WILTON, CT
Allocation by class
Portfolio Concentration
Top 3 weight
27.9%
Top 10 weight
61.1%
Voting Authority Distribution
Total shares with voting rights: 2.05M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
2.05M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 498.45K | SH | $14.54M 13.24% | 0.00 | 0.00 | 498.45K |
J P MORGAN EXCHANGE TRADED FSOLE | JPMORGAM LTD DUR | 164.98K | SH | $8.61M 7.84% | 0.00 | 0.00 | 164.98K |
ISHARES U S ETF TRSOLE | SHORT DURATION B | 147.33K | SH | $7.49M 6.82% | 0.00 | 0.00 | 147.33K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 9.93K | SH | $6.46M 5.88% | 0.00 | 0.00 | 9.93K |
FIDELITY MERRIMACK STR TRSOLE | TOTAL BD ETF | 129.76K | SH | $5.92M 5.39% | 0.00 | 0.00 | 129.76K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 QUALITY | 73.43K | SH | $5.52M 5.03% | 0.00 | 0.00 | 73.43K |
WORLD GOLD TRSOLE | SPDR GLD MINIS | 55.86K | SH | $5.18M 4.71% | 0.00 | 0.00 | 55.86K |
CAPITAL GRP FIXED INCM ETF TSOLE | US MULTI-SECTOR | 176.32K | SH | $4.80M 4.37% | 0.00 | 0.00 | 176.32K |
PACER FDS TRSOLE | US CASH COWS 100 | 68.36K | SH | $4.28M 3.89% | 0.00 | 0.00 | 68.36K |
AMPLIFY ETF TRSOLE | CWP ENHANCED DIV | 95.17K | SH | $4.27M 3.89% | 0.00 | 0.00 | 95.17K |
SPDR SERIES TRUSTDFND | STATE STREET SPD | 39.99K | SH | $3.66M 3.34% | 0.00 | 0.00 | 39.99K |
J P MORGAN EXCHANGE TRADED FSOLE | ULTRA SHRT ETF | 71.31K | SH | $3.61M 3.29% | 0.00 | 0.00 | 71.31K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 36.26K | SH | $3.61M 3.28% | 0.00 | 0.00 | 36.26K |
WISDOMTREE TRSOLE | FLOATNG RAT TREA | 69.62K | SH | $3.50M 3.19% | 0.00 | 0.00 | 69.62K |
FIRST TR EXCHANGE TRADED FDSOLE | SMID RISNG ETF | 67.55K | SH | $2.66M 2.42% | 0.00 | 0.00 | 67.55K |
CAPITAL GROUP DIVIDEND VALUESOLE | SHS CREATION UNI | 44.40K | SH | $1.89M 1.72% | 0.00 | 0.00 | 44.40K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 4.25K | SH | $1.36M 1.24% | 0.00 | 0.00 | 4.25K |
WISDOMTREE TRSOLE | US QTLY DIV GRT | 14.35K | SH | $1.26M 1.15% | 0.00 | 0.00 | 14.35K |
EXXON MOBIL CORPDFND | COM | 7.32K | SH | $1.24M 1.13% | 0.00 | 0.00 | 7.32K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 5.58K | SH | $1.20M 1.09% | 0.00 | 0.00 | 5.58K |
GRAYSCALE BITCOIN TRUST ETFSOLE | SHS REP COM UT | 18.63K | SH | $982.8K 0.89% | 0.00 | 0.00 | 18.63K |
ISHARES TRSOLE | 0-3 MNTH TREASRY | 8.38K | SH | $843.1K 0.77% | 0.00 | 0.00 | 8.38K |
INVESCO ACTIVELY MANAGED EXCSOLE | ULTRA SHRT DUR | 15.97K | SH | $800.7K 0.73% | 0.00 | 0.00 | 15.97K |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 6.51K | SH | $719.5K 0.65% | 0.00 | 0.00 | 6.51K |
SSGA ACTIVE ETF TRSOLE | STATE STREET ULT | 16.62K | SH | $673.1K 0.61% | 0.00 | 0.00 | 16.62K |