VIENNA, VA
Allocation by class
Portfolio Concentration
Top 3 weight
30.3%
Top 10 weight
58.2%
Voting Authority Distribution
Total shares with voting rights: 8.74M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
8.74M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 414.12K | SH | $132.86M 17.21% | 0.00 | 0.00 | 414.12K |
BOOZ ALLEN HAMILTON HLDG CORSOLE | CL A | 720.53K | SH | $56.22M 7.28% | 0.00 | 0.00 | 720.53K |
ISHARES TRSOLE | MSCI INTL QUALTY | 967.54K | SH | $44.73M 5.79% | 0.00 | 0.00 | 967.54K |
J P MORGAN EXCHANGE TRADED FSOLE | INCOME ETF | 946.41K | SH | $43.60M 5.65% | 0.00 | 0.00 | 946.41K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 572.86K | SH | $36.71M 4.75% | 0.00 | 0.00 | 572.86K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 71.04K | SH | $34.04M 4.41% | 0.00 | 0.00 | 71.04K |
INVESCO EXCH TRADED FD TR IISOLE | NASDAQ 100 ETF | 139.87K | SH | $33.24M 4.30% | 0.00 | 0.00 | 139.87K |
ISHARES TRSOLE | CORE DIV GRWTH | 430.36K | SH | $30.20M 3.91% | 0.00 | 0.00 | 430.36K |
VANGUARD MALVERN FDSSOLE | CORE BD ETF | 244.64K | SH | $18.93M 2.45% | 0.00 | 0.00 | 244.64K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 32.70K | SH | $18.87M 2.44% | 0.00 | 0.00 | 32.70K |
INVESCO EXCH TRADED FD TR IISOLE | S&P INTL MOMNT | 283.68K | SH | $15.56M 2.01% | 0.00 | 0.00 | 283.68K |
J P MORGAN EXCHANGE TRADED FSOLE | US QUALTY FCTR | 248.20K | SH | $15.22M 1.97% | 0.00 | 0.00 | 248.20K |
ISHARES TRSOLE | MSCI USA MMENTM | 59.72K | SH | $14.33M 1.86% | 0.00 | 0.00 | 59.72K |
AMERICAN CENTY ETF TRSOLE | INTL SMCP VLU | 140.35K | SH | $14.02M 1.82% | 0.00 | 0.00 | 140.35K |
UNITEDHEALTH GROUP INCSOLE | COM | 48.31K | SH | $13.07M 1.69% | 0.00 | 0.00 | 48.31K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P 500 GARP ETF | 113.32K | SH | $12.20M 1.58% | 0.00 | 0.00 | 113.32K |
NVIDIA CORPORATIONSOLE | COM | 65.65K | SH | $11.45M 1.48% | 0.00 | 0.00 | 65.65K |
APPLE INCSOLE | COM | 43.32K | SH | $10.99M 1.42% | 0.00 | 0.00 | 43.32K |
ISHARES TRSOLE | MSCI USA QUALITY | 158.95K | SH | $10.17M 1.32% | 0.00 | 0.00 | 158.95K |
MICROSOFT CORPSOLE | COM | 25.57K | SH | $9.46M 1.23% | 0.00 | 0.00 | 25.57K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 12.77K | SH | $7.63M 0.99% | 0.00 | 0.00 | 12.77K |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 92.88K | SH | $7.48M 0.97% | 0.00 | 0.00 | 92.88K |
AMAZON COM INCSOLE | COM | 22.16K | SH | $4.62M 0.60% | 0.00 | 0.00 | 22.16K |
ALPHABET INCSOLE | CAP STK CL A | 14.78K | SH | $4.25M 0.55% | 0.00 | 0.00 | 14.78K |
TTM TECHNOLOGIES INCSOLE | COM | 41.85K | SH | $4.08M 0.53% | 0.00 | 0.00 | 41.85K |