WINDSOR, CT
Allocation by class
Portfolio Concentration
Top 3 weight
13.3%
Top 10 weight
31.1%
Voting Authority Distribution
Total shares with voting rights: 30.09M
Full voting authority
30.09M
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 |
|---|---|---|---|---|---|---|---|
Apple IncSOLE | Common / Ordinary Stock | 642.94K | SH | $186.04M 4.81% | 642.94K | 0.00 | 0.00 |
NVIDIA CorpSOLE | Common / Ordinary Stock | 920.10K | SH | $184.10M 4.76% | 920.10K | 0.00 | 0.00 |
Vanguard Mid-Cap ETFSOLE | Exchange Traded Fund | 1.79M | SH | $144.34M 3.73% | 1.79M | 0.00 | 0.00 |
Microsoft CorpSOLE | Common / Ordinary Stock | 363.80K | SH | $135.70M 3.51% | 363.80K | 0.00 | 0.00 |
Vanguard FTSE Developed Markets ETFSOLE | Exchange Traded Fund | 1.52M | SH | $108.59M 2.81% | 1.52M | 0.00 | 0.00 |
Amazon.com IncSOLE | Common / Ordinary Stock | 430.79K | SH | $102.68M 2.65% | 430.79K | 0.00 | 0.00 |
Alphabet IncSOLE | Common / Ordinary Stock | 279.35K | SH | $99.83M 2.58% | 279.35K | 0.00 | 0.00 |
JPMorgan Chase & CoSOLE | Common / Ordinary Stock | 263.59K | SH | $86.28M 2.23% | 263.59K | 0.00 | 0.00 |
Broadcom INCSOLE | Common / Ordinary Stock | 213.41K | SH | $80.61M 2.08% | 213.41K | 0.00 | 0.00 |
Alphabet IncSOLE | Common / Ordinary Stock | 213.48K | SH | $75.43M 1.95% | 213.48K | 0.00 | 0.00 |
Cisco Systems IncSOLE | Common / Ordinary Stock | 510.62K | SH | $59.98M 1.55% | 510.62K | 0.00 | 0.00 |
iShares MSCI EAFE ETFSOLE | Exchange Traded Fund | 574.75K | SH | $59.71M 1.54% | 574.75K | 0.00 | 0.00 |
Dimensional US Small Cap ETFSOLE | Exchange Traded Fund | 719.31K | SH | $59.23M 1.53% | 719.31K | 0.00 | 0.00 |
Meta Platforms IncSOLE | Common / Ordinary Stock | 101.10K | SH | $56.95M 1.47% | 101.10K | 0.00 | 0.00 |
iShares Core S&P Mid-Cap ETFSOLE | Exchange Traded Fund | 659.40K | SH | $50.85M 1.31% | 659.40K | 0.00 | 0.00 |
Visa IncSOLE | Common / Ordinary Stock | 145.65K | SH | $49.97M 1.29% | 145.65K | 0.00 | 0.00 |
Berkshire Hathaway IncSOLE | Common / Ordinary Stock | 96.12K | SH | $48.10M 1.24% | 96.12K | 0.00 | 0.00 |
Chevron CorpSOLE | Common / Ordinary Stock | 275.64K | SH | $45.69M 1.18% | 275.64K | 0.00 | 0.00 |
Johnson & JohnsonSOLE | Common / Ordinary Stock | 178.35K | SH | $45.30M 1.17% | 178.35K | 0.00 | 0.00 |
Caterpillar IncSOLE | Common / Ordinary Stock | 42.52K | SH | $45.28M 1.17% | 42.52K | 0.00 | 0.00 |
Vanguard Information Technology ETFSOLE | Exchange Traded Fund | 351.44K | SH | $42.00M 1.09% | 351.44K | 0.00 | 0.00 |
AbbVie INCSOLE | Common / Ordinary Stock | 164.35K | SH | $41.36M 1.07% | 164.35K | 0.00 | 0.00 |
Home Depot Inc/TheSOLE | Common / Ordinary Stock | 116.80K | SH | $41.19M 1.06% | 116.80K | 0.00 | 0.00 |
Schwab Short-Term U.S. Treasury ETFSOLE | Exchange Traded Fund | 1.70M | SH | $40.95M 1.06% | 1.70M | 0.00 | 0.00 |
RTX CorpSOLE | Common / Ordinary Stock | 207.93K | SH | $39.45M 1.02% | 207.93K | 0.00 | 0.00 |