VIRGINIA BEACH, VA
Allocation by class
Portfolio Concentration
Top 3 weight
25.2%
Top 10 weight
54.7%
Voting Authority Distribution
Total shares with voting rights: 3.30M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
3.30M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 745.67K | SH | $56.74M 12.64% | 0.00 | 0.00 | 745.67K |
ISHARES TRSOLE | RUS TP200 GR ETF | 118.86K | SH | $29.83M 6.64% | 0.00 | 0.00 | 118.86K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 123.65K | SH | $26.67M 5.94% | 0.00 | 0.00 | 123.65K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 117.47K | SH | $23.10M 5.15% | 0.00 | 0.00 | 117.47K |
ISHARES TRSOLE | RUS TP200 VL ETF | 245.30K | SH | $22.85M 5.09% | 0.00 | 0.00 | 245.30K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 77.95K | SH | $20.53M 4.57% | 0.00 | 0.00 | 77.95K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 98.70K | SH | $19.00M 4.23% | 0.00 | 0.00 | 98.70K |
APPLE INCSOLE | COM | 63.79K | SH | $16.31M 3.63% | 0.00 | 0.00 | 63.79K |
VANGUARD INDEX FDSSOLE | MCAP VL IDXVIP | 88.02K | SH | $16.25M 3.62% | 0.00 | 0.00 | 88.02K |
VANGUARD MALVERN FDSSOLE | CORE BD ETF | 188.34K | SH | $14.53M 3.24% | 0.00 | 0.00 | 188.34K |
ALPHABET INCSOLE | CAP STK CL A | 42.99K | SH | $12.78M 2.85% | 0.00 | 0.00 | 42.99K |
VANGUARD INDEX FDSSOLE | MCAP GR IDXVIP | 46.34K | SH | $12.07M 2.69% | 0.00 | 0.00 | 46.34K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 172.66K | SH | $11.25M 2.50% | 0.00 | 0.00 | 172.66K |
BROADCOM INCSOLE | COM | 32.33K | SH | $10.14M 2.26% | 0.00 | 0.00 | 32.33K |
VANGUARD SCOTTSDALE FDSSOLE | SHORT TERM TREAS | 161.01K | SH | $9.39M 2.09% | 0.00 | 0.00 | 161.01K |
MICROSOFT CORPSOLE | COM | 23.20K | SH | $8.57M 1.91% | 0.00 | 0.00 | 23.20K |
JPMORGAN CHASE & COSOLE | COM | 27.90K | SH | $8.24M 1.84% | 0.00 | 0.00 | 27.90K |
AMAZON COM INCSOLE | COM | 38.68K | SH | $8.14M 1.81% | 0.00 | 0.00 | 38.68K |
PROFESIONALLY MANAGED PORTFOSOLE | AKRE FOCUS ETF | 152.65K | SH | $8.04M 1.79% | 0.00 | 0.00 | 152.65K |
ISHARES TRSOLE | S&P 500 GRWT ETF | 57.02K | SH | $6.54M 1.46% | 0.00 | 0.00 | 57.02K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 110.82K | SH | $6.01M 1.34% | 0.00 | 0.00 | 110.82K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 12.30K | SH | $5.89M 1.31% | 0.00 | 0.00 | 12.30K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 13.28K | SH | $5.86M 1.31% | 0.00 | 0.00 | 13.28K |
CATERPILLAR INCSOLE | COM | 6.94K | SH | $5.07M 1.13% | 0.00 | 0.00 | 6.94K |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 4.05K | SH | $4.04M 0.90% | 0.00 | 0.00 | 4.05K |