WESTPORT, CT
Allocation by class
Portfolio Concentration
Top 3 weight
42.6%
Top 10 weight
93.4%
Voting Authority Distribution
Total shares with voting rights: 2.50M
Full voting authority
2.50M
shares
Joint voting authority
0.00
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Invesco Senior Loan ETFSOLE | INVESCO EXCH TRADED FD TR II | 760.42K | SH | $15.96M 18.58% | 760.42K | 0.00 | 0.00 |
Vanguard Short-Term Inflation-ProtectedSOLE | VANGUARD MALVERN FDS | 244.98K | SH | $11.58M 13.48% | 244.98K | 0.00 | 0.00 |
Vanguard Mortgage-Backed Securities ETFSOLE | VANGUARD SCOTTSDALE FDS | 207.35K | SH | $9.08M 10.57% | 207.35K | 0.00 | 0.00 |
SPDR BLOOMBERG BARCLAYS SHORT TERM HIGH YIELD BONDSOLE | SPDR SER TR | 371.10K | SH | $9.08M 10.56% | 371.10K | 0.00 | 0.00 |
iShares TIPS Bond ETFSOLE | ISHARES TR | 76.81K | SH | $7.97M 9.27% | 76.81K | 0.00 | 0.00 |
ISHARES NATIONAL MUNI BOND ETFSOLE | ISHARES TR | 70.93K | SH | $7.27M 8.46% | 70.93K | 0.00 | 0.00 |
IShares Broad USD High Yield Corporate Bond ETFSOLE | ISHARES TR | 162.91K | SH | $5.65M 6.58% | 162.91K | 0.00 | 0.00 |
Vaneck Vectors Emerging Market High Yield Bond ETFSOLE | VANECK ETF TRUST | 311.97K | SH | $5.56M 6.47% | 311.97K | 0.00 | 0.00 |
Vanguard Emerging Markets Government Bond Fund ETFSOLE | VANGUARD WHITEHALL FDS | 80.92K | SH | $4.79M 5.57% | 80.92K | 0.00 | 0.00 |
iShares JPMorgan USD Emerging Markets Bond ETFSOLE | ISHARES TR | 40.10K | SH | $3.31M 3.85% | 40.10K | 0.00 | 0.00 |
Spdr Bloomberg Barclays ConvertibleSOLE | SPDR SER TR | 24.79K | SH | $1.68M 1.96% | 24.79K | 0.00 | 0.00 |
ISHARES S&P US PREFERRED STOCK INDEX FUNDSOLE | ISHARES TR | 52.90K | SH | $1.59M 1.86% | 52.90K | 0.00 | 0.00 |
Invesco Optimum YieldSOLE | INVESCO ACTVELY MNGD ETC FD | 64K | SH | $956.8K 1.11% | 64K | 0.00 | 0.00 |
Global X MLP ETFSOLE | GLOBAL X FDS | 20K | SH | $891.8K 1.04% | 20K | 0.00 | 0.00 |
VANGUARD REAL ESTATE ETFSOLE | VANGUARD INDEX FDS | 7.29K | SH | $551.3K 0.64% | 7.29K | 0.00 | 0.00 |