MERIDEN, CT
Allocation by class
Portfolio Concentration
Top 3 weight
52.0%
Top 10 weight
80.7%
Voting Authority Distribution
Total shares with voting rights: 8.22M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
8.22M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
HARTFORD FDS EXCHANGE TRADEDSOLE | STRAT INCOM ETF | 2.74M | SH | $96.42M 23.05% | 0.00 | 0.00 | 2.74M |
CAPITAL GROUP GROWTH ETFSOLE | SHS CREAT UNIT | 1.53M | SH | $72.31M 17.29% | 0.00 | 0.00 | 1.53M |
VANGUARD MALVERN FDSSOLE | CORE BD ETF | 632.97K | SH | $48.89M 11.69% | 0.00 | 0.00 | 632.97K |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 233.55K | SH | $29.14M 6.97% | 0.00 | 0.00 | 233.55K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 126.09K | SH | $26.83M 6.41% | 0.00 | 0.00 | 126.09K |
SSGA ACTIVE ETF TRSOLE | ST STR REAL ETF | 508.25K | SH | $17.54M 4.19% | 0.00 | 0.00 | 508.25K |
SPDR SERIES TRUSTSOLE | ST STR P500GRW | 101.46K | SH | $12.07M 2.89% | 0.00 | 0.00 | 101.46K |
SPDR SERIES TRUSTSOLE | ST STR P500VAL | 196.25K | SH | $11.93M 2.85% | 0.00 | 0.00 | 196.25K |
CAPITAL GROUP DIVIDEND VALUESOLE | SHS CREAT UNIT | 231.46K | SH | $11.41M 2.73% | 0.00 | 0.00 | 231.46K |
SPDR INDEX SHS FDSSOLE | ST STR PO EX ETF | 214.55K | SH | $10.81M 2.58% | 0.00 | 0.00 | 214.55K |
CAPITAL GRP FIXED INCM ETF TSOLE | MUN INM ETF | 291.29K | SH | $8.00M 1.91% | 0.00 | 0.00 | 291.29K |
SPDR SERIES TRUSTSOLE | ST STR SP600GRWO | 66.06K | SH | $7.87M 1.88% | 0.00 | 0.00 | 66.06K |
COHEN & STEERS ETF TRUSTSOLE | REAL EST ACT ETF | 251.15K | SH | $7.13M 1.70% | 0.00 | 0.00 | 251.15K |
COLUMBIA ETF TR IISOLE | EM CORE EX ETF | 116.11K | SH | $6.14M 1.47% | 0.00 | 0.00 | 116.11K |
T ROWE PRICE EXCHANGE-TRADEDSOLE | INTL EQUITY ETF | 128.03K | SH | $4.91M 1.17% | 0.00 | 0.00 | 128.03K |
INVESCO ACTVELY MNGD ETC FDSOLE | OPTIMUM YIELD | 233.70K | SH | $3.71M 0.89% | 0.00 | 0.00 | 233.70K |
CAPITAL GRP FIXED INCM ETF TSOLE | CORE PLUS INCM | 133.13K | SH | $2.97M 0.71% | 0.00 | 0.00 | 133.13K |
APPLE INCSOLE | COM | 7.92K | SH | $2.29M 0.55% | 0.00 | 0.00 | 7.92K |
SPDR SERIES TRUSTSOLE | ST STR SP400GRW | 18.38K | SH | $2.06M 0.49% | 0.00 | 0.00 | 18.38K |
CAPITAL GRP FIXED INCM ETF TSOLE | SHORT DURATION | 66K | SH | $1.70M 0.41% | 0.00 | 0.00 | 66K |
CALAMOS ETF TRSOLE | S&P 500 STRUCTU | 54.59K | SH | $1.46M 0.35% | 0.00 | 0.00 | 54.59K |
SPDR INDEX SHS FDSSOLE | ST STR MSCI GLB | 16.34K | SH | $1.40M 0.33% | 0.00 | 0.00 | 16.34K |
RTX CORPORATIONSOLE | COM | 6.96K | SH | $1.32M 0.32% | 0.00 | 0.00 | 6.96K |
EXXON MOBIL CORPSOLE | COM | 8.62K | SH | $1.18M 0.28% | 0.00 | 0.00 | 8.62K |
PROCTER & GAMBLE COSOLE | COM | 7.80K | SH | $1.14M 0.27% | 0.00 | 0.00 | 7.80K |