SHELTON, CT
Allocation by class
Portfolio Concentration
Top 3 weight
10.8%
Top 10 weight
26.4%
Voting Authority Distribution
Total shares with voting rights: 28.14M
Full voting authority
28.14M
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 | 440.10K | SH | $104.02M 5.10% | 440.10K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 182.11K | SH | $58.42M 2.86% | 182.11K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 758.82K | SH | $58.08M 2.85% | 758.82K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 88.45K | SH | $57.52M 2.82% | 88.45K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 1.74M | SH | $50.53M 2.48% | 1.74M | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 1.89M | SH | $46.78M 2.29% | 1.89M | 0.00 | 0.00 |
APPLE INCSOLE | COM | 176.48K | SH | $44.79M 2.19% | 176.48K | 0.00 | 0.00 |
CAPITAL GROUP DIVIDEND VALUESOLE | SHS CREATION UNI | 965.69K | SH | $41.08M 2.01% | 965.69K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P TTL STK | 287.94K | SH | $41.01M 2.01% | 287.94K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | US QUALITY GROW | 342.87K | SH | $36.01M 1.76% | 342.87K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 141.41K | SH | $29.45M 1.44% | 141.41K | 0.00 | 0.00 |
SPDR INDEX SHS FDSSOLE | STATE STREET SPD | 644.33K | SH | $29.41M 1.44% | 644.33K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 79.26K | SH | $29.34M 1.44% | 79.26K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 98.65K | SH | $28.33M 1.39% | 98.65K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 98.05K | SH | $28.20M 1.38% | 98.05K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 160.62K | SH | $28.01M 1.37% | 160.62K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 106.90K | SH | $28.00M 1.37% | 106.90K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 438.83K | SH | $26.13M 1.28% | 438.83K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 477.63K | SH | $25.82M 1.27% | 477.63K | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 373.16K | SH | $23.91M 1.17% | 373.16K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS 1000 GRW ETF | 49.55K | SH | $21.13M 1.04% | 49.55K | 0.00 | 0.00 |
ISHARES TRSOLE | 1 3 YR TREAS BD | 241.42K | SH | $19.93M 0.98% | 241.42K | 0.00 | 0.00 |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 128.07K | SH | $18.97M 0.93% | 128.07K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS1000GRW | 163.15K | SH | $17.90M 0.88% | 163.15K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 59.07K | SH | $17.37M 0.85% | 59.07K | 0.00 | 0.00 |