GLASTONBURY, CT
Allocation by class
Portfolio Concentration
Top 3 weight
55.1%
Top 10 weight
97.9%
Voting Authority Distribution
Total shares with voting rights: 1.48M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.48M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 59.02K | SH | $44.20M 26.19% | 0.00 | 0.00 | 59.02K |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 393.52K | SH | $32.96M 19.53% | 0.00 | 0.00 | 393.52K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 196.18K | SH | $15.81M 9.36% | 0.00 | 0.00 | 196.18K |
ISHARES TRSOLE | CORE US AGGBD ET | 141.92K | SH | $14.05M 8.32% | 0.00 | 0.00 | 141.92K |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 144K | SH | $13.89M 8.23% | 0.00 | 0.00 | 144K |
ISHARES TRSOLE | CORE S&P SCP ETF | 90.87K | SH | $13.48M 7.98% | 0.00 | 0.00 | 90.87K |
SPDR SERIES TRUSTSOLE | ST BLOO HIGH ETF | 107.20K | SH | $10.33M 6.12% | 0.00 | 0.00 | 107.20K |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 193.56K | SH | $9.37M 5.55% | 0.00 | 0.00 | 193.56K |
ISHARES TRSOLE | NATIONAL MUN ETF | 57.97K | SH | $6.24M 3.70% | 0.00 | 0.00 | 57.97K |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 64.15K | SH | $5.00M 2.96% | 0.00 | 0.00 | 64.15K |
ISHARES TRSOLE | CORE 80 20 ETF | 26.64K | SH | $2.60M 1.54% | 0.00 | 0.00 | 26.64K |
ISHARES TRSOLE | CORE 60 BALA ETF | 5.29K | SH | $367.4K 0.22% | 0.00 | 0.00 | 5.29K |
HOME DEPOT INCSOLE | COM | 731.00 | SH | $257.8K 0.15% | 0.00 | 0.00 | 731.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 679.00 | SH | $251.3K 0.15% | 0.00 | 0.00 | 679.00 |