ALEXANDRIA, VA
Allocation by class
Portfolio Concentration
Top 3 weight
14.3%
Top 10 weight
30.4%
Voting Authority Distribution
Total shares with voting rights: 1.79M
Full voting authority
1.79M
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 |
|---|---|---|---|---|---|---|---|
STATE STREET SPDR S&P 500 ETFSOLE | OTHER | 33.82K | SH | $21.99M 6.08% | 0.00 | 0.00 | 0.00 |
APPLE INCSOLE | COMMON STOCK | 62.21K | SH | $15.79M 4.36% | 62.21K | 0.00 | 0.00 |
BURKE & HERBERT FINL SVCS CORPSOLE | COMMON STOCK | 221.67K | SH | $13.81M 3.82% | 221.67K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COMMON STOCK | 35.66K | SH | $13.20M 3.65% | 35.66K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COMMON STOCK | 40.31K | SH | $9.85M 2.72% | 40.31K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COMMON STOCK | 56.76K | SH | $9.63M 2.66% | 56.76K | 0.00 | 0.00 |
ISHARES S&P 400 MIDCAP INDEX FSOLE | OTHER | 104.10K | SH | $7.03M 1.94% | 0.00 | 0.00 | 0.00 |
ISHARES S&P 500 INDEX FUNDSOLE | OTHER | 10.42K | SH | $6.81M 1.88% | 0.00 | 0.00 | 0.00 |
INVESCO S&P 500 EQUAL WEIGHT ESOLE | OTHER | 31.30K | SH | $6.01M 1.66% | 0.00 | 0.00 | 0.00 |
COCA COLA COSOLE | COMMON STOCK | 75.22K | SH | $5.72M 1.58% | 75.22K | 0.00 | 0.00 |
ISHARES MSCI EAFE ETFSOLE | OTHER | 57.54K | SH | $5.59M 1.54% | 0.00 | 0.00 | 0.00 |
ALPHABET INC CL ASOLE | COMMON STOCK | 18.55K | SH | $5.34M 1.47% | 18.55K | 0.00 | 0.00 |
WALMART INCSOLE | COMMON STOCK | 42.20K | SH | $5.24M 1.45% | 42.20K | 0.00 | 0.00 |
ABBVIE INCSOLE | COMMON STOCK | 22.81K | SH | $4.96M 1.37% | 22.81K | 0.00 | 0.00 |
LILLY ELI & COSOLE | COMMON STOCK | 5.22K | SH | $4.80M 1.33% | 5.22K | 0.00 | 0.00 |
PROCTER & GAMBLE COSOLE | COMMON STOCK | 32.24K | SH | $4.66M 1.29% | 32.24K | 0.00 | 0.00 |
ISHARES S&P SMALLCAP 600SOLE | OTHER | 37.17K | SH | $4.62M 1.28% | 0.00 | 0.00 | 0.00 |
CHEVRON CORPORATIONSOLE | COMMON STOCK | 22.08K | SH | $4.57M 1.26% | 22.08K | 0.00 | 0.00 |
ISHARES DJ SELECT DIVIDEND ETFSOLE | OTHER | 28.80K | SH | $4.36M 1.21% | 0.00 | 0.00 | 0.00 |
JP MORGAN CHASE & COSOLE | COMMON STOCK | 14.48K | SH | $4.26M 1.18% | 14.48K | 0.00 | 0.00 |
STE ST SPDR PTFL S&P 500 GROWTSOLE | OTHER | 43.46K | SH | $4.25M 1.18% | 0.00 | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COMMON STOCK | 12.56K | SH | $4.13M 1.14% | 12.56K | 0.00 | 0.00 |
PHILIP MORRIS INTERNATIONALSOLE | COMMON STOCK | 23.69K | SH | $3.92M 1.08% | 23.69K | 0.00 | 0.00 |
INVESCO QQQ TRUST SERIES 1SOLE | OTHER | 6.50K | SH | $3.75M 1.04% | 0.00 | 0.00 | 0.00 |
NORFOLK SOUTHERN CORPSOLE | COMMON STOCK | 12.83K | SH | $3.68M 1.02% | 12.83K | 0.00 | 0.00 |