RICHMOND, VA
Allocation by class
Portfolio Concentration
Top 3 weight
24.6%
Top 10 weight
41.1%
Voting Authority Distribution
Total shares with voting rights: 2.68M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
2.68M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 91.67K | SH | $54.78M 12.53% | 0.00 | 0.00 | 91.67K |
NVIDIA CORPORATIONSOLE | COM | 152.80K | SH | $26.65M 6.10% | 0.00 | 0.00 | 152.80K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 100.16K | SH | $26.23M 6.00% | 0.00 | 0.00 | 100.16K |
APPLE INCSOLE | COM | 70.59K | SH | $17.91M 4.10% | 0.00 | 0.00 | 70.59K |
ALPHABET INCSOLE | CAP STK CL C | 47.77K | SH | $13.70M 3.14% | 0.00 | 0.00 | 47.77K |
MICROSOFT CORPSOLE | COM | 26.89K | SH | $9.95M 2.28% | 0.00 | 0.00 | 26.89K |
BROADCOM INCSOLE | COM | 27K | SH | $8.36M 1.91% | 0.00 | 0.00 | 27K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 16.95K | SH | $8.12M 1.86% | 0.00 | 0.00 | 16.95K |
META PLATFORMS INCSOLE | CL A | 12.41K | SH | $7.10M 1.62% | 0.00 | 0.00 | 12.41K |
MCKESSON CORPSOLE | COM | 7.95K | SH | $6.89M 1.58% | 0.00 | 0.00 | 7.95K |
PHILIP MORRIS INTL INCSOLE | COM | 39.66K | SH | $6.62M 1.51% | 0.00 | 0.00 | 39.66K |
J P MORGAN EXCHANGE TRADED FSOLE | BETABUILDRS US | 49.29K | SH | $5.78M 1.32% | 0.00 | 0.00 | 49.29K |
VISTRA CORPSOLE | COM | 37.31K | SH | $5.61M 1.28% | 0.00 | 0.00 | 37.31K |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 71.78K | SH | $5.39M 1.23% | 0.00 | 0.00 | 71.78K |
JOHNSON & JOHNSONSOLE | COM | 21.51K | SH | $5.26M 1.20% | 0.00 | 0.00 | 21.51K |
JPMORGAN CHASE & COSOLE | COM | 17.62K | SH | $5.18M 1.19% | 0.00 | 0.00 | 17.62K |
WILLIAMS COS INCSOLE | COM | 68.05K | SH | $4.95M 1.13% | 0.00 | 0.00 | 68.05K |
ALTRIA GROUP INCSOLE | COM | 73.31K | SH | $4.92M 1.12% | 0.00 | 0.00 | 73.31K |
WALMART INCSOLE | COM | 35K | SH | $4.36M 1.00% | 0.00 | 0.00 | 35K |
CISCO SYS INCSOLE | COM | 54.98K | SH | $4.27M 0.98% | 0.00 | 0.00 | 54.98K |
AMAZON COM INCSOLE | COM | 20.25K | SH | $4.22M 0.96% | 0.00 | 0.00 | 20.25K |
EXXON MOBIL CORPSOLE | COM | 23.47K | SH | $3.98M 0.91% | 0.00 | 0.00 | 23.47K |
BOOKING HOLDINGS INCSOLE | COM | 898.00 | SH | $3.78M 0.87% | 0.00 | 0.00 | 898.00 |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 16.68K | SH | $3.62M 0.83% | 0.00 | 0.00 | 16.68K |
LAM RESEARCH CORPSOLE | COM NEW | 16.70K | SH | $3.57M 0.82% | 0.00 | 0.00 | 16.70K |