STAMFORD, CT
Allocation by class
Portfolio Concentration
Top 3 weight
15.4%
Top 10 weight
35.7%
Voting Authority Distribution
Total shares with voting rights: 6.32M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
6.32M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 533.08K | SH | $34.16M 5.93% | 0.00 | 0.00 | 533.08K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 62.87K | SH | $27.46M 4.77% | 0.00 | 0.00 | 62.87K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 41.45K | SH | $26.96M 4.68% | 0.00 | 0.00 | 41.45K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 118.63K | SH | $23.28M 4.04% | 0.00 | 0.00 | 118.63K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 35.72K | SH | $20.61M 3.58% | 0.00 | 0.00 | 35.72K |
ALPHABET INCSOLE | CAP STK CL C | 60.45K | SH | $17.34M 3.01% | 0.00 | 0.00 | 60.45K |
ISHARES TRSOLE | CORE S&P500 ETF | 26.15K | SH | $17.08M 2.97% | 0.00 | 0.00 | 26.15K |
APPLE INCSOLE | COM | 52.78K | SH | $13.40M 2.33% | 0.00 | 0.00 | 52.78K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 234.07K | SH | $12.65M 2.20% | 0.00 | 0.00 | 234.07K |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 256.85K | SH | $12.34M 2.14% | 0.00 | 0.00 | 256.85K |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 154.77K | SH | $12.14M 2.11% | 0.00 | 0.00 | 154.77K |
ALPHABET INCSOLE | CAP STK CL A | 37.71K | SH | $10.84M 1.88% | 0.00 | 0.00 | 37.71K |
VANGUARD MALVERN FDSSOLE | STRM INFPROIDX | 188.78K | SH | $9.43M 1.64% | 0.00 | 0.00 | 188.78K |
FIRST TR EXCHANGE TRADED FDSOLE | RISNG DIVD ACHIV | 137.63K | SH | $9.40M 1.63% | 0.00 | 0.00 | 137.63K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 31.90K | SH | $8.35M 1.45% | 0.00 | 0.00 | 31.90K |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 88.12K | SH | $6.80M 1.18% | 0.00 | 0.00 | 88.12K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 45.92K | SH | $6.80M 1.18% | 0.00 | 0.00 | 45.92K |
NVIDIA CORPORATIONSOLE | COM | 37.28K | SH | $6.50M 1.13% | 0.00 | 0.00 | 37.28K |
VANGUARD BD INDEX FDSSOLE | LONG TERM BOND | 89.26K | SH | $6.14M 1.07% | 0.00 | 0.00 | 89.26K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 10.25K | SH | $6.13M 1.06% | 0.00 | 0.00 | 10.25K |
VANGUARD SCOTTSDALE FDSSOLE | MTG-BKD SECS ETF | 127.84K | SH | $6.00M 1.04% | 0.00 | 0.00 | 127.84K |
ISHARES TRSOLE | RESIDENTIAL MULT | 68.70K | SH | $5.72M 0.99% | 0.00 | 0.00 | 68.70K |
MICROSOFT CORPSOLE | COM | 14.67K | SH | $5.43M 0.94% | 0.00 | 0.00 | 14.67K |
RBB FD INCSOLE | F/M US TREASURY | 105.56K | SH | $5.26M 0.91% | 0.00 | 0.00 | 105.56K |
AMAZON COM INCSOLE | COM | 18.05K | SH | $3.76M 0.65% | 0.00 | 0.00 | 18.05K |