AVON, CT
Allocation by class
Portfolio Concentration
Top 3 weight
31.8%
Top 10 weight
60.0%
Voting Authority Distribution
Total shares with voting rights: 2.68M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
2.68M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Vanguard Total Int'l StockSOLE | ETF | 663.23K | SH | $34.3K 18.09% | 0.00 | 0.00 | 663.23K |
Vanguard Short-Term BondSOLE | ETF | 180.26K | SH | $13.6K 7.15% | 0.00 | 0.00 | 180.26K |
Vanguard Short-Term Corp. BondSOLE | ETF | 166.21K | SH | $12.5K 6.59% | 0.00 | 0.00 | 166.21K |
SPDR S&P 500SOLE | ETF | 26.63K | SH | $10.2K 5.37% | 0.00 | 0.00 | 26.63K |
Vanguard Total Stock MarketSOLE | ETF | 45.05K | SH | $8.6K 4.54% | 0.00 | 0.00 | 45.05K |
Proshares Dividend AristocratsSOLE | ETF | 117.95K | SH | $8.4K 4.45% | 0.00 | 0.00 | 117.95K |
ProShares Dividend AristocratsSOLE | ETF | 81.73K | SH | $7.4K 3.88% | 0.00 | 0.00 | 81.73K |
iShares Core MSCI EAFESOLE | ETF | 118.59K | SH | $7.3K 3.85% | 0.00 | 0.00 | 118.59K |
Vanguard Total Bond MarketSOLE | ETF | 89.16K | SH | $6.4K 3.38% | 0.00 | 0.00 | 89.16K |
Vanguard Int'l Developed MarkeSOLE | ETF | 123.47K | SH | $5.2K 2.73% | 0.00 | 0.00 | 123.47K |
SPDR Doubleline Ttl RtrnSOLE | ETF | 123.43K | SH | $4.9K 2.61% | 0.00 | 0.00 | 123.43K |
iShares Russell 2000SOLE | ETF | 27.02K | SH | $4.7K 2.48% | 0.00 | 0.00 | 27.02K |
iShares Core S&P 500SOLE | ETF | 11.19K | SH | $4.3K 2.27% | 0.00 | 0.00 | 11.19K |
Vanguard Mid-CapSOLE | ETF | 20.92K | SH | $4.3K 2.25% | 0.00 | 0.00 | 20.92K |
iShares Core US Aggregate BondSOLE | ETF | 43.54K | SH | $4.2K 2.23% | 0.00 | 0.00 | 43.54K |
iShares EMU Hedged ETFSOLE | ETF | 120.82K | SH | $3.4K 1.77% | 0.00 | 0.00 | 120.82K |
Invesco S&P 500 Equal WeightSOLE | ETF | 21.82K | SH | $3.1K 1.62% | 0.00 | 0.00 | 21.82K |
SPDR S&P DividendSOLE | ETF | 22.28K | SH | $2.8K 1.47% | 0.00 | 0.00 | 22.28K |
iShares MSCI EAFESOLE | ETF | 37.95K | SH | $2.5K 1.31% | 0.00 | 0.00 | 37.95K |
Vanguard Interm. TreasuriesSOLE | ETF | 41.18K | SH | $2.4K 1.27% | 0.00 | 0.00 | 41.18K |
iShares Core MSCI TotlSOLE | ETF | 40.77K | SH | $2.4K 1.24% | 0.00 | 0.00 | 40.77K |
Vanguard Dividend AppreciationSOLE | ETF | 14.61K | SH | $2.2K 1.17% | 0.00 | 0.00 | 14.61K |
iShares MSCI Emerging MarketsSOLE | ETF | 56.33K | SH | $2.1K 1.13% | 0.00 | 0.00 | 56.33K |
iShares National Muni BondSOLE | ETF | 19.02K | SH | $2.0K 1.06% | 0.00 | 0.00 | 19.02K |
iShares DJ US Real EstateSOLE | ETF | 23.45K | SH | $2.0K 1.04% | 0.00 | 0.00 | 23.45K |