STAMFORD, CT
Allocation by class
Portfolio Concentration
Top 3 weight
15.4%
Top 10 weight
36.4%
Voting Authority Distribution
Total shares with voting rights: 6.84M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
6.84M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 534.70K | SH | $38.10M 5.82% | 0.00 | 0.00 | 534.70K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 384.78K | SH | $33.14M 5.07% | 0.00 | 0.00 | 384.78K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 39.61K | SH | $29.58M 4.52% | 0.00 | 0.00 | 39.61K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 120.19K | SH | $26.19M 4.00% | 0.00 | 0.00 | 120.19K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 34.75K | SH | $25.59M 3.91% | 0.00 | 0.00 | 34.75K |
ISHARES TRSOLE | CORE S&P500 ETF | 29.71K | SH | $22.25M 3.40% | 0.00 | 0.00 | 29.71K |
ALPHABET INCSOLE | CAP STK CL C | 58.56K | SH | $20.69M 3.16% | 0.00 | 0.00 | 58.56K |
APPLE INCSOLE | COM | 52.63K | SH | $15.23M 2.33% | 0.00 | 0.00 | 52.63K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 237.51K | SH | $14.18M 2.17% | 0.00 | 0.00 | 237.51K |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 272.49K | SH | $13.20M 2.02% | 0.00 | 0.00 | 272.49K |
ALPHABET INCSOLE | CAP STK CL A | 36.26K | SH | $12.96M 1.98% | 0.00 | 0.00 | 36.26K |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 164.47K | SH | $12.81M 1.96% | 0.00 | 0.00 | 164.47K |
FIRST TR EXCHANGE TRADED FDSOLE | RISNG DIVD ACHIV | 140.21K | SH | $11.37M 1.74% | 0.00 | 0.00 | 140.21K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 33.14K | SH | $10.05M 1.54% | 0.00 | 0.00 | 33.14K |
VANGUARD MALVERN FDSSOLE | STRM INFPROIDX | 197.43K | SH | $9.92M 1.52% | 0.00 | 0.00 | 197.43K |
NVIDIA CORPORATIONSOLE | COM | 38.64K | SH | $7.73M 1.18% | 0.00 | 0.00 | 38.64K |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 96.22K | SH | $7.38M 1.13% | 0.00 | 0.00 | 96.22K |
MICRON TECHNOLOGY INCSOLE | COM | 6.26K | SH | $7.22M 1.10% | 0.00 | 0.00 | 6.26K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 44.79K | SH | $7.08M 1.08% | 0.00 | 0.00 | 44.79K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 10.19K | SH | $7.00M 1.07% | 0.00 | 0.00 | 10.19K |
ISHARES TRSOLE | RESIDENTIAL MULT | 72.68K | SH | $6.88M 1.05% | 0.00 | 0.00 | 72.68K |
VANGUARD BD INDEX FDSSOLE | LONG TERM BOND | 99.16K | SH | $6.84M 1.04% | 0.00 | 0.00 | 99.16K |
VANGUARD SCOTTSDALE FDSSOLE | MTG-BKD SECS ETF | 134.93K | SH | $6.32M 0.97% | 0.00 | 0.00 | 134.93K |
MICROSOFT CORPSOLE | COM | 13.98K | SH | $5.22M 0.80% | 0.00 | 0.00 | 13.98K |
RBB FD INCSOLE | F/M US TREASURY | 96.30K | SH | $4.80M 0.73% | 0.00 | 0.00 | 96.30K |