AVON, CO
Allocation by class
Portfolio Concentration
Top 3 weight
15.1%
Top 10 weight
35.4%
Voting Authority Distribution
Total shares with voting rights: 2.15M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
2.15M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INC COMSOLE | COM | 32.23K | SH | $8.2K 5.80% | 0.00 | 0.00 | 32.23K |
EXXON MOBIL CORP COMSOLE | COM | 41.51K | SH | $7.0K 4.99% | 0.00 | 0.00 | 41.51K |
TJX COS INC NEW COMSOLE | COM | 38K | SH | $6.1K 4.30% | 0.00 | 0.00 | 38K |
MICROSOFT CORP COMSOLE | COM | 15.48K | SH | $5.7K 4.06% | 0.00 | 0.00 | 15.48K |
SCHWAB US DIVIDEND EQUITY ETFSOLE | COM | 136.23K | SH | $4.2K 2.96% | 0.00 | 0.00 | 136.23K |
BERKSHIRE HATHAWAY INC DEL CL B NEWSOLE | COM | 8.55K | SH | $4.1K 2.90% | 0.00 | 0.00 | 8.55K |
VANGUARD INFORMATION TECHNOLOGY ETFSOLE | COM | 5.63K | SH | $3.9K 2.78% | 0.00 | 0.00 | 5.63K |
CISCO SYS INC COMSOLE | COM | 49.59K | SH | $3.8K 2.73% | 0.00 | 0.00 | 49.59K |
AT&T INC COMSOLE | COM | 118.99K | SH | $3.4K 2.45% | 0.00 | 0.00 | 118.99K |
HOWMET AEROSPACE INC COMSOLE | COM | 14.60K | SH | $3.4K 2.38% | 0.00 | 0.00 | 14.60K |
CHEVRON CORPORATION COMSOLE | COM | 16.01K | SH | $3.3K 2.35% | 0.00 | 0.00 | 16.01K |
SPDR GOLD SHARESSOLE | COM | 7.67K | SH | $3.3K 2.34% | 0.00 | 0.00 | 7.67K |
KINDER MORGAN INC DEL COMSOLE | COM | 94.47K | SH | $3.2K 2.25% | 0.00 | 0.00 | 94.47K |
BRISTOL-MYERS SQUIBB CO COMSOLE | COM | 51.37K | SH | $3.1K 2.21% | 0.00 | 0.00 | 51.37K |
ALPHABET INC CAP STK CL ASOLE | COM | 10.43K | SH | $3.0K 2.12% | 0.00 | 0.00 | 10.43K |
JOHNSON & JOHNSON COMSOLE | COM | 10.01K | SH | $2.4K 1.73% | 0.00 | 0.00 | 10.01K |
JPMORGAN CHASE & CO COMSOLE | COM | 7.83K | SH | $2.3K 1.63% | 0.00 | 0.00 | 7.83K |
CONSTELLATION ENERGY CORP COMSOLE | COM | 8.08K | SH | $2.3K 1.60% | 0.00 | 0.00 | 8.08K |
STARBUCKS CORP COMSOLE | COM | 24.14K | SH | $2.2K 1.53% | 0.00 | 0.00 | 24.14K |
SCHWAB U.S. LARGE-CAP ETFSOLE | COM | 83.79K | SH | $2.1K 1.52% | 0.00 | 0.00 | 83.79K |
PFIZER INC COMSOLE | COM | 76.40K | SH | $2.1K 1.52% | 0.00 | 0.00 | 76.40K |
AMERICAN ELEC PWR CO INC COMSOLE | COM | 16.12K | SH | $2.1K 1.50% | 0.00 | 0.00 | 16.12K |
RTX CORPORATION COMSOLE | COM | 9.85K | SH | $1.9K 1.35% | 0.00 | 0.00 | 9.85K |
ARES CAPITAL CORP COMSOLE | COM | 100.81K | SH | $1.8K 1.29% | 0.00 | 0.00 | 100.81K |
AMAZON COM INC COMSOLE | COM | 8.69K | SH | $1.8K 1.28% | 0.00 | 0.00 | 8.69K |