RICHMOND, VA
Allocation by class
Portfolio Concentration
Top 3 weight
17.8%
Top 10 weight
36.1%
Voting Authority Distribution
Total shares with voting rights: 6.97M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
6.97M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
OLD DOMINION FREIGHT LINE INSOLE | COM | 358.89K | SH | $77.73M 9.50% | 0.00 | 0.00 | 358.89K |
APPLE INCSOLE | COM | 127.01K | SH | $36.75M 4.49% | 0.00 | 0.00 | 127.01K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 41.88K | SH | $30.84M 3.77% | 0.00 | 0.00 | 41.88K |
MICROSOFT CORPSOLE | COM | 67.19K | SH | $25.07M 3.06% | 0.00 | 0.00 | 67.19K |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 825.70K | SH | $24.30M 2.97% | 0.00 | 0.00 | 825.70K |
ISHARES TRSOLE | IBOXX INV CP ETF | 204.31K | SH | $22.28M 2.72% | 0.00 | 0.00 | 204.31K |
NVIDIA CORPORATIONSOLE | COM | 109.61K | SH | $21.93M 2.68% | 0.00 | 0.00 | 109.61K |
BROADCOM INCSOLE | COM | 53.98K | SH | $20.39M 2.49% | 0.00 | 0.00 | 53.98K |
PHILIP MORRIS INTL INCSOLE | COM | 101.50K | SH | $18.36M 2.24% | 0.00 | 0.00 | 101.50K |
ISHARES TRSOLE | 3 7 YR TREAS BD | 151.45K | SH | $17.79M 2.17% | 0.00 | 0.00 | 151.45K |
ALPHABET INCSOLE | CAP STK CL A | 47.03K | SH | $16.81M 2.05% | 0.00 | 0.00 | 47.03K |
SSGA ACTIVE ETF TRSOLE | ST STR TOTAL ETF | 423.79K | SH | $16.73M 2.04% | 0.00 | 0.00 | 423.79K |
JPMORGAN CHASE & COSOLE | COM | 47.33K | SH | $15.49M 1.89% | 0.00 | 0.00 | 47.33K |
BLACKSTONE INCSOLE | COM | 122.57K | SH | $14.42M 1.76% | 0.00 | 0.00 | 122.57K |
PALO ALTO NETWORKS INCSOLE | COM | 41.50K | SH | $14.15M 1.73% | 0.00 | 0.00 | 41.50K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 27.96K | SH | $13.99M 1.71% | 0.00 | 0.00 | 27.96K |
WALMART INCSOLE | COM | 112.27K | SH | $12.72M 1.55% | 0.00 | 0.00 | 112.27K |
AMAZON COM INCSOLE | COM | 53.11K | SH | $12.66M 1.55% | 0.00 | 0.00 | 53.11K |
QUALCOMM INCSOLE | COM | 68.32K | SH | $12.62M 1.54% | 0.00 | 0.00 | 68.32K |
ALTRIA GROUP INCSOLE | COM | 169.84K | SH | $12.22M 1.49% | 0.00 | 0.00 | 169.84K |
ASML HLDG NVSOLE | N Y REGISTRY SHS | 6.09K | SH | $12.11M 1.48% | 0.00 | 0.00 | 6.09K |
JOHNSON & JOHNSONSOLE | COM | 46.72K | SH | $11.86M 1.45% | 0.00 | 0.00 | 46.72K |
ELI LILLY & COSOLE | COM | 7.94K | SH | $9.52M 1.16% | 0.00 | 0.00 | 7.94K |
ISHARES TRSOLE | CORE S&P500 ETF | 12.43K | SH | $9.30M 1.14% | 0.00 | 0.00 | 12.43K |
FERGUSON ENTERPRISES INCSOLE | COMMON STOCK NEW | 37.70K | SH | $8.95M 1.09% | 0.00 | 0.00 | 37.70K |