MADISON, CT
Allocation by class
Portfolio Concentration
Top 3 weight
20.3%
Top 10 weight
40.4%
Voting Authority Distribution
Total shares with voting rights: 20.22M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
20.22M
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 | 2.59M | SH | $158.77M 7.84% | 0.00 | 0.00 | 2.59M |
BNY MELLON ETF TRUST IISOLE | DYNAMIC VALUE | 4.07M | SH | $136.15M 6.72% | 0.00 | 0.00 | 4.07M |
JPMORGAN CHASE & COSOLE | COM | 357.92K | SH | $117.16M 5.78% | 0.00 | 0.00 | 357.92K |
APPLE INCSOLE | COM | 361.97K | SH | $104.74M 5.17% | 0.00 | 0.00 | 361.97K |
VANGUARD INDEX FDSDFND | GROWTH ETF | 732.36K | SH | $63.09M 3.11% | 0.00 | 0.00 | 732.36K |
NVIDIA CORPORATIONSOLE | COM | 285.77K | SH | $57.18M 2.82% | 0.00 | 0.00 | 285.77K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 226.79K | SH | $53.66M 2.65% | 0.00 | 0.00 | 226.79K |
MICROSOFT CORPSOLE | COM | 116.76K | SH | $43.55M 2.15% | 0.00 | 0.00 | 116.76K |
VANGUARD ADMIRAL FDS INCSOLE | 500 GRTH IDX F | 515.41K | SH | $42.58M 2.10% | 0.00 | 0.00 | 515.41K |
VANECK ETF TRUSTSOLE | SEMICONDUCTR ETF | 62.79K | SH | $41.18M 2.03% | 0.00 | 0.00 | 62.79K |
AMAZON COM INCSOLE | COM | 168.33K | SH | $40.12M 1.98% | 0.00 | 0.00 | 168.33K |
ALPHABET INCSOLE | CAP STK CL A | 93.33K | SH | $33.35M 1.65% | 0.00 | 0.00 | 93.33K |
ALPHABET INCSOLE | CAP STK CL C | 94K | SH | $33.21M 1.64% | 0.00 | 0.00 | 94K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 85.27K | SH | $31.55M 1.56% | 0.00 | 0.00 | 85.27K |
JOHNSON & JOHNSONDFND | COM | 112.67K | SH | $28.62M 1.41% | 0.00 | 0.00 | 112.67K |
CISCO SYS INCSOLE | COM | 190.13K | SH | $22.33M 1.10% | 0.00 | 0.00 | 190.13K |
CATERPILLAR INCSOLE | COM | 20.34K | SH | $21.66M 1.07% | 0.00 | 0.00 | 20.34K |
RTX CORPORATIONSOLE | COM | 111.34K | SH | $21.12M 1.04% | 0.00 | 0.00 | 111.34K |
AMPLIFY ETF TRSOLE | CWP INTL ENHANCE | 472.36K | SH | $19.84M 0.98% | 0.00 | 0.00 | 472.36K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 609.40K | SH | $19.32M 0.95% | 0.00 | 0.00 | 609.40K |
MCDONALDS CORPSOLE | COM | 69.48K | SH | $18.78M 0.93% | 0.00 | 0.00 | 69.48K |
TCW ETF TRUSTSOLE | TRANS SYSTE ETF | 152.55K | SH | $18.76M 0.93% | 0.00 | 0.00 | 152.55K |
GOLDMAN SACHS GROUP INCSOLE | COM | 18.21K | SH | $18.42M 0.91% | 0.00 | 0.00 | 18.21K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 111.87K | SH | $17.68M 0.87% | 0.00 | 0.00 | 111.87K |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 58.88K | SH | $16.56M 0.82% | 0.00 | 0.00 | 58.88K |