RICHMOND, VA
Allocation by class
Portfolio Concentration
Top 3 weight
16.0%
Top 10 weight
35.2%
Voting Authority Distribution
Total shares with voting rights: 1.95M
Full voting authority
1.95M
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 |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 57.27K | SH | $14.54M 6.01% | 57.27K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 34.84K | SH | $12.90M 5.33% | 34.84K | 0.00 | 0.00 |
ISHARES TRSOLE | TRUST ISHARE 0-1 | 101.41K | SH | $11.19M 4.63% | 101.41K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 15.00 | SH | $10.77M 4.46% | 15.00 | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 30.70K | SH | $8.83M 3.65% | 30.70K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 21.84K | SH | $6.43M 2.66% | 21.84K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 27.93K | SH | $5.82M 2.41% | 27.93K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 29.66K | SH | $5.03M 2.08% | 29.66K | 0.00 | 0.00 |
KLA CORPSOLE | COM NEW | 3.35K | SH | $4.93M 2.04% | 3.35K | 0.00 | 0.00 |
RTX CORPORATIONSOLE | COM | 24.21K | SH | $4.67M 1.93% | 24.21K | 0.00 | 0.00 |
EATON CORP PLCSOLE | SHS | 12.94K | SH | $4.63M 1.92% | 12.94K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 13.01K | SH | $4.41M 1.82% | 13.01K | 0.00 | 0.00 |
HONEYWELL INTL INCSOLE | COM | 18.92K | SH | $4.28M 1.77% | 18.92K | 0.00 | 0.00 |
COCA COLA COSOLE | COM | 51.64K | SH | $3.95M 1.64% | 51.64K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 7.49K | SH | $3.59M 1.48% | 7.49K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | SHT TM US TRES | 143.11K | SH | $3.47M 1.44% | 143.11K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 13.50K | SH | $3.30M 1.36% | 13.50K | 0.00 | 0.00 |
CHEVRON CORPORATIONSOLE | COM | 14.07K | SH | $2.91M 1.20% | 14.07K | 0.00 | 0.00 |
PALO ALTO NETWORKS INCSOLE | COM | 17.51K | SH | $2.81M 1.16% | 17.51K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 8.85K | SH | $2.74M 1.13% | 8.85K | 0.00 | 0.00 |
DUKE ENERGY CORP NEWSOLE | COM NEW | 20.91K | SH | $2.74M 1.13% | 20.91K | 0.00 | 0.00 |
PARKER-HANNIFIN CORPSOLE | COM | 2.90K | SH | $2.60M 1.07% | 2.90K | 0.00 | 0.00 |
ABBOTT LABORATORIESSOLE | COM | 25.13K | SH | $2.58M 1.07% | 25.13K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS MID CAP ETF | 25.95K | SH | $2.52M 1.04% | 25.95K | 0.00 | 0.00 |
PEPSICO INCSOLE | COM | 15.81K | SH | $2.45M 1.02% | 15.81K | 0.00 | 0.00 |