ARLINGTON, VA
Allocation by class
Portfolio Concentration
Top 3 weight
37.4%
Top 10 weight
63.8%
Voting Authority Distribution
Total shares with voting rights: 18M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
18M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR SERIES TRUSTSOLE | ST INTER ETF | 5.08M | SH | $144.18M 14.85% | 0.00 | 0.00 | 5.08M |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 4.14M | SH | $121.69M 12.53% | 0.00 | 0.00 | 4.14M |
SPDR SERIES TRUSTSOLE | ST SHO TREAS ETF | 3.36M | SH | $97.42M 10.03% | 0.00 | 0.00 | 3.36M |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 105.35K | SH | $72.36M 7.45% | 0.00 | 0.00 | 105.35K |
ISHARES TRSOLE | CORE S&P MCP ETF | 533.32K | SH | $41.12M 4.24% | 0.00 | 0.00 | 533.32K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 51.10K | SH | $38.25M 3.94% | 0.00 | 0.00 | 51.10K |
ISHARES TRSOLE | CORE S&P500 ETF | 40.43K | SH | $30.28M 3.12% | 0.00 | 0.00 | 40.43K |
SPDR SERIES TRUSTSOLE | ST STR P500ETF | 327.36K | SH | $28.77M 2.96% | 0.00 | 0.00 | 327.36K |
SPDR SERIES TRUSTSOLE | ST STR P400MID | 370.11K | SH | $25.00M 2.58% | 0.00 | 0.00 | 370.11K |
SPDR SERIES TRUSTSOLE | ST STR SP600 SML | 349.70K | SH | $20.17M 2.08% | 0.00 | 0.00 | 349.70K |
APPLE INCSOLE | COM | 66.04K | SH | $19.11M 1.97% | 0.00 | 0.00 | 66.04K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 462.79K | SH | $19.09M 1.97% | 0.00 | 0.00 | 462.79K |
ISHARES INCSOLE | CORE MSCI EMKT | 217.12K | SH | $17.99M 1.85% | 0.00 | 0.00 | 217.12K |
AMAZON COM INCSOLE | COM | 53.48K | SH | $12.75M 1.31% | 0.00 | 0.00 | 53.48K |
ISHARES TRSOLE | CORE S&P SCP ETF | 83.11K | SH | $12.33M 1.27% | 0.00 | 0.00 | 83.11K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 75.03K | SH | $11.86M 1.22% | 0.00 | 0.00 | 75.03K |
ALPHABET INCSOLE | CAP STK CL A | 31.01K | SH | $11.08M 1.14% | 0.00 | 0.00 | 31.01K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 27.40K | SH | $10.14M 1.04% | 0.00 | 0.00 | 27.40K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 114.32K | SH | $9.21M 0.95% | 0.00 | 0.00 | 114.32K |
JOHN MARSHALL BANCORP INCSOLE | COM | 351.15K | SH | $7.66M 0.79% | 0.00 | 0.00 | 351.15K |
MICROSOFT CORPSOLE | COM | 16.98K | SH | $6.33M 0.65% | 0.00 | 0.00 | 16.98K |
JPMORGAN CHASE & COSOLE | COM | 18.43K | SH | $6.03M 0.62% | 0.00 | 0.00 | 18.43K |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 93.65K | SH | $5.52M 0.57% | 0.00 | 0.00 | 93.65K |
ELI LILLY & COSOLE | COM | 3.77K | SH | $4.53M 0.47% | 0.00 | 0.00 | 3.77K |
WISDOMTREE TRSOLE | EM EX ST-OWNED | 88.86K | SH | $4.37M 0.45% | 0.00 | 0.00 | 88.86K |