WINDSOR, CT
Allocation by class
Portfolio Concentration
Top 3 weight
47.6%
Top 10 weight
72.9%
Voting Authority Distribution
Total shares with voting rights: 10.81M
Full voting authority
0.00
shares
Joint voting authority
10.81M
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSDFND | LARGE CAP ETF | 728.17K | SH | $212.14M 21.15% | 0.00 | 728.17K | 0.00 |
VANGUARD BD INDEX FDSDFND | TOTAL BND MRKT | 2.16M | SH | $157.69M 15.72% | 0.00 | 2.16M | 0.00 |
VANGUARD INTL EQUITY INDEX FDFND | ALLWRLD EX US | 1.48M | SH | $107.93M 10.76% | 0.00 | 1.48M | 0.00 |
ISHARES TRDFND | USD INV GRDE ETF | 813.21K | SH | $41.24M 4.11% | 0.00 | 813.21K | 0.00 |
SPDR SERIES TRUSTDFND | STATE STREET SPD | 1.57M | SH | $40.74M 4.06% | 0.00 | 1.57M | 0.00 |
VANGUARD INDEX FDSDFND | EXTEND MKT ETF | 185.34K | SH | $37.25M 3.71% | 0.00 | 185.34K | 0.00 |
ISHARES TRDFND | CORE S&P500 ETF | 54.85K | SH | $34.94M 3.48% | 0.00 | 54.85K | 0.00 |
VANGUARD BD INDEX FDSDFND | SHORT TRM BOND | 436.38K | SH | $34.10M 3.40% | 0.00 | 436.38K | 0.00 |
ISHARES TRDFND | CORE S&P SCP ETF | 270.01K | SH | $32.87M 3.28% | 0.00 | 270.01K | 0.00 |
ISHARES TRDFND | CORE S&P MCP ETF | 494.89K | SH | $32.72M 3.26% | 0.00 | 494.89K | 0.00 |
ISHARES TRDFND | IBOXX HI YD ETF | 178.02K | SH | $14.01M 1.40% | 0.00 | 178.02K | 0.00 |
EXXON MOBIL CORPDFND | COM | 69.73K | SH | $11.92M 1.19% | 0.00 | 69.73K | 0.00 |
VANGUARD WHITEHALL FDSDFND | HIGH DIV YLD | 66.83K | SH | $9.74M 0.97% | 0.00 | 66.83K | 0.00 |
MICROSOFT CORPDFND | COM | 19.68K | SH | $7.02M 0.70% | 0.00 | 19.68K | 0.00 |
AMAZON COM INCDFND | COM | 28.83K | SH | $5.75M 0.57% | 0.00 | 28.83K | 0.00 |
ALPHABET INCDFND | CAP STK CL A | 19.61K | SH | $5.38M 0.54% | 0.00 | 19.61K | 0.00 |
LOCKHEED MARTIN CORPDFND | COM | 8.17K | SH | $5.03M 0.50% | 0.00 | 8.17K | 0.00 |
VANGUARD INTL EQUITY INDEX FDFND | FTSE SMCAP ETF | 34.74K | SH | $4.94M 0.49% | 0.00 | 34.74K | 0.00 |
SCHWAB CHARLES CORPDFND | COM | 53.37K | SH | $4.93M 0.49% | 0.00 | 53.37K | 0.00 |
VANGUARD INDEX FDSDFND | REAL ESTATE ETF | 56.49K | SH | $4.91M 0.49% | 0.00 | 56.49K | 0.00 |
JPMORGAN CHASE & CODFND | COM | 17.10K | SH | $4.84M 0.48% | 0.00 | 17.10K | 0.00 |
PHILIP MORRIS INTL INCDFND | COM | 29.19K | SH | $4.77M 0.48% | 0.00 | 29.19K | 0.00 |
APPLIED MATLS INCDFND | COM | 12.81K | SH | $4.32M 0.43% | 0.00 | 12.81K | 0.00 |
META PLATFORMS INCDFND | CL A | 8.16K | SH | $4.29M 0.43% | 0.00 | 8.16K | 0.00 |
ALPHABET INCDFND | CAP STK CL C | 12.88K | SH | $3.53M 0.35% | 0.00 | 12.88K | 0.00 |