AVON, CT
Allocation by class
Portfolio Concentration
Top 3 weight
12.5%
Top 10 weight
33.2%
Voting Authority Distribution
Total shares with voting rights: 2.13M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
2.13M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
INVESCO QQQ TRSOLE | UNIT SER 1 | 13.57K | SH | $7.83M 4.58% | 0.00 | 0.00 | 13.57K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 12.37K | SH | $7.39M 4.32% | 0.00 | 0.00 | 12.37K |
RTX CORPORATIONSOLE | COM | 32.19K | SH | $6.21M 3.63% | 0.00 | 0.00 | 32.19K |
APPLE INCSOLE | COM | 22.38K | SH | $5.68M 3.32% | 0.00 | 0.00 | 22.38K |
VANGUARD WORLD FDSOLE | MEGA GRWTH IND | 14.75K | SH | $5.42M 3.17% | 0.00 | 0.00 | 14.75K |
GALAXY DIGITAL INC.SOLE | CL A | 283.50K | SH | $5.23M 3.06% | 0.00 | 0.00 | 283.50K |
ISHARES TRSOLE | CORE S&P500 ETF | 7.88K | SH | $5.15M 3.01% | 0.00 | 0.00 | 7.88K |
VANGUARD WORLD FDSOLE | MEGA CAP VAL ETF | 33.20K | SH | $4.81M 2.81% | 0.00 | 0.00 | 33.20K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 80.21K | SH | $4.54M 2.65% | 0.00 | 0.00 | 80.21K |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 155.05K | SH | $4.52M 2.64% | 0.00 | 0.00 | 155.05K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 41.62K | SH | $4.08M 2.38% | 0.00 | 0.00 | 41.62K |
ISHARES TRSOLE | CORE DIV GRWTH | 56.59K | SH | $3.97M 2.32% | 0.00 | 0.00 | 56.59K |
ALPHABET INCSOLE | CAP STK CL A | 13.59K | SH | $3.91M 2.28% | 0.00 | 0.00 | 13.59K |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 143.31K | SH | $3.67M 2.15% | 0.00 | 0.00 | 143.31K |
FIDELITY WISE ORIGIN BITCOINSOLE | SHS | 61.49K | SH | $3.63M 2.12% | 0.00 | 0.00 | 61.49K |
NVIDIA CORPORATIONSOLE | COM | 19.11K | SH | $3.33M 1.95% | 0.00 | 0.00 | 19.11K |
ISHARES TRSOLE | MSCI USA MIN VOL | 35.74K | SH | $3.31M 1.94% | 0.00 | 0.00 | 35.74K |
MICROSOFT CORPSOLE | COM | 8.63K | SH | $3.19M 1.87% | 0.00 | 0.00 | 8.63K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 69.80K | SH | $3.15M 1.84% | 0.00 | 0.00 | 69.80K |
AMERICAN CENTY ETF TRSOLE | INTL EQT ETF | 34.97K | SH | $2.97M 1.73% | 0.00 | 0.00 | 34.97K |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 25.07K | SH | $2.77M 1.62% | 0.00 | 0.00 | 25.07K |
VANGUARD INDEX FDSSOLE | SML CP GRW ETF | 8.60K | SH | $2.60M 1.52% | 0.00 | 0.00 | 8.60K |
META PLATFORMS INCSOLE | CL A | 4.28K | SH | $2.45M 1.43% | 0.00 | 0.00 | 4.28K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P 500 TOP 50 | 44.93K | SH | $2.45M 1.43% | 0.00 | 0.00 | 44.93K |
VANGUARD WHITEHALL FDSSOLE | INTL HIGH ETF | 25.69K | SH | $2.42M 1.42% | 0.00 | 0.00 | 25.69K |