FAIRFIELD, CT
Allocation by class
Portfolio Concentration
Top 3 weight
18.5%
Top 10 weight
44.6%
Voting Authority Distribution
Total shares with voting rights: 529.54K
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
529.54K
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 23.07K | SH | $7.40M 6.98% | 0.00 | 0.00 | 23.07K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 11.67K | SH | $6.73M 6.35% | 0.00 | 0.00 | 11.67K |
AMAZON COM INCSOLE | COM | 26.15K | SH | $5.45M 5.13% | 0.00 | 0.00 | 26.15K |
ALPHABET INCSOLE | CAP STK CL A | 18.33K | SH | $5.27M 4.97% | 0.00 | 0.00 | 18.33K |
APPLE INCSOLE | COM | 17.77K | SH | $4.51M 4.25% | 0.00 | 0.00 | 17.77K |
JPMORGAN CHASE & COSOLE | COM | 13.88K | SH | $4.08M 3.85% | 0.00 | 0.00 | 13.88K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 18.85K | SH | $4.05M 3.82% | 0.00 | 0.00 | 18.85K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 6.03K | SH | $3.93M 3.70% | 0.00 | 0.00 | 6.03K |
LAM RESEARCH CORPSOLE | COM NEW | 14.18K | SH | $3.03M 2.86% | 0.00 | 0.00 | 14.18K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 10.07K | SH | $2.89M 2.73% | 0.00 | 0.00 | 10.07K |
NVIDIA CORPORATIONSOLE | COM | 15.91K | SH | $2.78M 2.62% | 0.00 | 0.00 | 15.91K |
MICROSOFT CORPSOLE | COM | 6.93K | SH | $2.56M 2.42% | 0.00 | 0.00 | 6.93K |
VICOR CORPSOLE | COM | 15.02K | SH | $2.42M 2.28% | 0.00 | 0.00 | 15.02K |
VANGUARD WORLD FDSOLE | INF TECH ETF | 3.38K | SH | $2.36M 2.23% | 0.00 | 0.00 | 3.38K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 3.27K | SH | $1.95M 1.84% | 0.00 | 0.00 | 3.27K |
STATE STR SPDR DOW JONES INDSOLE | UT SER 1 | 4K | SH | $1.86M 1.75% | 0.00 | 0.00 | 4K |
PROGRESSIVE CORPSOLE | COM | 9.03K | SH | $1.79M 1.69% | 0.00 | 0.00 | 9.03K |
CHEVRON CORPORATIONSOLE | COM | 8.51K | SH | $1.76M 1.66% | 0.00 | 0.00 | 8.51K |
NEWMONT CORPSOLE | COM | 15.83K | SH | $1.71M 1.62% | 0.00 | 0.00 | 15.83K |
MARRIOTT INTL INC NEWSOLE | CL A | 5.23K | SH | $1.71M 1.61% | 0.00 | 0.00 | 5.23K |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 1.67K | SH | $1.66M 1.57% | 0.00 | 0.00 | 1.67K |
ALPHABET INCSOLE | CAP STK CL C | 5.01K | SH | $1.44M 1.36% | 0.00 | 0.00 | 5.01K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 2.00 | SH | $1.44M 1.35% | 0.00 | 0.00 | 2.00 |
ISHARES TRSOLE | SELECT DIVID ETF | 9.26K | SH | $1.40M 1.32% | 0.00 | 0.00 | 9.26K |
ISHARES TRSOLE | CORE DIV GRWTH | 18.23K | SH | $1.28M 1.21% | 0.00 | 0.00 | 18.23K |