ARLINGTON, VA
Allocation by class
Portfolio Concentration
Top 3 weight
38.1%
Top 10 weight
63.6%
Voting Authority Distribution
Total shares with voting rights: 17.74M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
17.74M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 4.92M | SH | $140.89M 15.62% | 0.00 | 0.00 | 4.92M |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 4.37M | SH | $112.02M 12.42% | 0.00 | 0.00 | 4.37M |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 3.10M | SH | $90.49M 10.03% | 0.00 | 0.00 | 3.10M |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 118.34K | SH | $70.72M 7.84% | 0.00 | 0.00 | 118.34K |
ISHARES TRSOLE | CORE S&P MCP ETF | 591.79K | SH | $39.96M 4.43% | 0.00 | 0.00 | 591.79K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 52.99K | SH | $34.55M 3.83% | 0.00 | 0.00 | 52.99K |
ISHARES TRSOLE | CORE S&P500 ETF | 39.26K | SH | $25.65M 2.84% | 0.00 | 0.00 | 39.26K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 283.45K | SH | $21.69M 2.41% | 0.00 | 0.00 | 283.45K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 331.19K | SH | $19.61M 2.17% | 0.00 | 0.00 | 331.19K |
APPLE INCSOLE | COM | 69.79K | SH | $17.71M 1.96% | 0.00 | 0.00 | 69.79K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 436.19K | SH | $16.99M 1.88% | 0.00 | 0.00 | 436.19K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 321.70K | SH | $15.54M 1.72% | 0.00 | 0.00 | 321.70K |
ISHARES INCSOLE | CORE MSCI EMKT | 206.60K | SH | $14.41M 1.60% | 0.00 | 0.00 | 206.60K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 80.62K | SH | $11.94M 1.32% | 0.00 | 0.00 | 80.62K |
BURKE HERBERT FINL SVCS CORPSOLE | COM | 185.76K | SH | $11.57M 1.28% | 0.00 | 0.00 | 185.76K |
ISHARES TRSOLE | CORE S&P SCP ETF | 90.73K | SH | $11.28M 1.25% | 0.00 | 0.00 | 90.73K |
AMAZON COM INCSOLE | COM | 51.51K | SH | $10.73M 1.19% | 0.00 | 0.00 | 51.51K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 30.79K | SH | $9.88M 1.10% | 0.00 | 0.00 | 30.79K |
ALPHABET INCSOLE | CAP STK CL A | 33.45K | SH | $9.62M 1.07% | 0.00 | 0.00 | 33.45K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 30.41K | SH | $8.73M 0.97% | 0.00 | 0.00 | 30.41K |
JOHN MARSHALL BANCORP INCSOLE | COM | 349.97K | SH | $7.10M 0.79% | 0.00 | 0.00 | 349.97K |
MICROSOFT CORPSOLE | COM | 17.36K | SH | $6.43M 0.71% | 0.00 | 0.00 | 17.36K |
JPMORGAN CHASE & COSOLE | COM | 18.02K | SH | $5.30M 0.59% | 0.00 | 0.00 | 18.02K |
WISDOMTREE TRSOLE | EM EX ST-OWNED | 128.07K | SH | $5.14M 0.57% | 0.00 | 0.00 | 128.07K |
ISHARES TRSOLE | 0-3 MNTH TREASRY | 46.13K | SH | $4.64M 0.51% | 0.00 | 0.00 | 46.13K |