SHELTON, CT
Allocation by class
Portfolio Concentration
Top 3 weight
11.1%
Top 10 weight
26.2%
Voting Authority Distribution
Total shares with voting rights: 29.54M
Full voting authority
29.54M
shares
Joint voting authority
0.00
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD WORLD FDSOLE | MEGA CAP INDEX | 441.12K | SH | $120.70M 5.21% | 441.12K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | ST STR P500ETF | 792.78K | SH | $69.67M 3.01% | 792.78K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 181.56K | SH | $67.18M 2.90% | 181.56K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 194.47K | SH | $56.27M 2.43% | 194.47K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | ST STR CORPO ETF | 1.91M | SH | $55.49M 2.39% | 1.91M | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 1.86M | SH | $51.56M 2.22% | 1.86M | 0.00 | 0.00 |
CAPITAL GROUP DIVIDEND VALUESOLE | SHS CREAT UNIT | 1.04M | SH | $51.15M 2.21% | 1.04M | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 67.22K | SH | $50.34M 2.17% | 67.22K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | US QUALITY GROW | 362.36K | SH | $42.78M 1.85% | 362.36K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P TTL STK | 260.38K | SH | $42.77M 1.85% | 260.38K | 0.00 | 0.00 |
SPDR INDEX SHS FDSSOLE | ST STR PO EX ETF | 721.49K | SH | $36.36M 1.57% | 721.49K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 100.43K | SH | $35.89M 1.55% | 100.43K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 135.06K | SH | $32.19M 1.39% | 135.06K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 105.92K | SH | $32.10M 1.39% | 105.92K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 159.62K | SH | $31.94M 1.38% | 159.62K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 395.97K | SH | $31.90M 1.38% | 395.97K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 507.76K | SH | $30.31M 1.31% | 507.76K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 488.91K | SH | $28.84M 1.24% | 488.91K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 74.54K | SH | $27.80M 1.20% | 74.54K | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 354.43K | SH | $25.25M 1.09% | 354.43K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS 1000 GRW ETF | 195.91K | SH | $24.33M 1.05% | 195.91K | 0.00 | 0.00 |
FIDELITY COMWLTH TRSOLE | NASDAQ COMPSIT | 235.51K | SH | $24.31M 1.05% | 235.51K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS1000GRW | 182.89K | SH | $23.37M 1.01% | 182.89K | 0.00 | 0.00 |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 135.84K | SH | $21.47M 0.93% | 135.84K | 0.00 | 0.00 |
FIRST TR EXCHANGE-TRADED FDSOLE | NASDAQ CYB ETF | 221.11K | SH | $19.87M 0.86% | 221.11K | 0.00 | 0.00 |