VIENNA, VA
Allocation by class
Portfolio Concentration
Top 3 weight
28.4%
Top 10 weight
56.2%
Voting Authority Distribution
Total shares with voting rights: 8.77M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
8.77M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 417.68K | SH | $154.56M 17.89% | 0.00 | 0.00 | 417.68K |
J P MORGAN EXCHANGE TRADED FSOLE | INCOME ETF | 991.36K | SH | $45.65M 5.28% | 0.00 | 0.00 | 991.36K |
ISHARES TRSOLE | MSCI INTL QUALTY | 906.63K | SH | $44.92M 5.20% | 0.00 | 0.00 | 906.63K |
INVESCO EXCH TRADED FD TR IISOLE | NASDAQ 100 ETF | 141.09K | SH | $42.75M 4.95% | 0.00 | 0.00 | 141.09K |
BOOZ ALLEN HAMILTON HLDG CORSOLE | CL A | 698.12K | SH | $42.36M 4.90% | 0.00 | 0.00 | 698.12K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 586.61K | SH | $41.80M 4.84% | 0.00 | 0.00 | 586.61K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 68.26K | SH | $34.15M 3.95% | 0.00 | 0.00 | 68.26K |
ISHARES TRSOLE | CORE DIV GRWTH | 422.47K | SH | $32.02M 3.71% | 0.00 | 0.00 | 422.47K |
VANGUARD MALVERN FDSSOLE | CORE BD ETF | 307.97K | SH | $23.79M 2.75% | 0.00 | 0.00 | 307.97K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 32.24K | SH | $23.74M 2.75% | 0.00 | 0.00 | 32.24K |
ISHARES TRSOLE | MSCI USA MMENTM | 63.20K | SH | $21.67M 2.51% | 0.00 | 0.00 | 63.20K |
UNITEDHEALTH GROUP INCSOLE | COM | 48.88K | SH | $20.32M 2.35% | 0.00 | 0.00 | 48.88K |
INVESCO EXCH TRADED FD TR IISOLE | S&P INTL MOMNT | 321.93K | SH | $19.41M 2.25% | 0.00 | 0.00 | 321.93K |
AMERICAN CENTY ETF TRSOLE | INTL SMCP VLU | 165.16K | SH | $17.02M 1.97% | 0.00 | 0.00 | 165.16K |
J P MORGAN EXCHANGE TRADED FSOLE | US QUALTY FCTR | 230.19K | SH | $16.64M 1.93% | 0.00 | 0.00 | 230.19K |
ISHARES TRSOLE | MSCI US GARP ETF | 187.57K | SH | $15.48M 1.79% | 0.00 | 0.00 | 187.57K |
NVIDIA CORPORATIONSOLE | COM | 66.87K | SH | $13.38M 1.55% | 0.00 | 0.00 | 66.87K |
APPLE INCSOLE | COM | 45.62K | SH | $13.20M 1.53% | 0.00 | 0.00 | 45.62K |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 111.23K | SH | $10.73M 1.24% | 0.00 | 0.00 | 111.23K |
MICROSOFT CORPSOLE | COM | 25.70K | SH | $9.59M 1.11% | 0.00 | 0.00 | 25.70K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 12.41K | SH | $8.52M 0.99% | 0.00 | 0.00 | 12.41K |
TTM TECHNOLOGIES INCSOLE | COM | 39.86K | SH | $7.45M 0.86% | 0.00 | 0.00 | 39.86K |
VANGUARD MUN BD FDSSOLE | CORE TAX EXEMPT | 76.99K | SH | $5.88M 0.68% | 0.00 | 0.00 | 76.99K |
AMAZON COM INCSOLE | COM | 23.11K | SH | $5.51M 0.64% | 0.00 | 0.00 | 23.11K |
ALPHABET INCSOLE | CAP STK CL A | 15.02K | SH | $5.37M 0.62% | 0.00 | 0.00 | 15.02K |