MERIDEN, CT
Allocation by class
Portfolio Concentration
Top 3 weight
52.0%
Top 10 weight
80.4%
Voting Authority Distribution
Total shares with voting rights: 7.78M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
7.78M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
HARTFORD FDS EXCHANGE TRADEDSOLE | STRATEGIC INCOME | 2.54M | SH | $88.36M 24.19% | 0.00 | 0.00 | 2.54M |
CAPITAL GROUP GROWTH ETFSOLE | SHS CREATION UNI | 1.39M | SH | $56.01M 15.33% | 0.00 | 0.00 | 1.39M |
VANGUARD MALVERN FDSSOLE | CORE BD ETF | 590.87K | SH | $45.72M 12.52% | 0.00 | 0.00 | 590.87K |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 218.32K | SH | $24.12M 6.60% | 0.00 | 0.00 | 218.32K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 114.46K | SH | $21.97M 6.01% | 0.00 | 0.00 | 114.46K |
SSGA ACTIVE ETF TRSOLE | STATE STREET MUL | 496.66K | SH | $17.95M 4.92% | 0.00 | 0.00 | 496.66K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 202.38K | SH | $11.45M 3.13% | 0.00 | 0.00 | 202.38K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 105.44K | SH | $10.32M 2.83% | 0.00 | 0.00 | 105.44K |
SPDR INDEX SHS FDSSOLE | STATE STREET SPD | 221.73K | SH | $10.12M 2.77% | 0.00 | 0.00 | 221.73K |
CAPITAL GRP FIXED INCM ETF TSOLE | MUNICIPAL INCOME | 282.76K | SH | $7.68M 2.10% | 0.00 | 0.00 | 282.76K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 66.53K | SH | $6.43M 1.76% | 0.00 | 0.00 | 66.53K |
COHEN & STEERS ETF TRUSTSOLE | REAL ESTATE ACTI | 242.30K | SH | $6.37M 1.74% | 0.00 | 0.00 | 242.30K |
CAPITAL GROUP DIVIDEND VALUESOLE | SHS CREATION UNI | 142.81K | SH | $6.07M 1.66% | 0.00 | 0.00 | 142.81K |
CAPITAL GRP FIXED INCM ETF TSOLE | CORE PLUS INCM | 262.98K | SH | $5.88M 1.61% | 0.00 | 0.00 | 262.98K |
COLUMBIA ETF TR IISOLE | EM CORE EX ETF | 114.36K | SH | $4.67M 1.28% | 0.00 | 0.00 | 114.36K |
INVESCO ACTVELY MNGD ETC FDSOLE | OPTIMUM YIELD | 260.34K | SH | $4.51M 1.23% | 0.00 | 0.00 | 260.34K |
APPLE INCSOLE | COM | 8.17K | SH | $2.07M 0.57% | 0.00 | 0.00 | 8.17K |
CAPITAL GRP FIXED INCM ETF TSOLE | SHORT DURATION | 74.13K | SH | $1.91M 0.52% | 0.00 | 0.00 | 74.13K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 18.08K | SH | $1.73M 0.47% | 0.00 | 0.00 | 18.08K |
CALAMOS ETF TRSOLE | S&P 500 STRUCTU | 56.59K | SH | $1.47M 0.40% | 0.00 | 0.00 | 56.59K |
EXXON MOBIL CORPSOLE | COM | 8.40K | SH | $1.43M 0.39% | 0.00 | 0.00 | 8.40K |
T ROWE PRICE ETF INCSOLE | INTERNATIONAL EQ | 33.16K | SH | $1.15M 0.31% | 0.00 | 0.00 | 33.16K |
RTX CORPORATIONSOLE | COM | 5.76K | SH | $1.11M 0.30% | 0.00 | 0.00 | 5.76K |
PROCTER & GAMBLE COSOLE | COM | 7.31K | SH | $1.06M 0.29% | 0.00 | 0.00 | 7.31K |
WALMART INCSOLE | COM | 8.02K | SH | $996.0K 0.27% | 0.00 | 0.00 | 8.02K |