WILTON, CT
Allocation by class
Portfolio Concentration
Top 3 weight
21.2%
Top 10 weight
45.5%
Voting Authority Distribution
Total shares with voting rights: 11.70M
Full voting authority
6.97M
shares
Joint voting authority
0.00
shares
No voting authority
4.73M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 312.90K | SH | $46.34M 7.09% | 0.00 | 0.00 | 312.90K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 80.06K | SH | $46.21M 7.07% | 0.00 | 0.00 | 80.06K |
J P MORGAN EXCHANGE TRADED FSOLE | ULTRA SHRT ETF | 906.06K | SH | $45.86M 7.02% | 0.00 | 0.00 | 906.06K |
VANECK ETF TRUSTSOLE | SEMICONDUCTR ETF | 86.79K | SH | $33.28M 5.09% | 0.00 | 0.00 | 86.79K |
ISHARES TRSOLE | CORE S&P SCP ETF | 238.98K | SH | $29.71M 4.55% | 0.00 | 0.00 | 238.98K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 95.96K | SH | $27.56M 4.22% | 0.00 | 0.00 | 95.96K |
SELECT SECTOR SPDR TRSOLE | STATE STREET IND | 112.72K | SH | $18.23M 2.79% | 0.00 | 0.00 | 112.72K |
ISHARES TRSOLE | SELECT DIVID ETF | 114.65K | SH | $17.36M 2.66% | 0.00 | 0.00 | 114.65K |
APPLE INCSOLE | COM | 66.82K | SH | $16.96M 2.60% | 0.00 | 0.00 | 66.82K |
SELECT SECTOR SPDR TRSOLE | STATE STREET HEA | 107.92K | SH | $15.82M 2.42% | 0.00 | 0.00 | 107.92K |
AMERICAN CENTY ETF TRSOLE | SHORT DURTN STRG | 287.52K | SH | $14.75M 2.26% | 0.00 | 0.00 | 287.52K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 19.00 | SH | $13.64M 2.09% | 0.00 | 0.00 | 19.00 |
NEUBERGER BERMAN ETF TRUSTSOLE | SHORT DURATION I | 248.19K | SH | $12.59M 1.93% | 0.00 | 0.00 | 248.19K |
MICROSOFT CORPSOLE | COM | 31.84K | SH | $11.79M 1.80% | 0.00 | 0.00 | 31.84K |
ALPHABET INCSOLE | CAP STK CL C | 37.23K | SH | $10.68M 1.63% | 44.00 | 0.00 | 37.19K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 45.03K | SH | $8.64M 1.32% | 0.00 | 0.00 | 45.03K |
SELECT SECTOR SPDR TRSOLE | STATE STREET TEC | 57.71K | SH | $7.67M 1.17% | 0.00 | 0.00 | 57.71K |
AMAZON COM INCSOLE | COM | 34.08K | SH | $7.10M 1.09% | 0.00 | 0.00 | 34.08K |
SELECT SECTOR SPDR TRSOLE | STATE STREET UTI | 126.32K | SH | $5.80M 0.89% | 0.00 | 0.00 | 126.32K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 8.74K | SH | $5.69M 0.87% | 0.00 | 0.00 | 8.74K |
EXXON MOBIL CORPSOLE | COM | 31.66K | SH | $5.37M 0.82% | 0.00 | 0.00 | 31.66K |
ISHARES TRSOLE | MSCI USA MIN VOL | 45.54K | SH | $4.22M 0.65% | 0.00 | 0.00 | 45.54K |
NVIDIA CORPORATIONSOLE | COM | 23.77K | SH | $4.15M 0.63% | 0.00 | 0.00 | 23.77K |
ABBVIE INCSOLE | COM | 18.08K | SH | $3.93M 0.60% | 0.00 | 0.00 | 18.08K |
INTERCONTINENTAL EXCHANGE INSOLE | COM | 23.85K | SH | $3.75M 0.57% | 0.00 | 0.00 | 23.85K |