KILLINGWORTH, CT
Allocation by class
Portfolio Concentration
Top 3 weight
14.0%
Top 10 weight
33.2%
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 |
|---|---|---|---|---|---|---|---|
SPDR GOLD TRDFND | GOLD SHS | 16.62K | SH | $7.15M 5.77% | 16.62K | 0.00 | 0.00 |
APPLE INCDFND | COM | 21.60K | SH | $5.48M 4.43% | 21.60K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELDFND | CL B NEW | 9.89K | SH | $4.74M 3.83% | 9.89K | 0.00 | 0.00 |
AMAZON COM INCDFND | COM | 20.27K | SH | $4.22M 3.41% | 20.27K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TDFND | TR UNIT | 6.08K | SH | $3.95M 3.19% | 6.08K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRDFND | US LRG CAP ETF | 151.50K | SH | $3.88M 3.14% | 151.50K | 0.00 | 0.00 |
CORNERSTONE STRATEGIC INVESTDFND | COM | 444.92K | SH | $3.24M 2.62% | 444.92K | 0.00 | 0.00 |
ISHARES TRDFND | PFD AND INCM SEC | 98.84K | SH | $3.00M 2.42% | 98.84K | 0.00 | 0.00 |
ISHARES TRDFND | 20 YR TR BD ETF | 34.37K | SH | $2.98M 2.41% | 34.37K | 0.00 | 0.00 |
INVESCO EXCH TRADED FD TR IIDFND | S&P500 HDL VOL | 50.76K | SH | $2.52M 2.03% | 50.76K | 0.00 | 0.00 |
COSTCO WHOLESALE CORPORATIONDFND | COM | 2.40K | SH | $2.39M 1.93% | 2.40K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRDFND | US MID-CAP ETF | 73.47K | SH | $2.27M 1.84% | 73.47K | 0.00 | 0.00 |
JPMORGAN CHASE & CODFND | COM | 7.52K | SH | $2.21M 1.79% | 7.52K | 0.00 | 0.00 |
ALPHABET INCDFND | CAP STK CL C | 7.69K | SH | $2.21M 1.78% | 7.69K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRDFND | STATE STREET UTI | 47.90K | SH | $2.20M 1.77% | 47.90K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRDFND | INTL EQTY ETF | 79.13K | SH | $1.96M 1.58% | 79.13K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRDFND | US SML CAP ETF | 64.22K | SH | $1.87M 1.51% | 64.22K | 0.00 | 0.00 |
MONGODB INCDFND | CL A | 7.42K | SH | $1.82M 1.47% | 7.42K | 0.00 | 0.00 |
SOUTHERN CODFND | COM | 18.13K | SH | $1.75M 1.41% | 18.13K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSDFND | LG-TERM COR BD | 22.22K | SH | $1.66M 1.34% | 22.22K | 0.00 | 0.00 |
MICROSOFT CORPDFND | COM | 4.48K | SH | $1.66M 1.34% | 4.48K | 0.00 | 0.00 |
VANGUARD WORLD FDDFND | INF TECH ETF | 2.35K | SH | $1.64M 1.32% | 2.35K | 0.00 | 0.00 |
KIMBERLY-CLARK CORPDFND | COM | 16.79K | SH | $1.62M 1.31% | 16.79K | 0.00 | 0.00 |
ISHARES SILVER TRDFND | ISHARES | 22.21K | SH | $1.51M 1.22% | 22.21K | 0.00 | 0.00 |
JOHNSON & JOHNSONDFND | COM | 6.05K | SH | $1.48M 1.19% | 6.05K | 0.00 | 0.00 |