COLUMBIA, MD
Allocation by class
Portfolio Concentration
Top 3 weight
13.5%
Top 10 weight
33.7%
Voting Authority Distribution
Total shares with voting rights: 20.96M
Full voting authority
20.96M
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 |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | LARGE CAP ETF | 385.02K | SH | $115.06M 4.96% | 385.02K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 176.15K | SH | $101.67M 4.39% | 176.15K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 550.41K | SH | $95.99M 4.14% | 550.41K | 0.00 | 0.00 |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL TEC | 1.70M | SH | $76.77M 3.31% | 1.70M | 0.00 | 0.00 |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 326.38K | SH | $70.19M 3.03% | 326.38K | 0.00 | 0.00 |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 365.33K | SH | $70.11M 3.03% | 365.33K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 106.01K | SH | $69.25M 2.99% | 106.01K | 0.00 | 0.00 |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 421.19K | SH | $62.38M 2.69% | 421.19K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 239.28K | SH | $60.73M 2.62% | 239.28K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 209.13K | SH | $59.99M 2.59% | 209.13K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 750.93K | SH | $59.37M 2.56% | 750.93K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS1000GRW | 537.04K | SH | $58.91M 2.54% | 537.04K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | VALUE ETF | 299.36K | SH | $58.73M 2.53% | 299.36K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | STATE STREET COM | 491.22K | SH | $54.46M 2.35% | 491.22K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 302.89K | SH | $53.94M 2.33% | 302.89K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 249.38K | SH | $51.94M 2.24% | 249.38K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 139.57K | SH | $51.67M 2.23% | 139.57K | 0.00 | 0.00 |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 45.25K | SH | $45.09M 1.95% | 45.25K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 448.63K | SH | $43.93M 1.90% | 448.63K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 141.28K | SH | $41.56M 1.79% | 141.28K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 75.01K | SH | $35.95M 1.55% | 75.01K | 0.00 | 0.00 |
ISHARES TRSOLE | U.S. FIN SVC ETF | 428.70K | SH | $35.51M 1.53% | 428.70K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 60.63K | SH | $34.69M 1.50% | 60.63K | 0.00 | 0.00 |
ARISTA NETWORKS INCSOLE | COM SHS | 274.39K | SH | $33.69M 1.45% | 274.39K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 105.01K | SH | $31.74M 1.37% | 105.01K | 0.00 | 0.00 |