NEW HAVEN, CT
Allocation by class
Portfolio Concentration
Top 3 weight
99.3%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 49.41K
Full voting authority
49.41K
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 |
|---|---|---|---|---|---|---|---|
ISHARES TR CORE S&P TTL STKSOLE | ETF | 6.26K | SH | $911.8K 44.37% | 6.26K | 0.00 | 0.00 |
VERA THERAPEUTICS INCSOLE | CL A | 22.81K | SH | $662.9K 32.26% | 22.81K | 0.00 | 0.00 |
BRP INCSOLE | COM | 7.67K | SH | $466.4K 22.70% | 7.67K | 0.00 | 0.00 |
RING ENERGY INCSOLE | COM | 12.67K | SH | $13.8K 0.67% | 12.67K | 0.00 | 0.00 |