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Institutional Investment Manager
CONNECTICUT WEALTH MANAGEMENT, LLC
CONNECTICUT WEALTH MANAGEMENT, LLC (CIK: 0001689829). Institutional holdings reported to the SEC.

Institutional Holdings (2017Q1)
Portfolio Summary: 62 holdings with a total value of $164,442,000.
#
Name
Shares
Value ($)
%
Options
Notes
51 GENERAL ELECTRIC CO 51,440 1,542,000 0.94%
52 INTERNATIONAL BUSINESS MACHS 9,074 1,569,000 0.95%
53 VANGUARD BD INDEX FDS 21,694 1,730,000 1.05%
54 VANGUARD INDEX FDS 22,159 2,900,000 1.76%
55 SPDR SER TR 37,307 3,269,000 1.99%
56 VANGUARD INDEX FDS 23,744 3,272,000 1.99%
57 ISHARES TR 57,520 3,313,000 2.01%
58 VANGUARD INDEX FDS 32,721 3,946,000 2.40%
59 VANGUARD INTL EQUITY INDEX F 85,296 4,063,000 2.47%
60 ISHARES TR 138,776 23,421,000 14.24%
61 VANGUARD ADMIRAL FDS INC 417,613 41,649,000 25.33%
62 VANGUARD ADMIRAL FDS INC 368,359 43,374,000 26.38%
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Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001689829-17-000003, filed 2017.05.04).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.