MADISON, CT
Allocation by class
Portfolio Concentration
Top 3 weight
20.7%
Top 10 weight
40.7%
Voting Authority Distribution
Total shares with voting rights: 17.80M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
17.80M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
INVESCO EXCHANGE TRADED FD TSOLE | S&P 500 TOP 50 | 2.55M | SH | $139.27M 7.96% | 0.00 | 0.00 | 2.55M |
BNY MELLON ETF TRUST IISOLE | DYNAMIC VALUE | 3.97M | SH | $117.73M 6.73% | 0.00 | 0.00 | 3.97M |
JPMORGAN CHASE & COSOLE | COM | 357.77K | SH | $105.24M 6.01% | 0.00 | 0.00 | 357.77K |
APPLE INCSOLE | COM | 366.71K | SH | $93.07M 5.32% | 0.00 | 0.00 | 366.71K |
VANGUARD INDEX FDSDFND | GROWTH ETF | 122.82K | SH | $53.65M 3.07% | 0.00 | 0.00 | 122.82K |
NVIDIA CORPORATIONSOLE | COM | 283.81K | SH | $49.50M 2.83% | 0.00 | 0.00 | 283.81K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 227.88K | SH | $49.01M 2.80% | 0.00 | 0.00 | 227.88K |
MICROSOFT CORPSOLE | COM | 114.65K | SH | $42.44M 2.43% | 0.00 | 0.00 | 114.65K |
AMAZON COM INCSOLE | COM | 167.63K | SH | $34.91M 2.00% | 0.00 | 0.00 | 167.63K |
JOHNSON & JOHNSONDFND | COM | 113.13K | SH | $27.65M 1.58% | 0.00 | 0.00 | 113.13K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 84.89K | SH | $27.24M 1.56% | 0.00 | 0.00 | 84.89K |
ALPHABET INCSOLE | CAP STK CL C | 94.34K | SH | $27.06M 1.55% | 0.00 | 0.00 | 94.34K |
ALPHABET INCSOLE | CAP STK CL A | 92.72K | SH | $26.66M 1.52% | 0.00 | 0.00 | 92.72K |
VANGUARD ADMIRAL FDS INCSOLE | 500 GRTH IDX F | 62.84K | SH | $25.62M 1.46% | 0.00 | 0.00 | 62.84K |
RTX CORPORATIONSOLE | COM | 117.97K | SH | $22.76M 1.30% | 0.00 | 0.00 | 117.97K |
VANECK ETF TRUSTSOLE | SEMICONDUCTR ETF | 56.85K | SH | $21.80M 1.25% | 0.00 | 0.00 | 56.85K |
MCDONALDS CORPSOLE | COM | 68.84K | SH | $21.39M 1.22% | 0.00 | 0.00 | 68.84K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 644.80K | SH | $19.78M 1.13% | 0.00 | 0.00 | 644.80K |
ALPS ETF TRSOLE | SMITH CORE PLUS | 676.57K | SH | $17.42M 1.00% | 0.00 | 0.00 | 676.57K |
AMPLIFY ETF TRSOLE | CWP INTL ENHANCE | 421.31K | SH | $17.05M 0.97% | 0.00 | 0.00 | 421.31K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 113.56K | SH | $16.82M 0.96% | 0.00 | 0.00 | 113.56K |
EXXON MOBIL CORPSOLE | COM | 96.78K | SH | $16.42M 0.94% | 0.00 | 0.00 | 96.78K |
GOLDMAN SACHS GROUP INCSOLE | COM | 18.35K | SH | $15.53M 0.89% | 0.00 | 0.00 | 18.35K |
CISCO SYS INCSOLE | COM | 192.59K | SH | $14.94M 0.85% | 0.00 | 0.00 | 192.59K |
CATERPILLAR INCSOLE | COM | 21.05K | SH | $14.91M 0.85% | 0.00 | 0.00 | 21.05K |