 0.00 | 0.00 |
Vanguard FTSE Developed Markets ETFSOLE | Exchange Traded Fund | 1.55M | SH | $99.62M 2.71% | 1.55M | 0.00 | 0.00 |
Amazon.com IncSOLE | Common / Ordinary Stock | 446.94K | SH | $93.09M 2.53% | 446.94K | 0.00 | 0.00 |
Alphabet IncSOLE | Common / Ordinary Stock | 304.46K | SH | $87.55M 2.38% | 304.46K | 0.00 | 0.00 |
JPMorgan Chase & CoSOLE | Common / Ordinary Stock | 257.88K | SH | $75.86M 2.07% | 257.88K | 0.00 | 0.00 |
Broadcom INCSOLE | Common / Ordinary Stock | 215.40K | SH | $66.67M 1.82% | 215.40K | 0.00 | 0.00 |
Alphabet IncSOLE | Common / Ordinary Stock | 220.85K | SH | $63.35M 1.73% | 220.85K | 0.00 | 0.00 |
Chevron CorpSOLE | Common / Ordinary Stock | 285.55K | SH | $59.08M 1.61% | 285.55K | 0.00 | 0.00 |
iShares MSCI EAFE ETFSOLE | Exchange Traded Fund | 607.22K | SH | $58.98M 1.61% | 607.22K | 0.00 | 0.00 |
Meta Platforms IncSOLE | Common / Ordinary Stock | 99.37K | SH | $56.85M 1.55% | 99.37K | 0.00 | 0.00 |
Dimensional US Small Cap ETFSOLE | Exchange Traded Fund | 735.42K | SH | $52.31M 1.42% | 735.42K | 0.00 | 0.00 |
iShares Core S&P Mid-Cap ETFSOLE | Exchange Traded Fund | 708.90K | SH | $47.87M 1.30% | 708.90K | 0.00 | 0.00 |
Johnson & JohnsonSOLE | Common / Ordinary Stock | 185.26K | SH | $45.29M 1.23% | 185.26K | 0.00 | 0.00 |
Visa IncSOLE | Common / Ordinary Stock | 148.23K | SH | $44.80M 1.22% | 148.23K | 0.00 | 0.00 |
Walmart IncSOLE | Common / Ordinary Stock | 355.35K | SH | $44.16M 1.20% | 355.35K | 0.00 | 0.00 |
Berkshire Hathaway IncSOLE | Common / Ordinary Stock | 90.40K | SH | $43.32M 1.18% | 90.40K | 0.00 | 0.00 |
RTX CorpSOLE | Common / Ordinary Stock | 218.44K | SH | $42.14M 1.15% | 218.44K | 0.00 | 0.00 |
Cisco Systems IncSOLE | Common / Ordinary Stock | 529.46K | SH | $41.08M 1.12% | 529.46K | 0.00 | 0.00 |
McDonald's CORPSOLE | Common / Ordinary Stock | 125.42K | SH | $38.98M 1.06% | 125.42K | 0.00 | 0.00 |
Home Depot Inc/TheSOLE | Common / Ordinary Stock | 118.26K | SH | $38.90M 1.06% | 118.26K | 0.00 | 0.00 |
Procter & Gamble CO/THESOLE | Common / Ordinary Stock | 263.16K | SH | $38.01M 1.04% | 263.16K | 0.00 | 0.00 |
AbbVie INCSOLE | Common / Ordinary Stock | 168.18K | SH | $36.58M 1.00% | 168.18K | 0.00 | 0.00 |